01 · Signed
Fee agreements, signed from your template.
Fee percentage, installments and the guarantee period captured as terms, not buried in a PDF.
You made the placement. Now get paid for it.
Run your pipeline in Loxo. Agree autonomously handles the business side, from the signed fee agreement to getting paid for every placement.
The problem
Every placement should turn into cash, not a follow-up task.
The manual way
Placements made. Fees chased by hand.
- cancelFee agreements sent as PDFs and lost in email
- cancelPlacement invoices raised late, by hand
- cancelRetained installments that slip through
- cancelRecruiters chasing clients for payment
Loxo + Agree
Every placement bills itself.
- check_circleFee agreements signed online, from your template
- check_circlePlacement fees invoiced on the start date
- check_circleRetained searches billed in installments
- check_circleClients pay by ACH or card, with reminders
However you recruit
Built for every kind of search firm.
person_search
Direct hire
Contingent fees invoiced the day the candidate starts, at the rate in the signed agreement.
workspace_premium
Executive search
Retained searches billed in installments: on signing, at shortlist and at placement.
groups
Staffing agencies
Contract placements billed on schedule, with every invoice chased until it's paid.
hub
RPO firms
Monthly program fees and per-hire fees billed from one signed agreement.
The journey
From fee agreement to fee collected.
Follow one placement from the signed fee agreement to the fee on your books.
02 · Billed
Fees invoiced on the start date.
Contingent fees go out the day the candidate starts. Retained searches bill at signing, shortlist and placement.
03 · Recognized
Revenue recognized as you deliver.
Retainers and installments recognized as each milestone lands, with guarantee credits approved before they go out.
04 · Settled
Clients pay without the chase.
ACH and card on every invoice, with reminders and retries, so recruiters never chase a fee.
05 · Closed
Every placement on the books.
Fees, credits and payments post to QuickBooks, Xero, NetSuite or Sage, traced back to the placement.
#finance-close
What you get
Everything after the placement, handled.
flagPlacement fees
Placement fees invoiced
the day they start.
When a candidate starts, Agree invoices the fee at the rate in the signed agreement, with ACH and card on every invoice. Nobody has to remember to bill it.
descriptionFee agreements
Your terms, signed before the search starts.
splitscreenRetained search
Installments that bill on schedule.
admin_panel_settingsGuarantees
Fall-offs credited, not argued.
forward_to_inboxFollow-ups
Every invoice chased until it's paid.
monitoringInsights
Fees billed and collected, live.
signature
E-signatures
Timestamped, IP-logged and legally enforceable.
payments
ACH and card
On every invoice. Customers pay without logging in.
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.
Getting started
Up and running in three steps.
- 1
Connect LoxoYour clients, jobs and placements come straight in.
- 2
Connect your books
QuickBooks, Xero, NetSuite or Sage.
- 3
Billing runs itself
Fees invoiced on start dates, follow-ups chased and failed payments recovered, so no fee slips through.
Questions Loxo customers ask
How does Agree work with Loxo?add
Loxo runs your recruiting pipeline: sourcing, outreach and candidates. When a candidate is placed, Agree takes it from there: the fee agreement, the invoice on the start date, follow-ups, payment and revenue recognition.
Do my recruiters need to learn another tool?add
No. Recruiters keep working in Loxo. Agree picks up the placement and bills it from the signed fee agreement.
What fee models can Agree bill?add
Contingent placement fees, retained search installments, monthly retainers and RPO program fees, all from the signed agreement.
What about guarantees and fall-offs?add
Your guarantee period lives in the fee agreement. If a candidate leaves inside it, the credit is tracked and approved before anything goes out.
What does it cost?add
Start on the free plan without a credit card, and add billing, payments and recovery when you're ready.
Agree × Loxo
Loxo for recruiting.
Agree for everything else.
Fee agreements, placement invoices, follow-ups, payments and revenue recognition, run for you.