Sales impact starts here.

Agree adapts to the way your team operates — whether you're closing deals, managing cash flow, scaling operations, or building a company.

monitoring Finance Visibility into revenue, cash flow, and risk handshake Sales From deal to cash in one motion, no handoffs precision_manufacturing RevOps Automate the revenue cycle and scale the team rocket_launch Founders Revenue on autopilot without a finance team

Finance

CFO

VP Finance

Controller

Total visibility, from contract to cash. Stop reconciling spreadsheets. See real-time revenue, forecast cash flow from actual invoices, and spot risk before it becomes a problem.

speed

Real-time ARR and MRR — always accurate.

Revenue metrics update the moment invoices are paid. No month-end close required.

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Cash flow forecasting you can trust.

Forecasts built from real invoices and due dates — not estimates or last quarter's averages.

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Collection efficiency at a glance.

DSO calculated automatically. See if you're getting paid faster or slower — and understand why.

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Concentration risk, before it's a crisis.

Know what percentage of revenue comes from your top customers. Identify risk early.

Sales

CRO

VP Sales

Head of Sales

Close deals and get paid — in one motion. Eliminate the gap between signed contract and first invoice. Your deals convert to revenue without a single handoff.

draw

Signature triggers invoice and payment.

The moment a contract is signed, billing begins automatically. No handoff to finance required.

payments

Customers pay at signing.

Embed payment collection directly in the signing flow. Capture revenue at the point of commitment.

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Never chase finance to invoice your deals.

Invoices generate automatically from contract terms. Your deals don't wait in a queue.

visibility

Full visibility from deal close to cash.

Track every contract from signature through payment. Know exactly where revenue stands.

RevOps

RevOps

BizOps

Operations

Scale revenue operations without scaling the team. Automate the manual work that slows your team down. Keep systems in sync, recover revenue automatically, and handle more volume.

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End-to-end automation, billing to collections.

Invoicing, payment collection, and dunning run without manual intervention. Set the rules once.

sync

CRM and accounting stay in sync.

No more copying data between systems. Agree keeps HubSpot, Salesforce, and QuickBooks current automatically.

autorenew

Failed payments recover on their own.

Smart dunning retries failed charges and escalates overdue invoices without anyone managing the process.

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10x the volume, same team.

Handle significantly more invoices and payments without adding headcount. The system scales, not your team.

Founders

Founder

CEO

Managing Director

Revenue on autopilot — without a finance team. You shouldn't need a finance department to get paid on time. Agree handles billing, payments, and collections so you can focus on building.

bolt

Get paid faster with less effort.

Embedded payments and autopay mean customers pay immediately — no follow-up emails, no chasing.

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Never forget to send an invoice.

Recurring billing runs on schedule. One-time invoices generate from signed contracts. Nothing slips through.

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See your full revenue picture in real time.

Live dashboards show what's billed, what's paid, and what's outstanding — without pulling a single report.

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Recover failed payments without lifting a finger.

When payments fail or invoices go overdue, Agree handles recovery automatically with smart retries and reminders.

Syncs with your stack.

• circlecheck_circleRevenue data stays in sync in realtime
• circlecheck_circleFits into your existing CRM, ERP, and accounting stack
• circlecheck_circleAPIs and webhooks enable advanced automation

Agree API

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

Revenue on autopilot.

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