Agree raises $10.6M to Launch AI Agents that Run Your Revenue Stack

Revenue that recovers itself.

Smart dunning, adaptive escalation, and automated follow-up — overdue invoices get handled before your team even notices.

$2,750.00

OVERDUE

PAID

picture_as_pdfInvoice-1337.pdf8KB

This morning

Hey there...it looks like Invoice #1337 was opened but never paid. Can you update me on the status?

- Jenny

Agree Agent

A few minutes ago

Apologies! Somehow this one fell off the radar. I'll take of it right now.

Bold, Inc.

Bold, Inc. paid Invoice #1337

Bold, Inc.

Paid invoice #1337

now

errorOverdue invoices

$2,750.00

Recover revenue while you sleep.

Most missed payments aren't malicious — they're just forgotten. When recovery runs on autopilot, overdue invoices get handled before your team notices.

Detects missed payments as they happen.

Failed or missed payments are flagged the moment they occur — not at month-end or when someone remembers to check. You see what's at risk in real time.

Agents step in automatically to recover.

When a payment fails or an invoice goes overdue, agents trigger reminders and retries on your behalf. No one has to chase; the system handles follow-up.

Keeps revenue flowing without manual follow-up.

Dunning and escalation run on schedule so overdue balances get attention automatically. Revenue recovers without your team lifting a finger.

Protect customer relationships while recovering.

Smart escalation and auto-suppression mean you get paid without over-messaging. Recovery runs in the background without burning the relationship.

You can't recover what you don't catch.

Traditional workflow

Hope and follow-up

• Failed payments sit unnoticed for days or weeks
• Someone manually emails the customer to follow up
• Unresolved balances quietly become write-offs
• No visibility into how much revenue is at risk

Agentic workflow

Detect, retry, recover

• Failed payments detected and retried in minutes
• Agentic reminders sent on your behalf
• Every overdue dollar tracked and recovered
• Full visibility into at-risk revenue status

Built to make recovery unnecessary.

Overdue invoices get recovered. You get notified when it matters.

Smart dunning

Hyper-aware reminders that send themselves at the right time.

Reminders that are contextualized and personalized because they know the agreement and the relationship. The right message at the right time — no generic blasts, no guessing what to say.

• check Contextualized reminders
• check Aging-based awareness
• check Automatic and personalized

Escalation rules

Smart escalation that pushes harder as invoices age.

The longer an invoice sits unpaid, the more often reminders go out. You set the rules once; the system applies them so you don’t decide case by case.

• check Aging-based frequency rules
• check Automatic escalation
• check No manual judgment required

Aging dashboard

See at a glance which invoices are overdue or stuck.

Buckets like 0–30, 31–60, 61–90, and 90+ days update in real time. Drill in to see exact invoices and amounts so you know where revenue is stuck.

• check Real-time aging buckets
• check Drill-down to invoice detail
• check Export for reporting

Stalled invoice detection

Catch invoices that never made it out.

Invoices in draft or unsent for 7+ days get flagged automatically. Nothing sits in the pipeline without you knowing.

• check Draft age monitoring
• check Automatic flagging
• check Action prompts for review

Collection analytics

Know where the bottlenecks are and spot trends.

See how long it takes from sent to paid, or created to sent. Spot slowdowns and fix the process instead of guessing.

• check Stage duration tracking
• check Bottleneck identification
• check Trend analysis over time

Syncs with your stack.

• circlecheck Revenue data stays in sync in real-time
• circlecheck Fits into your existing CRM, ERP, and accounting stack
• circlecheck APIs and webhooks enable advanced automation

Agree Agent

Funds ready for transfer

5m ago

Agree API

Agree.agent.handle('payment.settled')

Revenue on autopilot.

Agree orchestrates contracts, billing, and revenue—so you don't have to.