--- title: Anchor Reviews meta_title: 'Anchor Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 122 reviews by the users' company size, role or industry to find out how Anchor works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 122 scale: '5' date_modified: '2026-07-08' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Anchor Reviews **Vendor:** Anchor **Category:** [Billing Software](https://www.g2.com/categories/billing) **Average Rating:** 4.9/5.0 **Total Reviews:** 122 ## About Anchor Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits. ## Anchor Pros & Cons **What users like:** - Users appreciate the **time-saving automation** of Anchor, simplifying billing and client proposal management effortlessly. (30 reviews) - Users appreciate the **ease of use** of Anchor, finding it straightforward and efficient for both themselves and clients. (24 reviews) - Users value the **automation of billing** in Anchor, eliminating the need to chase payments and streamlining processes. (18 reviews) - Users praise the **efficiency** of Anchor, which streamlines processes and saves significant time in managing proposals and billing. (16 reviews) - Users praise the **flexibility** of Anchor, streamlining proposals and billing while enhancing professionalism and efficiency. (16 reviews) - Users highlight the **exceptional customer support** from Anchor, appreciating their responsiveness and helpfulness in resolving issues. (15 reviews) - Time Saving (15 reviews) - Easy Integrations (14 reviews) - Easy Setup (14 reviews) - Users value the **efficient invoicing and billing agreements** of Anchor, simplifying client management and saving time. (14 reviews) **What users dislike:** - Users feel that **payment issues** remain a concern, particularly around creating flexible payment plans for large projects. (8 reviews) - Users notice **processing delays** have improved, yet express a desire for quicker next-day funding options. (6 reviews) - Users express a need for greater **customization options** in Anchor, feeling limited by the system's constraints. (5 reviews) - Users note a **steep learning curve** with Anchor, requiring time and effort to become proficient in its use. (5 reviews) - Users note a **persistent delay in payouts** , especially for ACH payments, despite recent improvements in funding speed. (4 reviews) - Email Automation Issues (4 reviews) - Learning Curve (4 reviews) - Users find the **missing features** in Anchor, such as archiving rejected proposals and refund options, limiting their experience. (4 reviews) - Setup Difficulty (4 reviews) - Time-Consuming (4 reviews) ## Anchor Reviews ### 1. Intuitive Proposals with Fast Setup and Built-In Invoicing **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer H. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Anchor?** The software is intuitive and makes it very easy to build proposals, email them, and track their progress with the signer. I learned how to use the software in less than an hour and had my first proposal sent out within 2 hours of signing up. I love how you can create an invoice and bill right from the proposal as well. **What do you dislike about Anchor?** There are many steps to verifying your business and setting up payment processing. If you have to change a bank account, you have to go through verification again. **What problems is Anchor solving and how is that benefiting you?** I just started a business and was spinning in circles setting up a process to write customer agreements and collect payments. Anchor has both electronic agreements and payment processing integrated so I could put the services right in the proposal, and set how they should be billed. The customer can add their payment method right to the agreement and pay the invoice immediately. I love that in just a few minutes I had monthly invoices set up and I don't have to manage invoices moving forward. ### 2. All-in-One Proposal and Payment Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Emily H. | Chief Creative Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2026 **What do you like best about Anchor?** I like how I can set up different services and add them to each respective agreement. I like that I can create templates for agreements and reuse them. It's all in one place, making it easier to keep track of the agreed scope of work, billing, and terms of agreement. The income is deposited pretty quickly once billing takes place. Anchor charges a $5 transaction fee per client instead of a percentage, which is helpful. Connecting to my Relay bank account is another plus. **What do you dislike about Anchor?** a more customizable proposal so that my brand and the particular sections I want are included. It'd be nice to just build a document with my logo and even font. I'd like to have an intro, maybe a section where there are different levels and the client can select what services they want, then pop in with timeline to get started, terms and conditions, etc. Some steps can be a little confusing as far as editing services or editing agreements and ensuring the agreement is signed but then billing can start immediately or at a certain date. **What problems is Anchor solving and how is that benefiting you?** I use Anchor to consolidate proposals, agreements, and payments all in one place, simplifying the tracking of scope, billing, and terms. ### 3. Streamlines Billing Effortlessly for Accounting Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about Anchor?** Anchor has been easy to use and is a great fit for my accounting firm. Its integration with QuickBooks Online helps keep my books organized, and I appreciate how simple it is to create service packages and make updates on the fly. Overall, Anchor is straightforward, efficient, and offers good value. I would recommend it to other bookkeeping and accounting firms looking to streamline their billing process. **What do you dislike about Anchor?** The only limitation I've run into is that Anchor allows only one attachment, so when I need to include separate addendums or supporting documents I must combine them into a single file before sending the agreement. This workaround is manageable in most cases, but being able to attach multiple documents directly would make the agreement process considerably more flexible and convenient. **What problems is Anchor solving and how is that benefiting you?** It helps me prepare professional-looking proposals and obtain signed client agreements. It also streamlines billing and customer invoicing. I like the dashboard view for tracking which agreements have been sent, approved, or are still waiting. ### 4. Anchor Makes Setup Simple and Client Viewing Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Priscilla G. | CEO / Owner / Strategic Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2026 **What do you like best about Anchor?** Anchor has been incredibly easy to set up and use, and I love how simple it is for my clients to view everything on their end too. I started using it in November 2025, and I’ve found myself using it more and more often because the platform is so straightforward and efficient. It has the right amount of features without feeling overwhelming, and the integrations with both Xero and Double HQ were quick to set up and easy to adjust. Anytime I’ve had a question, customer support has responded in a timely manner and is always kind and helpful. I’ve already recommended Anchor to other business-owner friends and will definitely keep doing so! **What do you dislike about Anchor?** The only thing I’m not a huge fan of is the default email reminders, and the fact that I can’t personalize them. **What problems is Anchor solving and how is that benefiting you?** Anchor is solving the problem of messy, time-consuming billing and payment collection by making the entire process simple and streamlined — for both me and my clients. It keeps everything organized in one place, makes it easy for clients to view and pay, and reduces back-and-forth or confusion. For me, that means I’m spending less time chasing payments or managing invoicing details and more time focusing on my actual client work. It’s helped me run my business more efficiently, feel more confident in my process, and it creates a smoother, more professional experience for the clients I serve. ### 5. Anchor Streamlines So Much! **Rating:** 5.0/5.0 stars **Reviewed by:** Ellen O. | firm owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about Anchor?** Anchor makes it so quick and easy to send proposals to new prospects. I now have things set up so that I can send a proposal within minutes of getting off a Discovery Call instead of needing to schedule time to create and send a proposal sometime after the call. I love it! It also integrates with Double, so when a prospect signs an agreement in Anchor, the client is created and the appropriate workflow templates are applied automatically. So slick! **What do you dislike about Anchor?** There are some features we are still looking for, but when we ask about them in the Facebook group, we get a quick response with assistance, workarounds, and/or projections for when the requested feature will be live. They are very responsive to features we request! **What problems is Anchor solving and how is that benefiting you?** Anchor allows me to fully customize the options I present to potential clients for how to pay for a large cleanup so that they are in charge of selecting their preferred payment plan. Creating proposals is much quicker than it was before I started using Anchor, and the option for built-in annual price increases makes my annual pricing review a breeze. The payouts are quick so my cash flow is predictable and I can plan around it. ### 6. Anchor Streamlines Proposals and Eliminates Collection Worries **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob E. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Anchor?** It’s hard to name just one thing! Anchor has drastically reduced the time it takes for me to create proposals. All my services complete with descriptions, legal verbiage, and scope of work are built right in. I can simply click on a service, adjust pricing, control discount expiration, and even include optional add-ons that clients can choose to accept or decline. To top it off, Anchor has practically eliminated my accounts receivable I no longer have to worry about collections at all. Thank you, Anchor, for making my process smoother and stress-free! **What do you dislike about Anchor?** I can’t create an invoice on the go. If a client or even a non-client walks into the office needing a quick out-of-scope job like a copy of a report or something similar I can’t just generate an invoice without first creating an agreement. Having the ability to issue a quick standalone invoice would make things much more efficient for those small, one-off tasks. **What problems is Anchor solving and how is that benefiting you?** What problems is Anchor solving and how is that benefiting you? I’m in a small community where a lot of our clients talk among themselves, so consistency is really important. Anchor’s set pricing and the ability to apply discounts let me show the same retail pricing to everyone, which keeps things transparent and fair. Before Anchor, my pricing was all over the place. Now, each service includes its own scope of work, expectations, and benefits meaning my engagement letters practically write themselves. It’s streamlined, consistent, and saves me a ton of time. ### 7. Automatic, secure contracts and payments so we can move fast and focus on revenue **Rating:** 5.0/5.0 stars **Reviewed by:** Karla Jo H. | Founder & CEO , Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Anchor?** It removes friction by making contracts, signatures, and payments automatic, secure, and easy—so we stay focused on revenue instead of admin work, and we finally stopped getting crushed by QBO fees thanks to Anchor. **What do you dislike about Anchor?** It needs better integration with HubSpot, but honestly I’m still happy using **Anchor** while the new features roll out—it doesn’t deter us at all, it’s intuitive, easy to navigate, and lets us move fast. **What problems is Anchor solving and how is that benefiting you?** Ancho solves the constant bottleneck between sales, delivery, and billing—everyone can spin up add-ons, upsells, or changes without waiting on ops, which means the whole agency can move fast and make money, not just the sales team. ### 8. User-Friendly Platform for Clean, Client-Ready Proposals **Rating:** 5.0/5.0 stars **Reviewed by:** Irene M. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about Anchor?** A user-friendly platform that’s easy to navigate and produces clean, clear proposals that are easy for clients to review and understand. **What do you dislike about Anchor?** It’s not necessarily something I dislike, but I’ve noticed the Anchor team is constantly working to improve the interface and overall experience. They also keep adding features that simplify the process while still giving us more options. **What problems is Anchor solving and how is that benefiting you?** Anchor streamlines our invoicing and payment collection process, so we don’t have to spend time tracking down clients for payment. ### 9. All-in-One Platform That Streamlines Payments and Agreements **Rating:** 4.5/5.0 stars **Reviewed by:** Steven B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2025 **What do you like best about Anchor?** I love having my engagement agreements, terms of service, and payment platform all in one place. Also, Anchor facilitates the model of having clients pay in advance for each month of service which, when combined with auto-ACH or CC payments, ensures that we do not spend time chasing accounts receivable. **What do you dislike about Anchor?** I have near zero complaints. Only issue is that I use Xero for my GL which does not (yet) have an integration. However, I know they have this in beta. **What problems is Anchor solving and how is that benefiting you?** Terms of service standarization. Offers default Terms of Service for anyone just getting started. Keeps A/R zero or low. Facilitates ease of proposal creating with standard services. Allows customization of stervices ### 10. Proposals in Under 60 Seconds, Backed by Fantastic Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kari B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2026 **What do you like best about Anchor?** Once my templates were built out, I can have a proposal out the door in less than 60 seconds. The support and customer service are fantastic, one of the best in the software 'sphere' I work in. **What do you dislike about Anchor?** I cannot think of any. Love the product **What problems is Anchor solving and how is that benefiting you?** Easy Proposals, monthly recurring billing, segmented billing (deposit and then balance due after a project). TIME SAVER - [View Anchor pricing details and edition comparison](https://www.g2.com/products/anchor-anchor/reviews/anchor-review-13074609?section=pricing&secure%5Bexpires_at%5D=2026-07-11+16%3A33%3A26+-0500&secure%5Bsession_id%5D=f73fd7dd-7c94-4fa5-9de6-82da8f072599&secure%5Btoken%5D=44fca16ebecb9102e2240878e960a8cbec97e80fc4874fada538b04278259031&format=llm_user) ## Anchor Integrations - [Aero](https://www.g2.com/products/aero/reviews) - [Double](https://www.g2.com/products/double-double/reviews) - [Faire – QuickBooks Online - QBO](https://www.g2.com/products/faire-quickbooks-online-qbo/reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [monday work management](https://www.g2.com/products/monday-com/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Anchor Features **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Bill Generation** - Templates - Digital Billing - Recurring Billing **Reporting** - Status - Customer Credit - History **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Invoice Processing** - Approvals - Batch Processing - Consolidation - Match Invoices **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Bill Processing** - Consolidation - Batch Invoicing - Management **Integrations** - Accounting - ERP - CPM **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Integration** - Accounting - Payments - ERP **Transactions** - Credits - Invoices - Payments **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Integration** - Accounting - Payments - ERP - Account Sync **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **Workflows** - Approvals - Reconciliation **Agentic AI - Billing** - Autonomous Task Execution **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Accounts Receivable Automation** - Autonomous Task Execution **AI - Accounts Receivable** - Generative - Responses - Predictive Analytics ## Top Anchor Alternatives - [Ignition](https://www.g2.com/products/ignition/reviews) - 4.7/5.0 (121 reviews) - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (397 reviews) - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) - 4.4/5.0 (1,781 reviews)