Levvy and Anchor are working together to simplify billing and workflows for accounting firms

Every accounting or bookkeeping firm has dealt with it.

A client signs a new engagement. You’re ready to get started. But then comes the manual handover — adding the client to your workflow system, setting up the tasks, creating reminders, and chasing visibility.

And that’s before the actual work even begins.

To help solve this, Levvy is preparing to launch a new integration with Anchor — bringing billing and workflow closer together, so firms can work more efficiently without the copy-paste routine.

Why this integration matters

Anchor helps firms streamline client engagement and billing. Levvy is built to manage service delivery, keep work visible, and help teams stay organised.

When these two platforms connect, firms will be able to move from agreement to action much faster — with fewer manual steps and less chance for things to slip through the cracks.

This integration will be especially helpful for firms running recurring services and trying to avoid constant tool-switching.

What the Levvy x Anchor integration will do

Once released, this integration will give firms the ability to:

• Create clients instantly in Levvy when they’re added in Anchor
• Turn Anchor services into Levvy workflows without having to re-enter details
• Track work in Levvy's dynamic workspace from the moment a proposal is signed

This means less setup, faster onboarding, and more clarity across the client journey.

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Bridging the gap between billing and delivery

Right now, most firms use separate systems for client agreements, billing, and task management. That often leads to a clunky handoff between steps — and it’s easy for things to get missed.

Did someone set up the job in the workflow tool?
Did the team even know the client signed?
Has the recurring work started?

Without a clear connection between tools, the answers usually live in someone’s inbox.

This upcoming integration will aim to reduce those bottlenecks by creating a direct path from engagement to workflow. The moment a client signs in Anchor, Levvy will be ready to start the work.

Good for large and small firms

This won’t just benefit large firms with hundreds of clients and complex structures. Smaller firms often feel the admin pain more sharply.

When a small team is stretched thin, every manual task creates friction. This integration is being built with that in mind — giving firms of all sizes a way to reduce handoffs, remove repetitive setup work, and run a cleaner process.

What makes Levvy a good fit

Levvy was built for accounting and bookkeeping firms with real-world complexity. It’s designed to support recurring work, one-off jobs, and ad hoc client requests — all in one place.

Its dynamic workspace is easy to customise, helping teams focus on what needs doing without getting lost in endless checklists or bloated dashboards.

When paired with Anchor, it has the potential to give firms a clearer end-to-end view, from agreement to execution.

When is it coming?

The integration is not live just yet.

The Levvy team is still putting the final touches on the release, making sure it’s stable, simple to set up, and genuinely useful from day one.

More details, including a launch date and setup guide, will be shared soon. If you’re using Anchor and Levvy, or thinking about it, this will be one to watch.

Final thoughts

Juggling multiple systems is one of the biggest time drains for firms today. This integration won’t solve everything, but it’s a step in the right direction — fewer tools to manage, fewer manual steps, and more time to focus on clients and growth.

So here's a question:

If your billing and workflow tools actually talked to each other, how much smoother would your firm run?

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