Stop chasing late payments. Automate billing for your accounting firm.
Your comprehensive solution for automated proposals, billing, and payments collection, explicitly designed with accountants in mind. With Anchor, you can concentrate on your core responsibilities and leave the complexities of client billing to us.
Reduce Manual Admin Work
Automate invoicing, recurring billing, and payment collection so your team spends less time chasing paperwork and more time serving clients.
Strengthen Cash Flow Stability
Eliminate late or missed payments with pre‑approved payment methods and automated reminders that ensure predictable revenue month after month.
Improve Billing Accuracy
Capture every billable hour, service, or engagement automatically so nothing slips through the cracks and reconciliation stays clean and audit‑ready.
Simplify Client Payments
Give clients an easy, seamless way to pay online. Reduce friction, speed up collections, and improve the client experience.
Enhance Financial Forecasting
With recurring revenue and automated collections, get clearer visibility into upcoming cash flow and firm performance.
Reduce Revenue Leakage
Prevent lost income by removing manual processes that often lead to underbilling, errors, or missed invoices.
Simplify every aspect of your business
Efficient Proposal and Agreement Management
Send and update branded proposals and agreements that can be digitally signed, maintaining a consistent professional image across all your documents and speeding up the closing process.
With Anchor's automated invoicing, you can ensure that no billable work goes unbilled. Our platform automatically populates and sends invoices according to your terms, freeing up your time to focus on providing quality service to your clients.
Automated Payments
With Anchor, late payments are no longer a concern. Our platform facilitates pre-approved payment methods, so you get paid as soon as the work is done. Say goodbye to chasing after clients for payments.
Improved Client Experience
Anchor offers your clients a hassle-free experience with a dedicated portal, one-click approvals and the highest bank-level security. This smooth, reliable process increases client satisfaction and confidence, making it easier for them to do business with you.
No credit card or subscription fee required
Streamline Your Accounting Firm
From Proposals to Payable Invoices
With Anchor, an approved proposal effortlessly transforms into an agreement, which in turn generates invoices when billing is due. This automated process ensures a smooth transition from proposal to payment.
Customizable Branding
Add your company logo and tailor the colors of your proposal and invoice templates to align with your firm's branding. Anchor helps you maintain a consistent professional image across all your billing documents.
Services Template Library
Get started quickly with our library of free predefined service templates. Or, import your own templates to customize your proposals and invoices to suit your needs.
Flexible Online Agreements
Create flexible agreements tailored to your clients' needs. With automatic or manual approval for changes and self-updating invoices, we provide the adaptability you require.
Recurring Invoicing & Auto-Billing
Eliminate the repetitive task of billing clients. With Anchor, you can set up unlimited recurring invoices for automatic billing, saving you time and reducing the risk of errors.
Credit Card Fees Management
Credit card and debit card processing fees of 2.9% + 30c can be passed on to your clients or absorbed by you.
Business Dashboard
Monitor your firm's financial health and activity with our business dashboard. View revenue, proposal pipeline, invoices pipeline, and real-time activity data. Keep track of upcoming proposals, invoices, and more at a glance!
Client Portal
Improve your clients' experience with a dedicated portal where they can view their proposals, agreements, invoices, payments, documents, and transaction history.
Partial Payments and Additional Charges
With Anchor, you can set up partial payments or deposits when sending a proposal. Need to add a charge later? No problem. Send a new invoice with a click of a button.
Team Management
Add as many users as you need and customize access permissions per user for creating, editing, and viewing information.
Document Upload
Upload and approve documents directly on Anchor. This includes a reject option for added flexibility and control.
Sharrin Fuller
CEO and Founder,
Glass Wallet Ventures.
I love Anchor for its ease of use in setting up agreements and proposals. The platform offers useful features that competitors miss, and there's no need to hire an IT or marketing person. My team and I have switched over to Anchor, and the customer support is superb. Plus, no monthly fees make it a win-win for me. Anchor is now the Anchor of my companies' ship!!
Ron J. Baker
Radio Talk-Show Host,
The Soul of Enterprise.
I've teamed up with Anchor to create the best tech solution that fully supports the "Subscription Business Model”.
Gaynor Meilke
Chief Opportunity Officer,
Charisma Ink, MS, CBC, CTC, CTRC-E.
Anchor simplifies and streamlines the proposal process, making it easier to productize the services you provide and professionalize client engagements from the initial agreement through billing and payment.
David Leary
Co-Founder,
Earmark Media.
Using Anchor has allowed me to streamline my tech stack and processes in my company.
Anchor is AMAZING! They’ve reduced my billing time by 90%. Since clients fill out their information, I don't have to write it down to input into my software. Easy setup for me, payments flow to my bank account. I literally set it and forget it. It's one less thing to worry about in my busy practice.
Alexandrina Mic-Podar
Bookkeeping & Financial Services
When I started my business, I bought a brand new car to pick up my clients’ checks all over town. It had 160.000 miles on it two years later. Even if you don't chase checks, I'm sure you chase clients around their schedules to get paid. That's the pain that Anchor fixes. I'm so excited!
Avi Kaufman
Software Development Agency
The more I use it, the more I love it. I have clients that have been paying me with a physical check and didn’t agree to shift until Anchor. They instantly loaded in their banking info and their bill goes out automatically in the next week. You just solved a massive pain point for me!
Ladd Thorn
Professional Home Detailing
This is awesome, exactly what I needed this whole time.I’ve been trying to do this for myself for 4 years…. Getting paid has been the hardest thing for me to stay on top of. This is exactly what I had envisioned in my mind as what I would do for my company, so this is PERFECT.
Joe Tidwell
Bookkeeping & Financial Services
If you got AR collections, Anchor eliminates the need to hire a clerk to track down invoices and payments from clients. Instead, I can hire someone who can actually produce revenue… If I can eliminate that need I can grow faster.
Ruby Camilo-Garcia
Bookkeeping and Financial Services
We are so happy we automated our billing with Anchor. We are saving valuable time processing billing and collections each month. Saving money in staff hours and wire fees. The best part for us is Anchor collects our payments on time and via ACH! Thank you Anchor!
Frequently Asked Questions
What is Anchor, and how does it work for accounting firms? Anchor is an autonomous billing and collections platform built specifically for accounting, bookkeeping, tax, and professional service firms. It connects every step of the client payment lifecycle — proposals, agreements, invoicing, and payment collection — into one continuous automated workflow. When a client signs a proposal on Anchor, they simultaneously connect a payment method. From that point, invoices are generated and sent automatically according to your billing terms, and payments are collected without any manual follow-up from your team.
How much does Anchor cost? Anchor is free to start — no credit card or subscription fee required. Anchor charges a flat $5 fee only when money moves, so you pay nothing until you get paid. ACH payments are free for your clients; credit card payments carry a 2.9% + $0.30 processing fee that can be passed on to clients or absorbed by your firm.
Does Anchor replace manual invoicing entirely? Yes. Once a client signs their agreement and connects a payment method, Anchor automatically generates and sends invoices based on your billing schedule — whether recurring monthly, project-based, or one-time. There is no manual entry, no chasing clients, and no risk of a billable item slipping through the cracks.
How does Anchor ensure clients pay on time? Anchor eliminates late payments by requiring clients to connect a pre-approved payment method before signing any agreement. When a payment is due, it is collected automatically based on the agreed terms — no action required from the client and no follow-up required from your team. Because payment collection is built into the agreement itself, late and missed payments are structurally removed from the process.
What integrations does Anchor support? Anchor integrates with QuickBooks Online, Xero, Karbon, Keeper, Client Hub, Financial Cents, and monday.com. Payment and invoicing data syncs automatically, keeping your books up to date and reconciliation clean without manual exports or re-entry.
How long does it take to set up Anchor? Most firms are fully set up in an afternoon. Unlike other automation platforms that can take up to three months to implement, Anchor is designed for fast, straightforward onboarding. You can import your service templates, apply your firm's branding, and start sending proposals the same day.
Can I customize proposals and invoices with my firm's branding? Yes. You can add your firm's logo and tailor the colors of proposal and invoice templates to match your brand. Anchor also includes a library of predefined service templates to get you started quickly, and you can import your own templates for complete customization.
What happens when the scope of work changes mid-engagement? Anchor's one-click amendment feature lets you update billing terms, scope, or amounts in real time without restarting the agreement process. Changes can apply automatically or require manual approval, and invoices update themselves when an amendment is accepted — no manual corrections needed.
Does Anchor support partial payments and deposits? Yes. You can set up partial payments or deposits directly within a proposal. If you need to add a charge after an agreement is already in place, you can send a new invoice with a single click — no need to create a new proposal or amend the original agreement.
What payment methods do clients have access to? Clients can pay via ACH bank transfer (free, with a standard 3-day transfer time) or by credit and debit card (2.9% + $0.30 processing fee). Your firm decides whether card processing fees are passed on to clients or absorbed in-house. All transactions are protected with bank-level security through Anchor's dedicated client portal.
Is Anchor suitable for firms with multiple team members? 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.
How does Anchor improve cash flow predictability? 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.
Accounting Software Sync
With Anchor, your invoicing and payments data automatically syncs with QuickBooks Online, ensuring a successful reconciliation and keeping your books up-to-date.
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