Reporting

Reporting,
in realtime.

Live ARR, real-time cash flow, churn metrics, and rolling forecasts — always current, without anyone pulling a report or building a spreadsheet.

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Real-time ARR/MRR — always accurate.

Metrics update instantly as invoices are paid — not at month-end. Your numbers are current, not historical.

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Forecast cash flow with confidence.

See exactly what's due in the next 30, 60, 90 days — based on real invoices, not estimates.

84%forecast accuracy
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Spot concentration risk before it's a problem.

Know what percentage of revenue comes from your top customers. Identify risk before it becomes a crisis.

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Understand collection efficiency at a glance.

DSO calculated automatically. See if you're getting paid faster or slower — and why.

27%reduction in days sales outstanding
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Billed vs collected — no reconciliation.

One source of truth for what you invoiced and what you actually received. The numbers always match.

You can't manage what you can't see.

Traditional workflow

Spreadsheets and lag

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Revenue data scattered, reconciled at month end

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Reports are stale before reaching leadership

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Forecasts built on guesswork and old averages

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No single view from contract to cash

Agree

Agentic workflow

Live and unified

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Live single source of truth across contracts

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On-demand reports with full contract detail

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Forecasts built from real contract terms

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Every dollar traceable, agreement to cash

Built to make revenue visibile.

Dashboards are always live. Data is always accurate. You never export anything.

DSO

Collection efficiency that's calculated from real payments.

Every payment is tied to an agreement and a customer. DSO isn't a spreadsheet estimate — it's how long it actually took from invoice to payment across your pipeline.

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    Tied to agreement and customer
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    Real payment dates
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    No spreadsheet estimates
Recovery

See what's overdue and which agreements or customers it's tied to.

Overdue and at-risk revenue aren't abstract totals. You see which agreements and which customers, so you know what to act on.

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    Overdue by agreement
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    At-risk by customer
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    Actionable visibility
Live ARR/MRR

Recurring revenue that updates from the agreements you've signed.

ARR and MRR aren't manually updated. They're the sum of what's in your agreements and what's been paid — traceable to the deal and the customer.

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    Traceable to the deal
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    Updates as payments flow
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    No manual entry
Cash flow forecast

Forecasts built from real invoices and due dates.

Not guesswork. What's signed and what's due, agreement by agreement, so you know what's coming and when.

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    Agreement by agreement
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    Real due dates
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    No guesswork
Billed vs collected

What you invoiced and what you collected, in one place.

Invoices came from agreements; payments attached to those invoices. One pipeline, so the numbers match and there's nothing to reconcile.

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    Invoices from agreements
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    Payments attached
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    Nothing to reconcile
Concentration

Know which customers drive your revenue.

Revenue is visible by customer and by agreement. You see how it's distributed so you can spot concentration risk before it's a problem.

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    Revenue by customer
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    Revenue by agreement
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    Spot risk early

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