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description: Review of Anchor Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Anchor | Reviews, Pricing & Demos - SoftwareAdvice AU
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# Anchor

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> Anchor is an AR automation platform that helps service businesses get paid on time. It combines proposals, agreements, billing, and payments into one seamless experience. Clients are auto-billed and auto-charged according to dynamic agreements, and everything syncs in real time with your general ledger. &#10;&#10;Built for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and prevents revenue leakage.&#10;&#10;Key features include:&#10;- Proposals \&amp; Agreements – Send branded proposals and flexible agreements that evolve with scope, pricing, and terms.&#10;- Automated Billing – Recurring, hourly, fixed, or one-time — set it once and Anchor takes care of the rest.&#10;- Payments – Accept ACH and credit card payments, with adjustable fee settings.&#10;- Business Dashboard – Monitor your firm’s financial health with real-time CARR, invoices, payouts, and more.&#10;- Client Portal – Give clients a dedicated space to view and manage agreements, invoices, and payments.&#10;- Reminders – Automated email and SMS reminders for pending proposals, invoices, and payments.&#10;- Integrations – Real-time sync with QuickBooks Online and 5,000+ apps via Zapier.&#10;- Team Collaboration – Manage roles, permissions, and track activity with an audit log.&#10;- Accountant View – Collaborate with clients and manage their billing efficiently.
> 
> Verdict: Rated **5.0/5** by 28 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 28 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support | 4.9/5 | Based on overall reviews |
| Value for Money | 4.9/5 | Based on overall reviews |
| Features | 4.8/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Anchor Group

## Commercial Context

- **Pricing model**: Usage Based (Free version available) (Free Trial)
- **Pricing Details**: No subscriptions. No limits. Just $5 per payment received. Unlimited users, proposals, clients, and invoices - all included.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- ACH Payment Processing
- API
- Activity Dashboard
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Contract Drafting
- Credit Card Processing
- Data Security
- Debit/Credit Card Processing
- Document Management
- Invoice Creation
- Invoice History
- Mobile Payments
- Multiple Payment Options
- Online Invoicing
- Online Payments
- PCI Compliance
- Payment Processing
- Payment Reconciliation

## Integrations (15 total)

- Client Hub
- Financial Cents
- Gmail
- HubSpot CRM
- Karbon
- Keeper
- Make
- Microsoft Outlook
- QuickBooks Enterprise
- QuickBooks Online
- QuickBooks Online Accountant
- Slack
- Xero
- Zapier
- monday.com

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Payment Processing Software](https://www.softwareadvice.com.au/directory/4526/online-payment/software)

## Related Categories

- [Payment Processing Software](https://www.softwareadvice.com.au/directory/4526/online-payment/software)
- [Billing and Invoicing Software](https://www.softwareadvice.com.au/directory/263/billing-invoicing-software/software)
- [Contract Management Software](https://www.softwareadvice.com.au/directory/4157/contract-management/software)

## Reviews

### "Exceptional Service, Highly Recommend" — 5.0/5

> **JJ** | *24 February 2026* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: Customer service is hands down the best of any software or platform we use. From onboarding to ongoing questions to troubleshooting - I have gotten every question answered quickly and completely, and then they even follow up to make sure I don't need anything else\!
> 
> **Cons**: There are a few features I wish they had around timing of payments, and I wish there was a more direct way to enter out of scope time for billing like we can do in other systems. But anytime I have feedback about a feature I'd like, they are excited to take that back to their team and see about including it in a future update.
> 
> I've been a raving fan of Anchor since we first started, and they continue to roll out new features and updates that make my experience even better. Their pricing is ideal for our model, their customer service is second to none, the experience for our customers feels elevated and secure and I'm so thankful we have partnered with Anchor for our engagement letter and payment processing system.

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### "We've Finally Found Our Payment Solution\!" — 5.0/5

> **Barrett** | *26 February 2026* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: Anchor makes it so easy to set up a suite of services, create a recurring or one-off engagement, and get paid. I love how lightweight it is, and that I've taught my staff to prepare our proposals (a process that used to take me hours in other platforms). And the pricing structure is so easy\!
> 
> **Cons**: It can be a little tough to walk some clients through signing, especially those that aren't tech-savvy and don't have online bank logins. I wouldn't mind the ability to add a bank account manually and override the bank deposit verification (which increases completion times for clients who wait for paper statements). &#10;&#10;I would also love a few options for API interaction/embedding on our website, so we can start selling while we sleep\!
> 
> We've been a very happy customer of Anchor for two years, and I don't foresee any reason we'd be looking to switch. It's easy to use, very customizable (for the parts that matter), and makes getting paid super easy.

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### "Anchor streamlines proposals and helps predict cash flow" — 4.0/5

> **Debby** | *9 March 2026* | Accounting | Recommendation rating: 8.0/10
> 
> **Pros**: Their customer service is truly top-notch — always responsive and readily available to answer any questions as well as they are consistently making enhancements and improving their features which shows are real commitment to supporting their users.
> 
> **Cons**: There have been some quirks when I set up some proposals in the settings that can be confusing at first and need further clarification on.
> 
> Using Anchor has significantly improved how we manage client engagements and has streamlined the entire process so our experience has been pretty positive.

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### "Liking this APP" — 5.0/5

> **Penny** | *24 February 2026* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: The combination of proposals and billing is a very easy process to not only use but to explain to customers.  They ability to sync to our internal accounting app.  Attaching a step by step onboarding process to the proposal would be a nice add.  We put it in the Service but often it is buried and the prospect does not see it.
> 
> **Cons**: I cannot attach a pdf, docx or excel to the invoices.  This causes me to have to send that in an email as a separate extra step.  A real PIA.
> 
> 95% happy with overall use and support.  The UI UX is user friendly.  The support team response has been ok but was better before.

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### "Worth the transition\!" — 5.0/5

> **Jen** | *24 February 2026* | Accounting | Recommendation rating: 9.0/10
> 
> **Pros**: Ease of process - everything in one place, payment processing is much cleaner when tracking and syncing to our accounting, and way less chasing declined payments. Their customer support is also on point; I can't sing their praises enough. They are the type of staff you wish you could poach for your own team - haha\! Truly kind, patient, and knowledgeable people.
> 
> **Cons**: We have a very large client base, so the transition was not the easiest. Lots of manual work to get everything in on our end. We knew it would be hard, but definitely underestimated the workload. That said, the Anchor team has been fabulous to work with and supported the best they could at every turn. &#10;&#10;The only two things I would improve on is, one: to highlight sections of the terms that must be checked off when missed/skipped. We've had a LOT of back-and-forth emails with clients about not being able to complete their agreement because they skipped a check box section. It's not a huge deal, but when onboarding a lot of clients, that's become a time suck. If the agreement inherently bolded that section/turned it red or gave an error message to go back, that would be amazing. We even tried to pre-notify clients, but half of them don't read the emails fully to catch that instruction. &#10;&#10;And two: create a place for the customer to enter their billing information that would sync with our QBO. This is for our tax purposes. Our old system did collect addresses and would sync to our QBO, making life way easier. This is now another follow-up step we have to add to our list outside of the proposal.
> 
> Fabulous so far\! We still have a ways to go, but right now the onboarding pains are heavily outweighed by ease of use and simplification of our processes.

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## Links

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## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/530167-Anchor/> |
| en-AU | <https://www.softwareadvice.com.au/software/530167/Anchor> |
| en-GB | <https://www.softwareadvice.co.uk/software/530167/Anchor> |
| en-IE | <https://www.softwareadvice.ie/software/530167/Anchor> |
| en-NZ | <https://www.softwareadvice.co.nz/software/530167/Anchor> |

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