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Eliminate manual data entry, secure payment details upfront, and guarantee predictable cash flow for your marketing agency.
Replace disconnected tools with a unified system that protects
your margins and scales your marketing agency's growth.
Capture every billable hour, campaign fee, and out-of-pocket expense before scope creep erodes your margins.
Eliminate manual invoicing and follow-ups by letting Anchor collect funds and reconcile your books autonomously.
Auto-charge your client's pre-approved payment method on the exact due date, so you never miss a payment.
Manage complex retainers, customize tiered deliverables,
auto-reconcile ledgers, and scale without adding administrative headcount.
Send fully customizable proposals from a pre-built service library to pitch campaigns and capture signatures instantly.
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Manage recurring monthly retainers, hourly consultations, and one-off project fees within a single client contract.
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Generate and dispatch every marketing agency invoice automatically, based on your approved billing schedule.
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Protect profit margins by passing standard credit card fees to your clients while offering completely free ACH transfers.
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Give clients a secure space to upload billing documents, review past invoices, and manage payment methods.
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Monitor live agency revenue, track upcoming collections, and manage team permissions from one unified view.
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Assign access levels so account managers oversee client billing without exposing your agency's financial records.
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Let Anchor handle the heavy lifting so your marketing agency
can focus strictly on client results and growth.
Create branded, interactive proposals that clearly define campaign scope and billing rules upfront.
Get clients to sign digitally and connect their preferred auto-pay method before project kickoff.
Generate and send every marketing agency invoice automatically, based on your agreed billing timeline.
Eliminate collection risks by automatically charging clients on the due date via ACH or credit card.
Automatically push every transaction to your accounting software for perfectly accurate 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 accounting firms get paid faster
and focus on what matters most.
Measurable impact that changes how agencies 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
Based on 30+ reviews
Eliminate manual billing tasks and reclaim the hours you need to scale your agency.
Yes, it automatically pushes all cleared transactions and fees directly into QuickBooks Online and Xero for seamless ledger reconciliation.
You can fully white-label every proposal with your agency's logo and easily customize the deliverables, pricing models, and contract terms.
No, you pay absolutely zero monthly overhead and are only charged a flat $5 fee per successful payment received.
Credit card transactions incur a standard 2.9% + $0.30 processing fee, which you can either choose to absorb or automatically pass through to your client.
Yes, you can set granular team permissions. Assign specific action rights to your staff, allowing them to draft proposals or send invoices while keeping your overall agency revenue entirely private.
You have two options: import and re-send your existing agreement through Anchor to capture payment details only, or issue a brand-new agreement if you prefer a fresh start. Either way, clients get a simple, secure link to confirm their details in seconds, no lengthy re-signing required. If you're transitioning multiple clients at once, Anchor also supports bulk onboarding, so your entire client base can move over smoothly, without adding hours of manual work.
Yes, you can easily pause an automatic collection, adjust the due date for a specific billing cycle, or switch to manual invoicing for clients requiring flexible terms.
No, there are no caps on transaction sizes or monthly processing volumes, making the platform perfectly suited for large media buys and high-ticket retainer agencies.
No, all automated reminders, invoices, and receipts are fully white-labeled with your agency's logo and can be strictly configured to match your exact communication cadence.
CH payments are completely free, and you have full control to either absorb the processing fees for credit cards or pass them directly to your client. This allows you to dictate your exact billing mechanics during the initial agreement setup.
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 agency 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.
