Recovery

Revenue that
recovers itself.

Smart dunning, adaptive escalation, and automated follow-up — overdue invoices get handled before your team even notices.

visibility

Detects missed payments as they happen.

Failed or missed payments are flagged the moment they occur — not at month-end or when someone remembers to check. You see what's at risk in real time.

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Agents step in automatically to recover.

When a payment fails or an invoice goes overdue, agents trigger reminders and retries on your behalf. No one has to chase; the system handles follow-up.

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Keeps revenue flowing without manual follow-up.

Dunning and escalation run on schedule so overdue balances get attention automatically. Revenue recovers without your team lifting a finger.

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Protect customer relationships while recovering.

Smart escalation and auto-suppression mean you get paid without over-messaging. Recovery runs in the background without burning the relationship.

You can't recover what you don't catch.

Traditional workflow

Hope and follow-up

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Failed payments sit unnoticed for days or weeks

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Someone manually emails the customer to follow up

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Unresolved balances quietly become write-offs

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No visibility into how much revenue is at risk

Agree

Agentic workflow

Detect, retry, recover

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Failed payments detected and retried in minutes

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Agentic reminders sent on your behalf

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Every overdue dollar tracked and recovered

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Full visibility into at-risk revenue status

Built to make recovery unnecessary.

Overdue invoices get recovered. You get notified when it matters.

Smart dunning

Hyper-aware reminders that send themselves at the right time.

Reminders that are contextualized and personalized because they know the agreement and the relationship. The right message at the right time — no generic blasts, no guessing what to say.

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    Contextualized reminders
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    Aging-based awareness
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    Automatic and personalized
Escalation rules

Smart escalation that pushes harder as invoices age.

The longer an invoice sits unpaid, the more often reminders go out. You set the rules once; the system applies them so you don’t decide case by case.

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    Aging-based frequency rules
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    Automatic escalation
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    No manual judgment required
Aging dashboard

See at a glance which invoices are overdue or stuck.

Buckets like 0–30, 31–60, 61–90, and 90+ days update in real time. Drill in to see exact invoices and amounts so you know where revenue is stuck.

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    Real-time aging buckets
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    Drill-down to invoice detail
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    Export for reporting
Stalled invoice detection

Catch invoices that never made it out.

Invoices in draft or unsent for 7+ days get flagged automatically. Nothing sits in the pipeline without you knowing.

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    Draft age monitoring
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    Automatic flagging
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    Action prompts for review
Collection analytics

Know where the bottlenecks are and spot trends.

See how long it takes from sent to paid, or created to sent. Spot slowdowns and fix the process instead of guessing.

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    Stage duration tracking
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    Bottleneck identification
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    Trend analysis over time

Syncs with
your stack.

  • circlecheck_circleRevenue data stays in sync in realtime
  • circlecheck_circleFits into your existing CRM, ERP, and accounting stack
  • circlecheck_circleAPIs and webhooks enable advanced automation
Explore Integrations

Revenue on autopilot.

Agree orchestrates contracts, billing, and revenue—so you don't have to.

Talk to the team

15–30 min · No forms · No pressure