Follow one dollar from the moment it's promised to the moment it's on the books.
01 · Signed
Revenue begins with a signature.
Every term that matters to finance is captured when the deal is signed: price, term, uplift, payment terms. From then on it's the source of truth for everything after.
Subscriptions, usage, milestones and mid-term changes, generated straight from the contract. No billing config to keep in sync and no leakage between what was signed and what gets invoiced.
+12 seats on Oct 14 · prorated $1,240.00 added to this invoice
picture_as_pdfInvoice-3381.pdf8KBSent to ap@northwind.com
03 · Recognized
Revenue recognized as it's earned.
Because we read the contract, we know the performance obligations. Agree builds revenue schedules and keeps deferred revenue current automatically, with no rev rec spreadsheet.
ASC 606 / IFRS 15 schedules from contract terms
Ratable, point-in-time and usage-based recognition
Deferred revenue waterfall that updates as deals change
Payment receivedNorthwind Labs · matched to INV-3381
+$26,648.66
INV-3290 · PinecrestCard declined
“Hi Sam, your card on file was declined, no worries. We'll retry on Tuesday, or you can update it here in one click.”
check_circleRecovered $12,500Agree Agent
05 · Closed
Books that agree, close.
Contracts, billing, revenue and cash all come from one record, so they tie out by design. Agree posts to your GL and shows you the books agree before the month is over.
Journal entries posted to NetSuite, QuickBooks, Xero, Sage
October books agree across contracts, billing, revenue and NetSuite. Ready to close.
🎉 4✅ 2
JE-1192 postedNetSuite · AR, Revenue, Deferred
The close
Books close when they agree.
Most teams spend the first week of every month making systems agree. On Agree they agree all month, because everything starts from the same signed contract.
signatureSource of truth
The contract is the source. So we start there.
Billing and rev rec tools start with an invoice someone typed in from a PDF. Agree starts with the signed contract, so every downstream book inherits the same terms and can't drift.
MSA-2041
Signed contract
$8,000/mo36 mo+5%/yrNet 30
receipt_longBilling$26,648.66
event_repeatRevenue$8,000 / mo
paymentsCashNet 30 · ACH
account_balanceGLJE-1192
balanceContinuous tie-out
Subledgers agree with the GL, all month.
Contracts$4.82M
Billing$4.82M
Revenue$4.82M
NetSuite GL$4.82M
Variance $0.00check_circle
paymentsCash application
Every deposit matched automatically.
986/986
payments matched to invoice and contract
edit_documentAmendments
Change the deal once. Every book updates.
A-1 · +12 seats→Prorated invoice→Rev re-allocated
event_repeatRevenue recognition
Schedules built from obligations.
historyAudit trail
Signature to journal entry, one click.
Signed · Oct 1Invoiced · Oct 1Paid · Oct 31Posted · JE-1192
admin_panel_settings
Approvals & roles
Credits, write-offs and term changes need the right sign-off.
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.
verified_user
SOC 2 Ready
Security and data controls built to the SOC 2 standard.
Integrations
Plays nice with your whole stack.
Your ERP stays the ledger and your CRM stays the pipeline. Agree keeps them in agreement.