Agree
The agentic revenue OS that automates your entire contract-to-cash workflow — from agreements and billing to payments, collections, and reporting.
What is Agree?
Agree is an agentic revenue operating system that automates the entire contract-to-cash lifecycle. Instead of stitching together separate tools for e-signatures, billing, payments, collections, and reporting, Agree brings everything onto one unified platform. It starts with agreements, automatically detects payment terms, produces invoices, collects payments, chases overdue balances, and continuously reconciles revenue in real time. The platform is built around AI-powered workflows that handle the busywork of revenue operations. From importing an existing agreement or drafting a new one, to sending agentic reminders when an invoice goes unpaid, Agree acts as a proactive revenue teammate. Every action is tracked and measurable, giving finance and RevOps teams confidence that nothing slips through the cracks. Used by over 100,000 businesses, including Product Hunt, Beehiiv, Deel, Anthropic, and Stripe, Agree has been recognized as a Product Hunt Product of the Day and Week and was a two-time Money 20/20 finalist. It is SOC 2 Type II compliant and integrates deeply with popular CRM, ERP, and accounting tools, making it a strong fit for startups and growing companies that want predictable, automated revenue operations.
SpecificationsAI-estimated
Key Features of Agree
Use Cases for Agree
Create and execute agreements
Import or draft agreements, insert reusable variables, and collect legally binding signatures in real time.
Automate billing from contracts
Turn signed contracts into recurring or one-time invoices automatically based on detected payment terms.
Accept payments securely
Send invoices with built-in card and bank payment options to get paid faster.
Recover overdue revenue
Detect missed payments and automatically send agentic reminders and follow-ups to recover overdue revenue.
Track revenue in realtime
Monitor live metrics like DSO, MRR, billed, collected, outstanding, and pending amounts in one dashboard.
Sync with finance stack
Keep revenue data in sync across CRM, ERP, and accounting tools through native integrations and webhooks.
How to use Agree?
Create or import your agreement
Import an existing agreement or write a new one from scratch. Insert variables to keep contracts consistent and reusable.
Collect signatures
Send the agreement for signature and track signing status securely in real time.
Review automated billing
Agree automatically detects payment terms from the signed contract and generates recurring or one-time billing invoices.
Send invoices and get paid
Invoices include built-in card and bank payment options. Agree tracks settlement and reconciles funds automatically.
Automate collections and monitor reporting
Let Agree detect overdue invoices and send agentic reminders. Use realtime reporting to monitor DSO, MRR, and outstanding revenue.
Pros & Cons of Agree
Pros
- Automates the entire contract-to-cash lifecycle in one platform
- AI and agentic workflows reduce manual follow-up and accelerate collections
- Realtime revenue visibility with continuous reconciliation
- Strong integrations with popular CRM, ERP, and accounting tools
- Trusted by 100,000+ businesses and SOC 2 Type II compliant
Cons
- No transparent public pricing is shown; requires booking a demo to get details.
- Advanced agentic workflows may require setup and integration effort for complex contract structures.
- May be more than needed for very small businesses that only need simple invoicing.
- Heavy reliance on AI/automation could require finance teams to adjust their existing processes.
Frequently Asked Questions
What is Agree?
Agree is an agentic revenue operating system that automates the full contract-to-cash stack, including agreements, billing, payments, collections, and reporting.
Does Agree support e-signatures?
Yes. Agree lets you collect and track signatures securely in real time, directly within the platform.
Can I import my existing contracts?
Yes. You can import an existing agreement or write one from scratch, then use variables to keep contracts consistent and reusable.
How does billing automation work?
Agree automatically reads payment terms from your contract and generates one-time or recurring billing. Billing stays in sync as contracts change.
What payment methods are supported?
Invoices include built-in payment options such as card and bank transfers. Agree tracks the payment in real time and reconciles funds once they settle.
How does Agree handle overdue payments?
Agree detects missed payments as they happen and automatically steps in with reminders and follow-ups to recover overdue revenue without manual effort.
What integrations does Agree offer?
Agree integrates with HubSpot, QuickBooks, Salesforce, Slack, Xero, NetSuite, and Sage, and also offers APIs and webhooks for advanced automation.
Is Agree secure and compliant?
Agree is SOC 2 Type II compliant, meeting rigorous standards for security, availability, and confidentiality.
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