Anchor + Financial Cents

Create new Financial Cents projects from sent Anchor proposals

Seamlessly move your business process forward when a proposal is sent in Anchor, instigating the creation of a new project in Financial Cents. This efficient workflow enhances your financial project management by ensuring no proposal goes unattended or overlooked, leading to improved productivity and workflow consistency. Elevate your business operations, reducing manual data entry and saving valuable time, by utilizing this seamless, integrated process.

Seamlessly move your business process forward when a proposal is sent in Anchor, instigating the creation of a new project in Financial Cents. This efficient workflow enhances your financial project management by ensuring no proposal goes unattended or overlooked, leading to improved productivity and workflow consistency. Elevate your business operations, reducing manual data entry and saving valuable time, by utilizing this seamless, integrated process.

  1. When this happens...
    AnchorAnchor
    Proposal Sent

    Triggers when a proposal is sent.

    TriggerInstant
  2. automatically do this!
    Financial CentsFinancial Cents
    Create Project

    Creates a new project, probably with input from previous steps.

    ActionWrite
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Supported triggers and actions

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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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Related categories

  • Proposal & Invoice Management
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financial-cents logo

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants
Learn more

Related categories

  • Project Management