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workFor Agencies

Sign the client. Get paid on time.

Proposals and SOWs that turn into billing the moment a client signs. Retainers and milestones invoiced as sold, and clients who pay without being chased.

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The best agree on Agree
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The problem

Your team should be doing client work, not chasing invoices.

Legacy billing

Every SOW re-keyed into billing.
  • cancelProposals in one tool, invoices in another
  • cancelMilestones invoiced late, or forgotten
  • cancelScope changes that never make it to the invoice
  • cancelAccount leads chasing clients for payment

With Agree

The signed SOW runs the billing.
  • check_circleBilling set up the moment the client signs
  • check_circleRetainers and milestones invoiced on time
  • check_circleScope changes billed automatically
  • check_circleClients pay by ACH, card or autopay
Signed

The SOW becomes the billing plan.

Send proposals and SOWs from your own templates. When the client signs, the retainer, milestones and payment terms are set up for you, with nothing to re-key.

  • Your templates, with variables per client
  • Legally binding e-signatures
Billed

Every client, billed the way you sold it.

Retainers, milestones and one-time fees each invoice on their own schedule. When scope changes, sign the amendment and the next invoice is prorated to match.

  • Recurring, milestone and one-time
  • Scope changes prorated for you
Paid

Get paid without chasing clients.

Every invoice carries ACH and card, so clients pay without logging in. Autopay covers retainers, and polite reminders go out before anyone on your team has to ask.

  • ACH, card and autopay
  • Reminders that sound like you
What agencies get

From signed SOW to paid invoice.

descriptionProposals & SOWs

Send the SOW.
Billing builds itself.

Import the proposal you already use as a template. When the client signs, the fees, schedule and payment terms become the billing plan.

flagMilestones

Retainers and milestones, side by side.

edit_documentScope changes

Change the scope once. Billing follows.

paymentsPay at signing

Deposits collected when they sign.

notifications_activeReminders

Clients nudged, not chased.

dashboardCash view

What every client owes, live.

signature

E-signatures

Timestamped, IP-logged and legally enforceable.

bolt

Autopay

Saved payment methods charged on the due date.

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.

Agents

Agents that run your billing desk.

Products

Everything from proposal to paid.

signatureAgreementsContracts that become the source of truthreceipt_longBillingAny pricing model, from the contractpaymentsPaymentsACH and card, matched as cash lands
40%

Lower DSO

After automating billing and collections

“We can finally streamline all of our contracts and invoices in the same workflow.”
CEO/Founder, Beehiiv

Questions finance teams ask

Can we use our own proposal and SOW templates?add

Yes. Import an existing agreement or write one from scratch, then turn the parts that change from client to client into variables.

Can we bill retainers and milestones on the same client?add

Yes. Recurring, milestone and one-time fees can all come from the same signed SOW, each on its own schedule.

What happens when the scope changes?add

Sign an amendment and Agree updates billing to match, prorating the next invoice so nobody has to adjust it by hand.

How do clients pay?add

By ACH or card, straight from the invoice without logging in. You can also collect a deposit at signing and put retainers on autopay.

Where revenue begins

Close on Agree.

See your own SOWs go from signed to paid.

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