Chargebee Handles Subscriptions.
LedgerUp Handles Custom Deals.
You use Chargebee for subscription billing. LedgerUp handles what Chargebee can't — custom contracts, usage billing from any source, and AI-powered collections.
LedgerUp does not replace Chargebee. It extends it for sales-led billing. Chargebee continues to handle your self-serve subscriptions, payment processing, and dunning. LedgerUp automates the workflows Chargebee wasn't built for — reading contracts to configure custom subscriptions, metering usage from external sources, running collections on invoiced deals, and reconciling offline payments.
The Chargebee sales-led gap
Chargebee handles self-serve subscriptions. But custom deals with negotiated contracts? That's still manual.
per week spent manually configuring custom subscriptions in Chargebee for sales-led deals
of revenue at risk from billing mismatches when custom deal terms don’t map cleanly to Chargebee plans
of deals that don’t fit standard Chargebee subscription plans and require manual workarounds
How LedgerUp works with Chargebee
From deal close to payment reconciled — automated end-to-end.
Connect your CRM and Chargebee
LedgerUp connects to Chargebee via API and to your CRM (HubSpot, Salesforce, or Attio) via OAuth. Setup takes 1-2 hours — no custom code required.
Deal closes in your CRM
When a sales-led deal closes, Ari picks up the event and reads the attached contract PDF to extract billing terms, custom pricing, usage thresholds, and payment schedules.
Ari reads the contract and configures billing
Ari creates or matches the customer in Chargebee, sets up the subscription with the correct plan, add-ons, custom pricing, and billing schedule — exactly as the contract specifies.
Collections and reconciliation on autopilot
Ari monitors invoice status, sends personalized follow-ups for overdue payments, reconciles incoming payments, and syncs everything back to Chargebee and your CRM.
CRMDeal moved to Closed Won
AriContract terms extracted
ChargebeeSubscription + invoice created
SlackTeam notified for review
Ari receives the deal event, reads the contract, configures the Chargebee subscription, and notifies your team.
What LedgerUp automates on top of Chargebee
Every manual sales-led billing workflow — replaced by AI.
Contract-to-Subscription
Closed deals in your CRM automatically become Chargebee subscriptions with the correct customer, plan, pricing, and billing schedule — no manual configuration.
Custom Pricing Automation
Negotiated rates, volume discounts, and tiered pricing from contracts are translated into Chargebee subscriptions automatically. No more one-off plan variants.
Usage Metering from Any Source
Ari pulls usage data from your product, data warehouse, or API, compares it against contract thresholds, and creates Chargebee invoices for overages and metered billing.
Collections for Invoiced Deals
Overdue invoices from sales-led deals trigger personalized payment reminders. Ari handles replies, escalates when needed, and stops when payment arrives.
Payment Reconciliation
Payments from wire, ACH, or offline methods are matched to Chargebee invoices automatically. Ari flags discrepancies and partial payments for review.
CRM Sync
Invoice status, payment dates, subscription health, and overdue flags flow back from Chargebee to your CRM. Sales sees billing status without leaving their tools.
Manual Chargebee Config vs LedgerUp
What changes when an AI agent handles your sales-led billing in Chargebee.
| Task | Manual Chargebee Config | With LedgerUp |
|---|---|---|
| Set up billing for a custom deal | Manually create plan variants or one-off invoices in Chargebee | Automatic — Ari reads the contract and configures the subscription |
| Handle negotiated pricing | Create custom plans or manually override pricing per subscription | AI extracts pricing from the contract and applies it automatically |
| Bill for usage from external sources | Build custom integrations to push usage data into Chargebee | Ari pulls usage from any source and creates invoices automatically |
| Collect on overdue invoices | Chargebee dunning for cards only; manual follow-up for invoiced deals | Personalized, contextual email reminders with response handling |
| Reconcile offline payments | Manually record payments in Chargebee when wire/ACH arrives | AI matches payments to invoices and records them automatically |
| Keep CRM updated with billing status | Manual updates or custom webhook integrations | Real-time sync of invoice status, payments, and overdue flags to CRM |
Chargebee integrations powered by LedgerUp
See how LedgerUp connects your CRM to Chargebee for sales-led billing.
HubSpot → Chargebee
Automate subscription setup from HubSpot deals to Chargebee with AI-powered contract extraction.
Learn moreSalesforce → Chargebee
Turn closed Salesforce opportunities into Chargebee subscriptions automatically.
Learn moreLedgerUp vs Chargebee
See how LedgerUp compares to Chargebee for sales-led billing and custom contract management.
Learn moreChargebee billing automation FAQ
Common questions about extending Chargebee with LedgerUp for sales-led billing.
Does LedgerUp replace Chargebee?
No. LedgerUp does not replace Chargebee. It extends it. Chargebee continues to handle your subscription billing, payment processing, and self-serve plans. LedgerUp automates the sales-led workflows that Chargebee was not built for — reading contracts, configuring custom subscriptions, billing for usage from external sources, and running collections on invoiced deals.
How does LedgerUp connect to Chargebee?
LedgerUp connects via the Chargebee REST API using API keys. We create and update customers, subscriptions, invoices, and payment records in Chargebee and read status data back. Setup typically takes 1-2 hours.
What’s the difference between self-serve and sales-led billing?
Self-serve billing is what Chargebee excels at: customers pick a plan, enter a card, and get billed automatically. Sales-led billing involves negotiated contracts, custom pricing, usage-based terms, and invoice payments — none of which fit neatly into standard Chargebee plans. LedgerUp handles the sales-led side.
Can LedgerUp handle custom pricing and negotiated rates?
Yes. Ari reads the contract to extract negotiated rates, volume discounts, tiered pricing, and custom billing schedules. It then configures the Chargebee subscription with the correct pricing — no manual plan creation or overrides needed.
How does usage billing work with Chargebee and LedgerUp?
LedgerUp pulls usage data from any source — your product database, data warehouse, API, or CSV — and compares it against the contract terms. When usage crosses thresholds, Ari creates the appropriate invoice in Chargebee. No custom metering integration required.
How long does implementation take?
Most teams go live within 1-2 weeks. This includes connecting Chargebee and your CRM, configuring subscription templates and field mappings, and testing your first automated workflows.
When should I use Chargebee and LedgerUp together?
Use both when you have a mix of self-serve and sales-led customers. Chargebee handles the self-serve subscriptions where customers pick a plan and pay by card. LedgerUp handles the sales-led deals where contracts are negotiated, pricing is custom, usage needs to be metered from external sources, and collections require personalized follow-up.
Ready to extend Chargebee for sales-led billing?
Book a LedgerUp 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.