Ideas to put to work
A recurring revenue picture your partners can plan around.
Recurring revenue and churn analysis
Sofia reads subscriptions, cancellations and credit notes, builds a recurring revenue workbook in Excel, and charts growth and churn by plan.
Billing matched to the ledger
Sofia compares Chargebee invoices and transactions with Xero payments and lists every difference for your bookkeeper.
Subscriptions set up for won work
When a HubSpot deal closes, Sofia creates the Chargebee customer and subscription for the engagement, with your approval.
Scope changes reflected in billing
When a client agrees to a change by email in Outlook, Sofia updates their Chargebee subscription, with your approval.
Accounts at risk flagged early
Sofia reads billing events for failed payments and scheduled cancellations and lists the accounts a relationship partner should call this week.
What Sofia can do with Chargebee
Sofia reads and keeps current
- Customers
- Subscriptions
- Invoices
- Credit notes
- Transactions
- Products and prices
- Coupons
- Billing events
Sofia does, with your approval where you want it
- Create or update a customer
- Create a subscription
- Update a subscription
- Cancel a subscription
- Issue a credit note
- Void a credit note
- Look up an invoice
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- XeroCloud accounting for small businesses
- HubSpotCRM and marketing platform for growing businesses
- Microsoft OutlookMicrosoft's email and calendar
QuickBooksAccounting software for small and mid-sized businesses
NetSuiteCloud ERP for finance and operations- FreshBooksInvoicing and accounting for service businesses
StripeOnline payments, invoicing and subscriptions
See your Chargebee revenue clearly with Sofia
Score your firm in three minutes, or talk to our team.