Anchor - Client Onboarding and Invoicing Services

with Omri Peled

As bookkeepers and accounting professional business owners, we deal with a lot of invoices. We also deal with onboarding new clients, which, if not streamlined, can be a time-sucking, laborious, process. There are accounting software companies that streamline this process but charge high subscription fees. Anchor has no subscription fees and is a highly effective tool in streamlining the onboarding process, invoicing and timely accounts receivable.

This month, Omri Peled, from Anchor, will introduce this software to us. Throughout this session, Omri will explore Anchor’s autonomous end-to-end billing and payments solution, which covers the entire cycle—from vendor and client agreements to managing invoices, payments, and reconciliation. He’ll discuss best practices and highlight the new and exciting tools Anchor has just released to help business owners streamline workflows, save valuable time, protect their revenues, and ensure they get paid on time, every time.

Omri Peled is the senior Sales Team Leader at Anchor, where he plays a pivotal role in driving the company’s rapid growth and widespread adoption by thousands of firms in the bookkeeping and accounting industries across the US. With over 7 years of experience in leading international sales teams, Omri has a proven track record of executing successful go-to-market strategies and forging strategic partnerships with major enterprises across EMEA and North America.