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Monetize out-of-scope tasks, capture ad hoc project fees, and guarantee predictable cash flow for your consulting firm.
Maximize profitability and eliminate administrative bottlenecks with Anchor's billing software,
built to help your consulting firm scale confidently.
Access enterprise-grade billing infrastructure with a transparent pay-per-transaction model that supports growth.
Add variable out-of-scope line items to active agreements, instantly monetizing ad hoc consulting hours without new contracts.
Combine milestones, recurring retainers, variable hours, and price increases into one agreement, so invoices generate automatically.
Automate your entire financial lifecycle from proposal to ledger sync,
eliminating the administrative drag of manual invoicing.
Send branded agreements from a pre-built library to pitch projects, capture e-signatures, and collect auto-pay details upfront.
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Charge clients instantly for one-off services or single deliverables without a full proposal or master agreement.
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Combine hourly consulting, fixed-fee milestones, and recurring retainers within one live agreement.
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Attach out-of-scope tasks or extra expenses to active agreements without ever drafting new engagement letters.
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Generate accurate invoices automatically from approved milestones or retainers, eliminating manual administrative tracking
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Program automatic percentage increases into long-term retainers to raise rates without renegotiating contracts.
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Manage multiple consulting entities from one login, centralizing all revenue streams and financial operations.
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Let Anchor handle financial administration so your consultants can
focus on delivering high-value services and scaling client accounts.
Define consulting scope, retainers, milestones, and billing rules upfront in one interactive proposal.
Clients digitally sign the agreement and connect their payment method before billable work begins.
Generate accurate invoices automatically based on approved milestones and logged consulting hours.
Charge clients automatically on the due date via ACH or credit card, eliminating risk.
Push cleared payments instantly to your accounting software for stress-free reconciliation.
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 consulting firms get paid faster and focus on what matters most.
Measurable impact that changes how firms operate.
No subscriptions, no hidden fees—just $5 per payment received.
“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
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Eliminate manual financial tasks and reclaim the hours you need to deliver high-value strategy and scale your business.
Yes, Anchor integrates natively with major ledgers like QuickBooks Online and Xero, automatically syncing invoices, cleared payments, and deposit records straight to your ledger for zero-touch reconciliation. You can explore the complete list of supported accounting and workflow tools on our Integrations page.
Anchor features a flexible billing engine that combines fixed project milestones, recurring strategy retainers, and variable hourly or ad-hoc line items into a single unified client agreement and invoice.
Yes. You can embed scheduled percentage rate escalations directly into your master agreement templates, allowing the platform to automatically adjust retainer billing over time without manual contract renegotiations. Read how PBS Consulting automated their annual price updates.
You can attach variable out-of-scope line items or expenses directly to active client agreements via instant amendments without drafting new engagement letters.
Yes. Anchor’s multi-entity architecture centralizes financial operations, revenue tracking, and client portfolios across distinct consulting entities from a single unified login and dashboard.
Yes. Granular access controls allow you to assign custom team roles that restrict who views or edits agreements, keeping firm-wide revenue data strictly private.
Anchor uses up to 256-bit TLS encryption for all data transmissions, enforces strict physical access protocols with 24/7 server monitoring, and never stores raw credit card or bank account credentials.
Anchor supports ACH bank transfers with $0 processing fees, while credit card payments incur a standard 2.9% + $0.30 fee that can be transparently routed to the client. Review Anchor's transparent billing models and pricing.
Yes. You can instantly import existing clients in bulk using previous agreements via Anchor's import tool, or utilize white-glove onboarding to migrate batches of 30+ clients seamlessly without friction
Anchor currently exclusively supports consulting firms registered and operating within the United States, while allowing you to bill global clients. International clients can pay using a credit card or an American bank account.
If a client stops a payment within Anchor, it is placed on hold free of charge until they click "Resolve" to let it proceed. If a payment fails due to an external dispute or ACH return, it is marked as failed—incurring a $20 chargeback fee—and you can manually retry processing it in your dashboard after reviewing the issue with your client.
Yes. Anchor includes team management features that let you add as many users as your firm needs. You can assign and customize access permissions per user controlling who can create, edit, or view proposals, invoices, and client information making it easy to delegate billing tasks without losing oversight.
Because payments are collected automatically based on pre-approved terms, revenue arrives consistently and on schedule. Anchor's business dashboard provides real-time visibility into revenue forecasts, invoice pipelines, outstanding amounts, and upcoming collections giving firm owners the data they need to plan confidently and eliminate cash flow surprises.
With Anchor, your invoicing and payments data automatically syncs with QuickBooks Online, ensuring a successful reconciliation and keeping your books up-to-date.
