What LedgerUp Does

LedgerUp is an autonomous AI revenue teammate named Ari that handles the entire post-signature revenue lifecycle for B2B SaaS companies. Ari reads signed contracts, creates invoices, manages collections, reconciles payments across systems, submits to procurement portals, and answers billing questions—all without manual intervention. Unlike simple automation tools that break on exceptions, Ari reads context from messy inputs like PDFs, emails, spreadsheets, and contracts to handle judgment-heavy revenue work.

Key Problems It Solves

The challenge isn't just sending invoices—it's knowing what to bill when your contract says one thing, Stripe says another, CRM data is stale, and payments arrive through multiple channels. Finance teams spend 30-40 hours monthly stitching together the truth manually. LedgerUp eliminates this by connecting contract terms with CRM, usage data, billing systems, and payment information to calculate charges, create invoices, collect cash, and maintain a reconciled audit trail.

Core Capabilities

• Contract Intelligence: Reads MSAs and amendments without templates, extracts billing terms, recurring fees, payment schedules, and handles ASC 606 revenue recognition
• Automated Invoicing: Creates and sends invoices the moment deals close, handles usage-based billing (metered, tiered, milestone-based), and manages split billing and PO updates
• Collections Management: Sends polite, persistent follow-ups on overdue payments with full context and never forgets
• Cash Application: Matches ACH, checks, wires, and remittance files to invoices automatically, reconciling across all systems
• Procurement Portal Submissions: Submits invoices to Coupa, Ariba, Bill.com, Tipalti, and custom AP portals
• Cross-System Reconciliation: Ties out CRM (Salesforce, HubSpot), billing (Stripe, Chargebee, Maxio), and ERP (NetSuite, QuickBooks, Sage Intacct) daily
• Intelligent Routing: Escalates edge cases to the right owner in Slack with full context while auto-approving routine tasks

Who It's For

Finance, RevOps, and accounting teams at B2B SaaS companies dealing with complex billing scenarios: custom contract terms, usage-based pricing, enterprise customer portals, short pays, deductions, and multi-system reconciliation. Customers typically cut DSO by 35% (one team reduced from 99 to 39 days), save 30-40 hours monthly on AR, replace 2.5 hires on average, and recover 12% of revenue lost to billing leakage.

How It Works

Everything happens inside Slack, the interface finance teams already use daily. Ari watches email, signed contracts, usage spreadsheets, and CRM records. When inputs land, it reads contract terms, routes approvals where needed, posts invoices to your ERP, schedules revenue recognition, matches payments, and closes the loop across every system. It's SOC 2 Type II certified, fully programmable with plain instructions or SOPs, and typically live in under a week.

What Makes It Different

LedgerUp is an operating layer, not a replacement. You keep your existing stack—Stripe, NetSuite, Salesforce, QuickBooks—and Ari works across them, handling the messy edge cases that billing systems miss. Unlike Zapier (which breaks on exceptions), RPA scripts (which are brittle), or offshore teams (which need management), Ari reads context, handles messy inputs, shows its reasoning, and escalates only unusual cases. It's built for judgment-heavy revenue work, not just simple automations.