What Ari does here
Contracts
Upload contracts, extract billing terms, track renewals and amendments, and verify
invoices against what was signed.
CRM deals
When a deal closes in Salesforce,
HubSpot, or Attio, Ari can
pick it up and draft the invoice from the deal amount.
Renewal automation
“30 days before a renewal, post the contract terms and billing status to #ar-team.”
Try it
What a real run looks like
1
Pull up the contract
@Ari pull up the contract for DataViz SolutionsAri summarizes the executed terms: contract value, billing frequency, amount per
invoice, and what’s already been paid versus what’s coming due.2
Invoice from the terms
@Ari create the Q2 invoice for DataViz Solutions based on their contractAri drafts the invoice with the contract-specified amount, period, and a reference
to the agreement, ready for your approval.3
Approve and schedule the rest
Approve to create and send. Then let Ari handle the remaining quarters:
“set up automatic billing for DataViz Solutions” creates the schedule, with each
invoice still passing through your approval.
Catch what fell through the cracks
The highest-value question in this job is the one nobody has time to ask manually: Ari cross-references every signed agreement against your billing system and flags unbilled contracts, lapsed billing, and pricing mismatches.Ari’s term extraction is accurate, but contracts carry nuance. Always review the
extracted terms on complex or heavily negotiated agreements before invoicing from them.
See Guardrails and limits.