--- title: "Anchor Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Anchor Software - reviews, pricing plans, popular comparisons to other Contract Management products and more." source_url: "https://www.capterra.com/p/10031400/Anchor/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # Anchor Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Anchor ## What is Anchor? 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 • Collaborate via roles, permissions, and audit trails • 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. ## What is Anchor used for? [Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Contract Management](https://www.capterra.com/contract-management-software/)[Digital Signature](https://www.capterra.com/digital-signature-software/) Recognitions Best ease of use Top alternative Featured Overall rating Based on 32 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $5 Flat Rate, One Time Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... - Billing and Invoicing / 2026 - Contract Management / 2026 - Payment Processing / 2026 Our "Best of" badge program showcases products with the highest ratings... - Billing and Invoicing / 2026 - Contract Management / 2026 - Payment Processing / 2026 Do you work for Anchor?[Manage this product listing](https://www.g2.com/products/anchor-anchor/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Anchor 5.0 (32) VS. [4.6 (1,490)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $5 Flat Rate, One Time Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (32) Ease Of Use 4.6 (26,808) Value For Money 4.9 (32) Value For Money 4.4 (20,625) Customer Service 4.9 (32) Customer Service 4.6 (20,883) ## Anchor alternatives [4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (1,341)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [PayPal Payments](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,830)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) [View all alternatives](https://www.capterra.com/p/10031400/Anchor/alternatives/) ## FAQs about Anchor Overview ### Which roles and teams benefit most from Anchor? Anchor is most used by accounting firm owners, CEOs, and other business leaders who manage client billing and cash flow. Accountants, bookkeepers, and CPAs use it to standardize recurring invoicing, collect payments, and track engagements. Operations staff and firm administrators rely on it to coordinate billing processes and reduce administrative follow-up. Answer based on 31 reviews Overview ### What company size and industries is Anchor built for? Anchor is used by small businesses, with 100% of reviewers in this segment, led by accounting firms at 81%. It also serves marketing and advertising agencies (6%) and consumer services businesses (3%), alongside bookkeepers, tax firms, financial service companies, IT providers, advisors, and home service businesses. Its most common use case is billing and invoicing. Answer based on 31 reviews Features and Usability ### What are the key features of Anchor? Anchor includes workflow automation, approval process control, and access controls/permissions for managing tasks and approvals. It also offers billing and invoicing features such as invoice creation, recurring/subscription billing, online payments, ACH payment processing, and payment reconciliation, plus contract drafting, digital signature, document management, and reporting/analytics. Pricing ### How much does it cost and what fees or limitations are included? Anchor starts at $5 per payment received, with no subscriptions and no limits. The plan includes unlimited users, proposals, clients, and invoices, plus automated invoices, reminders, and payments. Free version and free trial options are available. Credit card processing fees are covered by clients. Answer based on 8 reviews Integrations ### Which third-party tools and platforms does Anchor integrate with? Anchor integrates with Client Hub, Financial Cents, Gmail, HubSpot CRM, Karbon, Keeper, Microsoft Outlook, QuickBooks Enterprise, QuickBooks Online, QuickBooks Online Accountant, Slack, Xero, Zapier, and monday.com AI Work Platform. These catalog integrations cover accounting, email, CRM, collaboration, and automation tools. Answer based on 6 reviews Getting Started and Support ### What training and onboarding options does Anchor offer? Anchor provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference material for learning features and reviewing setup steps as needed. Answer based on 2 reviews Getting Started and Support ### What customer support options does Anchor offer, and how do users rate the experience? Anchor offers email/help desk, FAQ/forum, knowledge base, and chat support. Users generally describe support staff as fast, friendly, knowledgeable, and thorough, with helpful follow-up during onboarding and troubleshooting. Some users find the chat experience less effective for after-hours or detailed platform questions, while live responses are typically prompt on business days. Answer based on 11 reviews Ease of use ### How easy is Anchor to use for invoicing and payments? Anchor makes invoicing, recurring billing, proposals, agreements, and payment collection easy to set up and manage. Service-based businesses and bookkeeping teams value its clear interface, templates, and QuickBooks Online connection. Some users need time to understand its invoicing approach or search tools, but support helps during onboarding. Answer based on 11 reviews ## Features AI summary Based on 17,640 Contract Management reviews Capterra reviewers highlight these as the features buyers value most when choosing payment processing software: - **Data Security** (**58%** of reviewers rated this feature as critical) - **Online Payments** (**55%**) - **Mobile Access** (**53%**) Anchor supports **Data Security** and **Online Payments**, giving businesses a way to protect transaction data and accept payments through digital channels. However, it does not include **Mobile Access**. Instead, it offers **Debit/Credit Card Processing** (**52%**) and **Mobile Payments** (**49%**), which still give teams practical options for handling card transactions and accepting payments on the go, helping businesses process payments more efficiently and serve customers across more sales environments. Data Security 5.0 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Mobile Payments 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Clients can submit payments via mobile devices Activity Dashboard 4.9 (19) 89.47% of 19 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Data 4.9 (15) 93.33% of 15 reviewers that rated this feature as important or highly important Receive data and information in real time Alerts/Notifications 4.8 (14) 85.71% of 14 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Invoice Creation 4.6 (14) 100.00% of 14 reviewers that rated this feature as important or highly important Create invoices from scratch or have recurring invoices Anchor 63 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Automated Quoting: Generate rule-based quotes for clients automatically - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Completion Tracking: Track the current status and completion of activities, tasks, goals or deliverables via progress indicators - Contact Management: Manage, organize, and store contact information - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract/License Management: Track, store, and access client contracts or licenses - Credit Card Processing: Accept and process credit card transactions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Security: Protect sensitive data for digital privacy - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Dynamic Pricing: Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Encryption: Convert data into a code for security - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Mobile Payments: Clients can submit payments via mobile devices - Multiple Payment Options: Process payments via multiple modes directly through the application - Online Invoicing: Create, send, and view electronic invoices - Online Payments: Accept and process online payment transactions - Payment Processing: Accept, record, and reconcile financial transactions - PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Team Collaboration: Allow multiple team members to edit and work on the same document - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (32) 4.7 Based on 32 reviews ## Pricing Value for money 4.9 (32) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10031400/Anchor/pricing/) $5 per payment received $5.00 Flat Rate,One Time It includes: - Unlimited proposals and agreements - Automated dunning emails and reminders - Unlimited clients - Unlimited team members - Automated invoices - Automated payments - Automated reminders - Custom branding Value for money 4.9 (32) 4.9 Based on 32 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ monday AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (32) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (32) 4.9 Based on 32 reviews ## User reviews Overall rating 5.0 Based on 32 reviews Filter by rating Counts reflect reviews available in this feed. 5(31) 4(1) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful TT Tax Team Coordinator Tax Team Coordinator Used the software for: 1-3 years ### "User-Friendly Platform That Makes Invoicing and Payments Easier" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 28, 2026 Overall, the experience has been great. Invoicing used to be a very manual step in our process, but Anchor has made it much easier and faster. Pros What I like most about Anchor is how user-friendly it is. It’s very intuitive and makes payment processing easy. Cons What I like least about Anchor is that the feature for changing payment methods is not very intuitive for clients. We've had many instances where it automatically selects the payment method from a prior year, which has created quite a bit of friction in our process. Many clients have mentioned that even after taking the steps to change their payment method, the one from a prior year still gets selected. BO Bookkeeper Bookkeeper Used the software for: Less than 1 year ### "CSYSA Bookkeeper" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 21, 2026 Firstly, I would like to recognize \[sensitive content hidden\] for the remarkable support he has provided throughout this process. He has been consistently responsive to every question and query from both myself, as the bookkeeper, and our IT person. He has taken the time to answer our questions promptly and clearly, which has been incredibly helpful as we navigate the transition to a new billing system. Our account is quite complex, with a number of moving parts and specific requirements, and the Anchor team has been amazing in supporting us through the process. I really appreciate the level of service and patience \[sensitive content hidden\] and the Anchor team have shown us. It has made a significant difference as we work through the learning curve of implementing the new system. Pros What I have liked most about Anchor is the ease of invoicing and setting up recurring billing for our members. Once the templates are established, making changes is very easy, and overall I have found the payment system to be straightforward and uncomplicated. This has been particularly valuable for us because we have a large number of members and need a system that can handle recurring payments efficiently. I also really like the way Anchor works alongside our existing systems. The flow between Wix, where we receive our enrollments, and QuickBooks Online has made the overall process much more efficient and easier to manage. For our organization, having these systems work together is a significant benefit and is helping us move toward a much more streamlined billing process. Cons At the moment, not much. CE CEO CEO Used the software for: 1-3 years ### "We love Anchor!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 9, 2026 Pros We love the support of the team and how user friendly everything is, for both our team and our clients! Cons Nothing comes to mind at the moment! Sometimes I find the search features not as intuitive as I'd like, but that is probably user error on my part. OW Owner Owner Used the software for: 1-3 years ### "Must try product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 26, 2026 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. CE CEO CEO Used the software for: Less than 1 year ### "A Game-Changing Platform for Service-Based Businesses" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 16, 2026 Anchor has been an absolute game changer for my business. It’s incredibly easy to use, intuitive, and built specifically with service-based businesses in mind. Everything from invoicing to payment processing feels streamlined and thoughtfully designed. Pros What I love most about Anchor is how simple and clean the platform is. Creating and sending invoices takes just minutes, and the payment processing is seamless for clients. The document signature feature is also a huge plus — it keeps everything organized in one place without needing extra tools. Customer support has been responsive and genuinely helpful whenever I’ve had questions. Overall, it delivers tremendous value for the price. Cons There’s honestly very little to complain about. If anything, I’d love to see even more customization options in reporting and branding, but the core functionality is excellent and works exactly as I need it to. OW Owner Owner Used the software for: Less than 1 year ### "Sign up now! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 11, 2026 This has been a seamless process to help my clients have an even stronger professional experience with their contracts and billing process with me. Pros I am treated as a client rather than a number or a nuisance. The team, Priyanka and Nir were able to resolve any issues quickly to get my clients up and running. Cons I wish I had found it sooner! I was trying to piecemill a process; while Anchor does it all in one stop. FA Firm Administrator Firm Administrator Used the software for: 1-3 years ### "Anchor streamlines proposals and helps predict cash flow" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 10, 2026 Using Anchor has significantly improved how we manage client engagements and has streamlined the entire process so our experience has been pretty positive. 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. CG CGO CGO Used the software for: 1-3 years ### "Anchor is easy to use and affordable " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 9, 2026 Pros Anchor is a great value for the money. The customer support is extremely helpful and the tool has been easy to use and adopt for all of our clients. Cons There are some features that can be buried in services or particular menus, but the support team is always available with a real human person to solve those problems with my team. Penny B. CEO Used the software for: 1-3 years ### "Liking this APP" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 9, 2026 95% happy with overall use and support. The UI UX is user friendly. The support team response has been ok but was better before. 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. CO Co-Owner Co-Owner Used the software for: Less than 1 year ### "Just do it!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 1, 2026 \[sensitive content hidden\] with Anchor really held our hand during the onboarding and it was completely worth it! Thanks \[sensitive content hidden\]! Pros The main pro is the price. We are already saving a lot of money in our billing process since we've started. White glove onboarding was the best part of the process so far. I love having all my agreements in one place and visible to the client. Cons I want to be able to bill without changing the agreement each time and requiring an approval but not a huge Con overall [View all Reviews](https://www.capterra.com/p/10031400/Anchor/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.