The role
Ari is your AI teammate for revenue and billing. He works in Slack, email, and chat in the LedgerUp platform, connected to your billing, CRM, and accounting systems, and covers the day-to-day AR work end to end. He’s built for research, preparation, follow-up, and recurring work: the operational load that eats a finance team’s week.Responsibilities
Send & manage invoices
Owns invoice creation, delivery, tracking, and corrections, plus the subscriptions
and customer records behind them.
Collect what you're owed
Owns the follow-up motion: reminders on your escalation ladder, payment promises
logged, replies surfaced, nothing dropped.
Know your revenue
Owns the numbers: ARR, MRR, waterfalls, cohorts, churn, and forecasts, answered from
live data on demand or on a schedule.
Bill from contracts & deals
Owns the paper trail: extracts billing terms from signed agreements, invoices to
match, and flags deals that never got billed.
Reconciliations
Owns payment matching: continuous reconciliation with only the genuine exceptions
escalated to a human.
Automate the routine
Owns the recurring work: event-driven tasks, scheduled reminders, and standing
instructions that encode your process.
Where his authority stops
Ari’s authority is deliberately bounded, and the boundary is simple: reading is free, writing waits.- He answers questions, runs reports, and analyzes data on his own authority.
- Anything that changes a record or reaches a customer (an email, an invoice, a subscription change, a refund) comes to you as a plan with an Approve button first. Review plans and approvals →
- Automations follow the same rule: data-changing tasks default to approval mode until you explicitly promote them.
What stays with you
Some of the job is permanently yours, and Ari is built to hand it to you well prepared rather than to take it over:- Judgment calls. Escalating a relationship, negotiating a settlement, writing off a balance. Ari prepares the context; you make the call.
- Nuanced contracts. He extracts terms accurately, but heavily negotiated agreements deserve human review before billing from them.
- Conflicts between systems. When Stripe and your CRM disagree, Ari surfaces the conflict and asks you to pick the source of truth.
- The approval itself. No one can delegate that away, including you.