Overview

Anchor is an all-in-one proposals, billing, and payments platform built for accountants, bookkeepers, and professional service firms that want to grow their business and improve cash flow. By centralizing your entire workflow—proposals, invoices, payment collection, reminders, and agreement updates—Anchor replaces multiple siloed apps with a single, seamless solution. With Anchor you can:

• Automate proposals & invoices
  Draft and send branded proposals with one click. When a client signs, their payment method is captured and recurring invoices are generated automatically.
• Automate payments & reminders
  Anchor charges clients on the agreed dates, retries failed payments, and sends reminders—so you never have to chase late payments.
• Manage agreements & amendments
  Add services or change pricing with a single click. All changes are immediately communicated, keeping clients and your team aligned with accurate, up-to-date records.
• Keep Xero in sync
  Push new client records to Xero or match them to existing contacts, and auto-sync invoices, payments, refunds, and payouts—making end-of-month reconciliation a breeze without manual exports or imports.