You just hired your first AI teammate for revenue and billing. Ari lives in Slack, email, and the LedgerUp platform, connects to the systems you already use, and handles the AR work you’d hand to a sharp new hire, with one rule he never breaks: nothing goes out the door without your approval.
Employee profile
What Ari handles for you
Delegate the way you would to a teammate: describe what you need in plain English, and Ari does the work across Stripe, your CRM, QuickBooks, and email.Send & manage invoices
Create, send, track, and void invoices (one-time, recurring, or multi-line) without leaving Slack.
Submit invoices to Customer Portals
When customers require AP portals, Ari handles the submission and tracks each invoice through to approval.
Collect what you're owed
Chase overdue invoices with reminders that match your tone, track payment promises, and never drop a follow-up.
Manage the AR inbox
Ari watches your billing inbox, triages customer replies, drafts responses, and surfaces what needs a human.
Bill from contracts & deals
Ari reads your contracts, extracts the billing terms, and makes sure every invoice matches what was signed.
Reconciliations
Payments matched to invoices automatically, with partials, overpayments, and multi-currency included.
Automate the routine
Event-driven Tasks, recurring reminders, and Prompts that teach Ari how your company works, once.
Know your revenue
ARR, MRR, waterfalls, cohorts, and churn, answered in seconds from live data any time you ask.
How to think about Ari’s role
Delegate
Give Ari an outcome. Mention
@Ari in any channel or thread and describe what
you need: investigate an account, prepare a report, chase an overdue invoice. No
forms, no dashboards, no syntax.Collaborate
Review the work together. Ari pulls live data, explains his proposed plan, and
posts results where your team already works. Anything that touches a customer or
changes data arrives with an Approve button, queued in one unified inbox.
Control
Keep authority explicit. Your integrations and approval policies decide what Ari
can see and do. Coach him with Instructions, and
everything he runs is in the platform’s audit history.
Onboard Ari
5-minute setup
Add Ari to Slack, connect Stripe, and run your first command. That’s the whole setup.
Delegate an assignment
How to ask well, use threads, and a copyable library of starter assignments.
Browse the playbooks
End-to-end walkthroughs of the six jobs Ari owns: invoicing, collections, revenue, and more.
Built for trust
Ari touches your billing, so the guardrails are not fine print:- Approval-first, always. Data-changing actions wait for a human. How approvals work →
- Honest about limits. The boundaries Ari works within, in plain terms. Guardrails and limits →
- An audit trail by default. Everything that runs through LedgerUp is logged: who asked, who approved, what happened. Activity history →