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?
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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?
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Anchor is for accounting and bookkeeping firms.
- What does it cost?
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Pricing: US$5 (as at September 2026).
- What's the catch?
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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 mapped0/5
No reviews yet
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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- Sept 2026 faq updated. Checked by The Firm
- 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
- Sept 2026 added integration: Karbon. Checked by The Firm
Our coverage of Anchor
From The Firm-
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App advisory that pays: Turn tech advice into a profitable service
Transform your tech advice into a lucrative revenue stream by formalising app advisory services, as highlighted by Rob Stone at the Growth Club Summit. Discover how tools like AppVentory can enhance visibility into client tech stacks, enabling you to offer structured, tiered packages.
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How Local AI Could Change the Game
Beau Gaudron's innovative local AI tool revolutionises browser automation for accountants by interpreting content and executing tasks without sending data to the cloud, ensuring client privacy. This advancement allows firms to automate repetitive tasks securely, enhancing efficiency and compliance.
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When clients compare your fees to their last accountant and how to fix it
Clients often compare your fees to their previous accountant without considering the full scope of services provided. This article explores how to shift the conversation from price to value, offering strategies to clarify your worth and educate clients on the rationale behind your fees.
Is this your product?
This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.

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