Built in
Customers pay from the invoice in seconds.
There's no portal to log in to and no third-party link to follow. The invoice is where the customer pays, by ACH or card.
- ACH and card on every invoice
- Auto-charge for saved payment methods
paymentsPayments
Cash in, matched, settled.
ACH and card built into every invoice, with each payment matched to its invoice and contract as it lands.
The best agree on Agree
The problem
Collecting shouldn't be harder than closing.
Legacy payments
Cash arrives with no idea what it's for.
- cancelInvoices sent without a way to pay
- cancelCustomers sent to a separate portal
- cancelDeposits matched by hand at month-end
- cancelFailed payments found by accident
With Agree
Every payment lands already tied to its invoice.
- check_circleA pay button on every invoice
- check_circleACH and card, with no login
- check_circleDeposits matched automatically
- check_circleFailed payments retried and recovered
Cash application
Every deposit matched as it lands.
Payments apply to the right invoice and contract the moment they arrive, so there's no unapplied cash to chase at month-end.
- Matched to invoice and contract
- Books updated when the money moves
Recovery
Failed payments don't stay failed.
When a charge fails, Agree retries it and sends the customer a friendly reminder with a one-click way to fix it, before anyone has to chase.
- Smart retries and dunning
- A full trail of every attempt
Everything in Payments
Money moves when it should.
account_balancePayment methods
ACH and card,
on every invoice.
Customers choose how to pay, and you see the status of every payment as it happens.
balanceReconciliation
Payments and invoices, always matched.
autorenewAuto-charge
Subscriptions that collect themselves.
replaySmart retry
Failed payments get another try.
savingsPayouts
Payouts on your schedule.
visibilityStatus
Know where every dollar stands.
sync_alt
Two-way GL sync
Journal entries post to NetSuite, QuickBooks, Xero and Sage.
history
Audit trail
Every dollar traced from signature to journal entry.
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
The work happens without you.
receipt_longInvoice duearrow_forwardattach_moneyarrow_forwardPaid
Collection Agent
Charges saved payment methods and keeps subscriptions on track.
Meet the Collection Agentcredit_card_offCard declinedarrow_forwardmanage_searcharrow_forwardRecovered
Recovery Agent
Pursues overdue revenue with reminders and retries.
Meet the Recovery Agentaccount_balanceDepositsarrow_forwardchecklist_rtlarrow_forwardMatched
Reconcile Agent
Keeps payments and your books in sync as cash lands.
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 customers use?add
Card and ACH, built into every invoice. Customers pay from the invoice without logging in anywhere.
How are payments matched to invoices?add
Each payment is collected against a specific invoice, so it applies to that invoice, and to the contract behind it, the moment it arrives.
What happens when a payment fails?add
Agree retries the charge automatically and sends the customer a reminder with a one-click way to update their payment method.
When do we get paid out?add
Payouts flow to your bank account automatically on the schedule you choose: daily, weekly or custom.
