Anchor Partners. Clear numbers. Confident decisions.

See your business.
Not just your books.

Anchor turns the trial balance you already export into the dashboards growing companies run on, builds reporting across every system you use, and gets you ready for the day a buyer reads your numbers.

Free to load your data. No card, no install, no ERP.

anchorbi.com/dashboard · sample company
Four ways to work with Anchor

Pricing for every stage of the business

Start on your own numbers. Unlock every module. Have us build across your systems. Get ready to sell. Compare every feature →

Self-Serve Base

See your numbers clearly

Dashboards from the trial balance you already export. Drop a file in and read the business in about two minutes.

Start free

Includes key features like:

  • P&L and balance sheet in your own layout
  • Cash, working capital, A/R & A/P aging
  • Multi-entity consolidation and currency
  • Budget & forecast seeded from your books
  • 1 add-on module of your choice, included
  • 2 logins included, add more any time
See Self-Serve Base →
Best value

Self-Serve Complete

Every module, every release

Everything in Self-Serve Base, plus every add-on module today and every one we release later.

Start free

Includes key features like:

  • Everything in Self-Serve Base
  • All 4 add-on modules: T&E detail, Annual Recurring Revenue, Payroll & headcount, Inventory
  • Future module releases, included
  • 5 logins included, add more any time
See Self-Serve Complete →

Enhanced Reporting

Answer questions across systems

Custom dashboards we build in your environment, joined across your systems.

Book a free data evaluation

Includes key features like:

  • Accounting joined to CRM, payroll, field service and inventory
  • Reconciled back to the general ledger
  • Your measures, your metrics, your layout
  • Examples: planning & forecasting, project margin analysis, service tech metrics
  • No system implementation. No IT resources needed.*
See Enhanced Reporting →

Exit Readiness

Build to sell

Quality of Earnings and exit preparation from Anchor Earnings. We read your numbers the way a buyer's team will, first.

Talk to Anchor Earnings

Includes key features like:

  • Exit-readiness assessment
  • EBITDA add-back schedules
  • Selling price multiple analysis
  • QoE prep and a diligence-ready build
  • Sell-side, buy-side and lender-side QoE
Visit Anchor Earnings →

* Power BI runs on Microsoft, which may involve a one-time setup by your IT team.

Solutions

Built for the questions finance actually gets asked

Not features. The sentences owners and controllers say on a first call, and what we do about each one.

88% of spreadsheets contain errors. Panko, University of Hawaii

Finance teams spend just 25% of their time on analysis, 42% goes to gathering data. AFP/APQC survey

Manual data entry has a 1–4% error rate, and each error costs $50–$150 to fix. Conexiom/Infrrd

The QuickBooks–Power BI connector was retired in August 2025, with no Microsoft replacement.

61% of finance leaders say inadequate systems are their most pressing challenge. AFP/APQC

Self-Serve

Every dashboard, one turn of the wheel

Hover a spoke to see that view on our sample company. Every one of them is live in the demo, and in your workspace the day you load a file.

P&L Balance sheet Cash Receivables Inventory T&E Payroll Recurring revenue
P&L sample dashboard
P&L Revenue, margin and net income by month, in your own account groupings. Open the live demo →
Self-Serve · inside the dashboard

What you actually get to look at

Thirteen views built from the files you already export, statements, working capital, receivables, budgets, recurring revenue, consolidation. Here are six of them.

See every module and what it costs →

Self-Serve · built around you

Your chart of accounts. Your layout. Your numbers.

Accounting systems decide how your accounts roll up and which reports you get. Anchor doesn't, the structure is yours to arrange, and when it still isn't right, you talk to someone who can change it.

≡

Your own chart of accounts

Load it exactly as it comes out of your system, no renaming, no renumbering, no bending it to fit a template. You group the accounts, you set the order, and your statements come out in the shape you already report in.

⊞

Bring in what your system doesn't hold

Budgets, forecasts, payroll registers, T&E card spend, field and service data, operational volumes, the numbers that never made it into the ERP. Drop them in beside your financials and read them together.

☎

A real person, the same week

Need a view that doesn't exist yet? Ask for it. You'll speak to a finance person who understands what you're asking for, not a ticket queue, and if we can build it, we usually do within the week.

Something you need that isn't here? Tell us and we'll tell you straight whether we can build it →

Enhanced Reporting · your environment
Enhanced Reporting

Outgrowing your accounting software? Keep it. Add the layer.

The books are fine. The questions have outgrown them: which customer, which product, which month, and the answer is an export and an afternoon. We build the model behind your numbers, in your own environment, and you explore.

  • Your sales lines, inventory and receivables, every angle, cross-filtered with a click
  • Every system that holds part of the answer, joined: accounting, CRM, payroll, field service
  • Your measures, your metrics, built your way: a new one lands on every visual, usually within the week
  • Built by finance people, in your own environment, with no lock-in
  • Yours to keep, with no system implementation required
Enhanced Reporting · key differentiators

Your ERP shows you one system.
Anchor shows you the business.

Seven places the difference holds. Open any row for the full story.

Data sources One system vs. all of them Your ERP –Anchor ✓ ▼
Your ERPIts own data only: one system, one company file.
Anchor BIBlends your ERP with CRM, payroll, field service, T&E card spend and more in one view.
Multi-entity consolidation Rolls your companies into one Your ERP –Anchor ✓ ▼
Your ERPNo native rollup across company files.
Anchor BIConsolidates multiple entities and subsidiaries from separate trial balances.
Customization depth Your metrics, not templates Your ERP –Anchor ✓ ▼
Your ERPFixed templates and pre-built KPI scorecards.
Anchor BIYour measures, your metrics, built your way: job costing, cohort analysis, KPIs shaped to your business.
Data ownership Runs on your infrastructure Your ERP –Anchor ✓ ▼
Your ERPLives inside the vendor's app, on the vendor's terms.
Anchor BIRuns on your own infrastructure and Microsoft/Azure stack.
Portability Survives switching systems Your ERP –Anchor ✓ ▼
Your ERPAnalytics disappear if you leave the system.
Anchor BIThe analytics layer survives any accounting-system migration.
External reporting Board-ready, in your brand Your ERP –Anchor ✓ ▼
Your ERPConfined to the in-app UI.
Anchor BIBrandable, exportable reporting for boards, lenders, and investors.
Roadmap risk You stay in control Your ERP –Anchor ✓ ▼
Your ERPSubject to the vendor's pricing and feature decisions.
Anchor BINot dependent on a single vendor's roadmap.
Exit Readiness

Selling one day? Start with the read a buyer will do.

Anchor Earnings is the Quality of Earnings and exit-readiness practice of Anchor Partners. Same finance people, different job: we look at the business the way the other side of the table will, and get it ready while there is still time to change the answer. We work alongside you, and we are not a broker.

Two to ten years out

Exit readiness

See where you stand through a buyer's eyes, then build the clean financials and forecast a buyer's team wants, and keep them current every quarter.

A deal in sight

QoE prep

The add-back schedule with its evidence, revenue tied to deposits, the books reconciled to the returns, and the data room staged before anyone asks.

Buyers and lenders

Quality of Earnings reports

Buy-side, sell-side or lender-side for SBA 7(a) loans. Normalized EBITDA with every adjustment documented and a proof of cash to the bank and the returns.

The SBA rule. From October 1, 2026, any SBA loan of $3 million or more to buy a business needs an independent Quality of Earnings report before it closes. What it means for your deal →

Not sure which one?

Tell us where the business is. We'll tell you straight.

One short note is enough. A finance person reads it and points you to the one that fits, even when the answer is to start with the free data load.