Use your Chargebee data for reporting, automation and AI.

Data Panda brings your Chargebee data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Data Panda Reporting Automation AI Apps
Chargebee logo

The billing engine under modern subscription businesses.

Chargebee is a subscription billing platform used by more than 6,500 SaaS, AI and consumer subscription companies across 227 countries. It handles plan changes, proration, usage-based pricing, dunning, revenue recognition and CPQ on top of whichever payment gateway the business uses. Most teams pair it with Stripe, Braintree or a local payment rail and let Chargebee own the billing logic.

The point of pulling Chargebee into a warehouse is that subscription businesses live or die by a small set of numbers that span Chargebee, the CRM, the accounting ledger and the product: MRR movement, net revenue retention, dunning recovery, cohort LTV. Next to Salesforce, HubSpot, NetSuite and Stripe data, Chargebee becomes the source of truth for what was billed and what was collected, instead of three pivot tables that never agree on the close.

What you get once Chargebee is connected.

Subscription-grade reporting

MRR, NRR, dunning and cohort LTV on one timeline, reconciled against the ledger.

  • MRR movement by expansion, contraction and churn
  • Dunning recovery rate per plan and country
  • Net revenue retention by cohort, with the moves behind it

Billing automation

Let Chargebee events drive the rest of the stack without Zapier chains.

  • Failed retry pages CS on the high-value account
  • Plan change pushes into HubSpot and Salesforce
  • Usage-based invoice lines flow into revenue recognition

AI workflows

Score churn and dunning risk on full billing history.

  • Churn-risk scoring from plan change and usage pattern
  • Dunning-fail prediction before the retry sequence runs
  • Upsell-readiness scoring on utilisation against plan limits

Custom apps on your data

Internal tools on Chargebee data for revenue and CS teams.

  • CFO revenue health dashboard with recognised and billed MRR
  • CS workbench with accounts at risk this month
  • Sales-ops board showing renewal revenue per rep

Use cases we deliver with Chargebee data.

A list of concrete reports, automations and AI features we have built on Chargebee data. Pick the one that matches your situation.

MRR movementNew, expansion, contraction and churn per month and plan.
Net revenue retentionNRR by cohort, broken down to what moved.
Dunning recoveryRecovery rate per retry step, country and card type.
Plan-change ladderWhich upgrade paths convert and at what rate.
Cohort LTVLifetime value by acquisition source, twelve and twenty-four months.
Usage versus planAccounts approaching plan limits, ready for upsell.
Revenue recognitionDeferred revenue unwind tied to Chargebee invoices.
Failed-payment reasonsCounts and trends by reason, across segments.
Renewal pipelineUpcoming renewals ranked by revenue and risk.
Multi-site consolidationMRR picture across multiple Chargebee sites.

Answers you will finally get.

Which cohort of customers is still growing revenue a year later?

Net revenue retention per acquisition cohort, split into expansion, contraction and churn. Shows the cohort whose MRR per account is climbing twelve months in, next to the cohort where retention is masking quiet decline.

How much recoverable revenue is lost in dunning?

Failed recurring charges that reached the end of their retry sequence without recovery, ranked by reason and country. Separates the card-expired segment a prompt would fix from the insufficient-funds segment that will not come back.

Which accounts are at plan limits and ready to expand?

Usage metrics from the product joined to Chargebee plan limits, ranked by overrun rate. Sales walks into the expansion conversation with the account that is already paying for the next plan.

Where each function gets value.

For finance leaders

Billed MRR, recognised revenue and dunning recovery reconciled against the ledger. Month-end closes on Chargebee data that already matches the bank, not on a spreadsheet between billing and accounting.

For sales leaders

Every account carries billed ARR, plan, renewal date and usage-against-limit on the CRM record. Renewal and expansion conversations start from a number, not from a salesforce note.

For operations

Dunning success rate per retry step and plan, with accounts at churn risk ranked by revenue. Billing ops decisions move from vendor defaults to a policy shaped by recovery outcome.

What you can automate with Chargebee.

Pair with Salesforce

Tie Chargebee subscriptions to Salesforce opportunities

Closed-won Salesforce opportunities create the Chargebee subscription that belongs to them, and every Chargebee event (plan change, dunning, churn) flows back to the opportunity and account. Sales and finance stop reconciling two systems about the same customer.

Pair with HubSpot

Drive HubSpot lifecycle on Chargebee events

Chargebee subscription starts, upgrades, downgrades and churn push to HubSpot as lifecycle transitions and timeline events. Marketing and CS run lifecycle sequences on real billing state instead of an old export.

Pair with NetSuite

Flow Chargebee revenue into NetSuite recognition

Chargebee invoices, credit memos and subscription events post into NetSuite as revenue-recognition entries. Deferred revenue unwinds on the billed cycle, not on a manual upload the tenth of every month.

Pair with Stripe

Reconcile Stripe payouts against Chargebee invoices

Stripe payouts are matched back to the Chargebee invoices they settle, with fees separated. The Chargebee AR screen reflects what Stripe has already cleared, and month-end reconciliation between billing and bank stops being a multi-tab spreadsheet.

Want more information about this connector?

I'm interested in this connector

Available Chargebee data and actions.

Chargebee data covers 23 available tables across the supported connection options. The exact selection depends on your connection and access rights. Use the data in reports, combine it with the rest of your stack, or query it directly in your warehouse.

The tables at the top of the list open up to show their columns and data types.

  • Customers 55 columns
    • Card_iin string
    • Card_last4 string
    • Card_object string
    • Card_status string
    • Customer_id string
    • Card_gateway string
    • Card_card_type string
    • Card_last_name string
    • Customer_email string
    • Customer_phone string
    • Card_created_at integer
    • Card_first_name string
    • Card_updated_at integer
    • Customer_object string
    • Card_customer_id string
    • Card_expiry_year integer
    • Customer_channel string
    • Customer_company string
    • Customer_deleted boolean
    • Card_expiry_month integer
    • Card_funding_type string
    • Card_masked_number string
    • Customer_last_name string
    • Customer_created_at integer
    • Customer_first_name string
    • Customer_taxability string
    • Customer_updated_at integer
    • Customer_card_status string
    • Customer_pii_cleared string
    • Card_resource_version integer
    • Card_payment_source_id string
    • Customer_net_term_days integer
    • Card_gateway_account_id string
    • Customer_auto_collection string
    • Customer_excess_payments integer
    • Customer_resource_version integer
    • Customer_unbilled_charges integer
    • Customer_balances_0_object string
    • Customer_allow_direct_debit boolean
    • Customer_refundable_credits integer
    • Customer_payment_method_type string
    • Customer_promotional_credits integer
    • Customer_payment_method_object string
    • Customer_payment_method_status string
    • Customer_payment_method_gateway string
    • Customer_preferred_currency_code string
    • Customer_balances_0_currency_code string
    • Customer_primary_payment_source_id string
    • Customer_balances_0_excess_payments integer
    • Customer_balances_0_unbilled_charges integer
    • Customer_payment_method_reference_id string
    • Customer_balances_0_refundable_credits integer
    • Customer_balances_0_promotional_credits integer
    • Customer_balances_0_balance_currency_code string
    • Customer_payment_method_gateway_account_id string
  • Invoice Linked Orders
  • Invoices 94 columns
    • Invoice_id string
    • Invoice_tax integer
    • Invoice_date integer
    • Invoice_total integer
    • Invoice_object string
    • Invoice_status string
    • Invoice_channel string
    • Invoice_deleted boolean
    • Invoice_paid_at integer
    • Invoice_due_date integer
    • Invoice_is_gifted boolean
    • Invoice_recurring boolean
    • Invoice_sub_total integer
    • Invoice_amount_due integer
    • Invoice_price_type string
    • Invoice_updated_at integer
    • Invoice_amount_paid integer
    • Invoice_customer_id string
    • Invoice_generated_at integer
    • Invoice_currency_code string
    • Invoice_exchange_rate number
    • Invoice_first_invoice boolean
    • Invoice_net_term_days integer
    • Invoice_term_finalized boolean
    • Invoice_amount_adjusted integer
    • Invoice_credits_applied integer
    • Invoice_line_items_0_id string
    • Invoice_line_items_1_id string
    • Invoice_subscription_id string
    • Invoice_new_sales_amount integer
    • Invoice_resource_version integer
    • Invoice_round_off_amount integer
    • Invoice_write_off_amount integer
    • Invoice_amount_to_collect integer
    • Invoice_base_currency_code string
    • Invoice_has_advance_charges boolean
    • Invoice_line_items_0_amount integer
    • Invoice_line_items_0_object string
    • Invoice_line_items_1_amount integer
    • Invoice_line_items_1_object string
    • Invoice_line_items_0_date_to integer
    • Invoice_line_items_1_date_to integer
    • Invoice_line_items_0_is_taxed boolean
    • Invoice_line_items_0_quantity integer
    • Invoice_line_items_1_is_taxed boolean
    • Invoice_line_items_1_quantity integer
    • Invoice_billing_address_object string
    • Invoice_line_items_0_date_from integer
    • Invoice_line_items_0_entity_id string
    • Invoice_line_items_1_date_from integer
    • Invoice_line_items_1_entity_id string
    • Invoice_billing_address_company string
    • Invoice_line_items_0_tax_amount integer
    • Invoice_line_items_1_tax_amount integer
    • Invoice_line_items_0_customer_id string
    • Invoice_line_items_0_description string
    • Invoice_line_items_0_entity_type string
    • Invoice_line_items_0_unit_amount integer
    • Invoice_line_items_1_customer_id string
    • Invoice_line_items_1_description string
    • Invoice_line_items_1_entity_type string
    • Invoice_line_items_1_unit_amount integer
    • Invoice_linked_payments_0_txn_id string
    • Invoice_billing_address_last_name string
    • Invoice_billing_address_first_name string
    • Invoice_line_items_0_pricing_model string
    • Invoice_line_items_1_pricing_model string
    • Invoice_linked_payments_0_txn_date integer
    • Invoice_issued_credit_notes_0_cn_id string
    • Invoice_line_items_0_discount_amount integer
    • Invoice_line_items_0_subscription_id string
    • Invoice_line_items_1_discount_amount integer
    • Invoice_line_items_1_subscription_id string
    • Invoice_linked_payments_0_applied_at integer
    • Invoice_linked_payments_0_txn_amount integer
    • Invoice_linked_payments_0_txn_status string
    • Invoice_issued_credit_notes_0_cn_date integer
    • Invoice_issued_credit_notes_0_cn_total integer
    • Invoice_line_items_0_tax_exempt_reason string
    • Invoice_line_items_1_tax_exempt_reason string
    • Invoice_adjustment_credit_notes_0_cn_id string
    • Invoice_issued_credit_notes_0_cn_status string
    • Invoice_line_items_0_entity_description string
    • Invoice_linked_payments_0_applied_amount integer
    • Invoice_adjustment_credit_notes_0_cn_date integer
    • Invoice_billing_address_validation_status string
    • Invoice_adjustment_credit_notes_0_cn_total integer
    • Invoice_adjustment_credit_notes_0_cn_status string
    • Invoice_issued_credit_notes_0_cn_reason_code string
    • Invoice_line_items_0_item_level_discount_amount integer
    • Invoice_line_items_1_item_level_discount_amount integer
    • Invoice_adjustment_credit_notes_0_cn_reason_code string
    • Invoice_issued_credit_notes_0_cn_create_reason_code string
    • Invoice_adjustment_credit_notes_0_cn_create_reason_code string
  • Items
  • Transactions 23 columns
    • Transaction_id string
    • Transaction_date integer
    • Transaction_type string
    • Transaction_amount integer
    • Transaction_object string
    • Transaction_status string
    • Transaction_deleted boolean
    • Transaction_gateway string
    • Transaction_updated_at integer
    • Transaction_customer_id string
    • Transaction_amount_unused integer
    • Transaction_currency_code string
    • Transaction_exchange_rate number
    • Transaction_payment_method string
    • Transaction_subscription_id string
    • Transaction_resource_version integer
    • Transaction_base_currency_code string
    • Transaction_linked_invoices_0_applied_at integer
    • Transaction_linked_invoices_0_invoice_id string
    • Transaction_linked_invoices_0_invoice_date integer
    • Transaction_linked_invoices_0_invoice_total integer
    • Transaction_linked_invoices_0_applied_amount integer
    • Transaction_linked_invoices_0_invoice_status string
  • Subscriptions
  • Credit Note Line Item Taxes
  • Credit Note Line Items
  • Credit Note Taxes
  • Credit Notes
  • Customer Balances
  • Customer Contacts
Show the other 11 tables
  • Events
  • Invoice Applied Credits
  • Invoice Dunning Attempts
  • Invoice Line Items
  • Invoice Linked Payments
  • Invoice Reference Transactions
  • Item Families
  • Subscription Coupons
  • Subscription Discounts
  • Subscription Items
  • Transaction Linked Invoices

Write-back actions available

Alongside reading data, these actions let you create, update or manage information in Chargebee. The exact actions depend on your connection and permissions; some require a separate write-back connection.

Create 7

  • Add customers
    Example input
    emaillast_namefirst_name
  • Add invoices
    Example input
    customer_idcurrency_code
  • Add subscriptions
    Example input
    customer_id

Update 6

  • Update customers
    Example input
    idemailfirst_name
  • Update invoices
    Example input
    idcommentpo_number
  • Update subscriptions
    Example input
    idauto_collection

Delete 4

  • Delete customers
    Example input
    id
  • Delete invoices
    Example input
    id
  • Delete items
    Example input
    id

8 more write-back actions are available for Chargebee. We show a representative selection here to keep the overview useful.

Need another table, field or write-back action? Tell us what you need. We can check the available options or help extend the connector.

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Chargebee data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots

From Chargebee to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys. Read our DPA

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Chargebee connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Does the sync cover multiple Chargebee sites?

Yes. Each Chargebee site lands in its own schema with a shared customer and plan dimension on top. Groups running brand-specific or region-specific sites get per-site reporting plus a consolidated revenue picture at group level.

Is revenue recognition supported?

Yes. Chargebee RevRec entries and schedules land as first-class tables in the warehouse, so deferred revenue, recognised revenue and variance against billed amount are all reportable without exporting from Chargebee and merging in Excel.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Chargebee setup and the systems around it. Together we pick the first thing worth building.