Stop Reconciling Payments in Spreadsheets.
Let AI Match Every Dollar.
LedgerUp matches payments across Stripe, QuickBooks, and your CRM in real-time — flagging discrepancies and keeping your books clean without manual effort.
Manual reconciliation vs automated reconciliation
What changes when an AI agent reconciles your payments instead of a spreadsheet and late nights.
Without automation
- Hours spent cross-referencing Stripe, QuickBooks, and your CRM every week
- Discrepancies discovered during month-end close — too late to fix quickly
- Partial payments tracked in spreadsheets with manual notes
- Revenue recognition delayed because books aren't reconciled
- Audit prep is painful — pulling records from five different systems
With LedgerUp
- Payments matched across all systems in real-time — no manual lookups
- Discrepancies flagged instantly in Slack before they become problems
- Partial payments tracked and applied automatically to open invoices
- Revenue recognized on time because reconciliation happens continuously
- Audit-ready reconciliation reports available always — not just at month-end
How automated reconciliation works
From payment received to books updated — in seconds, not days.
Payment received in Stripe or your bank
When a payment hits your Stripe account, bank feed, or payment processor, LedgerUp receives a webhook notification instantly. Every payment is captured in real-time.
Ari matches the payment across systems
Ari cross-references the payment against open invoices in QuickBooks or NetSuite, the deal record in your CRM, and the original contract terms. Amount, customer, and invoice number are all validated.
Discrepancies flagged for review
If a payment doesn't match — wrong amount, missing invoice, duplicate charge, or partial payment — Ari flags it in Slack with full context. Your team resolves exceptions, not routine matches.
Books updated automatically
Matched payments are recorded in your accounting system with the correct GL coding, customer record, and invoice reference. Your books stay clean without manual journal entries.
Works with your existing stack
LedgerUp connects to the tools you already use — no migration required.
Reconciliation automation use cases
How B2B SaaS companies automate payment reconciliation with LedgerUp.
Cross-System Reconciliation
Ari matches payments across Stripe, QuickBooks, and your CRM automatically. Every transaction is validated against the invoice, deal record, and contract terms — no manual cross-referencing.
A $12,000 payment in Stripe is matched to Invoice #1042 in QuickBooks and Deal #789 in HubSpot — all within seconds of the payment landing.
Partial Payment Tracking
When customers pay less than the invoiced amount, Ari tracks the partial payment, applies it to the correct invoice, and calculates the remaining balance. No spreadsheet tracking required.
A customer pays $8,000 against a $12,000 invoice. Ari applies the payment, updates the balance to $4,000, and schedules a follow-up for the remainder.
Month-End Close Acceleration
Because reconciliation happens continuously, month-end close becomes a review — not a scramble. All payments are already matched, exceptions are resolved, and reports are ready.
Month-end close that used to take 5 days now takes 1 day. All reconciliation is done — finance just reviews the exception report and approves.
Reconciliation is just the start
Ari automates the entire revenue lifecycle — from contract to cash collected.
Automate cash application
Payments applied to the right invoices automatically — Ari handles matching, partial payments, and remittance parsing.
See cash applicationAutomate invoicing
Invoices created from contracts automatically — from deal close to invoice sent in seconds.
See invoicing automationContract-to-cash
Reconciliation is one step. See how Ari automates the entire revenue lifecycle end-to-end.
See contract-to-cashPayment reconciliation FAQ
Common questions about automating payment reconciliation with LedgerUp.
What is payment reconciliation?
Payment reconciliation is the process of matching incoming payments against invoices, contracts, and accounting records to ensure every dollar is accounted for correctly. It involves cross-referencing data across payment processors (like Stripe), accounting systems (like QuickBooks), and CRMs to confirm amounts, customers, and timing all align.
How does AI matching work across systems?
Ari receives real-time webhooks from your payment processor when payments land. It then cross-references each payment against open invoices in your accounting system and deal records in your CRM. It validates the amount, customer, invoice number, and payment terms — flagging anything that doesn't match for human review.
How does LedgerUp handle partial payments?
When a partial payment is received, Ari applies it to the correct invoice, updates the remaining balance, and tracks the outstanding amount. It can also trigger automated follow-ups for the remaining balance and maintain a running ledger of partial payment history per customer.
Does LedgerUp support multi-currency reconciliation?
Yes. Ari handles multi-currency payments by converting amounts using the exchange rate at the time of payment, matching against invoices denominated in different currencies, and flagging any FX-related discrepancies. Currency conversion details are recorded for audit purposes.
How fast does LedgerUp reconcile payments?
Payments are reconciled in real-time. When a payment webhook is received, Ari matches it against your records within seconds. There's no batch processing or overnight sync — reconciliation happens as payments land, so your books are always current.
How does automated reconciliation impact month-end close?
Dramatically. Because reconciliation happens continuously throughout the month, month-end close shifts from a multi-day reconciliation scramble to a quick review of pre-matched records and resolved exceptions. Teams typically reduce close time by 60-80%.
How long does it take to implement LedgerUp for reconciliation?
Most teams go live within 1-2 weeks. Setup involves connecting your payment processor and accounting system (1-2 hours), configuring matching rules, and testing with recent transactions. No engineering resources required — Ari handles the integration via native APIs.
Ready to automate reconciliation?
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.