What Ari does here
Invoicing
Create one-time, multi-line, and recurring invoices. Send, track, draft, and void
with approval protection.
Subscriptions
Create, update, pause, resume, and cancel recurring billing, including schedules
like trial-to-paid and planned price increases.
Customers
Look up, create, and update the customer records your invoices depend on, synced
across Stripe, HubSpot, and Salesforce.
Email delivery
Invoices go out from your company domain with professional templates, not a
generic service address.
Try it
What a real run looks like
1
Look up the customer
@Ari can you look up customer details for Acme Corp?Ari pulls the live record (Stripe customer ID, billing email, lifetime value, and
the associated HubSpot deal) so you’re invoicing the right entity with current info.2
Ask for the invoice
@Ari create an invoice for Acme Corp for $5,000 for monthly serviceAri posts a draft for approval: customer, amount, description, due date. Nothing
exists in Stripe yet.3
Approve
Click Approve. Ari creates the invoice and confirms with the invoice ID. If
anything looks off, click Edit instead and tell Ari what to change.
4
Send it
@Ari send the invoice to Acme CorpAri shows you the exact email (recipient, subject, body) before it goes out from
your domain. Approve, and you get a delivery confirmation in the thread.Every step that creates or sends something waits for your approval. Reading data
(lookups, status checks, lists) is instant and never needs sign-off. See
Review plans and approvals.