Anchor
Anchor is a New York-based, product-led billing platform that automates proposals, dynamic agreements, invoicing, payment collection, and reconciliation for small and mid-sized US accounting, bookkeeping, tax, and professional-services firms.
- Company typePrivate
- Founded2021
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Anchor does
Anchor is a New York-based, venture-backed software company founded in 2021 that operates a unified, autonomous billing platform for small and mid-sized accounting, bookkeeping, tax, and professional-services firms across the United States. The platform collapses the proposal-to-payment workflow into one connected system: clients sign live, dynamic agreements containing pre-approved ACH or credit-card payment authorization, and Anchor then auto-generates and sends invoices per agreed schedules, reconciles payments against QuickBooks Online or Xero in real time, and surfaces activity through a unified business dashboard and client portal. The product is PCI DSS compliant, uses UETA/ESIGN-compliant e-signatures, and extends to developers via a REST API/webhooks platform plus an MCP server exposing billing data to Claude and other AI agents.
Commercially, Anchor runs a fully self-serve, product-led model that is free to start with no credit card required and is monetized through a flat $5 fee per successful payment plus optional pass-through of card-processing fees (2.9% + $0.30) to clients; ACH transactions are free to the client. Distribution relies on direct website sign-up, the QuickBooks Marketplace, Zapier and Make listings, and a short inside-sales demo motion for mid-market conversion; partners include Karbon, Keeper, Client Hub, Financial Cents, and Monday.com. The company is led by co-founders Rom Lakritz (CEO), Omry Man (CRO), and Leeor Aharon (CTO) and reports a roster of 21,000+ firm customers nationwide, backed by $15M in seed funding (Rapyd Ventures, Entrée Capital, Tal Ventures, December 2021) and a $20M Series A (Mosaic General Partnership, Zeev Ventures, January 2025). Reported metrics include 500%+ revenue growth in 2024 and a 4.9/5 average rating across 200+ G2, Capterra, and QuickBooks reviews.
Anchor firmographics
Firmographics- Name
- Anchor
- Legal name
- Anchor Group Inc.
- Website
- https://sayanchor.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Anchor is a New York-based, product-led billing platform that automates proposals, dynamic agreements, invoicing, payment collection, and reconciliation for small and mid-sized US accounting, bookkeeping, tax, and professional-services firms.
- Ownership category
- akta.pro rank
Anchor industry classification
Industry- Product category
- Billing and Accounts Receivable Automation Software
- NAICS
- Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)
- SIC
- Miscellaneous Business Credit Institution (6159)
- akta.pro primary industry
- Bill Pay, Invoicing & Payables Platforms (BPAMAFAF)
- akta.pro secondary industries
- Embedded Payments (Pay-ins, Pay-outs, Wallets) (FSAGALAB), Digital Wallet Infrastructure (Tokenization, Wallet-as-a-Service) (FSAMAEAI)
Keywords
Where Anchor is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Anchor business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Transaction Fees: Anchor charges a flat $5 fee per successful payment transaction processed. There are no monthly subscription fees, setup costs, or platform charges. The cost scales directly with revenue generated by customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Free Platform Access |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels8 records
Anchor product offering
Product offeringCore offering
Anchor is an autonomous billing and payments platform that automates the full billing lifecycle for accounting firms and professional services businesses — from interactive proposals and dynamic e-signed agreements through no-touch invoicing, automated collection via pre-approved ACH or credit card, to automatic reconciliation in QuickBooks Online and Xero. Customers connect a payment method before signing, so payments are charged automatically on the agreed due date, eliminating manual invoicing and collections follow-up.
Product overview
Anchor is a single unified autonomous billing platform for professional services firms that combines proposals, dynamic agreements, automated invoicing, billing & payments, client portal, eSignature, business dashboard, activity log, team management, automated reminders, and accountant view into one connected workflow. The core Anchor Platform serves as the central system, with individual modules (Proposals & Quotes, Agreements, Automated Invoicing, Billing & Payments, Client Portal, eSignature) feeding into automated revenue collection. Additional administrative features include Business Dashboard, Activity Log, Team Management, and Automated Reminders. The platform also offers an Anchor API & Webhooks for programmatic access and integrates natively with QuickBooks Online, Xero, and via Zapier and Make for workflow automation.
Differentiator
Problem solved
Functional benefit
Products and services
- Anchor Platform An autonomous billing and collections platform that automates the entire billing lifecycle from proposal to payment for professional services firms. Turns client agreements into automated revenue via pre-approved payment methods, eliminating manual invoicing and late payment collection.
- Proposals & Quotes Interactive proposal and quote creation tool that lets users build branded proposals from a pre-built service library with tiered pricing, embed rich media, and send via secure smart links for digital signing. Designed for accountants, bookkeepers, tax firms, and professional services providers.
- Agreements Dynamic live agreements that replace static contracts, containing scope of work, terms, pricing, and billing details that can be adjusted as needs change while maintaining a shared change log for transparency. For accounting firms and professional services businesses that need to evolve client engagements over time.
- Automated Invoicing No-touch invoicing system that automatically populates and sends invoices according to agreed billing terms, supporting recurring, one-time, fixed, hourly, and range-based billing with full flexibility to modify line items. Targets professional services firms that want to eliminate manual invoice creation.
- Billing & Payments Automated payment collection through pre-approved ACH or credit card methods that charges clients automatically on billing due dates, with flexible fee-passing options. Combined with platform payment processing at a flat $5 per successful transaction; ACH is free for clients and credit card carries 2.9% + $0.30.
- Client Portal Dedicated secure hub where clients can review agreements, access invoices, update payment methods, and download billing history, accessed via secure smart links without requiring login credentials. Used by accounting and professional services firms to give clients visibility into their account.
- eSignature Legally binding electronic signature capture compliant with UETA and ESIGN Act standards, enabling clients to type or draw signatures from any device without creating accounts or downloading software. Used by firms to execute proposals, agreements, and engagement letters.
- Client Onboarding Client onboarding workflow that lets firms share live proposal links, capture digital signatures, and convert signed proposals into active billing agreements automatically. Built to streamline new-client intake for accounting and professional services firms.
- Anchor API & Webhooks REST API and webhook infrastructure providing programmatic access to clients, proposals, invoices, and payments, with real-time event push to external systems, scoped API keys, and support for Claude/AI-agent connections via MCP. Aimed at developers and integrations teams extending Anchor into custom workflows.
Quantifiable outcome
- 90% reduction in billing time
- +2 more outcomes
Companies that use Anchor
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Anchor technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability2 records
Feature7 records
Anchor partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and secondary.
- QuickBooks OnlinecoreNative two-way integration enabling real-time sync of invoices, payments, customers, and credit notes/refunds. Supports Simple Start, Essentials, Plus, and Advanced editions.
- XerocoreNative integration syncing every invoice, payment, and reconciliation back to Xero ledger automatically.
- ZapiercoreIntegration connecting Anchor to 5,000+ apps through triggers (proposal signed, invoice paid, client signup) and actions (create client, send invoice).
- MakesecondaryVisual workflow automation connecting Anchor billing events to hundreds of apps with branching logic and data transformations.
- Claude MCPsecondaryModel Context Protocol integration allowing natural language queries about clients, proposals, and payments through Claude AI assistant.
- Anchor MCPsecondaryMCP server exposing Anchor billing data and actions to AI agents with scoped permissions for read and action capabilities.
- Anchor API & WebhookssecondaryREST API with programmatic access to clients, proposals, invoices, and payments plus real-time webhook events with scoped API keys.
- KarbonsecondaryAccounting workflow platform integration mentioned in integration list.
- KeepersecondaryTax and accounting software integration mentioned in integration list.
- Client HubsecondaryClient management platform integration mentioned in integration list.
- Financial CentssecondaryAccounting practice management software integration mentioned in integration list.
- Monday.comsecondaryProject management platform integration mentioned in integration list.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Anchor competitors and assessment
Company assessmentDirect peers
- Bill.com: Bill.com is a leading B2B accounts payable and receivable automation platform serving SMBs and mid-market. It overlaps directly with Anchor on automated invoicing, payment collection, and reconciliation, and competes for the same finance team buyers.
- Ignition: Ignition automates client engagement, proposals, and recurring billing for accountants, bookkeepers, and professional services. It is one of the closest head-to-head competitors to Anchor, especially in the accountant ICP, with proposals-to-billing workflows.
- HoneyBook: HoneyBook is a client and business management platform for service-based SMBs (creatives, consultants, agencies) combining proposals, contracts, invoicing, and payments. It targets the professional services segment Anchor also serves.
- FreshBooks: FreshBooks offers invoicing, billing, and payments for freelancers and small service businesses. It overlaps with Anchor on automated invoicing, recurring billing, and client payments for the professional services segment.
- Melio: Melio is a B2B payments platform for SMBs focused on accounts payable and receivables via ACH and card. It competes directly with Anchor on the payments-automation value proposition for SMB accounting and bookkeeping firms.
- Tipalti: Tipalti provides accounts payable automation, global payments, and supplier management for mid-market and enterprise. While more AP-focused and upmarket, it competes with Anchor for finance team mindshare on automated billing and payment workflows.
- Stampli: Stampli is an AP automation and invoice management platform with collaborative approvals and payment capabilities. It overlaps with Anchor on invoice-to-payment automation, though it is more AP-centric.
Emerging players
- Chargebee: Chargebee is a subscription billing and revenue management platform. While focused on SaaS-style recurring billing rather than service-firm invoicing, it competes for wallet share of automated billing tooling and adjacent invoicing use cases.
Broad incumbents
- Square Invoices: Square offers invoicing and payment acceptance as part of a broad SMB commerce and payments suite. It competes with Anchor on payment acceptance and invoicing for small US businesses, including accounting-adjacent segments.
- Stripe Invoicing: Stripe Invoicing is a hosted invoicing and payment collection product bundled with Stripe's broader payments stack. It is a broad incumbent alternative for automated billing and payment collection, especially for technical SMB and mid-market buyers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Anchor social profiles
Digital presenceAnchor compliance and trust
Trust signalCompliance2 records
Anchor financial estimates
Financial estimateRevenue estimate
Valuation estimate
Anchor leadership team
Management profileNumber of profiles
Profiles3 records
Anchor funding detail
Funding detailFunding overview
Funding rounds2 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Anchor M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Anchor
What does Anchor do?
Anchor is an autonomous billing and payments platform that automates the full billing lifecycle for accounting firms and professional services businesses — from interactive proposals and dynamic e-signed agreements through no-touch invoicing, automated collection via pre-approved ACH or credit card, to automatic reconciliation in QuickBooks Online and Xero. Customers connect a payment method before signing, so payments are charged automatically on the agreed due date, eliminating manual invoicing and collections follow-up.
Is Anchor a public or private company?
Anchor is a private company. It is classified as venture growth investor backed and is currently operating.
When was Anchor founded?
Anchor was founded in 2021. It employs 51 to 100 people.
Where is Anchor based?
Anchor is headquartered in New York, United States, in the North America region.
How does Anchor make money?
One revenue line is on record: transaction Fees.
Who are Anchor's main competitors?
Direct peers on record are Bill.com, Ignition, HoneyBook, FreshBooks, Melio, Tipalti and Stampli. Chargebee is listed as an emerging player. Broad incumbents are Square Invoices and Stripe Invoicing.
Does Anchor have an API?
Yes. Anchor's REST API and webhooks give developers full programmatic access to clients, proposals, invoices, and payments. Read and write Anchor data over a clean REST API, and subscribe to webhooks that push events to systems the moment they happen. Includes scoped API keys with permissions each integration needs that can be rotated any time. Developer documentation is at help.sayanchor.com/en/articles/12293577-anchor-api-webhooks.
What industry is Anchor in?
Anchor's product category is Billing and Accounts Receivable Automation Software. Its primary akta.pro industry code is BPAMAFAF, Bill Pay, Invoicing & Payables Platforms, with a secondary code of FSAGALAB, Embedded Payments (Pay-ins, Pay-outs, Wallets). Its NAICS code is 522320 and its SIC code is 6159.