App integration via Karbon — Streamline your workflow from proposal to payment by connecting work items in Karbon with proposals and payments in Anchor.
Automatically create contacts, assign team members, and kick off work as soon as a proposal is signed. Save time, reduce admin, and get paid faster with Anchor’s seamless proposal-to-payment automation.
Connect services to workflows. Upon proposal approval, Anchor will automatically create new contacts and work items in Karbon based on your Work Templates.
Cut down onboarding time. When work items are created, tasks are automatically assigned to your team, ensuring everyone knows what to focus on and can begin immediately.
Increase profitability. Anchor’s enhanced proposal tool, with dynamic pricing and built-in revenue protection, allows you to maximize client value before the work even begins.
About Anchor
Anchor is a proposal-to-paid automation platform for accounting and professional service businesses that want to get paid by their clients - effortlessly. Anchor streamlines proposals, automatically bills and charges your clients according to the eSigned proposal, and flawlessly reconciles everything with your GL software.
