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Skip the monthly per-user fees on Cone software and automate your entire workflow from proposals to ledger reconciliation using Anchor's autonomous, transaction-based billing engine.
While Cone’s proposal software manages your firm's practice workflows using static documents, Anchor turns proposals into live agreements that dynamically eliminate scope creep and protect your profit margins.
Migrate your agreements, billing, and payments to Anchor in days, not weeks.
No disruption to your firm or your clients.
Anchor's migration team rebuilds your agreements from your existing Cone software data, so you don't touch a thing.
Your clients receive a secure magic link to review their new agreement and reconnect their payment methods instantly.
Our dedicated onboarding team runs a complete quality assurance check with you to ensure every service and price maps correctly.
Agreements run autonomously on Anchor, with invoicing, automated collections, and native ledger reconciliation fully handled.
Manage your fully automated financial workflow with our dedicated, human support team on hand for as long as you need.
No subscriptions, no hidden fees. Just $5 per payment received.
Integrations
Connect to the tools your firm already runs on, so your books and the rest of your stack move together, in real time.
Stay accurate and up-to-date at all times with an automatic real-time data sync with QuickBooks Online.
Connect QuickBooks →Stay fully synced with our Xero native integration, every invoice, payment, and reconciliation flows back to your ledger automatically.
Connect Xero →Connect Anchor with thousands of popular apps and automate your billing workflows without writing a single line of code.
Explore Make scenarios →Connect Anchor with thousands of popular apps, so you can automate your work and have more time for what matters most.
Browse Zaps →Works with QuickBooks, Xero, Zapier, Make, and more.
See how Anchor is helping accounting firms get paid faster
and focus on what matters most.
“Once my templates were built out, I can have a proposal out the door in less than 60 seconds. The support and customer service are fantastic, one of the best in the software 'sphere' I work in.”
Anchor has allowed me to provide clients the ability to choose the package that works for them while automatically collecting payment monthly. It has removed me for collecting payment which has been a huge time saver as a solo firm runner."
Anchor has been awesome since we've started using it! I like that you can build out your templates, and send very professional and customizable proposals to clients. I've gotten great feedback from clients overall, and I like the different features Anchor has to offer. It's also very inexpensive and offers tremendous value.
Based on 120+ reviews
Based on 30+ reviews
Join thousands of firms already on Anchor, with a fully guided switch from Cone’s accounting software at whatever pace suits you
You can launch your first live agreement the same day using our self-serve platform. For established firms moving away from complex setups, Anchor provides a dedicated onboarding team to recreate your agreements from your existing data at no extra cost.
Yes, Anchor charges zero monthly subscription fees and includes unrestricted access to proposals, e-signatures, and automated billing for a flat $5 transaction fee. Cone’s tiered per-user pricing plans hold back features like automated charging until you upgrade to its Growth plan.
A 6-person firm on Propose Growth annual is $114/mo before a single payment is processed, which is 22 Anchor payments.
Yes. Anchor does not store credit card or bank account numbers in their original form; payment information is transmitted directly to a PCI-DSS-compliant payment processor, which returns a secure token instead, and all data in transit is protected using TLS 1.2 and 1.3, with up to 256-bit encryption. Read more on our data privacy and security page.
Yes. Anchor lets you adjust the scope of work, terms, and pricing from the live agreements as your business needs evolve, with a change log accessible to both you and your client, without having to draft a new contract or collect a new signature.
Yes, Anchor lets you bill clients instantly for ad-hoc services or walk-in consulting without requiring a full proposal or master agreement. You send a secure payment link where the client approves the invoice and connects a payment method, and you can easily convert the relationship into a long-term agreement later.
Yes, Anchor is highly optimized to help US-registered firms seamlessly execute cross-border billing globally. International clients can pay using a credit card or an American bank account, with the payment processed in USD.
Anchor gives you the built-in option to either absorb credit card processing costs yourself or pass them directly to your clients via an automated surcharge. Clients who prefer to avoid the fee can always utilize Anchor's completely free ACH bank transfer option.
Yes, Anchor dynamically automates complex hybrid billing models straight from a single live agreement. The billing engine seamlessly calculates and collects payments for fixed recurring fees alongside variable hour-based caps and project milestones without requiring separate tracking tools.
Yes, Anchor provides a real-time, native data sync with your accounting tools like QuickBooks Online and Xero that handles the entire reconciliation process for you. When a payment clears, Anchor automatically matches the transaction, records the exact net deposit, and applies any processing fees to the correct ledger accounts.
