Chargebee

Ari integrates directly with Chargebee to access customer billing data and manage subscriptions. The connection is bidirectional, allowing Ari to read customer, subscription, and invoice data and write new invoices, subscription changes, and credit notes.

What Ari Can Access

Ari has read and write access to the following Chargebee resources:

How the Connection Works

When you connect Chargebee to Ari through LedgerUp, the following happens:

Chargebee connection established

You authenticate Ari with your Chargebee site through LedgerUp’s integration settings.

Permissions granted

Ari is granted read and write access to billing resources. All write actions (creating invoices, changing subscriptions, issuing credit notes) still require your approval before execution.

Real-time sync

Ari can query your Chargebee data in real-time when you ask questions or need to take actions.

Audit trail maintained

Every action Ari takes in Chargebee is logged and auditable through LedgerUp’s dashboard.

What Actions Ari Can Take

All write actions require your approval. When Ari proposes a change, you’ll see an approval button in Slack before anything is created or modified in Chargebee.

Read Actions (No approval needed)

View customer billing history
Check subscription details and renewal dates
Look up invoice amounts and status
Review payment and transaction history
Search customer data

Write Actions (Approval required)

Action	Description	Example
Create Invoice	Generate a new invoice for a customer	”@Ari Create an invoice for $5,000 to Acme Corp in Chargebee”
Create Credit Note	Issue a refund or adjustment via credit note	”@Ari Create a credit note for $500 to TechCorp for overcharge”
Update Invoice	Modify draft invoices (amount, due date, line items)	“@Ari Update the Acme invoice to change the due date”
Add Line Items	Add charges or addons to an invoice	”@Ari Add a service charge of $250 to the invoice”
Update or Create Subscriptions	Change plans, quantities, or addons on a subscription	”@Ari Upgrade Acme Corp to the Enterprise plan at the next renewal”
Update or Create Customers	Update any information about a customer	”@Ari update the billing email for Delta to [email protected]”

Common Patterns

Look Up Customer Information

@Ari What's the billing email for Acme Corp in Chargebee?

→ Ari responds:
Customer: Acme Corp
Email: [email protected]
Chargebee ID: acme-corp
Subscription Status: Active
Plan: Enterprise (annual)
MRR: $5,000

Change a Subscription

@Ari Upgrade Growth Labs from the Professional plan to Enterprise,
effective at the next renewal

→ Ari shows approval screen with the plan change, proration, and
  new renewal amount

Issue a Credit Note

@Ari Issue a credit note to DataViz Solutions for $750
Reason: Overcharge on last invoice

→ Ari shows credit note for approval, then applies it in Chargebee

Ari can reference your Chargebee plans and addons directly. Just ask: “@Ari Create an invoice for Acme with 1 year of our Premium plan” and Ari will pull the correct pricing from your Chargebee product catalog.

Next Steps

Ready to use Chargebee with Ari? Start with these workflows:

Playbooks — See real-world examples of creating invoices and managing customers
HubSpot Integration — Keep HubSpot data up to date with the changes happening in Chargebee
Salesforce Integration — Keep Salesforce data up to date with the changes happening in Chargebee
Email Integration — Allow Ari to handle customer updates or AP team requests from email directly

Meet Ari

Work Together

Playbooks

Manage Ari

Reference

What Ari Can Access

How the Connection Works

What Actions Ari Can Take

Read Actions (No approval needed)

Write Actions (Approval required)

Common Patterns

Look Up Customer Information

Change a Subscription

Issue a Credit Note

Next Steps

​What Ari Can Access

​How the Connection Works

​What Actions Ari Can Take

​Read Actions (No approval needed)

​Write Actions (Approval required)

​Common Patterns

​Look Up Customer Information

​Change a Subscription

​Issue a Credit Note

​Next Steps

What Ari Can Access

How the Connection Works

What Actions Ari Can Take

Read Actions (No approval needed)

Write Actions (Approval required)

Common Patterns

Look Up Customer Information

Change a Subscription

Issue a Credit Note

Next Steps