Product overview

Four ways to see your business clearly

Read your own numbers online today. Unlock every module. Have us build reporting across every system you run. Or get the business ready for the day a buyer reads your books. The same finance team stands behind all four.

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.

Self-Serve Base · Anchor BI Online

Your P&L, balance sheet and cash, in about two minutes

Drop in the trial balance you already export. Anchor reads the columns itself, proposes the mapping, and builds the dashboards in your browser. No call, no install, no project.

  • P&L, balance sheet, cash and working capital, month by month
  • Receivables and payables aging in your own buckets
  • Your chart of accounts, grouped the way you run the business
  • Multi-entity consolidation and currency translation
  • Budget & forecast seeded from your own months
  • Anchor Insights: a plain-English read of what moved, on every tab
Open the live demo →
anchorbi.com/dashboard · Overview

Self-Serve Complete

Every module, every login, and everything we ship next

Everything in Self-Serve Base, with every add-on module switched on and five logins included. Future module releases arrive at no extra charge.

  • T&E detail by employee, category and trip, reconciled to the ledger
  • Annual recurring revenue with the movement behind it
  • Payroll & headcount, with no personal data required
  • Inventory: stock on hand, turns and the cash tied up in it
See what's in each plan →
anchorbi.com/dashboard · Add-on modules

Enhanced Reporting

The answer that lives between two systems, built and reconciled

Job margin needs the ledger and the project system. Technician economics needs field service and payroll. We build the model across them, in your own environment, reconciled back to the ledger, so the number you act on is one you'd defend.

  • Accounting joined to CRM, payroll, field service and inventory
  • Project margin, service tech metrics, driver-based planning
  • Consolidation with eliminations, across every entity
  • One-time build. You own the model, no lock-in
See Enhanced Reporting →
Enhanced Reporting · your environment

Exit Readiness · Anchor Earnings

Read your numbers the way a buyer will, before they do

Quality of Earnings reports and exit preparation from Anchor Earnings, the exit practice of Anchor Partners. For owners one to ten years from a sale, and for the buyers and SBA lenders across the table.

  • Exit-readiness assessment, with a straight answer on what moves the number
  • QoE prep sprint and a diligence-ready build
  • Sell-side, buy-side and lender-side Quality of Earnings
  • The independent QoE SBA loans of $3 million or more now require
Visit Anchor Earnings →
anchorbi.com/dashboard · Cash

Not sure which one fits?

Book a free data evaluation. We'll look at what you run today and tell you straight where to start, including when the answer is "not us yet".

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