Stop Creating Invoices Manually.
Let AI Do It in Seconds.
LedgerUp reads your contracts, creates invoices in your billing tool, and handles the full billing cycle — from deal close to payment collected.
Manual invoicing vs automated invoicing
What changes when an AI agent handles your invoicing instead of a spreadsheet and good intentions.
Without automation
- Sales closes a deal — finance doesn't know for hours or days
- Someone reads the contract PDF and types amounts into the billing system
- Payment terms, line items, and customer details entered manually — errors happen
- Invoice sits in draft until someone reviews and sends it
- Delayed invoicing means delayed revenue recognition and cash collection
With LedgerUp
- Deal closes in CRM — Ari is notified instantly via webhook
- Ari reads the contract PDF and extracts pricing, terms, and billing schedule
- Invoice created automatically in Stripe, QuickBooks, or NetSuite with correct details
- Team notified in Slack with invoice summary — review and approve in one click
- Invoices sent same day as deal close — cash collection starts immediately
How automated invoicing works
From deal close to invoice sent — in seconds, not days.
Deal closes in your CRM
When a deal moves to Closed Won in HubSpot, Salesforce, or Attio, LedgerUp receives a webhook notification immediately. No delay, no manual trigger.
Ari reads the contract
Ari extracts billing terms, pricing, payment schedules, line items, and customer details from the attached contract PDF. Net 30, milestone billing, usage thresholds — all understood automatically.
Invoice created in your billing tool
Ari creates the invoice in Stripe, QuickBooks, or NetSuite with the correct amounts, terms, customer record, and GL coding. Multi-line, multi-currency, and recurring invoices are all supported.
Team notified, invoice sent
Your team gets a Slack notification with the invoice summary. One click to approve and send — or configure auto-send for standard deals. Collections begins automatically on the due date.
Works with your existing stack
LedgerUp connects to the tools you already use — no migration required.
Invoice automation use cases
How B2B SaaS companies automate different billing models with LedgerUp.
Subscription Invoicing
Annual and monthly subscription deals create recurring invoices automatically. Ari handles billing cadence, proration, and renewal invoicing.
A $50K annual contract in HubSpot becomes 12 monthly invoices in Stripe — created and scheduled at deal close.
Usage-Based Invoicing
Ari pulls usage data from your product, compares it against contract thresholds, and creates invoices for overages. No custom scripts or spreadsheets.
A customer exceeds their 10,000 API call limit by 3,200 calls. Ari calculates the overage at $0.02/call and creates a $64 invoice in QuickBooks.
Milestone Billing
Project-based deals with milestone payment schedules trigger invoices as stages are reached. Each milestone maps to a deal stage change in your CRM.
Invoice 40% on contract signature, 35% on implementation start, 25% on go-live — each triggered by a CRM stage change.
Invoicing is just the start
Ari automates the entire revenue lifecycle — from contract to cash collected.
Automate collections
Once invoices are sent, Ari handles follow-ups, escalations, and payment tracking automatically.
See collections automationAutomate reconciliation
Payments matched to invoices automatically — Ari flags discrepancies and partial payments.
See reconciliationContract-to-cash
Invoicing is one step. See how Ari automates the entire revenue lifecycle end-to-end.
See contract-to-cashInvoice automation FAQ
Common questions about automating invoicing with LedgerUp.
What is automated invoicing?
Automated invoicing uses software to create, send, and track invoices without manual data entry. Instead of reading a contract and typing amounts into your billing system, an AI agent like Ari reads the contract, extracts billing terms, and creates the invoice automatically in Stripe, QuickBooks, or NetSuite.
How does LedgerUp create invoices from contracts?
Ari uses AI to read contract PDFs attached to CRM deals. It extracts pricing, payment terms (Net 30, Net 60, etc.), billing schedules, line items, and customer details. Then it creates the invoice in your billing tool with the correct amounts, terms, and customer record — no manual data entry.
Which billing tools does LedgerUp create invoices in?
LedgerUp creates invoices in Stripe, QuickBooks, NetSuite, and Xero. It connects to your CRM (HubSpot, Salesforce, Attio) to receive deal data and to e-signature tools (DocuSign, PandaDoc) to read signed contracts.
Can LedgerUp handle complex pricing models?
Yes. Ari handles flat-rate, per-seat, tiered, volume, usage-based, milestone, and hybrid pricing models. It reads the pricing structure from the contract — no predefined plan templates needed. Custom discounts, one-off charges, and multi-line invoices are all supported.
How long does it take to set up automated invoicing?
Most teams go live within 1-2 weeks. Setup involves connecting your CRM and billing tool (1-2 hours), configuring field mappings and invoice templates, and testing your first automated workflow. No engineering resources required.
What happens if the contract data is incomplete?
Ari flags incomplete or ambiguous contracts in Slack before creating an invoice. Your team can review, fill in missing fields, and approve — nothing gets pushed to your billing system with bad data.
Does automated invoicing work with recurring billing?
Yes. Ari creates both one-time and recurring invoices. For subscription deals, it sets up the billing cadence (monthly, quarterly, annual) and handles proration when contracts start mid-cycle. Renewal invoices are created automatically at the end of each term.
Ready to automate invoicing?
Book a Demo →Software should do the work.
You should move the business.
See how Ari takes billing ops off your team's shoulders - from contract to collected cash.