The Co-Sourcing Engagement Platform For Clients Who Aren’t Ready for GRC.

Real-time PBC tracking, evidence collection, and client accountability—without requiring GRC adoption or impacting your client's workflow.

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How Agreed works for you

The Hidden Cost of Managing SOX PBCs Through Email & Spreadsheets

Email and Excel feel free, but the real cost is margin loss, delays, unpredictability, and damaged credibility.

Cost Breakdown

90 hours

lost per engagement

$15,750

invisible margin erosion (90 hrs × $175/hr)

Timeline slips due to invisible client-side bottlenecks

Managers forced into weekend work

Lost capacity for strategic advisory work

Before AGREED

Attachments buried in threads

Missed updates

Deadline surprises

Margin hits

Constant follow-up instead of strategic work

With AGREED

Every request has an owner, timestamp, and status

Bottlenecks surface early

Predictable timelines

Managers reclaim 90 hours

90 hours

=

$15,750 lost

Per engagement. Fully Recoverable.

A Right-Sized SOX Solution Between Spreadsheet Chaos & GRC Overkill

Your clients aren't ready for enterprise GRC—but you can't keep managing through email chaos. AGREED delivers the structure co-sourcing teams need, without enterprise complexity clients resist.

Excel & Email

Too Light

Zero visibility, manual chaos, version
control nightmares.

Goldilocks Zone

SOX-specific workflows, zero learning
curve, instant visibility.

Enterprise GRC

Too Heavy

Expensive, 6-18 month setup,
overwhelms clients.

Right-sized for where your clients are — and where your engagements need to be.

How AGREED Works:
Client-Side Visibility Architecture

Real-Time PBC Tracking
Every PBC request, owner, due date, and file is structured and visible…to you and your client CFO.
Why it matters: You see bottlenecks early, not after timelines slip.
Client Accountability
Every request shows who owns it, when it's due, and current status—visible to both teams.
Why it matters: No more "I didn't know that was mine." Ownership and deadlines are always in view, eliminating the excuse.
Centralized Q&A
Questions and clarifications stay attached to each request.
Why it matters: No more digging through email chains to understand what was asked, answered, or decided.
Version Control & Audit Trail
A defensible, timestamped record of every change.
Why it matters: Eliminate “who did what, when” drama. Every file upload, status change, and comment is logged automatically.

From high-level visibility to detailed audit trail—AGREED tracks the full lifecycle of every request.

Trusted by SOX Co-Sourcing Teams at Leading Consulting Firms

"AGREED allows you to partner better. It feels like you're collaborators, not a traditional consultant-client relationship where updates only come at the end."

— Brooke, Associate Director, Protiviti (used AGREED as Senior Manager)

ROI Calculator

Calculate your margin recovery opportunity.

Calculate Value

Low-Risk Pilot Model for SOX Managers

Common questions from audit leaders like you.

Is my client's data secure?

What if my clients don't respond on time?

Will my clients actually adopt this?

Will this blow up the budget?

Will this fit our SOX methodology?

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How Agreed works for you

Pricing Built Around What You're Already Losing

Every engagement you run through email and spreadsheets costs you 80-100 hours in chase-work. That's $20-25K in margin erosion per engagement. AGREED reclaims that time—and protects that margin.

Single Engagement

Month-to-month

$9,750

/engagement

Full platform access

All features unlocked

White-glove onboarding

Cancel anytime

80-100 hours reclaimed

Multi-Engagement

Annual (3-10 engagements)

$8,250

Save $2,000

/engagement

Full platform access

All features unlocked

White-glove onboarding

Annual engagement structure

80-100 hours reclaimed

Dedicated success support

Strategic Partners

10+ engagements

Custom

Volume pricing available

Full platform access

All features unlocked

White-glove onboarding

Partnership Terms

80-100 hours reclaimed

Dedicated success support

Dedicated account management

Pricing levels that match your commitment level. All tiers include full functionality—no feature gates, no hidden costs. The only question is: how fast do you want to stop bleeding margin?

Let’s Chat

What Co-Sourcing Teams Need

What You Need
See what’s stuck before deadlines pass
Know who owns what, when it’s due
Track evidence without version chaos
Client training & adoption
Fast deployment
Cost per engagement
Email/Excel
Invisible until too late
Buried in email threads
“Which file is final?”
User familiarity (pro/con)
Instant
“Free” ($18K hidden)
AGREED
Real-time bottleneck alerts
Clear ownership + due dates
Single source of truth
Login + respond (minutes)
Days
<$10K (margin protection)
Enterprise GRC
Only if client adopts system
Yes (after 6–18 month setup)
Yes (if client migrates data)
Weeks of training required
6–18 months
$100K+ annually

What Co-Sourcing Teams Need

What You Need
See what’s stuck before deadlines pass
Know who owns what, when it’s due
Track evidence without version chaos
Client training & adoption
Fast deployment
Cost per engagement
Email/Excel
Invisible until too late
Buried in email threads
“Which file is final?”
User familiarity (pro/con)
Instant
“Free” ($18K hidden)
AGREED
Real-time bottleneck alerts
Clear ownership + due dates
Single source of truth
Login + respond (minutes)
Days
<$10K (margin protection)
Enterprise GRC
Only if client adopts system
Yes (after 6–18 month setup)
Yes (if client migrates data)
Weeks of training required
6–18 months
$100K+ annually

Real-Time Visibility Into
Client-Side SOX Progress

If you manage SOX engagements, AGREED gives you real-time visibility your clients can’t provide.

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