ServiceUp case study
4 contractors couldn't keep up. One AI teammate did.
“Once we implemented Ari, I got my life back. That was just a breath of fresh air. I was able to breathe again.”
Caitlyn
Controller, ServiceUp
Intelligence that runs
your revenue operations.
Ari connects contract terms with CRM, usage, billing, and payment data to calculate what to charge, create invoices, collect cash, and keep a reconciled audit trail.
Trusted by the fastest growing companies
Your tools stay. The busywork goes.
Connect your CRM, billing, and finance stack once, and Ari keeps invoices, collections, and records moving in the background.
You're in full control
HubSpotDeal moved to Closed Won
DocuSignContract terms extracted
StripeSubscription + invoice created
QuickBooksRevenue + GL synced
SlackTeam notified with context
Ari receives an event, executes the workflow, and writes outcomes back across your stack.
Connected to the systems you already run
Start with your core tools now, then expand into additional systems as your revenue ops grows.
CRMBillingERPContractsDataCustomer Success
50+ integrations supported, plus custom connectors for API-accessible systems.
How do teams scale billing without scaling headcount?
Finance and ops leaders are using Ari to close the gaps between contracts, billing systems, email, Slack, and the spreadsheets no one wants to maintain.
Archive case study
Archive cut finance admin from 6 hours a week to under 1.
“After that person left, I thought I was going to need to replace him. Ari has made it so that we don't really have any plans to replace that person.”
Ethan Maenza
Head of Finance and Revenue, Archive
OnShore case study
OnShore 5x'd invoice volume and didn't hire anyone.
“With Ari handling the manual work, our team's energy goes toward what matters most: building client relationships and growing the business.”
Dominic
CEO, OnShore
What work can Ari take off your team's plate?
Ari is built for the messy, repetitive revenue work that sits between systems and slows your team down.
“A new amendment just came in.”
Ari reads the amendment, diffs it against the original contract, recalculates billing, and updates the invoice before anyone asks.
“This customer short-paid us again.”
Ari checks the invoice, remittance, contract, deductions, and payment history — then explains what happened and drafts the next step.
“Usage doesn’t match what we billed.”
Ari pulls usage from the product database, compares it to the contract tiers, and flags the delta with a recommended correction.
“We got paid, but no one knows what it applies to.”
Ari matches bank activity, emails, remittance files, and open invoices — then posts the reconciliation.
“The invoice got rejected in Coupa.”
Ari finds the rejection reason, fixes the missing PO or field, and resubmits after approval.
“A customer wants the invoice changed.”
Ari checks the contract terms, updates the billing system, regenerates the PDF, and drafts the reply.
“Collections is stuck because AP needs something.”
Ari finds the blocker, drafts the customer follow-up, and keeps finance, CS, and sales aligned.
“Credits were applied after close.”
Ari traces the credit back to the original invoice, adjusts the open balance, and flags the journal entry for review.
Does LedgerUp replace your stack, or the manual work around it?
LedgerUp does not ask you to rip out Stripe, Chargebee, NetSuite, QuickBooks, Salesforce, or your customer portals. Ari works across the systems you already use, follows your approval rules, and leaves an audit trail behind every action.
- Works across ERP, CRM, billing, bank activity, email, Slack, spreadsheets, and portals
- Reads PDFs, contracts, remittance files, invoice attachments, and customer emails
- Drafts changes before taking action
- Routes approvals to the right person
- Leaves a clear audit trail for every step
Systems Ari operates across
ERP
NetSuite, QuickBooks, Sage Intacct
CRM
Salesforce, HubSpot, Attio
Billing
Stripe, Chargebee, Maxio
Banks
ACH, wires, checks, remittance
Inbox & Slack
Customer threads, internal context
Portals
Coupa, Ariba, customer AP portals
Approvals enforced. Audit trail logged on every action.
Why do teams use LedgerUp instead of another automation tool?
LedgerUp is built for judgment-heavy revenue work, not just simple automations.
Zapier breaks on exceptions
Ari reads context, handles messy inputs, and asks for approval when judgment is needed.
RPA needs brittle scripts
Ari can work from emails, PDFs, spreadsheets, contracts, remittance files, and portals.
Offshore teams still need management
Ari does the repetitive work, shows its reasoning, and escalates only the unusual cases.
Billing systems handle the clean path
LedgerUp handles the messy edge cases around them.
What workflows does Ari automate?
Contracts, invoice changes, cash application, collections, and portals all follow the same pattern: Ari gathers context, updates the right systems, and asks for approval when it matters.
Click a workflow, or use the arrows to change the example below.
2 / 5
Invoice changes
A customer asks for an invoice change. Here's what happens next.
Split billing, PO updates, revised PDFs, entity changes, and billing corrections all create the same messy loop.
Before Ari
- Steps
- 10
- Tools
- 7
- Handoffs
- 3
After Ari
- Steps
- 3
- Conversation
- 1
- Handoffs
- 0
Before Ari
- 1Customer emails billing request
- 2Find original invoice
- 3Search contract terms
- 4Check CRM account
- 5Confirm entity / PO / billing contact
- 6Update Stripe / NetSuite / QuickBooks
- 7Regenerate invoice PDF
- 8Update spreadsheet
- 9Reply to customer
- 10Notify internal team
After Ari
- Reads the customer request
- Pulls the invoice, contract, and CRM record
- Makes the approved change
- Updates billing system + tracker
- Drafts the customer reply
- Closes the loop in Slack
How do you train Ari? The way you'd train a new teammate.
You
When a customer PO hits billing@, create or update the matching invoice in NetSuite, reconcile line items against the contract in Ironclad, then log into their Coupa portal and submit it with the PO number attached. If the tax code or remit-to doesn't match, ask me before sending.
Plain instruction · also accepts SOPs, sample files
Here's what I'll do
- 1Watch billing@ for inbound customer POsGmail
- 2Create or update invoice matching the PONetSuite
- 3Reconcile line items against MSA pricingIronclad
- 4Submit invoice in vendor portal with PO#Coupa
Want to run the first 3 with me before I go solo?
In the last 30 days, Ari completed
97,090
pieces of billing and revenue work.
One completed action every 27 seconds — across ERP, CRM, billing, email, Slack, and Excel.
40,004
billing emails handled
35,531
invoices managed
12,047
billing exceptions resolved
Where does Ari plug into your revenue stack?
Pick the messiest corner of your revenue stack. Ari takes it from here.
01
Billing
Handle customer-specific billing, custom terms, split invoices, usage details, billing schedules, and invoice updates.
02
Collections
Follow up on overdue invoices, find missing POs, draft customer emails, escalate blockers, and keep finance and CS aligned.
03
Reconciliation
Compare invoices, payments, bank activity, customer records, and spreadsheets to find matches and flag discrepancies.
04
Reporting
Create, store, refresh, and send the Excel reports your team usually rebuilds by hand.
How does LedgerUp keep finance work accurate and controlled?
Finance work needs speed, but it also needs control. Ari ships with approvals, escalation, permissions, and audit built in from day one.
01
Approvals where they matter
Ari asks for approval before important actions so your team always stays in control.
02
Exception escalation
Anything unusual is routed to the right owner with full context, not buried in a queue.
03
Roles and permissions
Ari respects the access, systems, and scopes you already trust across your stack.
04
Full audit trail
Every decision, action, and source document is logged and easy to review later.
Your team decides what Ari can do automatically, what needs review, and where humans stay in the loop.
Why does your team end up as the glue between systems?
A deal closes. A contract gets signed. Then someone has to read the terms, build the invoice, chase the PO, follow up for payment, reconcile the books, and answer the same billing questions over and over.
Most software gives you another dashboard./LedgerUp executes the workflow.
Deal closes. Invoice sends.
The moment a deal closes in your CRM or a contract is signed, Ari extracts the terms and creates the right invoice or subscription.
Invoice goes overdue. Ari follows up.
Ari sends reminders, escalates when needed, and keeps every dollar moving without your team manually chasing customers.
Payment lands. Books reconcile.
LedgerUp ties out CRM, billing, and GL data so your team is not doing reconciliation by hand.
Your team has a question. Ari answers.
Instead of pinging finance for contract details, invoice status, renewal dates, or payment issues, your team asks Ari in Slack.
Built for accounts receivable teams
Whether you’re evaluating software, mapping your AR process, or comparing outsourced services — start here.
Buyer's Guide
Accounts Receivable Software
Compare AR platforms by what actually matters: integrations, AI, time to value.
Process & Metrics
Accounts Receivable Management
The 7-step AR process, key metrics (DSO, CEI, turnover), and best practices.
Tools & ROI
Accounts Receivable Automation
Replace manual invoicing, dunning, and reconciliation. Real ROI numbers.
Outsource vs. Software
Receivable Management Services
Compare outsourced collections agencies with modern AI-powered alternatives.
Revenue Recognition
ASC 606 for B2B SaaS
The 5-step model, where teams break compliance, and why upstream data matters.
Compare LedgerUp to alternatives
Backed by Y-CombinatorSOC 2 Type II compliantData privacy by designBuilt for trust at scale
Documentation
Read the docs
LedgerUp has a public REST API, and connectors that need no engineering work to go live. Documentation for both — API, automated invoicing, dunning, usage metering, and ASC 606 revenue recognition. Public, no login required.
API documentation
The LedgerUp Engine REST API — customers, accounts, metrics, and events. OpenAPI spec, x-api-key auth.
Automated invoicing
From signed contract to sent invoice, with reconciliation before anything goes out.
Dunning
Sequence design, escalation timing, failed-payment retries, and dispute handling.
Usage metering
Ingesting events, deduplication, rating against contract terms, and the audit trail.
Revenue recognition
ASC 606 / IFRS 15 obligations, variable consideration, schedules, and ERP journal sync.
All documentation
The full index, plus setup guides for Slack, integrations, and onboarding.
Open the full reference at docs.ledgerup.ai
Building an integration? Fetch the OpenAPI specification and generate a client from it — it defines every path, parameter, and schema.
https://docs.ledgerup.ai/openapi/ledgerup-engine.json
Common questions about LedgerUp
Last updated: August 2026By Bailey Spell, Founder & CEO, LedgerUp
What is LedgerUp?
LedgerUp is an AI billing operations platform built for B2B SaaS companies with custom contracts. Its AI agent, Ari, owns the entire post-signature revenue lifecycle — reading signed contracts, creating subscriptions in Stripe, sending invoices on the right schedule, chasing overdue payments with contextual follow-ups, submitting invoices to procurement portals (Coupa, Ariba, Bill.com, Tipalti), reconciling revenue across HubSpot, Salesforce, NetSuite, and QuickBooks, and answering billing questions over email — all inside Slack. Customers cut DSO by 35% on average (one team went from 99 to 39 days) and save 30–40 hours per month on accounts receivable work. LedgerUp is SOC 2 Type II certified, and most teams are live in a week.
Who is Ari?
Ari is LedgerUp's AI billing teammate. Ari reads signed contracts, generates invoices on the right schedule, follows up on overdue payments, escalates exceptions to humans for approval, and keeps a reconciled audit trail across CRM, billing, and ERP systems. Ari operates natively in Slack and respects existing roles, permissions, and access scopes.
How does LedgerUp reduce DSO?
LedgerUp reduces Days Sales Outstanding by automating collections follow-ups the moment invoices age past terms, submitting invoices directly to procurement portals (Ariba, Coupa, Bill.com, Tipalti), surfacing missing POs, and escalating exceptions before they delay payment. Customers see an average 35% reduction in DSO and 13 fewer days for procurement-portal invoices.
What systems does LedgerUp integrate with?
LedgerUp connects to CRMs (Salesforce, HubSpot, Attio), payment processors (Stripe, Chargebee), ERPs and accounting systems (NetSuite, QuickBooks, Xero), e-signature tools (Docusign, PandaDoc, HelloSign), procurement portals (Ariba, Coupa, Bill.com, Tipalti, and any portal with login credentials), and Slack as the primary interface. A RESTful API is available for custom integrations.
How long does implementation take?
Most teams are live in a week. LedgerUp includes white-glove migration assistance and onboarding. There are no setup fees. Pilots are available so teams can validate Ari on their messiest customer before committing.
How is LedgerUp different from Stripe Billing, Maxio, or Tabs?
Stripe Billing, Maxio, and Tabs are billing engines — they store the rules and produce invoices. LedgerUp is an AI billing operator that handles the actual work around those systems: parsing custom contracts, chasing collections, submitting to procurement portals, resolving exceptions, and keeping the audit trail tied out. LedgerUp plugs into the billing engine and ERP you already use.
Is LedgerUp secure?
Yes. LedgerUp is SOC 2 Type II certified, GDPR compliant, and PCI DSS compliant for payment processing. All data is encrypted with bank-level encryption. Ari respects existing roles, permissions, and access scopes — including approval gates before consequential actions.
Test Ari on your messiest customer.
Pick the customer with the most custom terms, the weirdest billing schedule, or the payment that never ties out. Ari will show you how it connects contracts, usage, and billing data to get it right.