Billing, collections and recovery run on rules you set once, and your CRM and ledger stay in sync, so volume grows without the headcount.
From the first invoice to the last reminder, every step runs on rules you define, with approvals where you want a person in the loop.
Agree keeps Salesforce or HubSpot and NetSuite, QuickBooks, Xero or Sage current in both directions, so nobody copies data between systems.
Smart retries pick the best time to try again, and friendly reminders give customers a one-click way to update their card. Overdue invoices escalate on schedule.
Invoicing, payment collection and dunning run on their own. You decide the rules and approvals; the agents do the rest.
Failed payments retried, with a one-click way to update the card.
Credits, write-offs and term changes need the right sign-off.
Every dollar traced from signature to journal entry.
Security and data controls built to the SOC 2 standard.
Turns every signature into a billing and payment flow.
Meet the Contract AgentCharges saved methods and keeps subscriptions on track.
Meet the Collection AgentPursues overdue revenue with retries and reminders.
Meet the Recovery AgentFrom signature to settled
“We can finally streamline all of our contracts and invoices in the same workflow.”
CEO/Founder, BeehiivSalesforce and HubSpot on the CRM side; NetSuite, QuickBooks, Xero and Sage on the accounting side; and Slack for revenue events. Webhooks and a REST API cover the rest.
Yes. Credits, write-offs and term changes route to the right approver before anything reaches a customer.
You set the schedule and tone. The Recovery Agent retries failed payments at the best time and sends reminders with a one-click way to pay.
Sync health is monitored, and you're told before a broken sync turns into a reconciling problem.
See your own revenue cycle running on its own.
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