Real time
ARR, MRR and DSO, live from the source.
Every metric is calculated from the contracts, invoices and payments in Agree, so a signed amendment or a late payment shows up right away.
- ARR, MRR, DSO and retention
- By customer, product or segment
analyticsInsight Agent
Your numbers, always current.
The Insight Agent surfaces ARR, MRR, DSO and cash flow in real time, straight from your contracts and payments. No reports to pull.
The best agree on Agree
The problem
Your metrics shouldn't be a week old by the time you see them.
Legacy reporting
Metrics rebuilt from exports every month.
- cancelARR assembled in a spreadsheet
- cancelDSO calculated after the fact
- cancelCash forecasts that ignore what's actually scheduled
- cancelBoard questions that take days to answer
With Agree
Metrics that update the moment anything changes.
- check_circleARR and MRR straight from contracts
- check_circleDSO from real invoices and payments
- check_circleForecasts from scheduled billing
- check_circleAnswers in plain English, with the source
Forecasts
Cash flow forecast from what's actually scheduled.
The forecast starts from every scheduled invoice and adjusts for how each customer actually pays, then calls out what's at risk and why.
- Built from scheduled billing
- Risk called out by customer
Ask it
Ask a question. Get the answer and the source.
Ask why a number moved and the Insight Agent explains it in plain English, with every figure linked back to the contract or payment behind it.
- Plain-English answers
- Every figure traceable
Everything the Insight Agent does
Know where revenue stands, always.
monitoringLive metrics
ARR, MRR and DSO,
always current.
Metrics come from the contracts, invoices and payments themselves, so they're right the moment something changes.
stacked_line_chartCash forecast
Cash flow from what's scheduled.
notifications_activeAlerts
Told when something moves.
forumAsk anything
Answers in plain English.
slideshowBoard pack
Board-ready every month.
linkTraceable
Every number has a source.
checklist
Close checklist
Know what's left before anyone opens a spreadsheet.
sync_alt
Two-way GL sync
Journal entries post to NetSuite, QuickBooks, Xero and Sage.
forum
Slack updates
Signed, paid and ready to close, posted where your team works.
verified_user
SOC 2 Ready
Security and data controls built to the SOC 2 standard.
Agents
Works alongside.
descriptionSigned MSAarrow_forwardsignaturearrow_forwardTerms as data
Contract Agent
Captures the terms ARR and MRR are calculated from.
Meet the Contract Agentaccount_balanceYour GLarrow_forwardchecklist_rtlarrow_forward$0 variance
Reconcile Agent
Makes sure the numbers you report tie to the ledger.
Meet the Reconcile AgentscheduleOverduearrow_forwardmanage_searcharrow_forwardRecovered
Recovery Agent
Works the at-risk invoices the forecast calls out.
Meet the Recovery Agent
99%
Revenue accuracy
Reconciled continuously, not at month-end
“We can finally streamline all of our contracts and invoices in the same workflow.”
CEO/Founder, BeehiivQuestions finance teams ask
Where do the metrics come from?add
From the contracts, invoices and payments in Agree. There's no separate data model to maintain, so the numbers stay consistent with billing and the books.
Which metrics are included?add
ARR, MRR, DSO, net revenue retention and a cash flow forecast, broken down by customer, product or segment.
Can we get metrics into our BI tool?add
Talk to us about your BI and data warehouse setup. The API and integrations can keep them in sync.
How do I know an answer is right?add
Every figure the Insight Agent gives links back to the contract, invoice or payment it came from.
Where revenue begins
Close on Agree.
See your own ARR, DSO and cash forecast, live.