Contract management for accountants and bookkeeping firms
An accountancy or bookkeeping practice runs on its own stack of software subscriptions, office leases and supplier agreements - and is usually the first to notice when a client's contracts are a mess. Agreemnt is built to help with both.
Setting this up for a client instead? Start here - same signup, just starts you off adding a client rather than your own business.
Where the paperwork actually piles up
Practice software and supplier renewals get missed like anyone else's
Client-management software, cloud accounting add-ons, office leases, PI insurance - a practice's own contracts auto-renew and expire on their own schedules, easy to lose track of while everyone's focused on client deadlines.
Recommending better contract hygiene to clients has no easy next step
An accountant or bookkeeper is often the first person to spot a client's contract chaos - mismatched invoices, missed renewals - but pointing them somewhere useful, and getting anything back for the referral, usually isn't part of the relationship.
Checking what's billed against what was agreed is manual
Comparing a supplier's actual Xero invoices against the rate a contract says should apply is exactly the kind of reconciliation work that's easy to let slide when it's done by hand.
How Agreemnt fits
Your own firm's contracts, tracked automatically
Every contract with an end date or notice period - practice software, leases, insurance - gets tracked against it, with an email digest and optional Slack or Teams alerts before anything lapses or auto-renews.
Xero-based reconciliation, built in
For orgs on Xero, a £10/mo add-on unlocks flagging when what's actually been invoiced by a supplier doesn't match the contracted rate - the exact kind of check a bookkeeper already knows to look for, done automatically.
A referral credit for every client you point here
Every Agreemnt account - including a free one - gets its own referral link. When a business you refer goes on to a paid plan, you get a Stripe balance credit automatically, no separate partner agreement to sign.
IR35 signals for any client's contractor agreements
If you advise clients who engage contractors, Agreemnt's four-factor IR35 read (substitution, control, mutuality of obligation, exclusivity) is available on any contract in the account - useful for a quick sense-check before a harder conversation.
This is the same Agreemnt every customer uses for their own contracts, plus a referral program that was built with exactly this kind of relationship in mind.
Not sure yet? Try the free clause checker or contract audit first - no account needed either way.
Also see: Contract management for hospitality businesses · Contract management for IT resellers and MSPs
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