--- description: Review of Anchor Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Anchor | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Payment Processing Software](/directory/4526/online-payment/software) > [Anchor](/software/530167/Anchor) # Anchor Canonical: https://www.softwareadvice.co.nz/software/530167/Anchor Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/530167/Anchor?page=2) > Anchor generate agreements that are dynamic. Like your clients' needs. Streamline your billing with smart agreements that hold all information you need for efficient billing, including payment details, payment terms and billing permissions from your client. Have the flexibility to adjust the scope of work, terms, and pricing as your business needs evolve, and make t 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 • Digital signature • 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. > > Verdict: Rated **5.0/5** by 31 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 31 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 | 4.7/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Anchor Group ## Commercial Context - **Starting Price**: US$5.00 - **Pricing model**: Flat Rate (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 - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Audit Trail - Authentication - Automated Quoting - Billing & Invoicing - Client Management - Client Portal - Completion Tracking - Contact Management - Contract Drafting - Contract/License Management - Credit Card Processing ## 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 AI Work Platform ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Payment Processing Software](https://www.softwareadvice.co.nz/directory/4526/online-payment/software) ## Related Categories - [Payment Processing Software](https://www.softwareadvice.co.nz/directory/4526/online-payment/software) - [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software) - [Contract Management Software](https://www.softwareadvice.co.nz/directory/4157/contract-management/software) - [Quoting Software](https://www.softwareadvice.co.nz/directory/3570/quoting/software) - [Tax Practice Management Software](https://www.softwareadvice.co.nz/directory/4237/tax-practice-management/software) ## Alternatives 1. 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It's perfect for my service based business. > > As a solo firm owner, partnering with Anchor has been a game changer. They’ve helped me streamline my offerings, save countless hours, accelerate payment collection, and even upsell my services—all of which have strengthened my client relationships and my bottom line. It's a win-win all around. I can't recommend this software enough for firms looking to automate and streamline. ----- ### "Signing up was one of our best decisions ever" — 5.0/5 > **Julie** | *24 February 2026* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: It simplifies client onboarding and then the money just flows in naturally with very little effort\! Our merchant processing costs dropped significantly and clients like the transparency. > > **Cons**: They need to work on a mobile friendly view of their website. I also would like the ability to navigate to a different agreement without having to go back out to the main list and wait for the whole page to populate, which is slow for a company of our size. > > We have been with them since the beginning and were one of the earliest adopters. They were very attentive to our requests, and as an early, they developed a product that meets rigorous accounting standards and offers useful automations that work well. ----- ### "Professional, Streamlined, and Client Friendly" — 5.0/5 > **Kane Zhan** | *28 August 2025* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: Anchor has been a game-changer for how I present proposals and manage client engagements. The platform is clean, intuitive, and professional. It makes sending, tracking, and getting approvals effortless. I especially appreciate how customizable and client-friendly the proposals are, which has helped me land new projects with more confidence. Highly recommend for any service-based business looking to streamline their proposal process. > > **Cons**: My main frustration is the limited flexibility in formatting or layout control. Sometimes I wish I could tweak sections more freely. A bit more control here would make a big difference in creating more tailored proposals. That said, the team has been responsive to feedback and continues to improve the platform. Overall, I’d still highly recommend it to any service provider looking for a polished, streamlined proposal experience. ----- ### "Must try product" — 5.0/5 > **Jesse** | *25 May 2026* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: Anchor speeds up the time to convert and collect from clients. I have been able to slash AR to nearly zero. > > **Cons**: One area Anchor could work on is ACH payment times, but that is actively being sped up. When I first signed up ACH took up to 5 business days, that is now down to 3. ----- ### "Streamlined Contracts and Payments for Bookkeepers" — 5.0/5 > **Maggie** | *22 August 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Anchor makes client management seamless by combining contracts, proposals, and payments into one platform. I really appreciate how professional the proposals and agreements look, and the fact that I can automate so much of the onboarding process. It saves me time and creates a polished, streamlined experience for my clients. > > **Cons**: By default, Anchor sets payments to credit card processing, which passes the processing fee on to the client. While it’s very easy to switch to free ACH transfers, many clients miss this during setup. I’ve created a Loom video to walk clients through the process, but I wish the default setup made ACH the more visible option. > > Overall, Anchor has been an excellent addition to my business. It has helped me manage proposals and contracts professionally while automating payments in a way that reduces administrative work. My clients appreciate the clarity of the agreements, and I appreciate the peace of mind of having everything in one place. With a few small tweaks, it could be nearly perfect, but even as it is, I’d highly recommend it to other service-based business owners. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/530167/Anchor?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/530167/Anchor) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data