Stripe

Ari integrates directly with Stripe to access customer billing data and create invoices. The connection is bidirectional, allowing Ari to read customer and transaction data and write new invoices and credit notes.

What Ari Can Access

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

How the Connection Works

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

Stripe Connect established

You authenticate Ari with your Stripe account via Stripe’s Connect platform.

Permissions granted

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

Real-time sync

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

Audit trail maintained

Every action Ari takes in Stripe 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 Stripe.

Read Actions (No approval needed)

View customer billing history
Check subscription details
Look up invoice amounts and status
Review payment and charge 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”
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 invoice inv_123 to change due date”
Add Line Items	Add multiple line items to an invoice	”@Ari Add service charge of $250 to the invoice”
Updating or creating Subscriptions	Updating the line items of a subscription	”@Ari Add the service product to the HubSpot’s current subscription”
Updating or creating customers	Updating any information about a customer	”@Ari update the billing address for Delta to be [email protected]”

Common Patterns

Look Up Customer Information

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

→ Ari responds:
Customer: Acme Corp
Email: [email protected]
Stripe ID: cus_ABC123
Subscription Status: Active
MRR: $5,000

Create an Invoice with Multiple Line Items

@Ari Create an invoice for Growth Labs with:
- Professional Services: $2,000
- Training: $500
- Implementation: $1,500

Due: Feb 28, 2024

→ Ari shows approval screen with full invoice draft

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 to Stripe

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

Next Steps

Ready to use Stripe 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 Stripe
Salesforce Integration — Keep Salesforce data up to date with the changes happening in Stripe
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

Create an Invoice with Multiple Line Items

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

​Create an Invoice with Multiple Line Items

​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

Create an Invoice with Multiple Line Items

Issue a Credit Note

Next Steps