Connect Your Stack.
Automate the Handoffs.
LedgerUp sits between your CRM, contracts, and billing tools — so deals, signatures, and invoices flow automatically without anyone copying data between systems.
HubSpot
Salesforce
Attio
DocuSign
PandaDoc
Stripe
QuickBooks
NetSuite
Xero
Chargebee
Sage Intacct
SlackLedgerUp integrates with HubSpot, Salesforce, Attio, DocuSign, PandaDoc, Stripe, QuickBooks, NetSuite, Xero, Chargebee, Sage Intacct, and Slack to automate the contract-to-cash workflow for B2B SaaS companies. When a deal closes in a CRM or a contract is signed in an e-signature tool, LedgerUp automatically creates the invoice or subscription in the billing system — extracting payment terms with AI, syncing customer records, and flowing payment status back — without manual data entry or custom code.
CRM to Billing
Close a deal in your CRM. LedgerUp creates the subscription or invoice in your billing system — automatically.
HubSpot to NetSuite
Create NetSuite invoices from closed HubSpot deals. AI extracts payment terms from contract PDFs and syncs AR status back to HubSpot.
Salesforce to Stripe
Closed Won to Stripe subscription, invoice, and payment status, built from the signed contract and CPQ lines. Not an iPaaS connector, and no Revenue Cloud.
Attio to Stripe
Won deals in Attio become live Stripe subscriptions. Built for modern SaaS stacks — with usage metering and Slack controls.
Salesforce to NetSuite
Create NetSuite invoices from closed Salesforce opportunities. AI extracts payment terms and syncs AR status back to Salesforce.
HubSpot to Xero
Create Xero invoices from closed HubSpot deals. AI reads contracts and syncs payment status back to HubSpot.
Salesforce to Xero
Turn closed Salesforce opportunities into Xero invoices. Contract terms extracted automatically.
HubSpot to Chargebee
Create Chargebee subscriptions from closed HubSpot deals. AI reads contract terms and configures billing automatically.
Salesforce to Chargebee
Turn closed Salesforce opportunities into Chargebee subscriptions without manual configuration.
HubSpot to Sage Intacct
Create Sage Intacct invoices from closed HubSpot deals. AI extracts payment terms from contract PDFs and posts invoices with correct dimension coding.
Salesforce to Sage Intacct
Turn closed Salesforce opportunities into Sage Intacct invoices. AI reads contracts and posts multi-entity invoices automatically.
E-Signature to Billing
Contract signed. Invoice created. LedgerUp reads your signed documents and triggers billing automatically — no manual data entry between signature and payment.
DocuSign to QuickBooks
Create QuickBooks invoices when envelopes are completed in DocuSign. AI reads payment terms from any contract format.
PandaDoc to QuickBooks
Create QuickBooks invoices when proposals are signed in PandaDoc. AI reads pricing tables and payment schedules from the signed document.
PandaDoc to Stripe
Turn signed PandaDoc proposals into live Stripe subscriptions. Reads accepted line items and configures billing automatically.
DocuSign to NetSuite
Create NetSuite invoices when contracts are signed in DocuSign. AI reads terms, amounts, and billing schedules from the signed document.
PandaDoc to NetSuite
Turn signed PandaDoc proposals into NetSuite invoices. Pricing tables and payment terms extracted automatically.
DocuSign to Sage Intacct
Create Sage Intacct invoices when contracts are signed in DocuSign. AI extracts terms, amounts, and milestone schedules from the signed PDF.
PandaDoc to Sage Intacct
Turn signed PandaDoc proposals into Sage Intacct invoices. Pricing tables and payment terms extracted automatically.
Stripe Reconciliation
Apply Stripe payouts to the invoices they paid in QuickBooks or NetSuite. Fees posted gross, refunds and disputes recorded, net deposit matched to the bank feed.
Stripe to QuickBooks Reconciliation
Match Stripe payouts to existing QuickBooks Online invoices. Fees to expense, refunds as credit memos, disputes tracked, deposits matched to the bank feed.
Stripe Reconciliation Guide
Anatomy of a Stripe payout, the six ways reconciliation goes wrong, the per-payout process, and manual, native, connector, and AI approaches compared.
NetSuite Automation
Automate invoicing, collections, and reconciliation in NetSuite — from CRM deals to Stripe payouts.
NetSuite Billing & AR Automation
Automate invoicing, collections, and reconciliation in NetSuite. Connect your CRM, extract contract terms with AI, and run AR on autopilot.
Stripe to NetSuite Reconciliation
Match Stripe payouts to NetSuite invoices automatically. Processing fees, chargebacks, and refunds posted to the correct GL accounts.
Sage Intacct Automation
Automate invoicing, collections, and reconciliation in Sage Intacct — from CRM deals to Stripe payouts. No Celigo, Boomi, or custom Platform Services builds required.
QuickBooks Automation
Contract-aware invoicing, collections, and payment matching for QuickBooks Online, triggered from your CRM or e-signature tool.
QuickBooks AR Automation
Automate invoicing, collections, and reconciliation in QuickBooks Online. LedgerUp reads contracts, creates invoices, runs collections, and matches payments.
HubSpot to QuickBooks
Invoices create themselves in QuickBooks when HubSpot deals close. LedgerUp reads billing terms from contracts and deal properties.
Salesforce to QuickBooks
QuickBooks invoices on closed-won. AI reads billing terms from opportunities and contracts, with no manual handoff between sales and finance.
Attio to QuickBooks
Create QuickBooks invoices when Attio deals close. Billing terms read from deal data and attached contracts.
Stripe Automation
Contracts into Stripe invoices and subscriptions, collections on overdue invoices, and Stripe payouts reconciled back to your ledger.
Stripe AR Automation
Automate AR around Stripe Billing. LedgerUp creates Stripe invoices and subscriptions from contracts, runs collections, and reconciles payouts to your ERP.
HubSpot to Stripe
Subscriptions and invoices create themselves in Stripe when HubSpot deals close. AI reads billing terms from contracts.
DocuSign to Stripe
Signed DocuSign contract, Stripe subscription created. AI reads payment terms and creates the right Stripe object: invoice, subscription, or metered billing.
Billing System Guides
See how LedgerUp works around the billing and finance systems your team already uses, including Slack-based controls for approvals and exception handling.
LedgerUp for Chargebee
Run contract-aware billing, usage changes, collections, and reconciliation around Chargebee without manual handoffs.
LedgerUp for Sage Intacct
Automate invoice creation, AR follow-up, and reconciliation around Sage Intacct while keeping finance teams in control.
Slack Guide for Ari
Learn how finance and RevOps teams ask Ari billing questions, approve changes, and resolve exceptions from Slack.
Salesforce Billing
Full Salesforce billing automation — usage-based, subscription, or milestone billing — without the complexity and cost of Revenue Cloud.
How LedgerUp connects your tools
Every integration follows the same pattern — trigger, extract, act, confirm.
Trigger
A deal closes in your CRM, or a contract is signed in your e-signature tool. LedgerUp receives the event instantly via webhook.
Extract
Ari reads the deal data or signed document. AI extracts payment terms, pricing, billing schedule, and customer details — no templates required.
Act
LedgerUp creates the invoice or subscription in your billing system with the correct customer, amounts, and terms. In seconds, not hours.
Confirm
Ari notifies your team in Slack with a summary of what was created. Review, approve, or adjust — all without leaving Slack.
For developers
Prefer to build directly? LedgerUp has a REST API
Native connectors mean most teams go live without engineering work — but that is a statement about onboarding, not a limitation. The LedgerUp Engine API is a public REST API covering customers, accounts, metrics, and events. It authenticates with an x-api-key header and is described by an OpenAPI specification.
Building an integration? Generate your client from the specification rather than writing requests against prose. It defines every path, parameter, and schema.
https://docs.ledgerup.ai/openapi/ledgerup-engine.json
Integration FAQ
Common questions about connecting your CRM, contracts, and billing with LedgerUp.
What tools does LedgerUp integrate with?
LedgerUp integrates with HubSpot, Salesforce, Attio, DocuSign, PandaDoc, Stripe, QuickBooks, NetSuite, Xero, Chargebee, Sage Intacct, and Slack. It connects your CRM, e-signature tools, and billing systems to automate the full contract-to-cash workflow.
How does LedgerUp connect my CRM to my billing system?
When a deal closes in your CRM (HubSpot, Salesforce, or Attio), LedgerUp receives a webhook, reads the deal properties and attached contracts, then creates the correct invoice or subscription in Stripe, QuickBooks, NetSuite, Xero, Chargebee, or Sage Intacct — automatically.
Do I need to write code or use Zapier to set up integrations?
No. LedgerUp connects via native integrations — no custom code, no Zapier, and no iPaaS middleware required. Most teams are live within one week. That said, a public REST API does exist if you want to build directly: the LedgerUp Engine API covers customers, accounts, metrics, and events, authenticates with an x-api-key header, and is documented by an OpenAPI specification at docs.ledgerup.ai/openapi/ledgerup-engine.json.
Does LedgerUp have a public API?
Yes. The LedgerUp Engine API is a public REST API described by an OpenAPI specification at docs.ledgerup.ai/openapi/ledgerup-engine.json. It authenticates with an x-api-key request header and exposes customers, accounts, metrics, and events. The native connectors and the API are separate surfaces — using the connectors does not mean there is no API, and building on the API does not replace the connectors.
Can LedgerUp handle usage-based billing with these integrations?
Yes. LedgerUp supports usage-based, subscription, milestone, and hybrid billing models across all integrations. It reads billing terms from deal properties and contracts and configures the billing system accordingly.
What happens when a contract is signed in DocuSign or PandaDoc?
LedgerUp's AI agent Ari reads the signed document, extracts payment terms, pricing, and billing schedule, then creates the invoice or subscription in Stripe or QuickBooks — without anyone copying data between systems.
How does LedgerUp compare to building custom integrations?
Custom integrations typically take 2-6 months to build and require ongoing engineering maintenance. LedgerUp deploys within a week, handles complex billing logic with AI, and manages edge cases through Slack-based approvals.