> ## 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.

# Stripe

> How Ari accesses and manages your Stripe data

<Frame>
  <img src="https://mintcdn.com/ledgerup/yMJ6eZP0lHs2BN3o/logo/ari/stripe.svg?fit=max&auto=format&n=yMJ6eZP0lHs2BN3o&q=85&s=4b6fda3218f91b4fd84d7b914920e8e7" alt="Stripe" width="100" style={{ margin: "0 auto", display: "block" }} data-path="logo/ari/stripe.svg" />
</Frame>

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:

<Cards>
  <Card title="Invoices" icon="file-invoice">
    View all invoices, invoice status, amounts, payment dates, and line items
  </Card>

  <Card title="Subscriptions" icon="repeat">
    Access subscription and subscription schedule details, billing cycles, pricing, and status
  </Card>

  <Card title="Customers" icon="user">
    Look up customer information, billing email, and payment history
  </Card>

  <Card title="Products & Prices" icon="tag">
    Reference your product catalog and pricing for creating invoices
  </Card>

  <Card title="Charges" icon="money-bill">
    View payment transactions and charge history
  </Card>

  <Card title="Credit Notes" icon="receipt">
    Create and manage credit notes for refunds and adjustments
  </Card>
</Cards>

## How the Connection Works

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

<Steps>
  <Step title="Stripe Connect established">
    You authenticate Ari with your Stripe account via Stripe's Connect platform.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Real-time sync">
    Ari can query your Stripe data in real-time when you ask questions or need to take actions.
  </Step>

  <Step title="Audit trail maintained">
    Every action Ari takes in Stripe is logged and auditable through LedgerUp's dashboard.
  </Step>
</Steps>

## What Actions Ari Can Take

<Note>
  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.
</Note>

### 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 [ap@delta.com](mailto:ap@delta.com)" |

## Common Patterns

### Look Up Customer Information

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

→ Ari responds:
Customer: Acme Corp
Email: billing@acme.com
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
```

<Tip>
  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.
</Tip>

## Next Steps

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

1. **[Playbooks](/ari/playbooks/invoicing)** — See real-world examples of creating invoices and managing customers
2. **[HubSpot Integration](/ari/integrations/hubspot)** — Keep HubSpot data up to date with the changes happening in Stripe
3. **[Salesforce Integration](/ari/integrations/salesforce)** — Keep Salesforce data up to date with the changes happening in Stripe
4. **[Email Integration](/ari/integrations/email)** — Allow Ari to handle customer updates or AP team requests from email directly