Introducing the Levvy + Anchor Integration

‍Levvy is a practice management platform built by accountants, for accountants, so it’s safe to say we know the ins and outs of what it takes to keep your firm running smoothly—and what roadblocks often stand in the way. One of the major keys to getting great work done and keeping clients satisfied is fast time to value, which is why we’re so excited to introduce our new integration with Anchor.

When paired with Levvy, Anchor gives you everything you need to close the gap between sales and delivery in record time: immediate proposal & workflow creation, payment automation, time-tracking, and real-time capacity visibility. You can say goodbye to excessive manual tasks, duplicate data entry, and frustrated clients. Below, we’ll share all of the details on this exciting new integration.

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About Anchor

Anchor automates the entire process of getting paid by clients, end-to-end. Send your Anchor proposals, and the platform will auto-invoice, auto-charge, and auto-sync them all with your accounting software.

Learn More About Anchor

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Key Features of the Levvy + Anchor Integration

Accelerating time to value can do wonders for your accounting firm. The new Levvy + Anchor integration can help you do just that with the following features:

Automatic workflow creation

Instantly turn approved proposals into a Levvy workflow. Workflows are the beating heart of your accounting firm, but manual setup can be time-consuming, tedious, and prone to error. Anchor takes all of those issues out of the equation.

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Automatic client and contact creation

One of Levvy’s most valuable features is our detailed client profiles. When you sync Anchor with Levvy, you can automatically store important client information as soon as you close a deal. This eliminates duplicate entry and the risk of data loss, improving accuracy and saving your team time—so they can work on what really matters.

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Time tracking by service sold

Each service sold through Anchor is automatically mapped to Levvy’s time-tracking tools. This gives you clear visibility into how time is being spent and where profitability stands—essential insights for firm leaders.

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Real-time capacity visibility

An accurate look into team capacity is crucial to maintaining a well-oiled, burnout-free accounting team. Levvy makes this a breeze with real-time capacity visibility, allowing for easier resource allocation and ensuring the right people are always on the right task at the right time. Capacity management has never been simpler.

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Benefits for Accounting Firms

Syncing Anchor with Levvy can be a game-changer. Every feature is designed to give accountants more time for billable work, fewer headaches with admin, and happier clients who feel taken care of. 

Faster client onboarding

Client onboarding can be time-consuming and tedious, often holding your team back from delivering great, timely work. Luckily, with Levvy + Anchor, new clients can start getting service the same day proposals are approved—so not only can you hit the ground running, but you can create a better first impression and build trust early on. 

Reduced admin work

Nothing slows a team down like monotonous, excessive admin work. Anchor’s automations—like workflow creation, client contacts, and payments—take busywork out of the picture, reduce errors, and make more time for billable work.

Greater client satisfaction

Your accounting firm can only be as successful as your clients are satisfied—and some of the best ways to keep clients happy are quick turnarounds and smoother communication. Levvy’s Anchor integration cuts down onboarding time, streamlines the path from proposal to delivery, and, most importantly, helps clients feel cared for and valued.

Time to value

Write a modern proposal and turn it into instant action. With Levvy + Anchor, there’s no waiting period between sale and delivery—your team is ready to start delivering results the moment the client says “yes.”

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Hit the ground running

Transform the way your firm operates with the Levvy x Anchor integration. By eliminating unnecessary steps, reducing manual work, and delivering faster results to clients, your firm will work smarter, not harder.

Ready to see it in action? Book a demo today to experience how Levvy and Anchor can streamline your client journey. Already using Levvy or Anchor? Connect your accounts now and start closing the gap between sale and delivery.