How does LedgerUp handle usage-based billing?

LedgerUp pulls data from your database or API, compares it against specific contract thresholds or tiered pricing in your CRM, and automatically generates overage invoices in your billing system.

Does it require manual data entry for new contracts?

No. LedgerUp's AI reads executed agreements (PDFs) from tools like DocuSign or Ironclad to extract pricing, discounts, and invoicing cadence automatically.

Which accounting systems does LedgerUp support?

It features native integrations with NetSuite, Sage Intacct, QuickBooks, Xero, and Stripe, ensuring data remains in sync across your entire finance stack.

Is LedgerUp a replacement for my ERP?

No, it acts as an automation layer that sits between your CRM (Salesforce/HubSpot) and your ERP (NetSuite/QuickBooks) to handle the operational 'messy' work that ERPs often require manual effort for.

How long does the onboarding process take?

Most teams can go live within 1–2 weeks, depending on the complexity of their billing stack and contract types.

Is my financial data secure?

Yes, LedgerUp is SOC 2 Type II certified and GDPR compliant. They do not use your proprietary financial data to train their general models.

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Financial Management

Paid

LedgerUp

AI billing agent that automates contract-to-cash, usage-based billing, and AR collections for B2B SaaS teams. Syncs CRM, contracts, and ERPs to eliminate manual bookkeeping errors.

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Rating

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4 months ago

Listed

Financial management

Accounting

Accounts Receivable

SaaS Billing

Revenue Operations

AI Bookkeeping

Automated Invoicing

Contract Analysis

Tool information

Provider

LedgerUp

Platforms

Web

Slack

Languages

English

API Available

Yes

Added to directory

4 months ago

Last updated

about 2 months ago

Rating

Not available

Pricing

Paid

About LedgerUp

What the tool does and who it's for

LedgerUp is an AI-powered contract-to-cash and revenue operations platform designed specifically for B2B SaaS companies. Its flagship AI agent, Ari, automates the entire billing lifecycle by reading signed contracts to extract complex terms, calculating usage-based overages, and generating accurate invoices in ERPs like NetSuite or QuickBooks. Beyond invoicing, it handles intelligent AR collections via Slack and email, automates payment reconciliation, and ensures ASC 606 revenue recognition compliance. By eliminating manual spreadsheet work and bridging the gap between CRMs (Salesforce, HubSpot) and billing systems (Stripe), LedgerUp helps finance teams reduce billing cycle times from days to minutes and recover leaked revenue.

Key capabilities

AI Contract Intelligence: Automatically reads PDFs/signed MSAs to extract billing terms, ramps, and schedules.

Usage-Based Billing: Monitors consumption data to calculate overages and tiered pricing without spreadsheets.

Automated AR Collections: AI agent 'Ari' sends contextual follow-ups via email and Slack to reduce DSO.

Bidirectional ERP Sync: Native integrations with NetSuite, Sage Intacct, QuickBooks, and Xero.

Cash Application & Reconciliation: Automatically matches bank deposits and Stripe payments to open invoices.

Revenue Recognition: Handles complex ASC 606/IFRS 15 compliance and revenue scheduling automatically.

Slack-Native Approvals: Routes billing edge cases and payment plan requests to Slack for one-click approval.

Deal Room Integration: Connects with Salesforce, HubSpot, and DocuSign to automate the quote-to-cash flow.

Pricing

Paid — plans below

Ari Starter

$500/mo

250 Ari work units per month
Invoice, customer, and AR Q&A
Upload invoices, contracts, and CSVs
Basic AR summaries
One connected billing source
Email support

Growth / Enterprise

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