FinTech · Freelance Tools

Anchor SMS Copilot

A take-home assignment for Anchor, a billing and payments platform for freelancers and small businesses.

TypeTake-Home Assignment
PlatformMobile-First · SMS
ScopeStrategy · Spec · Prototype
IndustryFinTech · Freelance

Freelancers don’t have a billing problem — they have an initiation problem. Deals close in person, on calls, in parking lots. The billing engine lives in a dashboard nobody opens until Monday.

My proposal: an SMS Copilot that sits on top of Anchor’s existing billing infrastructure. Freelancers text natural language ("Draft a $4k agreement with Rachel, 50% upfront") and the system creates the agreement, sets milestones, and sends the client a payment link — in under 60 seconds, without opening the dashboard. The prototype below shows all four core flows: drafting, scope changes, reminders, and portfolio snapshots. Built in React with scripted AI responses simulating the full copilot experience.

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