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Financial Cents

Connect Financial Cents so client billing status flows into your practice workflows. The team sees what is signed and paid right beside the tasks and deadlines they manage.

How it works

Workflows that sync

Anchor keeps Financial Cents current with billing status, so project managers know a client is paid up before the next deadline lands.

  • Client sync. Financial Cents clients map to their Anchor records automatically.
  • Billing status. Signed, invoiced, and paid states appear inside your workflows.
  • Workflow triggers. Begin a project when a client signs their proposal.

Anchor ↔ Financial Cents

Live
Client syncSynced
Billing statusSynced
Workflow triggersSynced
Key features

Anchor + Financial Cents

The work you already do, with the busywork removed.

Linked records

Clients stay matched, so there is no duplicate data entry.

Billing-aware tasks

Project status reflects whether the client is paid up.

Triggered projects

A signed proposal can launch the workflow that delivers the work.

★★★★★
"They connect to just about everything. It just saves so much time across all my companies."
SF
Sharrin Fuller
Founder, Glass Wallet Ventures
Questions

Good to know

Will billing status show inside Financial Cents?

Yes. Signed, invoiced, and paid states flow into Financial Cents so your team sees billing next to the work they manage.

Does it keep clients in sync?

Clients match across both tools, so a record you add in either place stays consistent in the other.

Can a signature start a project?

You can configure a signed proposal to kick off the matching Financial Cents workflow, so delivery begins right away.

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