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Proposals & engagement · Payments & billing

Anchor

Turns a signed client agreement into the billing that follows it — invoicing, collection and reconciliation without re-keying the scope.

For Accounting firms

Straight answers

What is Anchor?

Anchor is proposals and engagement software for accounting and bookkeeping firms. Anchor automates the billing and collections process, ensuring timely payments and reducing manual work. It integrates with Karbon. Pricing: US$5 (as at September 2026).

Who is it for?

Anchor is for accounting and bookkeeping firms.

What does it cost?

Pricing: US$5 (as at September 2026).

What's the catch?

Anchor has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.

Overview

Anchor is a platform that automates the entire billing and collections process for accounting and professional services firms. It allows users to create proposals and agreements that clients can sign digitally, ensuring that payment information is collected upfront. Once services are rendered, invoices are generated automatically based on the agreements, allowing for timely payments.

The platform integrates with popular accounting software like QuickBooks and Xero, providing an experience for users. Anchor aims to eliminate manual invoicing and reduce the time spent on collections, enabling firms to focus on their core services.

Compiled by The Firm from the vendor's website, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.

The facts

Compiled from the vendor's own site, dated
Category
Proposals & engagement · Payments & billing
Pricing model
Freemium
Price
US$5 (as at September 2026)
Works with
Karbon
Available in
Sold everywhere; no region stated
Headquarters
New York, NY
Listing
Compiled by The Firm from the vendor's own site
Last checked
4 Sep 2026

Plans as published by the vendor, checked 4 Sep 2026

Plan Price Unit Notes
Basic Plan US$5 per payment received No credit card or subscription fee required.

Prices as published by the vendor. A converted figure is an approximation; the vendor bills in its own currency. See the vendor's own price page (opens in a new tab)

What it does

From the vendor's own site
  • Automated invoicing
  • Client portal
  • eSignature support
  • Payment processing
  • Integration with QuickBooks and Xero
  • Automated reminders

Works with

1 integration mapped

Ratings & reviews

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Questions from firms

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Anchor, answered

The questions firms search for before they trial it
What is Anchor?
Anchor is proposals and engagement software for accounting and bookkeeping firms. Anchor automates the billing and collections process, ensuring timely payments and reducing manual work. It integrates with Karbon. Pricing: US$5 (as at September 2026).
Does Anchor integrate with Karbon?
Yes. Anchor lists Karbon as an integration. The Firm's directory can be filtered by Karbon to see the other tools that plug into the same stack.
What does Anchor cost?
Anchor publishes one plan (checked 3 September 2026). Basic Plan: US$5 per payment received. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.
Does Anchor have a free plan?
Yes. Anchor has a free tier, with paid plans above it. Plan limits are on the vendor's pricing page.
Who is Anchor for?
Anchor is proposals and engagement software for accounting and bookkeeping firms.
Who makes Anchor?
Anchor is made by a company based in New York, NY, as stated on the vendor's own site (checked 3 September 2026).
Can a firm see Anchor before buying?
Yes. Anchor offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.
Who maintains this Anchor listing?
The Firm compiled this listing from the vendor's own website (checked 3 September 2026); Anchor has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
Has The Firm written about Anchor?
Yes. Anchor is named in 5 published pieces on The Firm, linked under Coverage on this page. Coverage is editorial and separate from this listing.
How does a firm choose between proposals and engagement tools?
The Firm's guide to choosing proposals and engagement software, on the Proposals & engagement category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every proposals and engagement tool; listing is not a ranking.
Is there a free trial? Vendor
Anchor offers a free trial with no credit card or subscription fee required. Users can get started for free.
What is the pricing structure? Vendor
Anchor charges a flat fee of $5 for every successful transaction processed. There are no monthly subscription fees or hidden costs.
How long does it take to set up Anchor? Vendor
Setting up Anchor is completely free and takes just a few minutes. The average setup time is about 4 minutes.
How secure is Anchor? Vendor
Anchor uses up to 256-bit TLS encryption for secure communication and does not store credit card or bank account information. Data is stored on monitored servers with strict access protocols.

Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on Anchor's own site, checked 4 Sep 2026. Tell us an answer is wrong

What changed on this listing

Every edit, dated, with who made it
  1. Sept 2026 faq updated. Checked by The Firm
  2. Sept 2026 price published: US$5; pricing model set to freemium; added features: Automated invoicing, Client portal, eSignature support, Payment processing, Integration with QuickBooks and Xero, Automated reminders; plans published; description updated. Checked by The Firm
  3. Sept 2026 added integration: Karbon. Checked by The Firm

All directory changes

Our coverage of Anchor

From The Firm

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