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checklist_rtlReconcile Agent

Books that agree, every day.

The Reconcile Agent ties contracts, invoices, cash, revenue and your ledger together daily, so the close has nothing left to tie out.

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The best agree on Agree
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The problem

Reconciliation shouldn't be a month-end project.

Legacy reconciliation

A week of tie-outs before anyone can close.
  • cancelDeposits matched to invoices by hand
  • cancelSubledgers exported and compared in spreadsheets
  • cancelVariances found at month-end, weeks after they happened
  • cancelJournal entries keyed in manually

With Agree

Books that already agree when the month ends.
  • check_circleEvery subledger tied out daily
  • check_circleDeposits matched as they land
  • check_circleVariances explained the day they appear
  • check_circleEntries posted to your GL automatically
Every day

Contracts, cash and the GL, tied out daily.

Because Agree holds the contract, the invoice, the payment and the revenue schedule, the Reconcile Agent can check every link in the chain against your ledger every day.

  • Contract to invoice to cash to GL
  • Posts entries to your ERP
You stay in control

Variances explained, adjustments approved by you.

When something doesn't tie, the agent finds the likely cause and drafts the fix. A person approves it before anything posts.

  • Likely cause with every variance
  • Nothing posts without approval
A faster close

Close day is a sign-off, not a scramble.

By month-end the tie-outs are already done. Your controller reviews the checklist, signs off and the books are closed.

  • Close checklist kept current
  • Every number traces to its contract
Everything the Reconcile Agent does

A close with nothing left to tie out.

checklist_rtlContinuous tie-out

Every subledger,
tied out every day.

Contracts, invoices, cash and revenue are checked against each other and your ledger daily, not rebuilt at month-end.

task_altMatching

Bank deposits matched to invoices.

sync_altGL posting

Journal entries posted for you.

search_insightsVariances

Explained, not just flagged.

ruleApprovals

Adjustments need a sign-off.

historyAudit trail

Every tie-out, on record.

checklist

Close checklist

Know what's left before anyone opens a spreadsheet.

monitoring

Live ARR and DSO

Straight from contracts and payments, always current.

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.

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, Beehiiv

Questions finance teams ask

Which ledgers does it work with?add

NetSuite, QuickBooks, Xero and Sage. See Integrations for the full list and what syncs.

Does it post journal entries on its own?add

Routine entries post on the rules you set. Adjustments for variances are drafted by the agent and approved by a person before they post.

What does it reconcile?add

Contracts to invoices, invoices to payments, payments to bank deposits, and revenue and AR to your general ledger.

What do auditors see?add

Every tie-out, variance and adjustment is logged with who approved it and links back to the contract behind it.

Where revenue begins

Close on Agree.

See your own books tie out before the month ends.

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