Why Anchor

Finance people, building for finance people

We took a different approach to reporting for growing companies: keep the system you run, start from the file you already export, and get help from a real finance pro whenever you need it.

The pain is real

Finance teams are stuck assembling numbers instead of using them

The close ends, and the real work starts: exports, pasting, chasing lines that don't tie. The analysis everyone needs gets whatever time is left.

42%

of finance time goes to gathering data. Just 25% goes to analysis.

AFP / APQC survey
88%

of spreadsheets contain errors.

Panko, University of Hawaii
61%

of finance leaders say inadequate systems are their most pressing challenge.

AFP / APQC

Why we don't sell you a system

Every vendor promises visibility. Then they quote an implementation.

If you've run finance at a growing company, you know where the late nights come from. It isn't the accounting. It's everything stacked on top of it.

  • An ERP quote whose whole justification is reporting
  • A month-end pack only one person can rebuild
  • Profit up, cash down, and nobody can say which line did it
  • The first serious read of the books happens in a buyer's diligence
anchorbi.com/dashboard · Overview
Our why

We spent our careers producing these numbers for CFOs and boards, from $1M companies to $7B ones. Anchor exists so a growing company can see its business the way the big ones do, without the big-company project.40+ years of FP&A and controllership, behind every plan

No rip and replace

Works with the accounting system you already run

Switching systems is one of the most painful projects a business can take on, and for reporting it is almost never necessary. Anchor starts from the export you already produce.

  • QuickBooks, Xero, NetSuite, Sage, Dynamics, SAP, or a spreadsheet
  • Anchor reads the columns itself and shows you what it found
  • Files are read in your browser and never uploaded
Try it on your own export →
anchorbi.com/dashboard · P&L

Your business, not a template

Your chart of accounts. Your layout. Your numbers.

The chart of accounts was built for the tax return. Group it the way you actually manage the company, once, and every month after lands in the right place.

  • Drag accounts into branches, service lines or crews
  • Statements with your logo, ready to send
  • Export to Excel, PowerPoint or PDF
Report the way you run it →
anchorbi.com/dashboard · Organize

Cash, not just profit

The bridge from profit to bank balance, every month

Profitable month, lower balance. The answer is always receivables, stock or payables, and Anchor shows which one, from the same file, so it is a number rather than a theory.

  • Working capital tracked beside the P&L
  • Aging in your own buckets
  • Inventory and the cash it ties up
Know where the cash went →
anchorbi.com/dashboard · Cash

One company or all of them

Consolidation and currency, done to the standard

Several entities, more than one currency, and a workbook nobody else will touch. Anchor translates each company first and then adds them, the way an auditor would.

  • Balance sheet at month-end rates, P&L at the month's average
  • Translation adjustment in equity, where it belongs
  • Each entity still checked to balance on its own
How consolidation works →
anchorbi.com/dashboard · Consolidation

A plan that arrives filled in

Budget and forecast, seeded from your own months

Anchor reads the seasonality, trend and cost behaviour out of your history, drafts the year, then tracks actual against plan every month and says where the year lands.

  • A starting budget in minutes, not a week
  • Actual vs plan, month by month
  • Round-trips through Excel for people without a login
Try it in the live demo →
anchorbi.com/dashboard · Budget & forecast

Beyond the ledger, and beyond the sale

When the answer outgrows one file, we build it with you

The same finance team builds Enhanced Reporting across your systems, and, when the time comes, reads your numbers the way a buyer will. Years of clean, trusted numbers are exactly what a buyer pays for.

  • Enhanced Reporting: custom dashboards built in your own environment
  • Exit Readiness: Quality of Earnings and exit prep with Anchor Earnings
  • One team from your first dashboard to the closing table
See all four ways to work with us →
Enhanced Reporting · your environment

Want to see it for yourself?

Open the live demo on our sample company, or load your own trial balance and watch the dashboards build. No card, no call.

Load your data free Open the live demo