Your comprehensive solution for automated proposals, billing, and payments collection, explicitly designed with accountants in mind. With Anchor, you can concentrate on your core responsibilities and leave the complexities of client billing to us.
With Anchor, an approved proposal effortlessly transforms into an agreement, which in turn generates invoices when billing is due. This automated process ensures a smooth transition from proposal to payment.
Add your company logo and tailor the colors of your proposal and invoice templates to align with your firm's branding. Anchor helps you maintain a consistent professional image across all your billing documents.
Get started quickly with our library of free predefined service templates. Or, import your own templates to customize your proposals and invoices to suit your needs.
Create flexible agreements tailored to your clients' needs. With automatic or manual approval for changes and self-updating invoices, we provide the adaptability you require.
Eliminate the repetitive task of billing clients. With Anchor, you can set up unlimited recurring invoices for automatic billing, saving you time and reducing the risk of errors.
Credit card and debit card processing fees of 2.9% + 30c can be passed on to your clients or absorbed by you.
Monitor your firm's financial health and activity with our business dashboard. View revenue, proposal pipeline, invoices pipeline, and real-time activity data. Keep track of upcoming proposals, invoices, and more at a glance!
Improve your clients' experience with a dedicated portal where they can view their proposals, agreements, invoices, payments, documents, and transaction history.
With Anchor, you can set up partial payments or deposits when sending a proposal. Need to add a charge later? No problem. Send a new invoice with a click of a button.
Add as many users as you need and customize access permissions per user for creating, editing, and viewing information.
Upload and approve documents directly on Anchor. This includes a reject option for added flexibility and control.
Using Anchor has allowed me to streamline my tech stack and processes in my company.
I've teamed up with Anchor to create the best tech solution that fully supports the "Subscription Business Model”.
We are so happy we automated our billing with Anchor. We are saving valuable time processing billing and collections each month. Saving money in staff hours and wire fees. The best part for us is Anchor collects our payments on time and via ACH! Thank you Anchor!
“Anchor has revolutionized our client onboarding, establishing itself as the essential tool we never knew we needed. With Anchor, we streamline each client engagement, confident that the billing pathway is secured. It seamlessly integrates the e-signature process, eliminating the need for separate platforms. By simplifying contract signatures and initial payments, Anchor ensures our business thrives in every subsequent billing. The added benefit of not requiring manual setups is just the cherry on top. Truly transformative for our operations and a testament to the power of integrated client engagement.”
I love Anchor for its ease of use in setting up agreements and proposals. The platform offers useful features that competitors miss, and there's no need to hire an IT or marketing person. My team and I have switched over to Anchor, and the customer support is superb. Plus, no monthly fees make it a win-win for me. Anchor is now the Anchor of my companies' ship!!