Anchor + Financial Cents
Create clients in Financial Cents when new proposals are approved in Anchor
Automatically create a client in Financial Cents when a client accepts a proposal in Anchor. Streamline your proposal process by never manually creating a client again.
Automatically create a client in Financial Cents when a client accepts a proposal in Anchor. Streamline your proposal process by never manually creating a client again.
- When this happens...Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
- automatically do this!Create Client
Creates a client in Financial Cents.
- Free forever for core features
- 14 day trial for premium features & apps
About Anchor
Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.
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About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants