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.
LedgerUp integrates with HubSpot, Salesforce, Attio, DocuSign, PandaDoc, Stripe, QuickBooks, NetSuite, 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
Sync closed-won Salesforce opportunities to Stripe subscriptions. No Revenue Cloud required.
Attio to Stripe
Won deals in Attio become live Stripe subscriptions. Built for modern SaaS stacks — with usage metering and Slack controls.
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.
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.
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.