Autopay
Saved methods, charged on the due date.
When an invoice comes due, the Collection Agent charges the payment method on file. Recurring revenue lands on time without anyone sending a reminder.
- ACH and card
- Backup method if the default fails
attach_moneyCollection Agent
Cash collected on schedule.
The Collection Agent charges saved payment methods when invoices come due and matches every payment as it lands.
The best agree on Agree
The problem
Getting paid shouldn't depend on someone remembering.
Legacy collections
Payments chased one invoice at a time.
- cancelCards and ACH charged by hand
- cancelCustomers hunting for how to pay
- cancelDeposits matched to invoices in a spreadsheet
- cancelUnapplied cash at month-end
With Agree
Cash that arrives on the date in the contract.
- check_circleSaved methods charged on the due date
- check_circleA pay link on every invoice
- check_circlePayments matched as they land
- check_circleNo unapplied cash
Easy to pay
Every invoice is one click from paid.
Customers without a saved method pay straight from the invoice by ACH or card, and can save it for next time. No login, no portal.
- Pay link on every invoice
- Saved for the next invoice
Cash applied
Every payment matched the moment it lands.
Payments and payouts are matched to the right invoices automatically, so AR is current every day, not after a month-end scramble.
- Batches and payouts broken out
- Synced to your books
Everything the Collection Agent does
Cash in, without the chase.
autorenewAutopay
Charged on the due date,
not chased after it.
Saved payment methods are charged on the dates in the contract, so recurring revenue arrives on time without a reminder.
task_altCash application
Every payment matched as it lands.
credit_cardPay links
ACH or card from every invoice.
subscriptionsSubscriptions
Renewals kept on track.
account_balanceDeposits
Payouts tied to invoices.
tuneYour rules
Charge when you say.
autorenew
Smart retries
Failed payments retried, with a one-click way to update the card.
account_balance
Payouts
Cash to your bank daily, weekly or on a custom schedule.
forum
Slack updates
Signed, paid and ready to close, posted where your team works.
history
Audit trail
Every dollar traced from signature to journal entry.
Agents
Works alongside.
descriptionSigned termsarrow_forwardreceiptarrow_forwardInvoices
Billing Agent
Sends the invoices the Collection Agent collects on.
Meet the Billing Agentcredit_card_offDeclinedarrow_forwardmanage_searcharrow_forwardRecovered
Recovery Agent
Takes over when a charge fails or an invoice goes overdue.
Meet the Recovery Agentaccount_balanceDepositsarrow_forwardchecklist_rtlarrow_forward$0 variance
Reconcile Agent
Ties collected cash to your ledger every day.
Meet the Reconcile Agent
40%
Lower DSO
After automating billing and collections
“We can finally streamline all of our contracts and invoices in the same workflow.”
CEO/Founder, BeehiivQuestions finance teams ask
Which payment methods can it charge?add
ACH and card, saved by the customer from an invoice or requested at signature.
What happens if a charge fails?add
It tries the backup method if there is one, then hands the invoice to the Recovery Agent to follow up and retry.
Can we choose when customers are charged?add
Yes. Charge on the due date by default, or set rules so certain customers or large invoices wait for a review.
Does it match payments that come in outside Agree?add
Talk to us about how your customers pay today. We'll walk through how wires and other deposits are matched.
