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Let billing run itself from proposals to payment collection so every hour goes toward client work instead.
Automate the full billing workflow to protect every dollar earned,
from signed agreement to final payment.
Stop losing revenue to billing admin by automating all invoicing, collection, and reconciliation so you can focus on service delivery.
Give clients a branded portal to sign agreements, make payments, and track invoices in one place.
Bill every project fee, retainer, and out-of-scope addition from the live agreement so all delivered work gets invoiced.
Manage retainers, projects, and scope changes from
one platform so you never have to switch between tools.
Choose ready-made templates, import your own documents, or build from scratch using your service library. All with full branding customization.
Run fixed-fee projects, hourly billing, and recurring retainers from the same agreement so each client relationship bills the way it should.
Generate and send invoices automatically on your agreed schedule without drafting, reminders, or any manual work.
Add out-of-scope charges to the live agreement and watch invoices update automatically, so nothing gets lost between delivery and billing.
Charge pre-approved payment methods on the due date automatically so payment arrives without any follow-ups or reminders.
Give clients one place to sign agreements, pay invoices, and view billing history without requiring app downloads or account creation.
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Track revenue, proposal pipeline, outstanding invoices, and real-time activity from one view so you always know where money stands.
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Set up your agreement once and let Anchor
automatically handle proposals, payment collection, and reconciliation end-to-end.
Send branded proposals using your pre-built service library for e-Signature to close deals faster with scope locked in.
Capture the client's preferred payment method the moment they sign so billable work never starts without your cash flow fully secured.
Eliminate manual invoicing by automatically generating and sending invoices on your agreement schedule, whether that’s one-time or recurring.
Auto-charge clients' pre-approved payment methods on exact due dates, with complete control over who absorbs credit card fees.
Push every payment and invoice to your accounting software in real time so your books stay clean without manual entry.
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.
“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.
No subscriptions and no hidden fees. You only pay $5 per payment. That's it.
Measurable impact that changes how firms operate.
Based on 120+ reviews
Based on 30+ reviews
Join thousands of professional service providers who stopped treating billing as an afterthought.
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.
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.
Yes. Retainers, fixed-fee projects, and hourly billing all run from the same platform simultaneously, each with their own schedule, rate, and terms— without separate tools or manual switching between clients.
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.Yes. Set up milestone payments directly in the agreement and Anchor invoices automatically when each one is due, so project billing stays on schedule without manual tracking.
You can simply add the charge directly to the live agreement. The invoice updates automatically and the additional amount is collected on the next billing cycle, with no new contract required.
Every billable item lives in the signed agreement. Invoices are generated automatically from that agreement rather than depending on someone remembering to bill. When scope changes, simply update the agreement and the next invoice will reflect it automatically.
Yes. You can set up a deposit within the agreement and Anchor collects it before work begins. Additional charges can be added as the engagement progresses and the invoice updates automatically.
Yes, Anchor automatically syncs your invoicing and payment data directly with QuickBooks Online in real time. This eliminates manual data entry and ensures your books are instantly reconciled without any extra work from your team.
Anchor is completely free to use and only charges a flat rate of $5 for every successful transaction processed through the system. There are no monthly subscription fees, setup costs, or hidden platform charges.
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.
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.
Your first client agreement can be live the same day you sign up. No credit card required.
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.
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.
