Chargebee connector

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
About Chargebee

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 your Chargebee data is for

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

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.
Real business questions

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.

Value for everyone in the organisation

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.

Ideas

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.

Data model

Tables we make available.

These are the 6 tables we currently pull from Chargebee into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

  • Credit Notes
  • Customers
  • Invoices
  • Item Families
  • Items
  • Transactions

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

Your existing tools

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
Three steps

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.

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.

Two ways to work with us

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.

Before you book

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.