Overview
Ari connects to Attio to pull CRM data into your billing conversations. Look up companies, contacts, deals, and relationship history so you have full context when managing invoices, collections, and revenue operations.What Ari Can Access
Companies
Look up company records, attributes, and relationship data from your Attio workspace.
People
Access contact details, roles, and communication history for billing and collections.
Deals
View deal pipelines, stages, values, and close dates to inform billing actions.
Lists & Attributes
Query custom lists and attributes you’ve configured in Attio for segmentation and reporting.
Common Use Cases
Look up a customer before billing
Look up a customer before billing
Ari retrieves the company profile, key contacts, deal info, and any notes so you have full context before taking action.
Find the right billing contact
Find the right billing contact
Ari searches the company’s people records and surfaces contacts tagged with billing or finance roles.
Create an invoice from a deal
Create an invoice from a deal
Ari pulls the deal amount, terms, and contact info from Attio and drafts a Stripe invoice for your approval.
Enrich collections with CRM context
Enrich collections with CRM context
Ari cross-references your overdue invoices with Attio data so you can prioritize collections based on relationship health.