Agree

Agree is a contract-to-cash automation platform designed to manage the entire revenue lifecycle from agreement creation through payment collection and reporting. The system replaces manual, disconnected steps with an integrated workflow that handles electronic signatures, invoicing, payment processing, accounts receivable tracking, and financial analytics. Users can start by importing an existing contract or drafting a new one using a built-in editor. The editor supports dynamic variables (e.g., party names, dates, pricing) that automatically populate from linked data sources, reducing errors in recurring contracts. Once a contract is ready, parties can sign electronically through a secure e-signature interface. Signatures are legally binding and comply with e-signature regulations. After signing, the platform automatically generates an invoice based on the contract terms—including billing frequency, amounts, and due dates. Invoices can be sent to customers via email or a portal, and payments are collected through integrated payment gateways that accept credit cards, ACH transfers, and other digital methods. The system tracks payment status in real time, sending automatic reminders to customers when a payment is due or overdue. Late payment follow-ups are handled by AI agents that can trigger predefined sequences, such as sending a gentle reminder on day 1, a follow-up on day 7, and an escalation notice on day 14. These agents also monitor contract milestones and can automatically execute actions, such as generating a renewal offer or sending a cancellation confirmation. For businesses with recurring revenue models, Agree automates subscription billing, proration, and dunning management. All financial data is consolidated in a reporting dashboard that shows key metrics