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    The onboarding software built for payroll bureaux

    Screen new employer enquiries, quote clearly for payroll and pensions, and have the engagement letter signed and the direct debit set up before the first pay run.

    Book a demo See how it works

    Plans from £110 a month. Made by accountants who run a UK practice.

    An example strively web proposal from striveX. It opens with the heading Award-Winning Accountants for Growing UK Businesses beside a photo of the firm's office, a sidebar of sections from Introduction to Next steps, a contact card for Jaya Meadows in Business Development with a Message Jaya button, and a personal introduction to the proposal.

    What is client onboarding software for payroll bureaux?

    Client onboarding software helps a payroll bureau take on new employer clients without the manual admin. strively screens enquiries against your rules, such as minimum headcount, lets the right employers book a call, sends clear web quotes and onboards new clients with an e-signed engagement letter, AML checks and direct debit set-up through Adfin. strively doesn't run payroll itself.

    Built around how payroll bureaux take on clients

    We run an accountancy practice too. Do these sound familiar?

    We spent a morning quoting for a one-person payroll we were never going to take on.

    Decline employers below your minimum headcount before anyone starts quoting.Enquiry forms

    The first pay run is next week, and we still don't have a signed letter or the direct debit.

    Once the quote is accepted, the engagement letter is e-signed and the client is added to your Adfin mandate.Direct debit mandates

    Around the tax year end, new employer enquiries sit unanswered for days.

    Turn on the waitlist. Enquiries are still screened, employers get your custom message, and they're saved to a list to contact.Waitlist

    How strively works for payroll bureaux

    One automated journey from first enquiry to a client ready for their first pay run.

    1. Screen enquiries

      Check headcount and pay frequency up front, and decline payrolls below your minimum.

      Enquiry forms →

    2. Book a discovery call

      Accepted employers book a call straight into your calendar, with reminders sent for you.

      Meeting booking →

    3. Send a clear quote

      Quote payroll, pensions and auto-enrolment in one web proposal, and see when it's been read.

      Web proposals →

    4. Onboard before payday

      Engagement letter e-signed, AML checks run and direct debit set up through Adfin.

      Engagement letters →

    Enquiry rules written for payroll bureaux

    Decide which payrolls suit your bureau, and strively applies your rules to every enquiry.

    • Accept employers with five or more staff
    • Ask about pay frequency and pensions up front
    • Decline payrolls below your minimum

    Your rules

    IfFewer than five employeesDecline
    IfFive or more employeesAccept
    IfNeeds pension auto-enrolmentAccept
    Applied to every new enquiry

    Every strively feature, set up for payroll bureaux

    From the first enquiry to a fully onboarded client.

    Enquiry formsCheck headcount and pay frequency before you quote. WaitlistStay open to new employers through the tax year end. Meeting bookingEmployers book discovery calls straight into your calendar. Automated chasersQuotes chased for you, so they're accepted before payday. Web proposalsPayroll, pensions and auto-enrolment quoted clearly online. E-signaturesQuotes and engagement letters signed online. Pipeline reportingSee how quickly new payroll clients move from enquiry to signed. Engagement lettersYour payroll terms signed before the first pay run. Document collectionEmployee and pension details collected before the first pay run. AML checksChecks for every new employer, kept together in AML HQ. Direct debit mandatesNew clients added to your Adfin mandate.

    Why payroll bureaux choose strively

    The things that save the most admin, compared with the tools UK practices use most.

    FeaturestrivelyIgnitionCompare →GoProposalCompare →FigsFlowCompare →SocketCompare →Better ProposalsCompare →PandaDocCompare →
    Automatic enquiry screening✓––––––
    Waitlist for busy periods✓––––––
    Built-in meeting booking✓–––~~–
    Web proposals, not PDFs✓✓–✓✓✓✓
    UK engagement letters✓✓~✓✓~~
    ✓ Yes~ Partly, add-on or through another tool– No or not foundChecked October 2026. See each comparison for details.

    "We built strively inside our own accounting firm, striveX, to automate the first stage of the client journey. Onboarding got smoother for our clients, and we saved a lot of time internally."

    James, Brad and Rachel · Founders, strively
    Read our story →

    Simple pricing for payroll bureaux

    Three fixed monthly plans, excluding VAT. AML HQ has its own monthly charge.

    Automate£110Report£135Team£220
    See pricing

    Frequently asked questions

    What is client onboarding software for payroll bureaux?

    Client onboarding software helps a payroll bureau take on new employer clients without the manual admin. strively screens enquiries, books discovery calls, sends clear web quotes and onboards new clients with an e-signed engagement letter, AML checks and direct debit set-up through Adfin.

    Does strively run payroll?

    No. strively wins and onboards new payroll clients. It doesn't run payroll, practice management, invoicing or recurring billing, so you keep your existing payroll software for that.

    Can strively decline payrolls that are too small?

    Yes. You set rules for what a good-fit client looks like, such as a minimum number of employees, and strively applies them to every enquiry.

    Can everything be signed before the first pay run?

    Yes. Once a quote is accepted, the engagement letter is signed online, AML checks run in AML HQ and the client is added to your Adfin direct debit mandate.

    What happens to enquiries around the tax year end?

    Turn on strively's waitlist. Enquiries are still screened against your rules, employers receive your custom message letting them know you'll be in touch, and they're added to a separate list to contact when you're ready.

    How much does strively cost for a payroll bureau?

    strively has three plans: Automate at £110 a month, Report at £135 and Team at £220, all excluding VAT. AML checks run in AML HQ, which has its own monthly charge.

    How long does it take to get started?

    You set strively up yourself: add your services and fees, then your enquiry form, proposal templates and engagement letter. From then on, strively runs each step automatically, whichever plan you're on.

    See how much onboarding admin strively can take off your payroll bureau

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

    Book a demo