Tackle your proposal and billing challenges as a bookkeeper with a tailored automation tool. Ensure timely payments, prevent revenue leakage, and simplify your invoicing process. This allows you to dedicate your focus where it truly matters: serving your clients and growing your business!
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.
When I started my business, I bought a brand new car to pick up my clients’ checks all over town. It had 160.000 miles on it two years later. Even if you don't chase checks, I'm sure you chase clients around their schedules to get paid. That's the pain that Anchor fixes. I'm so excited!
The more I use it, the more I love it. I have clients that have been paying me with a physical check and didn’t agree to shift until Anchor. They instantly loaded in their banking info and their bill goes out automatically in the next week. You just solved a massive pain point for me!
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!!
Anchor is AMAZING! They’ve reduced my billing time by 90%. Since clients fill out their information, I don't have to write it down to input into my software. Easy setup for me, payments flow to my bank account. I literally set it and forget it. It's one less thing to worry about in my busy practice.
“With Anchor, creating and sending a professional proposal is a breeze, taking just minutes. Its automation surpasses even QuickBooks in efficiency. In only six months, I've seen consistent feature updates, reflecting Anchor's commitment to innovation. The seamless integration with QuickBooks, combined with its user-friendly client experience, has made Anchor indispensable for my business. It's simplicity and effectiveness in one package.”