It helps accounting firms, bookkeepers, agencies, consultants and B2B service providers stop chasing payments: signed agreements automatically drive invoicing, collection and reconciliation.
Client portal view of paid, pending and upcoming invoices
Download of complete billing history by clients
Permanent storage of processed receipts
Categories: Billing and Invoicing
Invoice delivery by automated email and SMS notifications
Secure self-service portal for viewing invoices
Email receipt when a payment clears
Client payment of outstanding invoices in the portal when enabled
Categories: Billing and Invoicing
Automatic invoice generation from the signed agreement on scheduled dates
Recurring, one-time, fixed, hourly and variable range-based invoices
Add, modify or remove line items on upcoming invoices
Schedule and preview an invoice, then release early with Bill now
Categories: Billing and Invoicing
Business logo upload on invoices
Branded and reusable agreement templates
Categories: Billing and Invoicing
One-off payments
Recurring cycles billed bi-weekly, monthly, quarterly or yearly
Continuous retainer billing schedules inside an agreement
Automatic charge of saved ACH or card on each due date
Categories: Billing and Invoicing
Tokenized smart-link access without password or download
Review agreements, invoices and history
Update credit card or ACH details
Clear failed payments or holds with one click
Pay outstanding invoices when enabled
Categories: Billing and Invoicing
Collect ACH or card details from clients before signing
Automatic charge on the due date
Client payment in the portal when enabled
Routing of collected funds to the firm's verified bank account
Categories: Payment Processing
Credit and debit card collection with tokenized card details
Choice to absorb or pass card fees to the client
Refunds to the original method
Card payouts to the bank within two business days
Categories: Payment Processing
ACH bank transfers
Credit and debit cards
Switch from card to ACH by pausing and reissuing the agreement
Categories: Payment Processing
Automatic charges on each due date under the signed agreement
Bi-weekly, monthly, quarterly and yearly cycles
Automatic retries of failed charges with client notification
Categories: Payment Processing
Dashboard consolidating all payments with real-time status bar
Notifications for issued, paid, outstanding and failed invoices
Held and failed payment states with manual retry
Categories: Payment Processing
ACH collected in advance and charged on the due date
ACH payments processed at $0
ACH payouts to the bank in three to four business days
Categories: Payment Processing
Draft agreements from predefined templates or from scratch
Set scope, terms, pricing and billing schedule
Edit terms on the live link before signing
Amend pricing, deliverables and terms after signature with client notification
Categories: Contract Management
Predefined agreement templates
Custom templates with branding and signature fields saved for reuse
Categories: Contract Management
Recipient and Signatory roles
Shared change log on live agreements
Client comments in the portal that notify the firm team
Automated notifications on outstanding agreements
Categories: Contract Management
Real-time tracking of delivered, opened, viewed and signed status
Contract finalized only after every designated signer signs
Automated reminders to pending signers with customizable timing
Categories: Contract Management
Type or draw signature from mobile or desktop
Multiple signatories with routing order
Signatures described as compliant with UETA and the ESIGN Act
Signing through a secure smart link without an Anchor account
No cap on signature requests
Categories: Contract Management
Categories: Billing and Invoicing
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