First month free — no card needed. Use code at checkout. Limited to the first 25 companies.

First month free — code . Only 25 spots.

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Anchor BI

Dashboards from your own books — load them yourself, or have us build with you

Anchor BI works two ways, and both are the real product. Self-serve: export a trial balance, drop it in, and read your own P&L in minutes — first month free. Consultative: we evaluate your data, join the systems your ERP can't see, and build the dashboards with you.

Load your data free Book a Free Data Evaluation

No card to start. Your files are read in your browser — nothing uploads until you say so.

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

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 BIFully custom DAX metrics: job costing, cohort analysis, KPIs built for 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.

See the system-by-system breakdown →

Two ways to work with us

Start in two minutes, or build the whole thing

Most companies start online and see their own numbers the same day, then bring us in for a Power BI build when the answer stops living in one system. Some skip straight to the second.

Quick start · self-serve

Anchor BI Online

Export a trial balance, drop it in, and read your own P&L in about two minutes. No call, no install, no project plan.

  • P&L and balance sheet in your account groupings: drag them into the shape you actually report
  • Working capital, cash, and A/R & A/P aging using your system's own aging buckets
  • One company or several: entities consolidated and currencies translated properly before they're added
  • Month-over-month and same-month-last-year comparisons, MTD/QTD/YTD/TTM, and a formatted Excel export
  • Shortly: connect QuickBooks Online and next month loads itself
Load my own data

Monthly subscription. Your data stays yours, remove any of it whenever you like.

Built for you

Custom engagement

For when the answer lives across several systems, and the dashboard has to run inside your environment on your schedule.

  • Custom Power BI dashboards built on your own tenant, not ours
  • Every source joined together, accounting, field service, payroll, CRM, whatever runs the business
  • Automated refresh and month-end close automation: hundreds of hours a year back
  • Rebuilds the retired QuickBooks–Power BI pipeline, with no third-party connector left to break
Book a Free Data Evaluation

Scoped per engagement. Runs on your systems and your data, no lock-in.

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.

Overview: what the module looks like

Overview

The headline figures, and a plain-English read of what moved them.

In every plan
Statements: what the module looks like

Statements

A P&L and balance sheet in your layout, ready to send.

In every plan
Budget & forecast: what the module looks like

Budget & forecast

A budget that arrives filled in, tracked against actuals all year.

In every plan
Receivables & payables: what the module looks like

Receivables & payables

Your own aging buckets, read from your file rather than forced into ours.

In every plan
Annual recurring revenue: what the module looks like

Annual recurring revenue

ARR with the movement behind it, tied back to booked revenue.

Add-on · $200/mo
Multi-entity & multi-currency: what the module looks like

Multi-entity & multi-currency

One company or all of them, translated properly before they're added.

In every plan

See every module and what it costs →

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.

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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.

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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 →

Why Anchor BI

Built for businesses that run on jobs, techs, and margins

We're finance data architects who help you visualize your data in a way that helps you run your business. We work with growth-minded, metric-driven businesses of every size, from owner-led companies to public companies, in any industry. Not generic consulting, dashboards and automation shaped around how your business actually operates.

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See it in real time

P&L, job profitability, and technician performance in live dashboards, not last month's spreadsheet, three weeks late.

⚙

Stop doing it by hand

Automated data refresh, month-end close automation, and workflows that give your team back hundreds of hours a year.

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Start fast, own your data

Prebuilt dashboard templates get you live in weeks. Everything runs on your data, in your systems, no third-party lock-in.