> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Ari in 5 Minutes

> Connect your systems, add Ari to Slack, and put him to work

export const AriMention = () => <span className="slack-mention">@Ari</span>;

export const SlackMessage = ({children, name = "Bailey", initials = "B", color = "#611f69", avatar = "/images/bailey-avatar.png", app = false, time = "2:47 PM"}) => <div className="slack-msg not-prose">
    <div className="slack-avatar" style={{
  backgroundColor: avatar ? "transparent" : color
}}>
      {avatar ? <img src={avatar} alt={name} /> : initials}
    </div>
    <div className="slack-msg-body">
      <span className="slack-name">{name}</span>
      {app ? <span className="slack-app-badge">APP</span> : null}
      <span className="slack-time">{time}</span>
      <div className="slack-text">{children}</div>
    </div>
    <div className="slack-actions">
      <button type="button" className="slack-action-btn" aria-label="Copy message" title="Copy message" onClick={e => {
  const msg = e.currentTarget.closest(".slack-msg");
  const el = msg && msg.querySelector(".slack-text");
  if (el && navigator.clipboard) {
    navigator.clipboard.writeText(el.innerText);
    const btn = e.currentTarget;
    const prev = btn.innerHTML;
    btn.innerHTML = '<svg viewBox="0 0 24 24" fill="none" stroke="#2AD48A" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round"><polyline points="20 6 9 17 4 12"/></svg>';
    setTimeout(() => {
      btn.innerHTML = prev;
    }, 1200);
  }
}}>
        <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
          <rect x="9" y="9" width="13" height="13" rx="2" ry="2" />
          <path d="M5 15H4a2 2 0 0 1-2-2V4a2 2 0 0 1 2-2h9a2 2 0 0 1 2 2v1" />
        </svg>
      </button>
    </div>
  </div>;

Setup is mostly connecting the systems Ari will work in. Each connection is a couple of
clicks through the LedgerUp control panel, and you only need billing to start; add the
rest as your workflows need them.

<Accordion title="Before you begin">
  * **LedgerUp account** — you'll manage connections in the LedgerUp control panel
  * **Slack workspace** — Ari lives in Slack (admin access helps for installing apps)
  * **Billing system credentials** — login for the system(s) you bill from, e.g. Stripe, Chargebee, or QuickBooks
</Accordion>

## Step 1: Connect your billing system

This is the one required connection: it gives Ari your invoices, customers,
subscriptions, and payments. Wherever your billing lives
([Stripe](/ari/integrations/stripe), [Chargebee](/ari/integrations/chargebee),
[QuickBooks](/ari/integrations/quickbooks), or a mix), connect it here.

<Steps>
  <Step title="Open the LedgerUp control panel">
    Log in at [app.ledgerup.ai](https://app.ledgerup.ai) and go to **Integrations**.
  </Step>

  <Step title="Connect your billing system">
    Click **Connect** on each system you bill from, authorize through its own login,
    and confirm the permissions (invoices, charges, customers, subscriptions).
  </Step>
</Steps>

Each integration page covers exactly what Ari can see and do in that system.

## Step 2: Connect your contracts

Connect [PandaDoc](/ari/integrations/pandadoc) or [DocuSign](/ari/integrations/docusign)
from the same Integrations page so Ari can read signed agreements, extract billing
terms, and invoice to match what was signed. If your deals live in a CRM, connect
[HubSpot](/ari/integrations/hubspot), [Salesforce](/ari/integrations/salesforce), or
[Attio](/ari/integrations/attio) here too.

## Step 3: Add Ari to email

Connect [email](/ari/integrations/email) so invoices and reminders go out from your
company domain (like `ar@yourcompany.com`) instead of a generic service address, and so
Ari can watch for customer replies.

<Note>
  Verify your domain's SPF, DKIM, and DMARC settings in LedgerUp during this step. It
  takes a minute and keeps your emails out of spam folders.
</Note>

## Step 4: Add Ari to Slack

<Steps>
  <Step title="Install the app">
    Go to [ledgerup.com/install-ari](https://ledgerup.com/install-ari), click
    **Add to Slack**, and review the permissions. If your admin already installed Ari,
    he's in your sidebar and you can skip this.
  </Step>

  <Step title="Add him to your channels">
    Ari works best in dedicated channels like **#ar-team** or **#collections**. Click a
    channel's info icon, open **Members**, and add the Ari app. Direct messages work
    too.
  </Step>

  <Step title="Say hello">
    Verify everything is wired up:

    <SlackMessage><AriMention /> how many customers do I have in Stripe?</SlackMessage>

    If he answers with a number, you're live.
  </Step>
</Steps>

<Note>
  Slack isn't the only place to talk to Ari: you can also chat with him directly in the
  LedgerUp platform at [app.ledgerup.ai](https://app.ledgerup.ai), no Slack required.
</Note>

## Step 5: Tell him about your business

Give Ari the context a new teammate would need: your terms, your process, your
vocabulary. Each of these takes a few seconds and applies team-wide from then on.

<SlackMessage><AriMention /> remember: our standard payment terms are net-30. For enterprise customers, use net-45.</SlackMessage>

<SlackMessage><AriMention /> remember: for overdue invoices, send a friendly reminder at 7 days, a firmer reminder at 30 days, and escalate to me directly at 60 days.</SlackMessage>

<SlackMessage><AriMention /> remember: "MSA customers" are on our Master Service Agreement and always get net-45 terms.</SlackMessage>

The full starter coaching plan is in
[Give Ari instructions](/ari/work-together/instructions).

## Step 6: Set up his first tasks

Ari comes with ready-made automations. Pick the ones that fit and paste them in; every
new task starts in approval mode, so Ari proposes and you approve until you trust it to
run on its own.

<AccordionGroup>
  <Accordion title="Chase overdue invoices automatically">
    <SlackMessage><AriMention /> create a task: when an invoice becomes overdue, send a payment reminder email and notify #collections</SlackMessage>
  </Accordion>

  <Accordion title="Invoice closed deals">
    <SlackMessage><AriMention /> create a task: when a deal closes in the CRM, draft an invoice for the deal amount and send it to me for approval</SlackMessage>
  </Accordion>

  <Accordion title="Get ahead of renewals">
    <SlackMessage><AriMention /> create a task: 30 days before a contract renewal, post a summary of the contract and current billing status to #ar-team</SlackMessage>
  </Accordion>

  <Accordion title="Catch failed payments">
    <SlackMessage><AriMention /> create a task: when a subscription payment fails, look up the customer and notify #ar-team with their payment history</SlackMessage>
  </Accordion>
</AccordionGroup>

More on triggers, chaining, and auto-execute in
[Automate the routine](/ari/playbooks/automation).

## Everything to review lands in one inbox

As Ari works, anything that needs a human comes to your **unified inbox**: an invoice
ready to send, a billing email or support ticket to handle, a contract to approve for
revenue recognition. It's one queue for every action and review across all your
connected systems, so nothing waits in a tool you forgot to check. Approve, modify, or
reject from the inbox, or from the Slack thread where the work started.

See [Review plans and approvals](/ari/work-together/approvals) for how the review flow
works.

## That's it. You're live.

From here it's just working together: hand Ari assignments, review his plans, and let
the playbooks show you what he can take off your plate.

<CardGroup cols={2}>
  <Card title="Delegate an assignment" icon="hand-point-right" href="/ari/work-together/delegate">
    How to ask well, use threads, and a copyable library of starter assignments.
  </Card>

  <Card title="Browse the playbooks" icon="book-open" href="/ari/playbooks/invoicing">
    The six jobs Ari owns, each with real walkthroughs: invoicing, collections, revenue, and more.
  </Card>
</CardGroup>

<Tip>
  Questions during setup? Email [support@ledgerup.ai](mailto:support@ledgerup.ai) or ask in your Slack workspace; our
  team monitors it.
</Tip>