Anchor BI
Enterprise reporting, without the enterprise project

Pricing for every stage of the business

Start on your own numbers this week. Add every module when you need it. Have us build reporting across your systems. Get ready for the day a buyer reads your books. No ERP, no implementation, and no surprise invoices.

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.

Starting at

$250/mo

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, more at $25/mo each
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.

$800/mo

Flat. No per-module math.

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, more at $25/mo each
See Self-Serve Complete →

Enhanced Reporting

Answer questions across systems

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

Starting at

$2,500

Fixed price before we build.

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.

Custom

Priced in writing before work starts

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.

Add-on modules

$200/mo each, and Self-Serve Base includes your first

T&E detail, Annual Recurring Revenue, Payroll & headcount, Inventory. Pick 1 free with Self-Serve Base; each one after that is $200 a month. Self-Serve Complete includes all 4, plus every module we release later.

See what each module does →

About Anchor Earnings

Reporting that stands up to a buyer

Anchor Earnings is the exit readiness practice of Anchor Partners. As you plan to transition your company, we make sure your numbers hold up when a buyer's team reads them: clean, documented earnings, add-backs with evidence behind them, and a clear view of what the business could sell for.

Visit Anchor Earnings →
Time-back calculator

We don't replace your accounting system. We give your team its hours back.

Anchor takes over the assembly: the exports, the pasting, the rebuilding of the same pack every month. Tell us roughly how much of that your team does, and see what it is worth.

Controller, bookkeeper, an analyst, the owner at 10pm.
Pulling reports, pasting into Excel, chasing lines that don't tie, rebuilding the pack, answering "what happened last month?"
Salary plus benefits, divided by working hours. A $100k controller is roughly $65.
Your estimate. The assembly becomes automatic; the review and the judgement stay with your team.
173 hrs
given back to your team each year, about 4 working weeks
$10,368value of that time, per year
$3,000Self-Serve Base, first year
$7,368left over after the plan pays for itself
15 weeksuntil the time saved covers the cost

A time calculator, not a savings promise. Anchor doesn't retire your accounting system or anyone on your team. It takes the assembly off their plate so the hours go to the questions only they can answer. Your inputs never leave this page.

See it on your own numbers, free
Full feature comparison

Everything in every plan, side by side

Want a person to walk you through it instead? Book a free data evaluation. We'll look at your numbers and tell you straight which one fits.

FeatureSelf-Serve Base$250/moSelf-Serve Complete$800/moEnhanced Reportingfrom $2,500Exit ReadinessCustom
Get your data in
Load any trial balance export —
Standalone P&L and balance sheet exports—
A/R and A/P aging exports—
Files read in your browser, never uploaded ——
Joins CRM, payroll, field service and inventory systems———
Dashboards
Overview with plain-English insights ——
P&L trend, month by month—
Balance sheet and working capital—
Profit-to-cash bridge —
Receivables and payables aging, in your own buckets—
Account drill-down and search—
Multi-entity consolidation—
Currency translation to the standard —
Intercompany eliminations———
Reporting your way
Your chart of accounts, grouped how you run the business—
Statements in your layout, with your logo—
Export to Excel, PowerPoint and PDF—
Custom measures and metrics———
Built in your own environment ———
Reconciled back to the general ledger
Planning
Budget & forecast seeded from your books—
Actual vs plan, month by month—
Round-trips through Excel—
Driver-based planning and scenarios——
Modules & custom builds
Add-on modules included 1 of your choiceAll 4AvailableAvailable
T&E detail +$200/moafter your firstAvailableAvailable
Annual Recurring Revenue (ARR) +$200/moafter your firstAvailableAvailable
Payroll & headcount +$200/moafter your firstAvailableAvailable
Inventory +$200/moafter your firstAvailableAvailable
Future module releases —AvailableAvailable
Project margin by job ——AvailableAvailable
Service tech metrics ——AvailableAvailable
Custom dashboards ——AvailableAvailable
Exit readiness
Exit-readiness assessment———
EBITDA add-back schedules ———
Selling price multiple analysis ———
QoE prep sprint———
Diligence-ready build———
Sell-side, buy-side and lender-side Quality of Earnings———
Independent QoE for SBA loans of $3M+———
Account & support
Logins included25——
Additional logins+$25/mo each+$25/mo each——
One month free with annual payment——
Get help from a real finance pro
Free data evaluation
Your data never used to train AI
You own the model, no lock-in———
Pricing questions

Got questions? Straight answers.

Are there any hidden fees?
No. Self-Serve is the monthly price on the card, plus any add-on modules or extra logins you choose, all listed in the comparison above. Enhanced Reporting is a fixed price, quoted in writing before any work starts. Exit Readiness is priced in writing before work starts. Prices are per company, in US dollars, before any sales tax.
Can I cancel any time?
Yes. Monthly plans renew each month until you cancel from the billing portal in your settings, and cancellation takes effect at the end of the month you have paid for. The details are in section 9 of our Terms.
Can I try it before I pay?
Yes. Load your own trial balance and the dashboards build in front of you, free and with no card. Or open the live demo on our sample company without creating anything.
What does Enhanced Reporting cost, and what do I get?
Builds start at $2,500. After a free data evaluation you get a fixed price in writing, before any work starts, so the number you approve is the number you pay. One dashboard includes two to three pages of different views or drill-throughs, so a single build usually answers a whole line of questions, and you can start with one and add another only when you choose. Each build is a working custom dashboard in your own environment: the data connections to your systems, the model that joins them, the measures, and the report pages, reconciled back to your ledger. It is a one-time build, and you own the model with no lock-in. No system implementation and no IT resources are needed for the build; Power BI itself runs on Microsoft, which may involve a one-time setup by your IT team, and its licences are billed by Microsoft.
My data doesn't live in a data warehouse, and every system exports in a different format. Am I ready for Enhanced Reporting?
Yes. That is one of the best reasons to do it. You don't need to standardize anything first: we take your data in all of its different formats and bring it together on one screen, so your general ledger, CRM, payroll, inventory and other data are read side by side. Book a free data evaluation and send us what you have, as it is.
Do I need to replace my accounting system or buy an ERP?
No. Everything here works on top of the system you already run: QuickBooks, Xero, NetSuite, Sage, Dynamics, SAP, or a spreadsheet. If an ERP quote is on the table and the real reason is reporting, read this first.
Which plan should I start with?
If one file from your accounting system holds the answers you want, start with Self-Serve Base. If you want more than two add-on modules, Self-Serve Complete costs less. If the question you care about lives between two systems, that is Enhanced Reporting. If you are selling, buying or lending in the next few years, that is Exit Readiness. Not sure? Ask us; we'll tell you straight.
Is my data safe?
Yes. Self-Serve reads your files in your browser, so the raw exports are never uploaded. The dashboard computed from them is stored in a secured AWS database, each account walled off from every other, and sign-in supports multi-factor authentication. Your data is never used to train AI. The full picture is on our Security page.

Try it on your own numbers first

Load a trial balance and the dashboards build themselves in front of you. No card, and nothing is charged until you say so.

Load your data free Book a free data evaluation