Anchor integration

Billing automation for accounting firms, with proposals, invoices and payments. Connect Anchor to OLODESK and use it in the apps and automations your business runs on.

Category
Accounting & finance

Popular ways to use Anchor

Start with one of these, or describe your own.

Invoices without the typing

Finished jobs and bookings become draft invoices in Anchor, ready for you to approve.

See who owes you

Overdue Anchor invoices show beside each client, and a polite reminder goes out on time.

Bills and receipts filed

Upload a bill or receipt, and AI reads it and adds it to Anchor as a draft.

How to connect Anchor

  1. Request Anchor

    In your portal’s Integrations tab, press Request access next to Anchor. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Anchor, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Anchor data in ChatGPT. AI on OLODESK

More accounting & finance apps

  • QuickBooks OnlineAccounting & finance

    Accounting software for invoices, bills, payroll, expenses and bank feeds.

  • XeroAccounting & finance

    Cloud accounting for invoices, bills, bank reconciliation, payroll and tax returns.

  • WaveAccounting & finance

    Accounting, invoicing and payments software for small businesses and freelancers.

  • Microsoft Dynamics 365 Business CentralAccounting & finance

    Microsoft’s ERP for small and mid-sized companies, covering finance, sales, purchasing and inventory.

  • Zoho BooksAccounting & finance

    Zoho’s online accounting for invoicing, expenses, inventory, banking and sales tax.

  • Lexware OfficeAccounting & finance

    German accounting software for invoices, receipts, bank accounts and tax filings.

Anchor integration FAQ

Do I need my own Anchor account?

Yes. You connect the Anchor account your business already uses.

Which plans include the Anchor integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Anchor account?

Yes. Connect as many as you need and choose which one each system uses.

Put Anchor to work

Start your Free trial, then request Anchor on Business Starter or Business Pro.