Anchor Features

Document Creation (6)

Customizability: Variables and Fields: Define fields to pull in dynamic information. This feature was mentioned in 84 Anchor reviews.
Template Creation and Flexibility: Based on 84 Anchor reviews. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media: How well the platform supports images, audio, and video in proposals.
Online Document Creation: Create adaptive online documents for view via browser or mobile device. 84 reviewers of Anchor have provided feedback on this feature.
PDF Creation: As reported in 82 Anchor reviews. Create attractive PDF versions of proposals.
Custom Branding: Brand proposals and the application's portal with your company's logos and branding. This feature was mentioned in 84 Anchor reviews.

Engagement Tracking: Track who is looking at proposals and how often or for how long. 83 reviewers of Anchor have provided feedback on this feature.
Proposal Effectiveness Reporting: As reported in 79 Anchor reviews. Find out which pieces of content are performing best.
Reporting and Dashboards: Access pre-built and custom reports and dashboards on proposal volume and acceptance. 82 reviewers of Anchor have provided feedback on this feature.
Due Dates: As reported in 48 Anchor reviews. Track invoices based on due dates to identify overdue payments
Cashflow: Based on 44 Anchor reviews. Analyze variations between incoming and outgoing cash
KPIs: Monitor KPIs such as time to process an invoice or erroneous payments 42 reviewers of Anchor have provided feedback on this feature.
Payment Tracking: Based on 46 Anchor reviews. Track different types of payment such as deposits or partial payments
Variance Analysis: Project out as the year progresses to accommodate trends that affect key business drivers.
Reports: Generate cash flow reports in order to see where money is coming in and where it's going 11 reviewers of Anchor have provided feedback on this feature.
Forecast Comparison: Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Forward Looking: Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 77 reviewers of Anchor have provided feedback on this feature.
Alerts and Notifications: As reported in 83 Anchor reviews. Program in-app and email notifications for approval milestones or actions.
CRM Integration: Based on 72 Anchor reviews. Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration: As reported in 83 Anchor reviews. Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration: Push and pull data from quote applications to build proposals. This feature was mentioned in 63 Anchor reviews.
API / Integrations: As reported in 71 Anchor reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Accounting: Based on 53 Anchor reviews. Provide integration with accounting and financial management software
Payments: Integrate with payment gateways and enterprise payments software This feature was mentioned in 50 Anchor reviews.
ERP: Based on 40 Anchor reviews. Deliver integrations with accounting modules of ERP systems
Account Sync: Based on 47 Anchor reviews. Sync with company accounts to transfer payments for approved invoices
Accounting: Provide integration with accounting and financial management software 62 reviewers of Anchor have provided feedback on this feature.
Payments: Based on 62 Anchor reviews. Integrates with other payments software
ERP: Based on 53 Anchor reviews. Deliver integrations with accounting modules of ERP systems

Approvals: Based on 49 Anchor reviews. Include workflows for approvals of invoices or payments
Batch Processing: Based on 49 Anchor reviews. Process multiple invoices without human intervention
Consolidation: As reported in 46 Anchor reviews. Allow users to consolidate multiple invoices into one
Match Invoices: Match invoices with purchases and sales orders, as well as with payments This feature was mentioned in 47 Anchor reviews.

File Exports: Based on 10 Anchor reviews. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Income and Expenses: Add one-time or recurring items to your cash flow and add line items for each payment or deposit. 10 reviewers of Anchor have provided feedback on this feature.
Track Cash Flow: Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds. 10 reviewers of Anchor have provided feedback on this feature.

Historical Data: Cash flow forecasting is based on past transactions and historical financial or operational data
Reforecast: Ability to recreate forecasts to include new information that may impact budgets
Forecast Types: Support multiple types of forecasts such as balance sheet and cash flow forecasts
Rolling Forecasts: Used to review and update budgeting assumptions for a predefined period (usually one year)
AI: Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns

Data Transfer: Automates the transfer of data between an organization's ERP system and its bank
Data Exchange: Streamlines the exchange of information between internal systems
Reporting: Automatically extracts data required for cash forecasting and liquity reporting
Access: Restricts access to certain users within an organization, or provides access for third parties
Integration: Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software