Integrations

Connect Anchor to the tools your firm already runs on.

Your books, inbox, CRM, and practice tools stay in sync with every invoice and payment, with no exports and no double entry.

All
Accounting software
Email inbox
Communication
API & AI automations
AI assistance
Practice management
CRM
Built in-house

Every Anchor integration is built in-house, end to end.

You connect once and it keeps working. We hold every integration to that one standard.

★★★★★
"The fact that it integrates entirely with my QuickBooks also saves me time in tracking who's paid their invoices and who has not. I highly recommend it"
MG
Melissa Gregory
Founder & CEO, Automation Bird Dog
Questions

Integrations, answered

What integrations does Anchor support?

Anchor connects with accounting software like QuickBooks Online and Xero, communication tools including Gmail, Outlook, and Slack, practice management platforms such as Karbon, Client Hub, and Financial Cents, CRMs like HubSpot and monday.com, and the workflow builders Zapier and Make. Through Zapier and Make you can reach thousands of other apps.

How long does it take to connect an integration?

Most integrations connect in about a minute. You authorize Anchor from the other tool, choose what to map, and the sync begins right away.

Do QuickBooks Online and Xero sync in real time?

Yes. Invoices, payments, and refunds post to QuickBooks Online and Xero as they happen, and Anchor matches deposits to invoices so your books reconcile without manual exports.

Will connecting an integration create duplicate records?

No. Anchor matches clients on name and email and links to the existing record when it finds one, so your contacts and customers stay clean.

Can I connect a tool that isn't listed?

Often, yes. Anchor offers triggers and actions in Zapier and Make, which reach thousands of apps. If your tool connects to either one, you can wire it to Anchor with no code.

Are my integrations secure?

Yes. Anchor holds SOC 2 Type II, encrypts data in transit and at rest, and uses scoped permissions for every connection, so each integration sees only what it needs.

Who on my team can set up an integration?

Anyone with admin access can connect or remove an integration from your settings, and you decide which team members hold that access.

Don't see your tool?
It might still connect.

Through Anchor API, Zapier or Make, Anchor reaches thousands of apps. Tell us what your firm runs on and we'll point you to the right path.