Agree raises $10.6M to Launch AI Agents that Run Your Revenue Stack](https://techcrunch.com/2025/05/06/agree-com-raises-7-2m-to-take-on-docusign-bill-com-with-ai/)

# Revenue that recovers itself.

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

[See it in action](http://cal.com/team/agree/demo) [Start for free](https://secure.agree.com/signup)

$2,750.00

OVERDUE

PAID

picture\_as\_pdfInvoice-1337.pdf8KB

This morning

Hey there...it looks like Invoice #1337 was opened but never paid. Can you update me on the status?

\- Jenny

Agree Agent

A few minutes ago

Apologies! Somehow this one fell off the radar. I'll take of it right now.

Bold, Inc.

Bold, Inc. paid Invoice #1337

Bold, Inc.

Paid invoice #1337

now

errorOverdue invoices

$2,750.00

## Recover revenue while you sleep.

Most missed payments aren't malicious — they're just forgotten. When recovery runs on autopilot, overdue invoices get handled before your team 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.

bolt

#### 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.

shield

#### 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

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](https://agree.com/integrations)

Agree Agent

Funds ready for transfer

5m ago

Agree API

Agree.agent.handle('payment.settled')

### Revenue on autopilot.

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

[Talk to the team](http://cal.com/team/agree/demo)

15–30 min · No forms · No pressure