> ## 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.

# Meet Ari

> Your AI revenue operations teammate

<Frame>
  <img src="https://mintcdn.com/ledgerup/yMJ6eZP0lHs2BN3o/logo/ari/ledgerup-header.svg?fit=max&auto=format&n=yMJ6eZP0lHs2BN3o&q=85&s=4bc05b835f17da80c055912ce341f423" alt="LedgerUp" width="280" style={{ margin: "0 auto", display: "block" }} data-path="logo/ari/ledgerup-header.svg" />
</Frame>

<p style={{ textAlign: "left", fontSize: "1.1rem", color: "#6B7280", marginTop: "0.5rem" }}>
  You just hired your first AI teammate for revenue and billing. Ari lives in Slack, email, and the LedgerUp platform,
  connects to the systems you already use, and handles the AR work you'd hand to a
  sharp new hire, with one rule he never breaks: <strong>nothing goes out the door
  without your approval.</strong>
</p>

### Employee profile

| | |
| - | - |
| **Team** | Revenue & Billing |
| **Works in** | Slack, email, and the LedgerUp platform, connected to [Stripe](/ari/integrations/stripe), [HubSpot](/ari/integrations/hubspot), [Salesforce](/ari/integrations/salesforce), [QuickBooks](/ari/integrations/quickbooks), [Chargebee](/ari/integrations/chargebee), and more |
| **Strengths** | Invoicing, collections follow-up, reconciliation, and revenue reporting |
| **You manage** | [Instructions](/ari/guides/instructions), [access](/ari/answers/connected-systems), and [approvals](/ari/guides/approvals) |

## What Ari handles for you

Delegate the way you would to a teammate: describe what you need in plain English, and Ari does the work across Stripe, your CRM, QuickBooks, and email.

<CardGroup cols={2}>
  <Card title="Send & manage invoices" icon="file-invoice-dollar" href="/ari/guides/invoicing" color="#2AD48A">
    Create, send, track, and void invoices (one-time, recurring, or multi-line) without leaving Slack.
  </Card>

  <Card title="Submit invoices to Customer Portals" icon="globe" href="/ari/guides/invoicing" color="#2AD48A">
    When customers require AP portals, Ari handles the submission and tracks each invoice through to approval.
  </Card>

  <Card title="Collect what you're owed" icon="envelope-open-dollar" href="/ari/guides/collections" color="#2AD48A">
    Chase overdue invoices with reminders that match your tone, track payment promises, and never drop a follow-up.
  </Card>

  <Card title="Manage the AR inbox" icon="inbox" href="/ari/integrations/email" color="#2AD48A">
    Ari watches your billing inbox, triages customer replies, drafts responses, and surfaces what needs a human.
  </Card>

  <Card title="Bill from contracts & deals" icon="file-contract" href="/ari/guides/contracts" color="#2AD48A">
    Ari reads your contracts, extracts the billing terms, and makes sure every invoice matches what was signed.
  </Card>

  <Card title="Reconciliations" icon="scale-balanced" href="/ari/guides/reconciliation" color="#2AD48A">
    Payments matched to invoices automatically, with partials, overpayments, and multi-currency included.
  </Card>

  <Card title="Automate the routine" icon="bolt" href="/ari/guides/building-an-automation" color="#2AD48A">
    Event-driven automations, schedules, and Prompts that teach Ari how your company works, once.
  </Card>

  <Card title="Know your revenue" icon="chart-line" href="/ari/guides/revenue-analytics-detail" color="#2AD48A">
    ARR, MRR, waterfalls, cohorts, and churn, answered in seconds from live data any time you ask.
  </Card>
</CardGroup>

## How to think about Ari's role

<CardGroup cols={3}>
  <Card title="Delegate" icon="hand-point-right" color="#2AD48A">
    **Give Ari an outcome.** Mention `@Ari` in any channel or thread and describe what
    you need: investigate an account, prepare a report, chase an overdue invoice. No
    forms, no dashboards, no syntax.
  </Card>

  <Card title="Collaborate" icon="comments" color="#2AD48A">
    **Review the work together.** Ari pulls live data, explains his proposed plan, and
    posts results where your team already works. Anything that touches a customer or
    changes data arrives with an **Approve** button, queued in one unified inbox.
  </Card>

  <Card title="Control" icon="shield-check" color="#2AD48A">
    **Keep authority explicit.** Your integrations and approval policies decide what Ari
    can see and do. Coach him with [Instructions](/ari/guides/instructions), and
    everything he runs is in the platform's [audit history](/ari/answers/activity-history).
  </Card>
</CardGroup>

## Onboard Ari

Like any new hire, Ari needs an account before he needs an assignment. Start here:

<Card title="5-minute setup" icon="rocket" href="/ari/guides/getting-started" horizontal color="#2AD48A">
  Add Ari to Slack, connect your billing system, and run your first command. That is the whole setup.
</Card>

### Then, in his first week

<CardGroup cols={3}>
  <Card title="Give him a first assignment" icon="hand-point-right" href="/ari/guides/delegate" color="#2AD48A">
    How to ask well, use threads, and a copyable library of starter assignments.
  </Card>

  <Card title="Tell him how you work" icon="graduation-cap" href="/ari/guides/instructions" color="#2AD48A">
    Your billing defaults, escalation rules, and vocabulary. Say it once and he applies it everywhere.
  </Card>

  <Card title="Browse the playbooks" icon="book-open" href="/ari/guides/invoicing" color="#2AD48A">
    End-to-end walkthroughs of the jobs Ari owns: invoicing, collections, revenue, and more.
  </Card>
</CardGroup>

## Built for trust

Ari touches your billing, so the guardrails are not fine print:

* **Approval-first, always.** Data-changing actions wait for a human. [How approvals work →](/ari/guides/approvals)
* **Honest about limits.** The boundaries Ari works within, in plain terms. [Guardrails and limits →](/ari/answers/limits-and-boundaries)
* **An audit trail by default.** Everything that runs through LedgerUp is logged: who asked, who approved, what happened. [Activity history →](/ari/answers/activity-history)


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