Salesforce Integration
Post-signature billing automation, without Revenue Cloud
LedgerUp connects to Salesforce via the Salesforce API with OAuth, and typical setup takes 1 to 2 days. When an opportunity closes, LedgerUp reads the opportunity and the contract PDFs attached to it, then creates the correct invoice or subscription in your billing system: Stripe, QuickBooks, NetSuite, Xero, Chargebee, or Sage Intacct. It is post-signature automation: Salesforce CPQ handles the quote, LedgerUp handles everything after the deal closes.
What the Salesforce integration does
The integration syncs opportunities, contacts, accounts, custom objects, and attachments bidirectionally. Closed-won opportunities trigger invoice creation from the opportunity amount, payment terms, and billing schedule, with billing terms, pricing tiers, and payment schedules extracted from attached contract PDFs rather than re-keyed. Invoice status, payment status, and AR aging data flow back to Salesforce, so sales sees collection status without leaving their CRM. It complements Salesforce Revenue Cloud rather than replacing it, and fits teams that use Salesforce as their CRM but prefer Stripe or QuickBooks for billing.
How the workflow runs
From closed-won opportunity to collected cash, with AR status visible on the records sales already uses.
Closed Won triggers billing
When an opportunity closes, LedgerUp creates the invoice or subscription from the opportunity amount, payment terms, and billing schedule, configured to match the signed contract exactly.
Contract PDFs are read, not re-keyed
LedgerUp reads contract PDFs attached to Salesforce opportunities and extracts billing terms, pricing tiers, and payment schedules without manual data entry.
Usage data becomes usage invoices
LedgerUp pulls usage data from Salesforce custom objects or related records, calculates overages against contract thresholds, and generates invoices automatically. This is the core use case for B2B SaaS companies with hybrid pricing models.
Milestones bill on stage changes
Invoices trigger when opportunity stages change or custom milestones are reached. A 30% on signature, 40% on deployment, 30% on go-live schedule runs itself.
Expansions update the subscription
When an opportunity expands an existing account, LedgerUp updates the Stripe subscription: adds seats, upgrades the plan, or adds add-ons, linked back to the Salesforce records via metadata.
AR status flows back to Salesforce
Invoice status, payment status, and aging data are written back to opportunity and account records, and a failed charge creates a follow-up task in Salesforce and notifies the account owner in Slack via Ari.
Scope and boundaries
What the integration covers, and the lines it deliberately doesn't cross.
Objects synced
Opportunities, contacts, accounts, custom objects, and attachments, bidirectionally, with OAuth read/write access.
Billing systems
Invoices and subscriptions are created in Stripe, QuickBooks, NetSuite, Xero, Chargebee, or Sage Intacct. Your existing billing stack stays: no migration and no disruption.
CPQ boundary
LedgerUp is not a CPQ replacement. Use Salesforce CPQ for quotes; LedgerUp takes over after the deal closes. CPQ quote line items, product catalog data, and pricing rules are supported as inputs.
Revenue Cloud boundary
LedgerUp complements Revenue Cloud rather than replacing it, and is the path for teams that want contract-to-cash automation live in 1 to 2 days rather than a 3 to 6 month Revenue Cloud implementation.
Where Ari surfaces
Ari operates in Slack: approvals, exception flags, and notifications. Salesforce visibility comes from field write-back on the records sales already works in, not from a separate embedded app.
docs.ledgerup.ai
Open the Salesforce setup guide
OAuth connection, object and field mapping, usage-source configuration, and milestone triggers are documented on the docs site.
Go to docs.ledgerup.aiRelated reading
The product page, with comparisons against Revenue Cloud, Certinia, and BillingPlatform.
The pair page: closed-won to Stripe subscription, metered events, and expansion handling.
How usage events are aggregated and rated before they become invoice lines.
Salesforce Integration FAQ
Does LedgerUp replace Salesforce Revenue Cloud?
No, it complements it. LedgerUp is built for teams that use Salesforce as their CRM but prefer Stripe or QuickBooks for billing, and want billing automation live in 1 to 2 days instead of a 3 to 6 month Revenue Cloud implementation.
How does LedgerUp connect to Salesforce?
Via the Salesforce API with OAuth authentication. Typical setup takes 1 to 2 days, including the Salesforce connection, billing system integration, and the first automated workflows.
Can LedgerUp handle usage-based billing from Salesforce?
Yes, and it is the integration's core use case. LedgerUp pulls usage data from Salesforce custom objects or related records, calculates overages against the thresholds in the signed contract, and generates the invoices automatically, pushing metered events to Stripe where Stripe is the billing system.
Does LedgerUp replace Salesforce CPQ?
No. LedgerUp focuses on post-signature automation, the contract-to-cash side, rather than quoting. Use Salesforce CPQ for quotes and LedgerUp for billing automation after the deal closes. CPQ quote line items and pricing rules are supported as inputs to invoicing.
How does the sales team see billing status?
Invoice status, payment status, and AR aging data are written back to Salesforce opportunity and account records, so sales sees collection status without leaving their CRM. Failed charges additionally create a follow-up task in Salesforce and notify the account owner in Slack.
Do I have to change my existing billing setup?
No. LedgerUp works with the Stripe or QuickBooks setup you already have: no migration and no disruption. Deals close in Salesforce, invoices are created in your existing billing system, and the results sync back.