Automate Renewals

Missed Renewals Are
Revenue You Already Earned.

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.

Renewals in spreadsheets vs renewals on autopilot

Renewal revenue leaks quietly: a date nobody tracked, an uplift nobody applied, a subscription that lapsed unnoticed.

Without automation

  • Renewal dates live in a spreadsheet someone updates quarterly
  • Contractual uplifts (CPI, fixed %) forgotten at renewal time
  • Auto-renew contracts keep billing old pricing indefinitely
  • Expiring subscriptions discovered after the customer already lapsed
  • Finance learns about renewals from sales — sometimes

With LedgerUp

  • Renewal terms extracted from every signed contract automatically
  • Uplifts and price changes applied per the contract, on the date they take effect
  • Renewal invoices generated and sent the day terms renew
  • Expiring agreements flagged 60-90 days out to the right owner in Slack
  • CRM, billing, and finance stay in sync on every renewal event

How renewal automation works

From contract signature to every subsequent renewal — tracked and billed automatically.

01

Renewal terms captured at signature

When Ari reads a signed contract, it extracts more than the first invoice: term length, renewal type (auto-renew or opt-in), notice windows, and contractual uplifts. The renewal schedule exists from day one.

02

Upcoming renewals surfaced early

Ari flags approaching renewals to the right owner in Slack — 90 days for enterprise accounts with notice windows, closer in for auto-renewing SMB contracts — with the contract terms and account context attached.

03

Renewal billing fires on the date, with the right terms

On renewal, Ari generates the invoice with the correct post-renewal pricing: uplifts applied, seat or usage changes reflected, term dates updated in your billing system and CRM.

04

Lapses caught before they happen

Subscriptions approaching expiry without a renewal signal get escalated — to the account owner for a save motion, or to finance for a decision — instead of quietly lapsing and surfacing in next quarter’s churn analysis.

Works with your existing stack

LedgerUp connects to the tools you already use — no migration required.

Renewal use cases

Where renewal automation stops the leaks.

Forgotten Contractual Uplifts

Annual uplift clauses are among the most common revenue leaks — negotiated at signature, forgotten at renewal. Ari applies them automatically because they were extracted from the contract on day one.

A contract with a 7% annual uplift renews at $53,500 instead of rolling over at $50,000 — recovering revenue that was already negotiated.

Auto-Renew Portfolio Hygiene

Auto-renewing contracts are easy to bill and easy to bill wrong. Ari verifies each renewal against current contract terms, catching stale pricing and expired discounts.

A first-year discount expires at renewal; Ari bills year two at list price per the order form, instead of perpetuating the discount.

Renewals + Collections in One Motion

A renewal invoice that goes out on time and gets chased like any other invoice closes the loop — renewal revenue is only real when it’s collected.

A renewal invoice unpaid at day 15 enters the standard reminder cadence automatically — no separate renewal-collections process.

Renewals are contract-to-cash, round two

The same engine that bills the first invoice handles every renewal after it.

Product

Contract-to-cash

The full lifecycle: contract read, invoice created, payment collected — at signature and every renewal.

See contract-to-cash
Resource

Revenue leakage

Missed renewals are one of the biggest leak sources. See the full picture.

See revenue leakage
Automate

Dunning sequences

Renewal invoices enter the same automated collections workflow as everything else.

See dunning automation

Renewal automation FAQ

Common questions about automating renewals with LedgerUp.

How does Ari know when contracts renew?

From the contracts themselves. When Ari reads a signed agreement it extracts term length, renewal type, notice windows, and uplift clauses — building the renewal schedule at signature rather than relying on someone maintaining a spreadsheet.

Can it handle both auto-renew and opt-in renewals?

Yes. Auto-renew contracts bill automatically on the renewal date with post-renewal terms applied. Opt-in renewals surface to the account owner ahead of the notice window, and billing fires once the renewal is confirmed in your CRM.

What about mid-term changes — upsells, seat additions, downgrades?

Changes recorded in your CRM or documented in amendments carry into the renewal. Ari bills the renewal against current terms, not the original order form, so expansions and contractions are reflected without manual reconciliation.

How early are expiring contracts flagged?

Configurable per segment. A common setup: enterprise contracts with 60-day notice windows flag at 90 days; SMB auto-renewals flag at 30. Flags go to the account owner or finance in Slack with the contract context attached.

Does this sync with our CRM?

Yes. Renewal events update HubSpot or Salesforce — renewal dates, post-renewal ARR, invoice status — so sales, CS, and finance are looking at the same renewal picture instead of three different ones.

How much revenue do missed renewals typically leak?

Industry analyses put uncaptured renewal revenue — missed uplifts, lapsed subscriptions, stale pricing — at 1-3% of ARR for teams managing renewals manually. It’s among the highest-ROI things to automate because the revenue is already contracted.

Stop babysitting billing ops.

Let Ari run contract-to-cash for your team.

Book a demo →