50%
Cash flow
"We improved our cash flow by 50%. No more chasing money."
Anchor now connects to Claude
Find the revenue
your firm is missing.
Claude can now analyze your Anchor data to spot underbilled clients, stale pricing, and billing gaps - then help you act on them in one conversation.
Nothing goes out without approval
Works with your Anchor data
Connects in about 2 minutes
The Shift
The audit you never run.
Now runs itself.
Every firm has revenue hiding in plain sight: old prices, expanded scope, outdated agreements, aging AR, and clients who should have been updated months ago.
You know it's there. You just never have the day to go find it.
Now you ask Claude.
Claude reads your Anchor book, shows what changed, explains what looks off, and prepares the next step. You review. You approve. Anchor handles the action.
Before
A revenue review buried in spreadsheets.
Export data. Compare agreements. Check pricing history. Look for scope creep. Draft client updates manually. Repeat when you have time, which usually means never.
After
A live revenue audit in one conversation.
Ask Claude what changed, where money is leaking, and what action to take. Review the findings. Approve the fix. Move on.
What it does.
Claude works with the Anchor data that already runs your firm - agreements, billing, payments, client history.
01
Find underbilled clients
See where the work being delivered no longer matches what the client is paying for.
02
Catch stale pricing
Identify clients who have not had a price increase, renewal, or agreement update in too long.
03
Spot scope creep
Find services added over time that never made it into the agreement.
04
Review aging AR
Ask who owes money, how long it has been outstanding, and what should happen next.
05
Prepare client updates
Generate emails, amendments, proposals, or internal notes based on the actual issue.
06
Act with approval
Claude prepares the work. You decide what goes out.
Go deeper
See everything the connector can do
Full setup walkthrough, example prompts, permissions, and answers to common questions in our help center.
This is not AI sitting next to your firm.
It is AI working inside your revenue system.
Most AI tools can answer questions. Claude connected to Anchor can work with the system that already knows your agreements, billing, payments, collections, and client history. That's the difference.
MCP
Powered by MCP. MCP lets Claude securely connect to tools like Anchor. That means Claude can work with real Anchor data and approved Anchor actions - without leaving your account, bypassing permissions, or sending anything without your approval.
Claude can help. You stay in control.
The connection runs on your existing Anchor account, your permissions, your approval.
Permission-based access
Claude only sees what your connected Anchor account allows.
No surprise actions
Client-facing emails, proposals, amendments, and updates require your approval.
Built on your existing Anchor setup
The same client, agreement, billing, and payment logic already inside Anchor powers the answers.
Easy to disconnect
Turn the connection off when you want.
The system Claude works on
Claude finds the revenue. Anchor makes it move.
Anchor is the billing platform underneath. Trusted by accounting and bookkeeping firms across the US.
93%
Faster proposals
"The proposal automation reduced our turnaround time from 15 minutes to just 1 minute per proposal - a 93% time savings."
$0
Accounts receivable
"My accounts receivable is down to zero. The moment I complete my work, I take payment immediately."
"I didn't realize switching to Anchor would actually make me more money. Features like automatic annual price increases have added real value to my business. I wish I'd made the switch sooner."
$1,000s
Saved per year
"The flat-rate fee is saving us thousands of dollars each year. Anchor has streamlined our workflow and significantly reduced our costs."
"Our payment process practically runs itself. No more chasing, no more chaos - just smooth, automatic cash flow that lets us focus on our clients."
"Anchor allowed us to move to a payment-upfront model without friction. Streamlining agreements, eliminating awkward payment conversations, and giving us more time to focus on client work that matters."
"I'm gaining mental space in my head because I'm not thinking about who owes me money. That whole avalanche is gone. It's so freeing."
Get connected
Up and running in
three steps.
No install, no setup call, no IT ticket. Copy one link, paste it into Claude, done.
1
Copy
Copy the connector link
This is the only thing you need. It tells Claude how to reach your Anchor account.
https://mcp.app.sayanchor.com/mcp
2
Add
Add it in Claude
Open the connector settings and paste the link you just copied.
+
→
Add custom connector
→
Paste link
Settings
→
Connectors
→
Add Connector
→
Paste link
3
Done
Approve once, then ask
Sign in to Anchor when prompted to authorize the connection. Now ask Claude anything about your book.
Questions
Good to know.
The Anchor Claude Connector lets you use Claude as a natural-language interface into your Anchor account. You can ask Claude to review proposals, agreements, contacts, invoices, payouts, templates, and more - then help create drafts, update records, and prepare actions in plain English.
You can ask Claude to list pending proposals, find unpaid invoices, review agreements, create proposal drafts, add services, update terms, check templates, or help identify billing gaps, stale pricing, and underbilled clients. Claude can also help with multi-step workflows, like finding the right template, creating a draft, adding services, and preparing it for review.
Claude can access supported Anchor data such as contacts, proposals, agreements, invoices, payouts, service templates, proposal templates, Terms of Service, and supported CSV exports. Access is limited to the Anchor account and business you authorize.
No. Claude cannot charge clients, add credit, or move money through the connector. Financial actions still require manual action inside Anchor.
Claude can help with significant actions like publishing proposals, withdrawing proposals, updating live agreements, or terminating services. Before those actions proceed, Claude describes what it is about to do so you can confirm or cancel. Anchor also recommends reviewing drafts before publishing and keeping sensitive tools set to Needs Approval.
Yes. The connector uses OAuth 2.0, so Claude never sees your Anchor password. Access is scoped to your Anchor account, and you can revoke the connection at any time from Claude's connector settings.
Your client book already knows
where the money is.
Now you can ask it.
Takes about 2 minutes. Included with your Anchor account. Nothing goes out without your approval.