Engagement letters that become the billing plan, fixed fees and milestones invoiced on schedule, change orders billed automatically, and revenue recognized as work is delivered.
Send engagement letters and SOWs from your own templates. When the client signs, phases, retainers and payment terms are set up for you, with nothing to re-key.
When scope changes, sign the change order as an amendment. The added fee flows into the next invoice and the revenue schedule updates to match.
Agree reads the engagement's obligations and builds the schedule: point in time for delivered phases, ratable for retainers. Journal entries post to the ledger you already use.
Send engagement letters and SOWs from your templates. Once signed, the fees, phases and payment terms become the billing plan.
Timestamped, IP-logged and legally enforceable.
On every invoice. Customers pay without logging in.
Know what's left before anyone opens a spreadsheet.
Security and data controls built to the SOC 2 standard.
Captures phases, fees and terms the moment the client signs.
Meet the Contract AgentInvoices phases, retainers and change orders on schedule.
Meet the Billing AgentKeeps payments, revenue and your ledger in sync.
Meet the Reconcile AgentReconciled continuously, not at month-end
“We can finally streamline all of our contracts and invoices in the same workflow.”
CEO/Founder, BeehiivYes. Import an existing agreement or write one from scratch, then turn the parts that change from client to client into variables.
Yes. Recurring, milestone and one-time fees can all come from the same signed engagement, each on its own schedule.
Sign the change order as an amendment. Agree adds it to billing and re-allocates the revenue schedule, so nobody adjusts either by hand.
Yes. Agree builds ASC 606 and IFRS 15 schedules from the engagement's obligations and posts journal entries to NetSuite, QuickBooks, Xero or Sage.
See your own engagements go from signed to paid.
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