Offers, approvals, and disbursement records in one pipeline.
EON records the agreement lifecycle: offers and counters as they are received, documented client approval before anything is finalized, and the disbursement instructions that follow. Funds sit in trust or FBO accounts held at your own bank or processor — EON maintains the per-client subledger, reconciles it against bank activity, and logs every step.
What Agreements & Disbursements does
Offer & counter tracking
Record the offer history on each account and party as it is received.
Client approval
Capture documented approval before any agreement is finalized.
Disbursement recordkeeping
Track disbursement instructions against trust or FBO accounts held at your bank, on a reconciled subledger.
Program activity reporting
Report on account and program activity from your own data.
Why teams run Agreements & Disbursements
- Move agreements through approval with less back-and-forth
- Keep disbursement records reconciled and audit-ready
- Report program activity from a single system of record
The platform capabilities behind it
See Agreements & Disbursements in action
Book a 30-minute demo. We will tailor it to your workflow and show exactly where EON removes manual work from your operation.
No obligation · Tailored 30-minute walkthrough · Reply within one business day