Agree.com

Headquarters
San Francisco, CA
Industry
Enterprise SaaS, Fintech
Company size
1–20
Founded
2024
Teams using Querio
Founders, Product, Growth, Finance, Compliance
Deployment
Querio app
Querio customer since
2026
00--ABOUT
Agree.com is the first platform to put payments directly inside the e-signature process — agreement creation, signing, invoicing, and payment processing in a single AI-powered workflow. Their OCR and AI auto-detects contract fields and extracts payment terms. E-signature is free; Agree monetizes through transaction fees on the payments it facilitates. They're going head-to-head with DocuSign on signature and Bill.com on payments — with a 7-person team against DocuSign's 7,000.
01--PROBLEM
Agree.com is trying to kill the gap between signing a contract and getting paid. Founded in February 2024 by CEO Marty Ringlein, COO Will Hubbard, and CTO Evan Dudla, Agree is the first platform that puts payments directly inside the signing flow — e-signature, invoicing, and payment processing in one place. Their AI and OCR picks up contract fields automatically, extracts payment terms, and generates invoices on the fly. E-signature is free; Agree makes money on the transaction fees when money moves. It's a direct shot at DocuSign on the signing side and Bill.com on payments, backed by $10.2M from Pelion Venture Partners and Better Tomorrow Ventures. Beehiiv and Product Hunt are already customers, and the team is gearing up for the UK, Canada, and Australia.
That kind of business generates a lot of questions fast. Which signup flows actually convert? Which industries bring the most payment volume? Where do people drop off between signing and paying? Are compliance requirements covered in every jurisdiction? Seven people going up against DocuSign's 7,000 — they need real answers, not gut feelings. But they were stuck running Retool for internal ops tooling and Blaze for part of the analytics stack, and neither tool let the team just ask a question in plain English and get something useful back from the actual data.
"We raised $10M in 8 months with 7 people. Hiring a data team was not on the table — but flying blind was worse."

Will Hubbard, COO
02--SOLUTION
Querio replaced both tools. Instead of maintaining Retool for ops and Blaze for analytics, the team consolidated everything onto Querio's natural-language interface, connected straight to their production database. Now they use it across four workstreams:
Internal data apps — the dashboards and tools that lived in Retool run through Querio now. Anyone on the team can build or change them without waiting on engineering.
Compliance — Agree handles regulated payment flows and is expanding into new markets. The team uses Querio to investigate compliance questions against live data — checking transaction patterns, verifying thresholds, auditing flows — without filing a ticket for an engineer to write a custom query.
Analysis — the founders and growth team dig into signup cohorts, activation curves, payment conversion rates, channel attribution. Finance tracks MRR, ARR, pricing experiments. Same surface, same data, same definitions stored in Querio's context layer.
Investigation — when something looks wrong (payment conversion drops, an unexpected spike in a geography, a funnel step underperforming), the team jumps into Querio and figures it out. What used to be a multi-day back-and-forth now happens in the meeting where someone first notices the anomaly.
Because Querio stores the context of each question as reusable knowledge, the second person who asks "how's the payment conversion funnel doing?" gets an answer that's consistent with the first — not a fresh interpretation from a different tool or a different analyst's assumptions.
"Your product is AWESOME. We're cancelling both Blaze and Retool."

Will Hubbard, COO
03--RESULT
Agree killed two tools in one move. Blaze and Retool are gone — that's two vendors' worth of cost and engineering upkeep eliminated, replaced by something more capable than either one was. Product, growth, finance, compliance — every function runs its rhythm off Querio now.
The bigger picture: as Agree adds payment methods (bank transfer, credit card, recurring, auto-charge) and pushes into international markets, the data questions get harder, not easier. Cross-border flows, multi-currency compliance, jurisdiction-specific rules. Querio's context layer means the team's ability to interrogate the data actually compounds as the business gets more complex — new questions inherit the definitions and logic already built, instead of starting over.
Agree went from launch in September 2024 to 30,000+ users and $10.2M raised with a team that stayed under 10. When it came time to formalize pricing, ship invoice features, and prep for enterprise readiness, the founders had a clean picture of who was using the product and how — because they'd been running the whole business on Querio from the start.
