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Contracts contain the terms that drive your revenue. Ari reads and understands contract documents, extracting key billing information so you can invoice accurately and recognize revenue correctly. No more hunting through PDFs for payment terms.

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Uploading Contracts

Store contracts in a way that Ari can access and reference them.
1

Prepare the contract

Have the signed contract as a PDF or image file
2

Associate with customer

Link the contract to the correct customer record in Slack
3

Provide to Ari

@Ari upload the contract or reference an existing document
4

Ari processes

Ari reads the document and extracts key terms automatically

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Example Commands

Contracts are stored securely and encrypted. Only team members with appropriate permissions can view them in Ari.

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Extracting Billing Terms

Ari reads contracts and pulls out the billing information you need for accurate invoicing.
Let Ari do the legwork of finding payment terms, renewal dates, and special conditions. This saves time and prevents billing errors.

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Key Terms Extracted

Ari automatically identifies:
  • Payment Terms: Net 30, Net 60, Due on receipt, etc.
  • Billing Frequency: Monthly, quarterly, annually, or custom
  • Service Period: Start date, end date, renewal terms
  • Pricing: Base price, unit pricing, volume discounts
  • Special Conditions: Discounts, minimum commitments, usage-based components
  • Invoice Requirements: Any special formats or approval processes
  • Payment Methods: Preferred payment method or authorized contacts

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Example Commands

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Billing According to Contract

Use extracted contract terms to guide invoicing actions.
1

Check contract terms

@Ari review [customer]‘s contract before I invoice them
2

Ari summarizes

Ari displays the relevant billing terms and any special conditions
3

Create invoice

Use the information to create an accurate invoice matching contract terms
4

Confirm compliance

Ari can verify that your invoice matches the contract before sending

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Example Commands

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Contract Renewal Tracking

Never miss a contract renewal date.
Ari can alert you to upcoming renewals so you have time to negotiate or prepare renewal documents before expiration.

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Multi-Currency and International Contracts

Handle contracts with different payment currencies and locales.

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Amendment Tracking

When contract terms change, track amendments and updates.
1

Note the amendment

@Ari add an amendment to [customer]‘s contract
2

Describe changes

Tell Ari what terms were modified
3

Update billing

Ari can help ensure your invoicing reflects the new terms

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Example Commands

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Approval Integration

Use contract terms in your approval workflow.
When creating large invoices or offering special pricing, reference the contract to justify the decision. This helps with internal approvals.

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Contract Questions

Ask Ari to answer specific questions about any contract.

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Best Practices

  • Upload contracts promptly: Get signed contracts into Ari’s system as soon as they’re executed
  • Review extractions: While Ari’s extraction is accurate, always review complex contracts for nuance
  • Use for invoicing: Reference contract terms when creating every invoice to ensure compliance
  • Plan for renewals: Set reminders 60-90 days before renewal to give yourself time to negotiate
  • Track amendments: Keep a clear record of any contract changes
  • Consistent naming: Keep customer names consistent between contracts and customer records for easy lookup

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Document Security

All contracts stored in Ari are encrypted and access is controlled by role-based permissions. Team members can only view contracts for customers they have access to.