Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather than platform consolidation, and touches on recent Intuit API changes affecting the accounting software ecosystem. Both guests share their experiences developing the integration and their vision for improved connectivity across accounting technology tools.

Sponsors
BDO Alliance - https://uqb.promo/bdo

Keeper: https://keeper.app/?via=4aaea6

Anchor: https://join.sayanchor.com/iX6Hba  Mention Royalwise when you sign up to get a $50 credit

Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

•Keeper Karaoke on Monday

•Grab a tutu for Tutu Tuesday at the Royalwise booth, 

•Royalwise Pool Party at Cabana #9 on Wednesday!
Alicia’s QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding