UNIFIED BILLING INBOX
Give Ari the billing inbox. He brings requests, customer context, and the work to resolve them together — across the tools you already use.
Hi team — our latest invoice shows 150 seats, but our agreement is for 120. Could you update the invoice and credit the difference?
Checked the signed agreement and invoice INV-0847.
I’ve prepared a $1,500 credit and the corrected invoice for 120 seats. Ready for your review.
Requests come from everywhere.
The context comes together here.
IntercomEmail
Slack01 / THE WORK ARI TAKES ON
Six everyday billing jobs, connected to the records, conversations, and approvals behind them.
01 / INVOICE CORRECTIONS
Ari checks the request against your records and prepares the correction, with the reason for every change.
02 / CREDITS & REFUNDS
Calculate the adjustment, link it to the original invoice, and route the credit or refund for approval.
$1,500USD
03 / PLAN CHANGES
Upgrades, downgrades, and prorations. Ari prepares the subscription change and the billing adjustment together.
04 / BILLING SCHEDULES
Turn a customer’s request into an updated billing schedule, with the terms and effective date checked.
05 / CUSTOMER DETAILS
PO numbers, billing contacts, and invoice details. Ari prepares the update and a reply with the revised document.
06 / INVOICE QUESTIONS
Ari finds the right customer record and invoice, then prepares a clear response with the documents attached.
Hi Maya,
Your latest invoice is attached.
Let me know if you need anything else.
02 / THE WHOLE PICTURE
The answer is rarely in the ticket alone. Ari connects the customer’s request to their agreement, invoices, and subscription — so the work moves forward with the full picture.
“Can you check the seats on this invoice?”
Illustrative customer records
03 / YOUR RULES, BUILT IN
Let Ari handle routine requests within your rules. When a credit, refund, or billing change needs your sign-off, you get the proposed action and the context to make the call.
A clear change. Ready for your call.
Acme was billed for 30 seats above the agreed count. Issue a credit against INV-0847.
Illustrative approval request
04 / FROM REQUEST TO RESOLUTION
Your support channels stay. Your billing systems stay. Ari handles the work between them.
A billing question arrives in Pylon, Intercom, email, or Slack.
Ari checks the records and prepares the reply, revision, or adjustment.
Changes that need a decision come to the right person with context.
Ari carries out the approved work and updates the original conversation.
A FEW MORE DETAILS
A unified billing inbox brings billing requests from Pylon, Intercom, email, and Slack into one place, alongside the customer records and proposed actions needed to resolve them. Your team can follow each request from arrival through review and resolution.
Billing ticket automation uses AI to handle repeatable billing requests, including invoice corrections, credit memos, refunds, plan changes, and billing schedule adjustments. Ari finds the relevant records, prepares the change, and follows your approval rules before carrying it out.
No. Ari works alongside your existing support tools. Customers and support teams keep using their usual channels, while Ari handles billing requests and brings the resolution back to the original conversation.
Ari works with systems including Stripe, QuickBooks, and NetSuite. He uses the customer, invoice, and subscription records in your connected systems to prepare and carry out billing changes.
You decide. Set the actions Ari can handle independently and the changes that require review. Credits, refunds, and subscription changes can be routed to the right person with the proposed adjustment and supporting context.
Ari brings the exception to your team with the customer’s request, the relevant records, and the decision needed. Unclear terms or changes outside your rules stay under review until the right person weighs in.
Bring a real billing request. See how Ari would take it from here.
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Stripe
QuickBooks
NetSuite