Stop Being Your Team's Billing Help Desk
“Can you fix this invoice?” “We need a credit memo.” “Customer wants to switch to annual.” Ari picks up billing tickets from Pylon, Intercom, and email — and resolves them before they hit your queue.
Billing ticket automation is the practice of using AI to resolve routine billing requests — invoice corrections, credit memos, refunds, plan changes, and proration adjustments — without manual work from finance or billing ops teams. B2B SaaS companies typically spend 5-10 hours per week on billing tickets that follow repeatable patterns. LedgerUp's AI agent Ari picks up billing requests from Pylon, Intercom, email, and Slack, then resolves them end-to-end — most in under 5 minutes.
You know how this goes today
Customer sends a ticket
Wrong invoice amount, needs a credit, wants to change plans. It lands in Pylon or Intercom. Your support team tags it as billing.
It sits in a queue
Finance gets to it when they can. They log into Stripe, find the invoice, figure out the change, make it, then reply. 1-3 days later.
Customer follows up
"Any update on my billing issue?" Now your support team is chasing your finance team. Everyone is annoyed.
Ticket in. Ticket resolved. No queue.
A seat count is wrong in Pylon. Watch what happens next.
New billing ticket from Pylon — Acme Corp says they were billed for 150 seats but should be 120.
I looked it up. Here's what I'll do:
Customer: Acme Corp
Invoice: INV-2024-0847
Current: 150 seats × $50 = $7,500/mo
Corrected: 120 seats × $50 = $6,000/mo
Credit memo: $1,500 to be issued
Approve to update the invoice and issue the credit in Stripe?
Approved.
Done. Invoice updated, $1,500 credit memo issued, and corrected invoice sent to Acme Corp. I've replied to the Pylon ticket to let them know it's resolved.
The tickets you handle every single week
You know these. They're repetitive, they're urgent to the customer, and they take way longer than they should.
Invoice Corrections
Wrong amount on an invoice. Today that's a Pylon ticket, a Slack thread, someone logging into Stripe, and a "sorry for the delay" email. With Ari, it's one approval.
Credit Memos & Refunds
"We need a $1,500 credit." Instead of calculating the amount, creating it in QuickBooks, and updating the ticket — Ari does all three and replies to the customer.
Plan Changes & Prorations
Customer upgrading mid-cycle? Ari calculates the proration, updates the Stripe subscription, sends the adjusted invoice, and closes the Intercom conversation.
Billing Schedule Adjustments
"Can we switch to annual?" Today that's a 3-day round trip. With Ari, the billing change is live before the customer finishes their coffee.
From ticket to resolved in four steps
Same pattern every time. That's the point.
Ticket arrives
Customer emails about a wrong invoice. Rep creates a Pylon ticket. Someone messages in Intercom. Ari is already on it.
Ari reads and looks it up
Ari reads the request, finds the customer and invoice in Stripe or QuickBooks, and figures out exactly what needs to change.
You see the plan in Slack
"Issue $1,500 credit to Acme Corp and update INV-0847." Review the change. One click to approve.
Done. Ticket closed.
Ari makes the change, sends the updated invoice, and replies to the original ticket. Customer gets a resolution, not a "we're looking into it."
Your customers get answers. Your team gets time back.
No more “I'll check with finance and get back to you.”
From ticket to resolved — not 1-3 days
Of billing tickets never touch a human
Times anyone logs into Stripe or QuickBooks
Billing ticket automation FAQ
Common questions about automating billing requests with LedgerUp.
What is billing ticket automation?
Billing ticket automation uses AI to resolve common billing requests — invoice corrections, credit memos, refunds, plan changes, and proration adjustments — without manual work from finance teams. Instead of tickets sitting in a queue for days, requests are handled in minutes through Slack-based approvals.
What billing requests can LedgerUp automate?
LedgerUp automates invoice corrections, credit memo issuance, refund processing, plan upgrades and downgrades, proration calculations, billing schedule changes (monthly to annual, term adjustments), and payment method updates. Ari handles each request end-to-end in Stripe, QuickBooks, or NetSuite.
How does a billing request get to LedgerUp?
LedgerUp integrates directly with Pylon, Intercom, email, and Slack. When a billing-related ticket or message comes in through any of these channels, Ari picks it up automatically — no manual triaging or forwarding required.
Does every change require approval?
You control the approval rules. Small changes (like updating a billing email) can be auto-approved, while larger changes (refunds over a threshold, plan downgrades) require a Slack approval from the right person. You configure the thresholds.
How fast are billing tickets resolved with LedgerUp?
Most billing requests are resolved in under 5 minutes — from request to completed change in your billing system. Compare that to the typical 1-3 day turnaround when tickets sit in a finance team queue.
Does this replace Pylon or Intercom?
No. LedgerUp works alongside Pylon, Intercom, and your existing support tools. Ari picks up billing-specific tickets and resolves them, then updates the ticket with the resolution — so your support and finance teams can focus on complex issues that actually need human judgment.
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.