Every billing job Ari takes
off your finance team's plate.
One page per workflow: what breaks when it is manual, how Ari runs it, and which systems it keeps in sync.
Invoicing and billing
From signed contract or closed deal to a correct invoice in your ledger.
Invoicing
Ari reads contracts and deal data, then creates invoices in Stripe, QuickBooks, NetSuite, or Sage Intacct without anyone re-keying terms.
Milestone Billing
LedgerUp reads phased billing schedules out of signed contracts and generates each milestone invoice on trigger — date-based, deliverable-based, or approval-based — without a spreadsheet tracking any of it.
Proration
Upgrades, downgrades, seat changes, and mid-term amendments — LedgerUp computes the proration, generates the right invoice or credit, and posts clean records to your billing system.
Credit Memos
Contract changes, billing corrections, and dispute resolutions all end in a credit memo or rebill. LedgerUp generates them with the right amounts, approvals, and audit trail — posted cleanly to your ledger.
Usage Metering & Billing
LedgerUp turns metered usage into correct invoices — rated against each customer’s contracted pricing, reconciled against entitlements, and synced to your ERP with revenue treatment intact.
Multi-Entity Billing
LedgerUp routes each contract to the right legal entity, bills with the right currency, tax treatment, and template, and keeps every entity’s ledger clean — without an ERP rollout.
Multi-Currency Billing
LedgerUp invoices each customer in their contracted currency, matches payments across FX differences, and posts clean multi-currency records to your ledger.
Sales Tax Lines
LedgerUp applies the correct tax treatment to every invoice — pulling from your tax engine or configured rules — so QuickBooks and NetSuite get clean tax lines and filings reconcile without archaeology.
Collections and cash
Getting paid, applying the payment, and keeping the books matched.
Payment reminders
Personalized follow-ups on overdue invoices, with replies handled and exceptions routed to your team in Slack.
Cash application
Incoming ACH, checks, and card payments matched to open invoices across Stripe, QuickBooks, and NetSuite.
Payment reconciliation
Payments cross-checked against invoices, CRM records, and contract terms so the ledger and the bank agree.
Dunning
LedgerUp runs escalating dunning sequences that adapt to each customer — and stop the moment a payment is matched. No spam, no chasing paid invoices.
Collections Escalation
LedgerUp ranks overdue accounts by aging, amount, and risk — runs multi-touch escalation sequences automatically — and flags the accounts that need a human before they hit 90 days.
Reduce DSO
LedgerUp attacks every driver of DSO at once: invoices go out the day deals close, reminders land before due dates, collections escalate automatically, and cash gets applied the day it arrives.
Payment Retries
LedgerUp catches failed charges and bounced payments, retries intelligently, and switches to human-facing outreach when retries won’t fix it — so failed payments never quietly become bad debt.
Dispute & Short-Pay Handling
LedgerUp catches short-pays and billing disputes the moment they surface, routes them with full context, and keeps the rest of the invoice collecting — so exceptions stop stalling your cash.
Renewals
LedgerUp tracks every contract’s renewal date, triggers billing the moment terms renew, and catches expiring subscriptions before they lapse — so renewal revenue never leaks.
Real-Time AR Visibility
LedgerUp gives finance real-time AR aging, ARR tracking, and collection forecasts pulled from live billing data — board-ready numbers without the spreadsheet ritual.
Finance operations
The controls and hand-offs around billing: approvals, close, audit trail, data sync.
Invoice Approvals
High-value invoices get a one-click approval in Slack before they send — with the contract context attached — and every approval posts through to QuickBooks, NetSuite, or Stripe.
Month-End AR Close
Billing complete, cash applied, exceptions resolved, and AR reconciled to the ledger — continuously through the month, so close is a checklist, not an excavation.
Audit Trail & SOC 2 Readiness
From e-signature to cash collected, LedgerUp records who did what, when, and from which source document — the audit trail SOC 2 and financial audits ask for, generated as a side effect of the workflow.
CPQ to Invoice
LedgerUp turns closed CPQ quotes and signed order forms into correct invoices automatically — line items, discounts, and schedules carried through from Salesforce CPQ or HubSpot without custom code.
Invoice Delivery
Every invoice sent to the right contact with a PDF and payment link, recorded in your ledger, submitted to procurement portals where required — with delivery confirmed, not assumed.
Customer Data Sync
LedgerUp keeps customer, product, and pricing data consistent between your CRM and your ledger — no duplicate customers, no stale rates, no invoice errors born from bad reference data.