The proposal gets signed. The direct debit comes with it.
Add an Adfin direct debit mandate to your Strively proposal. Once your client signs, it's waiting in their onboarding portal with everything else they need to complete, and the customer and mandate appear in Adfin as soon as they've set it up.
How it works
Connect Adfin to Strively
Connect your Adfin account from Strively's settings. You only do it once, and from then on you choose whether each proposal includes a direct debit mandate.
Client signs, mandate set up
Onboarding opens once your client signs the proposal. They get a code by email to open their portal, where the direct debit sits next to their documents and other tasks. They add their bank details and it's marked complete.
Adfin collects and chases
The customer and their mandate are created in Adfin as soon as the client finishes. When an invoice falls due, Adfin collects it by direct debit, follows up anything that fails and reconciles each payment in Xero or QuickBooks.
Built into Strively onboarding
Mandate at proposal
Choose whether to include a direct debit mandate when you build each proposal.
Onboarding portal
Opens once the proposal is signed, with the mandate next to your client's documents and other onboarding tasks.
One-time connection
Connect your Adfin account once from Strively's settings.
Status in both places
Strively shows who's signed their mandate, and the customer is created in Adfin automatically.
Every payment method
Recurring fees on direct debit. One-off work paid by card, open banking or bank transfer.
Xero and QuickBooks sync
Payments post back to your ledger, ready to reconcile.
Mandate chasing
If a client doesn't finish setting up their mandate, Adfin follows up by email, SMS and WhatsApp.
Free retries
Up to three attempts on a failed direct debit, with a card link as backup. You're only charged for successful payments.
Works alongside Xero and QuickBooks
Strively handles the proposal and the mandate. Adfin picks up the invoices you raise in Xero or QuickBooks, collects payment and posts it back for reconciliation, so your ledger stays where it is. Already collecting by direct debit with another provider? You can move those clients to Adfin without asking them to sign a new mandate.
Customers
2,500+ of the most ambitious businesses getting paid than the UK average
Jumpstart
-73% average days late
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