Onboarding

Clean Stripe in a week. Keep it clean forever.

LedgerUp audits your Stripe, fixes every discrepancy, and connects it to your CRM so manual billing errors never come back.

You set up Stripe fast. Invoices were created manually. Now nobody trusts the data. Here's how we fix it.

What “messy Stripe” actually looks like

You set up Stripe fast. Now nobody trusts the data. Sound familiar?

Duplicate customers

Same company listed three different ways. Billing history split across records no one can reconcile.

Subscriptions that don't match contracts

Created manually with wrong amounts, mismatched intervals, or missing metadata. What's in Stripe doesn't reflect what was signed.

Orphaned invoices

One-off invoices no one can trace back to a deal or subscription. Impossible to track recurring revenue accurately.

No link to your CRM

Stripe records exist in isolation — no connection to CRM deals, contracts, or customer IDs. Reconciliation is a manual exercise.

5-10% of revenue at risk

Customers billed the wrong amount, renewals missed, expansions never invoiced. In past cleanups, we've found 5-10% of revenue missed or billed wrong.

The cleanup: one week, three phases

We build a single source of truth from everything you have — your CRM, your contracts, and your Stripe account.

1

Audit

Days 1-2

We export your full Stripe environment and cross-reference against your CRM and contracts. You provide a list of all active and churned customers. We identify every discrepancy — duplicates, orphaned invoices, incorrect amounts, and missing records.

Complete gap analysis with every issue cataloged.

2

Clean

Days 3-5

We void and delete incorrect invoices, merge duplicate customers, standardize subscription structures, and add metadata linking every Stripe record back to your CRM. In past cleanups, we've voided and deleted thousands of wrong invoices.

A single source of truth in Stripe that matches your contracts.

3

Connect

Days 5-7

Ari goes live. New deals closing in your CRM automatically create correct Stripe customers, subscriptions, and invoices. Contract changes, upgrades, and downgrades sync bidirectionally. Your team reviews and approves every action in Slack before it executes.

Stripe stays clean automatically — no manual entry, no drift.

4

Backfill

Included

We create any missing historical invoices and subscriptions so your Stripe reflects your full billing history — not just what was entered correctly. If contracts were signed months ago but never set up in Stripe, we backdate and create the records.

Complete billing history from day one, not just going forward.

How Ari keeps it clean

The cleanup is a one-time fix. The real value is never going back.

Contracts create invoices

Ari reads every contract PDF and sets up billing automatically — amounts, schedules, renewal dates, seat counts. No manual data entry means no human error.

Your team stays in control

Every billing action Ari takes goes to Slack for review before execution. You decide who can approve — visibility for everyone, authority for the right people.

CRM and Stripe stay in sync

Contract changes, upgrades, and downgrades flow between your CRM and Stripe automatically. One source of truth, always current.

Upgrades update, not duplicate

Ari detects auto-renewal clauses, tracks opt-out dates, and handles amendments as modifications to existing subscriptions — not new records.

The cost of messy billing

5-10%

of revenue at risk in a messy Stripe

1,000s

of wrong invoices voided in past cleanups

1 week

from mess to single source of truth

For a company processing $3M in annual contract value, 5-10% in billing errors means $150K-$300K in revenue at risk — before accounting for the hours your team spends reconciling manually.

What we need from you

The cleanup is mostly our work. Here's what we need to get started.

Stripe access

Read/write access to your Stripe account so we can audit and clean the data.

Customer list

A list of all active and churned customers — from your CRM, a spreadsheet, or wherever you track them today.

Contract access

Access to your signed contracts so we can verify billing terms against what's in Stripe.

30-minute kickoff call

Walk us through your billing logic, edge cases, and how you want things structured going forward.

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.

Book a demo