Anchor focuses on streamlining the front-to-back “revenue workflow” for professional firms, turning accepted proposals into recurring billing, automated payment collection, and client communications. Anchor creates and manages proposals/agreements then connects them to billing, supports automated invoicing and payment collection with reminders and client-facing payment experiences, and reduces A/R aging by making “getting paid” part of an integrated workflow instead of a separate back-office scramble.
– Interactive proposals and agreements capture scope, terms, and payment authorization before work begins
– Automated invoicing, recurring billing, collections reminders, and client payments reduce manual billing administration
– QuickBooks Online sync, auto-reconciliation, dashboards, activity logs, and client portals connect billing activity back to firm operations
– Fits accounting firms and professional services teams that want to reduce billing follow-up and improve collection consistency.