Automate the billing work slowing your team down. LedgerUp handles invoicing, collections, and reconciliation in the systems you already use.
“Once we implemented LedgerUp, I got my life back.”
Trusted by growing finance teams
Signed agreement
Acme Corp.
Quarterly · Net 30
SignedFirst invoice
Ready for approvalNext quarter
ScheduledTerms carried through
8:02Invoicing
Ari turns signed terms into billing schedules and invoices, even for complex contracts. Your approval rules stay in place.
Signed agreement
Acme Corp.
Quarterly · Net 30
SignedFirst invoice
Ready for approvalNext quarter
ScheduledTerms carried through
9:30Follow-ups
Overdue invoices get followed up, so cash keeps flowing. Ari checks the balance and customer history, then brings you the requests that need a decision.
01 / Follow-up draft
A quick check on INV-1042
Hi Maya,
Following up on invoice INV-1042 for $12,000, now 14 days overdue.
Could you confirm when payment is scheduled? I’ve attached the invoice for reference.
Thanks,
Your billing team
Ready for your review
11:15Customer portals
Ari handles submissions, PO requirements, and rejected invoices in portals like Coupa and Ariba. Every submission stays traceable.
Invoice submitted.
1:10Billing inbox
Invoice requests, PO changes, and payment questions get handled with the right context. Ari prepares the reply and brings you exceptions.
PO update for invoice INV-1042
Could you add PO-2048 to our invoice?
Hi Maya,
I’ve added PO-2048 to your invoice. The updated copy is attached.
Best,
Ari
2:40Payments
Ari matches incoming payments to open invoices and flags differences for review. No spreadsheet detective work.
Payment received
$12,000Acme Corp. · Bank transfer
Invoice INV-1042
$12,000Acme Corp. · Quarterly
One less payment to track down.
3:20Contract intelligence
Ari reads signed agreements and checks them against your billing records, catching contracts that haven’t been billed before revenue slips through.
Billing start date reached
Ari flagged the missing invoice for review.
For ServiceUp, this was the turning point
Invoices were two weeks behind. Month-end close took 15 days. Then Ari joined the team.
Featured customer story
Ari took on invoicing and reconciliation. In the first three months, ServiceUp issued 30,000 invoices and moved 80 hours of weekly contractor work to other accounting priorities. Caitlyn got at least 10 hours a week back.
Read the story“Once we implemented LedgerUp, I got my life back.”
Caitlyn Murdick
Controller, ServiceUp
“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
“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
Your contracts, customer conversations, and billing records already live somewhere. Ari works across those systems to carry each deal through to payment.
HubSpot
Deal moved to Closed Won
DocuSign
Contract terms extracted
Stripe
Subscription + invoice created
QuickBooks
Revenue + GL synced
Slack
Team notified with context
50+ integrations supported, plus custom connectors for API-accessible systems.
Explore integrations
SalesforceHubSpotStripe
QuickBooks
ChargebeeDocuSign
Snowflake
Supabase
SageSet your billing rules. When details don’t match, Ari flags the issue and brings you the context to decide.
Northstar · Quarterly subscription
| Customer POPO-1042.pdf | Invoice draftNetSuite | |
|---|---|---|
| Total | $12,000.00 | $12,000.00 |
| Tax code | Exempt | Exempt |
| Remit-toNeeds review | 100 Summer St. Boston, MA | 525 Market St. San Francisco, CA |
You
Use Boston for this invoice. Keep checking with me when they differ.
Draft updated to Boston. Awaiting your approval to submit.
Review every draft, approve key actions, or let Ari run within your rules. Start with the work that takes the most time. Most teams are live in a week.
Ari prepares invoices, customer replies, and billing changes. You review before anything goes out.
Ari handles routine follow-ups. New billing setups and adjustments come to you.
Ari carries out approved workflows from start to finish, bringing you exceptions and decisions outside his scope.
Choose which actions Ari can handle independently and which need your sign-off.
Anything unusual is routed to the right owner with full context, not buried in a queue.
Ari respects the access, systems, and scopes you already trust across your stack.
Every decision, action, and source document is logged and easy to review later.
The documentation explains each workflow step by step. The comparison pages say plainly which layer each tool is, and where LedgerUp fits next to it.
LedgerUp builds AI agents for the manual accounts receivable work that billing systems leave behind. Its AI billing teammate, Ari, reads signed contracts, creates and sends invoices on the right schedule, follows up on overdue payments, submits invoices to procurement portals such as Coupa, Ariba, Bill.com, and Tipalti, answers customer billing questions, matches payments to invoices, and keeps revenue recognition tied to the contract. Ari works inside Slack and email with the CRM, billing, and accounting systems B2B companies already run, including Salesforce, HubSpot, Stripe, QuickBooks, and NetSuite. LedgerUp is SOC 2 Type II compliant, and most teams are live in a week.
B2B companies with sales-led deals, a lean finance team, and billing work that spills beyond their software. If custom contracts, customer portals, and payment exceptions keep landing on the same few people, Ari can take on the follow-through. Simple self-serve subscriptions may not need this level of support.
No. Ari works alongside your existing billing and accounting tools. He handles the work around them, including reading contracts, following up on payments, submitting invoices to portals, and resolving exceptions.
Ari connects to tools like Salesforce, HubSpot, Stripe, Chargebee, NetSuite, QuickBooks, Xero, and Sage, plus email, Slack, e-signature tools, and procurement portals. A REST API is available for custom integrations.
That’s up to you. Review every draft, approve only key actions, or let Ari run workflows within your rules. He follows your permissions, brings you exceptions, and keeps an audit trail.
Some straightforward, repetitive tasks can be automated within 24–48 hours. Most teams are live in a week, with migration assistance and onboarding included. There are no setup fees. Pilots are available so you can try Ari on your own billing work before committing.
They are different layers. Stripe Billing and Maxio are billing engines: they store the plans and produce the invoices. Tabs runs billing through its own dashboard and billing engine. LedgerUp is an AI agent for the manual work around the engine: reading custom contracts, submitting to procurement portals, chasing collections, answering billing questions, applying cash, and keeping the audit trail tied out. Ari plugs into the billing engine, CRM, and accounting system you already use, so most teams run LedgerUp alongside Stripe or Maxio rather than instead of them.
LedgerUp is SOC 2 Type II compliant. Ari follows your access permissions and approval rules, and keeps an audit trail of his work.
Meet your billing teammate
Show us the backlog, the recurring work, or the role you’re about to post.
We’ll walk through what Ari takes on.
