Contract-to-cash automation

From signed
contract to
billing ready.

Ari reads the agreement, prepares the billing schedule, and creates the first invoice in your existing tools.

Book a demo See the workflow

Your tools. Your approval rules.

Signed agreementSigned

One agreement.
Every billing detail.

$48,000 / yearQuarterly billingNet 30
LedgerUp

Ari reads the terms

First invoiceReady for review

$12,000USD

Quarterly, in advance · Net 30

Billing schedule
Prepared
Contract terms
Matched
Your approval before it goes out
From signed terms to an invoice you can review.

Your contract starts the workflow.
Your existing systems stay in place.

  • Salesforce
  • HubSpot
  • Stripe
  • QuickBooks

The work after the signature

Billing is the start.
Collected cash is the goal.

From signed terms to a reconciled payment, Ari carries the work forward across your revenue stack.

01

Start with the agreement.

Ari extracts prices, billing schedules, payment terms, usage rules, and renewal dates. Review the setup before the first invoice goes out.

Explore usage billing
Contract terms
Annual value
$48,000
Billing frequency
Quarterly
Payment terms
Net 30
First invoice
$12,000

Ready to map into your billing system

02

Keep the payment moving.

Invoices follow the agreed schedule. Ari tracks payment status, prepares follow-ups, and brings customer replies and exceptions to your team.

Explore collections
Payment follow-up

A quick check on your invoice

Hi there, just following up on the invoice below. Could you let us know when we can expect payment?

Invoice attached

Draft prepared for review

03

Close the loop on cash.

Ari matches payments to invoices and keeps your CRM, billing platform, and accounting system aligned. Discrepancies come back for review.

Explore reconciliation
Payment reconciliation
Invoice$12,000
Payment received$12,000

Matched · Ready to sync

Learn the 8-step C2C processCompare quote-to-cashCompare order-to-cash

In the customer’s words

Daydream Labs

From uploading a signed contract to setting up the deal in Stripe.

Read the customer story
“I can get this done in one minute. Upload the contract, and in a couple of minutes or less, it's done. So I can move on to the next thing.”
Janet · Daydream Labs

When the agreement changes

Deals change.
Ari keeps up.

Give Ari the updated terms or an instruction in Slack. He prepares the change with the context your team needs to review it.

  • Adjust discounts, billing dates, and invoice details.
  • Keep changes aligned across connected systems.
  • Ask for billing and payment status in Slack.
Explore billing support More about Ari
A handoff in Slack
Y
You

Ari, apply the agreed 10% discount to this invoice.

LedgerUp
Ari

I found the updated terms. The revised invoice is ready for your review.

Invoice total
$12,000$10,800

Approve the change before your systems are updated.

Connected to your existing tools

One handoff.
Across your whole stack.

Your CRM holds the deal. Your billing platform issues the invoice. Your accounting system records the payment. Ari connects the work between them.

  1. HubSpot

    Deal moved to Closed Won

  2. DocuSign

    Contract terms extracted

  3. Stripe

    Subscription + invoice created

  4. QuickBooks

    Revenue + GL synced

  5. Slack

    Team notified with context

Connected to the systems you already run

50+ integrations supported, plus custom connectors for API-accessible systems.

Explore integrations
  • Salesforce
  • HubSpot
  • Stripe
  • QuickBooks
  • Chargebee
  • DocuSign
  • Snowflake
  • Supabase
  • Sage
Explore contract-to-cash integration paths

Salesforce to QuickBooks

Create QuickBooks invoices from closed-won Salesforce opportunities without manual sales-to-finance handoffs.

Salesforce to Chargebee

Turn sales-led Salesforce opportunities into Chargebee subscriptions while keeping contract terms intact.

Salesforce to Sage Intacct

Post Sage Intacct invoices from Salesforce deals with contract-aware terms, entities, and dimensions.

Salesforce to Xero

Create Xero invoices from Salesforce opportunities and keep revenue teams aligned on billing status.

HubSpot to Chargebee

Automate Chargebee subscription setup from HubSpot deals for custom sales-led contracts.

HubSpot to Sage Intacct

Create Sage Intacct invoices from HubSpot deals with AI extraction for payment terms and billing details.

HubSpot to Xero

Move HubSpot closed-won deals into Xero invoices with billing terms and customer details already mapped.

Attio to QuickBooks

Turn modern CRM deals in Attio into QuickBooks invoices without spreadsheet-based handoffs.

DocuSign to NetSuite

Create NetSuite invoices from signed DocuSign agreements after Ari reads contract terms and schedules.

DocuSign to Sage Intacct

Post Sage Intacct invoices from completed DocuSign envelopes with extracted payment terms and milestones.

Getting started

Keep your tools.
Hand off the work.

Most teams are live within a week. Start with your existing systems and one billing workflow.

01

Connect your systems

Bring together your CRM, contracts, billing, and accounting tools. Your team keeps working where it already does.

02

Set your approval rules

Choose what Ari prepares for review and which routine actions he can handle within your rules.

03

Give the team a shared view

Sales, RevOps, finance, and leadership can ask Ari for billing and payment status in Slack.

Need a custom connection? The LedgerUp Engine REST API covers customers, accounts, metrics, and events, with a published OpenAPI specification.

API documentation OpenAPI specification

A few more details

Good questions.
Clear answers.

Getting started with contract-to-cash automation.

What is contract-to-cash automation?

Contract-to-cash automation is the process of using software to handle every step between a signed contract and collected payment — including invoice creation, delivery, payment tracking, and reconciliation — without manual intervention.

How does LedgerUp automate the contract-to-cash process?

LedgerUp's AI agent Ari reads signed contracts, extracts billing terms, creates subscriptions, schedules and sends invoices, chases payments, and reconciles cash — all automatically. It works with your existing CRM, billing, and finance tools.

Does LedgerUp require migrating off my current billing tools?

No. LedgerUp connects to your existing stack — Stripe, HubSpot, QuickBooks, Salesforce, and more — with two-way sync. There is no rip-and-replace. Ari runs your current tools instead of replacing them.

How long does it take to set up LedgerUp for contract-to-cash?

Most teams are live within one week. LedgerUp connects to your existing systems, and Ari operates from Slack — no new dashboards or platform migration required.

What billing terms can LedgerUp handle?

LedgerUp supports Net 30, Net 45, milestone-based, usage-based, and custom billing terms. Ari reads the contract and follows the agreed terms exactly for each customer.

Your next signed contract.
Ari’s next assignment.

See how Ari takes your team from signed terms to billing ready, and keeps the work moving through payment.

Book a demo