Case Study: Venti Accounting cuts billing time and moves 99% of clients to autopay with Anchor

Venti Accounting cuts billing time by 67% and reaches 99% autopay with Anchor

Venti Accounting, a full-service accounting and tax firm, faced significant cash flow uncertainty due to a fully manual billing process. This resulted in a persistent $100,000 revolving accounts receivable balance and required partners to spend hours each month chasing payments, which strained client relationships. The firm previously tried a link-based payment tool from another vendor but it failed to solve the core problem.

By implementing Anchor, a billing platform built for accounting firms, Venti automated its entire invoicing and collections process. The solution moved 99% of its clients to autopay, eliminated the revolving AR balance, and provided predictable cash flow. Additionally, Anchor reduced billing time by 20 hours per month, saving an estimated $7,000 annually in labor costs and freeing up staff to focus on client service.

Venti Accounting