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    Direct debits set up as clients sign up

    strively integrates with Adfin and adds each new client to your direct debit mandate as part of onboarding. No bank details to chase, and nothing to re-key.

    Book a demoSee how it works

    Included in every plan, from £110 a month. Works with your Adfin account.

    strively's Payments settings: connect Adfin or GoCardless to collect Direct Debit mandates during onboarding, with one provider active at a time. GoCardless shows as Connected, so clients will be asked to set up Direct Debit during onboarding.

    Can strively set up direct debits for new clients?

    Yes. strively integrates with Adfin and adds new clients to your direct debit mandate as part of onboarding, after they've accepted their proposal and signed their engagement letter. strively doesn't create invoices, so you keep invoicing as you do today.

    Why practices set up direct debits through strively

    No chasing bank details

    Clients are added to your mandate as part of onboarding, so there's nothing to chase.

    Nothing to re-key

    Details aren't copied between systems by hand, which saves time and avoids mistakes.

    Fees sorted from day one

    Every new client is set up to pay before the work begins.

    How direct debit mandates work

    Direct debit set-up is the last step of onboarding, handled for you.

    1. Connect Adfin

      Link your Adfin account to strively.

    2. Client signs

      The new client accepts their proposal and signs their engagement letter.

    3. Added to your mandate

      strively adds the client to your Adfin direct debit mandate.

    4. Invoice as usual

      Keep invoicing the way you do today, with payment set up.

    Everything direct debit set-up can do

    Part of every onboarding

    Direct debit set-up happens in the same flow as the proposal, engagement letter and AML checks.

    • Starts once the client has signed
    • No separate step to remember
    • Every new client set up the same way

    Onboarding · Hartley & Co Ltd

    Engagement letterSigned
    AML checkPassed
    Direct debit mandateAdfinSet up

    Works with your Adfin account

    strively connects to Adfin, so new clients go straight into the mandate you already use.

    • Integration with Adfin
    • New clients added to your mandate
    • No bank details copied by hand

    Integrations

    AdfinDirect debit mandatesConnected
    New clients added as they sign up

    Keep invoicing the way you do today

    strively sets up the direct debit. It doesn't create invoices, so your billing stays as it is.

    • No change to how you invoice
    • No recurring billing to migrate
    • Works alongside your existing software

    Your process

    Direct debit set-upstrively
    InvoicingYour existing software

    Direct debit set-up for every kind of practice

    Get payment set up before the work begins, whatever kind of practice you run.

    Accountants

    Have monthly fees set up before year-end work begins.

    Example: added to your mandate on sign-up

    Bookkeepers

    Get monthly retainers set up from the first month.

    Example: monthly fee ready before work starts

    Payroll bureaux

    Have payment in place before the first pay run.

    Example: set up in the same sitting as the letter

    Tax advisers

    Set up payment for specialist work as part of onboarding.

    Example: set up straight after signing

    How strively's direct debit set-up compares

    strively adds new clients to your Adfin mandate as part of onboarding, without changing how you invoice.

    strively · New clients added to your Adfin mandate as they sign upIntegrated
    Ignition · Payments built in, alongside billingIntegratedGoProposal · Through GoCardlessIntegratedFigsFlow · Through GoCardlessIntegratedSocket · Through GoCardless or AdfinIntegratedBetter Proposals · Through GoCardlessIntegratedPandaDoc · No direct debit foundNot available

    Checked October 2026 against each tool's published information. Follow a row for the full comparison.

    Where direct debit set-up fits in

    Every strively feature hands over to the next, from first enquiry to onboarded client.

    1. Document collection →Questions and uploads, sent automatically.
    2. AML checks →Checks as part of every onboarding.
    3. You're hereDirect debit mandatesNew clients added to your Adfin mandate.
    4. Pipeline reporting →See conversion at every stage.

    Frequently asked questions

    Yes. strively integrates with Adfin and adds new clients to your direct debit mandate as they sign up.

    No. strively doesn't create invoices or run recurring billing, so you keep invoicing as you do today.

    Yes. strively works with your Adfin account to add new clients to your direct debit mandate.

    As part of onboarding, after the client has accepted their proposal and signed their engagement letter.

    No. New clients are added to your Adfin mandate as part of onboarding, so there are no bank details to chase or re-key.

    Get payment set up before the work begins

    A 30-minute demo, tailored to your firm, using the kind of enquiries you get every week.

    Book a demo