# LedgerUp

- [Role and Responsibilities](https://docs.ledgerup.ai/ari/role-and-responsibilities.md): Ari's job description: the six jobs he owns, where his authority stops, and what stays with you.
- [Set Up Ari in 5 Minutes](https://docs.ledgerup.ai/ari/guides/getting-started.md): Connect your systems, add Ari to Slack, and put him to work
- [Connecting a System](https://docs.ledgerup.ai/ari/guides/connecting-a-system.md): Authorize Ari to read and write in Stripe, HubSpot, Salesforce, and the rest of your stack.
- [Delegate an Assignment](https://docs.ledgerup.ai/ari/guides/delegate.md): How to hand work to Ari: asking well, using threads, and a copyable library of real requests.
- [Give Ari Instructions](https://docs.ledgerup.ai/ari/guides/instructions.md): Coach Ari once on how your company works, and he applies it in every conversation, for everyone on the team.
- [Review Plans and Approvals](https://docs.ledgerup.ai/ari/guides/approvals.md): Exactly what Ari does freely, what waits for your sign-off, and how to review like a manager.
- [Send & Manage Invoices](https://docs.ledgerup.ai/ari/guides/invoicing.md): Hand Ari your invoicing: creating, sending, tracking, and fixing invoices without leaving Slack.
- [Collect What You're Owed](https://docs.ledgerup.ai/ari/guides/collections.md): Hand Ari your collections: reminders, follow-ups, payment promises, and escalations that never fall through the cracks.
- [Bill From Contracts & Deals](https://docs.ledgerup.ai/ari/guides/contracts.md): Ari reads your contracts, extracts the billing terms, and makes sure every invoice matches what was signed.
- [Reconciliations](https://docs.ledgerup.ai/ari/guides/reconciliation.md): Ari matches payments to invoices automatically, with partials, overpayments, and multi-currency included, so month-end close stops being a spreadsheet project.
- [Building an Automation](https://docs.ledgerup.ai/ari/guides/building-an-automation.md): The order you actually build one in: what starts it, what Ari does, when it should stop, where approvals go, and how to watch it once it's live.
- [Invoicing](https://docs.ledgerup.ai/ari/guides/invoicing-detail.md): Create, send, and manage invoices directly from Slack with Ari
- [Subscriptions](https://docs.ledgerup.ai/ari/guides/subscriptions.md): Create, manage, and track subscriptions directly from Slack
- [Customer Management](https://docs.ledgerup.ai/ari/guides/customers.md): Look up, create, and manage customer records in Stripe directly from Slack
- [Contracts](https://docs.ledgerup.ai/ari/guides/contracts-detail.md): Read contract documents and extract billing terms to ensure accurate invoicing
- [Collections](https://docs.ledgerup.ai/ari/guides/collections-detail.md): Automate payment reminders and manage your accounts receivable workflow
- [Reconciliation](https://docs.ledgerup.ai/ari/guides/reconciliation-detail.md): Match payments to invoices using customer, amount, date, and email data
- [Revenue Tracking](https://docs.ledgerup.ai/ari/guides/revenue-analytics-detail.md): Track ARR, MRR, CARR, and key revenue metrics directly from Slack
- [Reminders](https://docs.ledgerup.ai/ari/guides/reminders.md): Set one-time and recurring reminders for follow-ups, payments, and operational tasks
- [Prompts](https://docs.ledgerup.ai/ari/guides/prompts-detail.md): Give Ari long-term memory and customize how he behaves with standing directives.
- [What we call things](https://docs.ledgerup.ai/ari/answers/glossary.md): A few things in LedgerUp go by more than one name. Here's what each one means.
- [Permissions and approvals](https://docs.ledgerup.ai/ari/answers/permissions.md): What Ari is allowed to do in your billing system, and who decides.
- [Team and API access](https://docs.ledgerup.ai/ari/answers/team-and-api.md): Adding people, and connecting your own tools.
- [Activity History](https://docs.ledgerup.ai/ari/answers/activity-history.md): Every action Ari takes is logged: who asked, who approved, what happened, and where to find the record.
- [Automations](https://docs.ledgerup.ai/ari/answers/automations.md): Recurring work Ari handles for you, outside of collections campaigns. Set up once, then it runs on every trigger.
- [Automation settings and limits](https://docs.ledgerup.ai/ari/answers/automation-settings.md): Saving, versions, run limits and status: the settings you reach for once an automation is built.
- [Customers](https://docs.ledgerup.ai/ari/answers/customers.md): How customer records stay in sync across Stripe, HubSpot, and Salesforce, and what happens when they disagree.
- [Collections campaigns](https://docs.ledgerup.ai/ari/answers/collections.md): Chasing unpaid invoices by email. What starts a chase, who receives it, and how to keep it off the wrong invoices.
- [Reconciliation](https://docs.ledgerup.ai/ari/answers/reconciliation.md): How Ari matches payments to invoices, what happens with partial payments and multiple currencies, and where the money actually comes from.
- [Revenue Analytics](https://docs.ledgerup.ai/ari/answers/revenue-analytics.md): What ARR, MRR, CARR, and the two different waterfalls mean, and how revenue relates to invoicing.
- [Email setup](https://docs.ledgerup.ai/ari/answers/email.md): Sending as your own brand, and making sure replies reach a human.
- [Systems and Access](https://docs.ledgerup.ai/ari/answers/connected-systems.md): What Ari is connected to, what he can see and do in each system, and how to manage that access.
- [Troubleshooting](https://docs.ledgerup.ai/ari/answers/troubleshooting.md): Quick fixes for the most common issues: no response, unexpected behavior, wrong data, and email problems.
- [Guardrails and Limits](https://docs.ledgerup.ai/ari/answers/limits-and-boundaries.md): The boundaries Ari works within by design, where he needs a human, and what he doesn't do yet.
- [Overview](https://docs.ledgerup.ai/ari/integrations/overview.md): Every system Ari connects to, and what to read next for each one.
- [Stripe](https://docs.ledgerup.ai/ari/integrations/stripe.md): How Ari accesses and manages your Stripe data
- [Chargebee](https://docs.ledgerup.ai/ari/integrations/chargebee.md): How Ari accesses and manages your Chargebee data
- [HubSpot](https://docs.ledgerup.ai/ari/integrations/hubspot.md): How Ari uses HubSpot data alongside Stripe for complete customer context
- [Salesforce](https://docs.ledgerup.ai/ari/integrations/salesforce.md): How Ari uses Salesforce data for CRM-driven accounts receivable
- [Attio](https://docs.ledgerup.ai/ari/integrations/attio.md): Access CRM data from Attio to enrich billing workflows and customer context.
- [QuickBooks](https://docs.ledgerup.ai/ari/integrations/quickbooks.md): Sync accounting data and manage billing workflows with QuickBooks.
- [PandaDoc](https://docs.ledgerup.ai/ari/integrations/pandadoc.md): Generate, send, and track contracts and proposals directly through Ari.
- [DocuSign](https://docs.ledgerup.ai/ari/integrations/docusign.md): Provide Ari accessed to signed contracts from DocuSign
- [Email](https://docs.ledgerup.ai/ari/integrations/email.md): How Ari manages professional communications from your company domain
- [Introduction](https://docs.ledgerup.ai/api-reference/overview.md)
- [List customers.](https://docs.ledgerup.ai/api-reference/customers/list-customers.md)
- [Create a customer.](https://docs.ledgerup.ai/api-reference/customers/create-a-customer.md)
- [Retrieve a customer by external id.](https://docs.ledgerup.ai/api-reference/customers/retrieve-a-customer-by-external-id.md)
- [Retrieve a customer.](https://docs.ledgerup.ai/api-reference/customers/retrieve-a-customer.md)
- [Update a customer.](https://docs.ledgerup.ai/api-reference/customers/update-a-customer.md)
- [List accounts.](https://docs.ledgerup.ai/api-reference/accounts/list-accounts.md)
- [Create an account.](https://docs.ledgerup.ai/api-reference/accounts/create-an-account.md)
- [Retrieve an account by external_id.](https://docs.ledgerup.ai/api-reference/accounts/retrieve-an-account-by-external_id.md)
- [Retrieve an account.](https://docs.ledgerup.ai/api-reference/accounts/retrieve-an-account.md)
- [Update an account.](https://docs.ledgerup.ai/api-reference/accounts/update-an-account.md)
- [List accounts with usage for a time range.](https://docs.ledgerup.ai/api-reference/accounts/list-accounts-with-usage-for-a-time-range.md): Returns a page of accounts with usage aggregated by metric or currency. Metric sorting requires exactly one of metric_id or currency.
- [Retrieve balances for multiple accounts and all active usage sources.](https://docs.ledgerup.ai/api-reference/accounts/retrieve-balances-for-multiple-accounts-and-all-active-usage-sources.md): Returns active grant totals, corrected usage totals, and balances for every active metric and granted currency across up to 100 accounts. The PostgreSQL and ClickHouse aggregates run in parallel.
- [Retrieve lifetime usage for multiple accounts.](https://docs.ledgerup.ai/api-reference/accounts/retrieve-lifetime-usage-for-multiple-accounts.md): Returns corrected lifetime usage totals in one ClickHouse query for up to 100 accounts. No PostgreSQL query is performed.
- [Get account usage for a time range.](https://docs.ledgerup.ai/api-reference/accounts/get-account-usage-for-a-time-range.md)
- [Get all monthly usage for an account.](https://docs.ledgerup.ai/api-reference/accounts/get-all-monthly-usage-for-an-account.md): Returns raw metric quantities from one ClickHouse query. No PostgreSQL query is performed.
- [Get account usage by UTC day for a time range.](https://docs.ledgerup.ai/api-reference/accounts/get-account-usage-by-utc-day-for-a-time-range.md): Returns every UTC calendar day intersecting the requested half-open range. Days without usage have an empty data array.
- [Retrieve an account balance for a usage source.](https://docs.ledgerup.ai/api-reference/accounts/retrieve-an-account-balance-for-a-usage-source.md): Returns active, effective, non-expired grants for the requested metric or currency minus corrected all-time usage for that source.
- [List refill configurations.](https://docs.ledgerup.ai/api-reference/refill-configurations/list-refill-configurations.md)
- [Create a refill configuration.](https://docs.ledgerup.ai/api-reference/refill-configurations/create-a-refill-configuration.md)
- [Retrieve a refill configuration.](https://docs.ledgerup.ai/api-reference/refill-configurations/retrieve-a-refill-configuration.md)
- [Update a refill configuration.](https://docs.ledgerup.ai/api-reference/refill-configurations/update-a-refill-configuration.md)
- [List grants.](https://docs.ledgerup.ai/api-reference/grants/list-grants.md)
- [Create a grant.](https://docs.ledgerup.ai/api-reference/grants/create-a-grant.md)
- [Retrieve a grant.](https://docs.ledgerup.ai/api-reference/grants/retrieve-a-grant.md)
- [Void a grant.](https://docs.ledgerup.ai/api-reference/grants/void-a-grant.md)
- [List grant void records.](https://docs.ledgerup.ai/api-reference/grants/list-grant-void-records.md)
- [Retrieve a grant void record.](https://docs.ledgerup.ai/api-reference/grants/retrieve-a-grant-void-record.md)
- [List currencies with reported usage.](https://docs.ledgerup.ai/api-reference/currencies/list-currencies-with-reported-usage.md)
- [List metrics.](https://docs.ledgerup.ai/api-reference/metrics/list-metrics.md)
- [Create a metric.](https://docs.ledgerup.ai/api-reference/metrics/create-a-metric.md)
- [Retrieve a metric.](https://docs.ledgerup.ai/api-reference/metrics/retrieve-a-metric.md)
- [Update a metric description.](https://docs.ledgerup.ai/api-reference/metrics/update-a-metric-description.md)
- [Monthly usage by metric](https://docs.ledgerup.ai/api-reference/querying/monthly-usage-by-metric.md)
- [Monthly usage for one metric](https://docs.ledgerup.ai/api-reference/querying/monthly-usage-for-one-metric.md)
- [Usage by event property](https://docs.ledgerup.ai/api-reference/querying/usage-by-event-property.md)
- [List usage events.](https://docs.ledgerup.ai/api-reference/events/list-usage-events.md)
- [Queue a usage event for creation.](https://docs.ledgerup.ai/api-reference/events/queue-a-usage-event-for-creation.md)
- [Retrieve a usage event.](https://docs.ledgerup.ai/api-reference/events/retrieve-a-usage-event.md)
- [Aggregate usage event quantities by UTC day for a property.](https://docs.ledgerup.ai/api-reference/events/aggregate-usage-event-quantities-by-utc-day-for-a-property.md): Returns every UTC calendar day intersecting the requested half-open range. Days without matching events have an empty data array.
- [Reset the test namespace.](https://docs.ledgerup.ai/api-reference/test/reset-the-test-namespace.md): Queues deletion of all usage data in the authenticated test namespace. Only test API keys can call this endpoint.
- [Webhooks](https://docs.ledgerup.ai/webhooks/overview.md): LedgerUp webhook event types.
- [AGENTS](https://docs.ledgerup.ai/AGENTS.md)
- [Meet Ari](https://docs.ledgerup.ai/index.md): Your AI revenue operations teammate

## OpenAPI Specs

- [ledgerup-engine](/openapi/ledgerup-engine.json)


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