Never forgotten
AML checks are part of every onboarding, so no client starts without them.
AML checks as part of every onboarding
When a new client signs, their AML checks are part of the same onboarding flow. Checks run in AML HQ, where each client's results and records are kept together.
AML HQ works with every plan, from £110 a month, and has its own monthly charge.
How do AML checks work in strively?
AML checks are part of strively's onboarding flow. Once a new client has accepted their proposal and signed their engagement letter, their checks run in AML HQ, where the results and records for each client are kept together. AML HQ has its own monthly charge.
Why practices run AML checks through strively
Records in one place
Each client's checks and records are kept together in AML HQ.
Less admin
No separate onboarding step to remember, chase or re-key.
How AML checks work
AML checks happen as part of onboarding, not as a separate job.
Set up AML HQ
Set up AML HQ once, as part of getting started with strively.
Client signs
The new client accepts their proposal and signs their engagement letter.
Checks run
Their AML checks run in AML HQ as part of onboarding.
Records kept
Results and records are kept together for each client in AML HQ.
Everything AML checks in strively can do
Built into onboarding
AML checks sit in the same flow as the proposal and engagement letter.
- Part of every new client's onboarding
- No separate step to remember
- Starts once the client has signed
Onboarding · Hartley & Co Ltd
Engagement letterSigned
AML checkIn AML HQRunning
Direct debit mandateNext
AML HQ keeps every record together
Each client's AML results and records are kept in one place, ready when you need them.
- Results for each client in AML HQ
- Easy to find when you need to review
- Alongside the client's onboarding record
AML HQ
Hartley & Co Ltd2 directorsPassed
Brook Lane Dental1 directorPassed
Oakfield LettingsAwaiting clientIn progress
Pay only for the checks you run
AML HQ works with every plan and has its own monthly charge.
- AML HQ included in every plan
- AML HQ charged monthly
- Results kept with each client's record
AML HQ
AML HQChecks and records for every clientEvery plan
AML checksSeparate monthly chargeAs you use them
AML checks for every kind of practice
Every new client checked as part of onboarding, whatever kind of practice you run.
Accountants
Check every director of a new limited company as part of onboarding.
Example: checks for each directorBookkeepers
Make sure small business clients are checked before monthly work begins.
Example: checks before the first month's bookkeepingPayroll bureaux
Check new employer clients before taking on their payroll.
Example: checks before the first pay runTax advisers
Keep AML records for specialist clients together in one place.
Example: AML records kept in AML HQHow AML checks in strively compare
strively runs AML checks inside onboarding, straight after the engagement letter is signed.
strively · Checks and records kept together in AML HQIntegrated
Ignition · AML ComplianceIntegratedGoProposal · Paid add-onPartlyFigsFlow · Built-in checks, charged per checkIntegratedSocket · Through the Xama integrationIntegratedBetter Proposals · No AML checks foundNot availablePandaDoc · No AML checks foundNot availableChecked October 2026 against each tool's published information. Follow a row for the full comparison.
Where AML checks fit in
Every strively feature hands over to the next, from first enquiry to onboarded client.
- Document collection →Questions and uploads, sent automatically.
- You're hereAML checksChecks as part of every onboarding.
- Direct debit mandates →New clients added to your Adfin mandate.
- Pipeline reporting →See conversion at every stage.
Frequently asked questions
AML checks are part of strively's onboarding flow. Once a new client has signed their engagement letter, their checks run in AML HQ, where each client's records are kept together.
AML HQ is the part of strively where each client's AML checks and records are kept together.
No. AML checks run in AML HQ, which works with every strively plan and has its own monthly charge, like most AML providers.
AML checks happen as part of onboarding, after the client has accepted their proposal and signed their engagement letter.
strively uses AML HQ. Checks run in AML HQ as part of every onboarding, each client's results and records are kept together there, and AML HQ has its own monthly charge.
Make AML checks part of every onboarding
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