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Anchor

sayanchor.com

From $5/mo Free plan WebiOSAndroidAPI
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Spec score 9.4 #2 of 134 in Proposal Software

What it is

Anchor is a web and mobile platform for preparing proposals and agreements, invoicing clients, and collecting payments. Its listed tools include built-in e-signatures, client activity tracking, online payment collection, CRM integrations, custom branding, and analytics and reporting. The Platform access plan has no subscription fee and includes unlimited users, companies or clients, proposals and agreements, automated invoices, and automated payments. A separate Payment fee plan costs $5 a month and is charged when a payment is received. It includes all features and tools, free bank transfer, and unlimited proposals, agreements, billing, and payments. Anchor is available on the web, iOS, and Android. Its maker is based in New York, New York, United States. The listed information does not specify the details of its CRM integrations or analytics and reporting tools, so readers may want to ask about those capabilities when assessing fit.

Spec sheet

What it does
Anchor automates proposals, agreements, invoicing, payment collection and reconciliation for accounting and professional-services firms.Read 14 Oct 2026 · sayanchor.com
Free plan
YesRead 20 Sep 2026 · sayanchor.com
Integrations
Native or listed connections include QuickBooks Online, Xero, NetSuite, Sage, Gmail, Outlook, Zapier, Make, Slack, Microsoft Teams, HubSpot, monday.com and multiple practice-management systems.Read 14 Oct 2026 · sayanchor.com
Headquarters
New York, New York, United StatesRead 28 Sep 2026 · sayanchor.com
Analytics and reporting
YesRead 20 Sep 2026 · sayanchor.com
Android store availability
The Anchor Billing & Collections Android listing is free to download and had no user ratings on AppBrain when crawled.Read 14 Oct 2026 · appbrain.com
API access terms
API access requires an active account and Anchor-issued key, uses server-to-server authentication, and is granted as a limited revocable license under Anchor's documentation.Read 14 Oct 2026 · sayanchor.com
API and webhooks
Anchor provides a REST API and real-time webhooks for proposals, agreements, invoicing and payments.Read 14 Oct 2026 · help.sayanchor.com
Auto reconciliation
Anchor matches invoices and payments and synchronizes accounting records with QuickBooks Online.Read 14 Oct 2026 · sayanchor.com
Automated invoicing
Invoices are generated and sent automatically from agreement terms and billable items.Read 14 Oct 2026 · sayanchor.com
Built-in e-signatures
YesRead 20 Sep 2026 · sayanchor.com
Client activity tracking
YesRead 20 Sep 2026 · sayanchor.com
Client portal
Clients receive a portal for agreements, invoices and payment methods.Read 14 Oct 2026 · sayanchor.com
Company founding
LinkedIn lists Anchor's founding year as 2021.Read 14 Oct 2026 · linkedin.com
Company identity
LinkedIn describes Anchor as a privately held U.S. financial-services company headquartered in New York, with 51–200 employees and an Israel R&D center.Read 14 Oct 2026 · linkedin.com
CRM integrations
YesRead 20 Sep 2026 · sayanchor.com
Custom branding
YesRead 20 Sep 2026 · sayanchor.com
Documentation
The help center provides step-by-step guides, videos, FAQs and collections covering proposals, agreements, billing, integrations, settings and reports.Read 14 Oct 2026 · help.sayanchor.com
Dynamic agreements
Agreements can be updated as scope, terms and pricing change, with future billing reflecting those changes.Read 14 Oct 2026 · sayanchor.com
Funding
Anchor announced a $20 million Series A on January 30, 2025, led by Mosaic General Partnership and Zeev Ventures, with existing investors including Entrée Capital and Tal Ventures.Read 14 Oct 2026 · prnewswire.com
Human support
Pricing includes a dedicated account manager, technical support and searchable in-chat help; the help center also advertises weekly live Office Hours.Read 14 Oct 2026 · sayanchor.com
Interactive proposals
Users can send branded online proposals that clients review and sign from any device.Read 14 Oct 2026 · sayanchor.com
Limit: Capterra workflow friction
Capterra reviewers report that search and proposal settings can be confusing, billing has a learning curve, annual engagements may require manual recreation and some clients struggle with bank verification.Read 14 Oct 2026 · capterra.com
Limit: G2 feature depth
G2 reviewers cite missing mobile access or refund options, limited customization and a steep initial learning curve.Read 14 Oct 2026 · g2.com
Limit: G2 payment processing
G2 reviewers repeatedly mention slow invoice payments, Plaid verification problems, delayed approvals and ACH funding delays.Read 14 Oct 2026 · g2.com
MCP support
Anchor lists an Anchor MCP integration and an OpenAI MCP option available on demand.Read 14 Oct 2026 · sayanchor.com
Mobile launch
Anchor announced its iOS and Android apps on August 18, 2026, with browser feature parity and unchanged $5-per-payment pricing.Read 14 Oct 2026 · sayanchor.com
Mobile requirements
The iPhone app requires iOS 17.4 or later and is distributed in English and Spanish.Read 14 Oct 2026 · apps.apple.com
Notable growth claim
The January 2025 funding announcement said Anchor grew more than 500% during 2024 and planned to double its workforce within a year.Read 14 Oct 2026 · prnewswire.com
Online payment collection
YesRead 20 Sep 2026 · sayanchor.com
Payment methods
Clients can pre-authorize ACH or credit-card payments before services are delivered.Read 14 Oct 2026 · sayanchor.com
Praise: Capterra usability and support
Capterra reviewers commonly praise user friendliness, responsive human support, onboarding and value from the flat fee.Read 14 Oct 2026 · capterra.com
Praise: G2 time savings
G2's review summary says users repeatedly praise faster proposal creation, easier payment collection, automation, invoicing and responsive support.Read 14 Oct 2026 · g2.com
Privacy and payment data
Anchor says payment credentials go directly to Stripe for tokenization, while its own communications use HTTPS/TLS and it does not retain third-party passwords.Read 14 Oct 2026 · sayanchor.com
Rating on Apple App Store
5.0 out of 5 from 8 ratings.Read 14 Oct 2026 · apps.apple.com
Rating on Capterra
5.0 out of 5 from 31 reviews.Read 14 Oct 2026 · capterra.com
Rating on G2
4.9 out of 5 from 125 reviews.Read 14 Oct 2026 · g2.com
Rating on TrustRadius
9.5 out of 10 from 2 reviews.Read 14 Oct 2026 · trustradius.com
Reminders
The platform sends SMS and email reminders for pending proposals, invoices and payments.Read 14 Oct 2026 · sayanchor.com
Security controls
Anchor says it holds SOC 2 Type II, encrypts data in transit and at rest, and applies scoped permissions to integrations.Read 14 Oct 2026 · sayanchor.com
Team controls
Team members can be assigned roles and permissions, while activity logs record platform changes.Read 14 Oct 2026 · sayanchor.com
Vulnerability disclosure
Anchor operates a HackerOne-based disclosure program, acknowledges reports within two business days and includes its mobile apps in scope.Read 14 Oct 2026 · sayanchor.com

Plans and prices

Platform access Free No subscription fee required Unlimited users · Unlimited companies/clients · Unlimited proposals and agreements · Unlimited automated invoices · Unlimited automated payments Read 20 Sep 2026 · sayanchor.com
Payment fee $5 a month Charged when a payment is received Includes all features and tools · Free bank transfer · Unlimited proposals and agreements · Unlimited automated billing and payments Read 20 Sep 2026 · help.sayanchor.com
Pay-as-you-go $5, paid once per payment received unlimited users · unlimited clients/companies · unlimited proposals and agreements · unlimited automated invoices and payments · ACH free · card processing 2.9% + $0.30 paid by client Read 14 Oct 2026 · sayanchor.com

Every Anchor plan and price →

Strong points and limits

Strong points

  • Includes built-in e-signatures.
  • Tracks client activity.
  • Supports online payment collection.
  • Free access includes unlimited proposals and agreements.
  • Available on web, iOS, and Android.

Limits

  • The 5.00 USD monthly fee is charged when a payment is received.
  • CRM integration and reporting details are unspecified.

Who it suits

Anchor may suit businesses or independent professionals who need proposals, agreements, invoicing, and payment collection across web and mobile. Its no-subscription-fee access plan may appeal to users who want to start without a subscription.

Verdict

Anchor covers proposal-to-payment workflows and offers a no-subscription-fee access plan. Its separate Payment fee plan costs $5 a month when a payment is received.

Where Specifiction places it

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