One platform to simply automate your
billing, collections, and reconciliation.
“With Anchor we don’t have to chase clients for payment, which is especially important for retainers on quick turn-around projects. Our accounts receivable with Anchor is basically zero!”
From proposal to reconciliation
Send online branded proposals and engagement letters that are easy to sign digitally, and close fast.
Clients connect their payment method before you provide the service.
Invoices are populated and sent automatically according to your terms.
Pre-approved payment methods release revenue - with no surprises for customers.
Invoices and payments match up, and auto-sync with QB/O. No more cross-referencing!
"Anchor helps us keep the conversation with our clients at a strategic level, moving towards our goals, rather than asking them about failed payments. It takes us out of being the middleman. Approving an agreement in Anchor is a frictionless step with our clients. We’re seeing quick turnarounds, it’s like a single tap approval process."
“As a result of Anchor, my cash flow has improved, It’s amazing how much mental space Anchor has given me. I’m not thinking about who owes me money or who I need to bill. That’s huge for me. Anchor is one of those things that makes me wonder why nobody ever thought of it before. It’s a game changer, and there are a few tech tools that I will never let go of, and this is one of them.”
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.
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!
This is awesome, exactly what I needed this whole time.I’ve been trying to do this for myself for 4 years…. Getting paid has been the hardest thing for me to stay on top of. This is exactly what I had envisioned in my mind as what I would do for my company, so this is PERFECT.
If you got AR collections, Anchor eliminates the need to hire a clerk to track down invoices and payments from clients. Instead, I can hire someone who can actually produce revenue… If I can eliminate that need I can grow faster.
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!
Free digital signatures on cloud engagement letters
Receive clients' payment information and get paid automatically.
Free automatic invoicing populated from the e- letter
Get your clients to review, sign and pay for your work, before your final submission.
No merchant account fee
Control who pays the 2.9% credit card fee. (The default is set so the client pays.)
$5 per payment received
Only when you get paid do we get paid.
Ex: for a $1,000 invoice that we collect, $995 will be placed in your account. We charge a flat fee of $5, regardless of the amount, and take no %.
It's simple and transparent.
Everything Anchor includes, plus:
Expedited VIP onboarding
Our experts will upload all of your clients for you!
Dedicated success manager
To provide you with ongoing personalized support.
What is Anchor?
How do I redeem my CalCPA member benefits?
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