Anchor Billing & Collections

Anchor is an autonomous billing and collections platform for accounting, bookkeeping, tax, and professional service firms.

Anchor connects proposals, agreements, invoicing, payment collection, and reconciliation into one workflow. The mobile app has full feature parity with the web platform, so you can run your firm from your phone.

PROPOSAL-TO-PAID IN ONE FLOW
Send an interactive proposal. Your client signs and connects a payment method in the same step. From there, invoices go out on the terms you agreed to and payments come in without manual follow-up.

AGREEMENT-FIRST BILLING
The agreement carries the billing plan inside it. When scope, terms, or pricing change, you update the agreement and the invoices follow. No new contract. No rework.

WHAT YOU CAN DO
- Build and send branded proposals and engagement agreements
- Let clients sign and add ACH or card details in one step
- Send invoices that match the signed agreement
- Collect payments by ACH or card without manual chasing
- Send reminders for pending proposals, invoices, and payments
- Give clients a portal for agreements, invoices, and payment methods
- Track revenue, proposal pipeline, and payouts on your dashboard
- Reconcile payments with your accounting system

WORKS WITH YOUR STACK
Anchor syncs with QuickBooks Online and Xero. It connects to practice tools you already use, including Karbon, Keeper, Client Hub, Financial Cents, and monday.com. It also connects with HubSpot, Levvy, and Zapier.

SIMPLE PRICING
No monthly subscription. No per-seat fees. You pay $5 per payment received. ACH is free for both you and your clients. Credit card fees default to the client, so they choose how they want to pay.

BUILT FOR FIRMS
Anchor is made for firm owners, managing partners, practice managers, and the people who own billing and collections at their firm.

Trusted by thousands of accounting and professional service firms nationwide. Rated 4.9 on G2 and 5.0 on Capterra.