A site can be technically live and still quietly losing money — declines nobody works, a catalog that fragmented into four hundred price points, dunning on defaults, revenue recognised in a spreadsheet. We audit what you have, quantify what it is costing, and fix the items that pay for themselves first.
Trusted by 500+ organizations — including SaaS, subscription and usage-based businesses running their quote-to-revenue operations on Salesforce, HubSpot and Chargebee with Twopir Consulting.
Optimization Focus
Nobody calls us because Chargebee is down. They call because something downstream has stopped being trustworthy, and these are the usual first sentences.
Cards expire, issuers decline, and a retry schedule nobody tuned gives up too early or hammers too hard. The loss shows up as churn rather than as a payments problem, so it gets treated as a product issue.
Years of one-off deals created as new price points. Hundreds of near-identical items, no naming convention, and every new plan takes a week because nobody is sure which existing entries it would collide with.
Invoices going out wrong — bad proration, the wrong entity, tax miscalculated, a mid-term change applied the wrong way — and the correction workflow has become a routine part of the month rather than an exception.
Revenue recognised outside the system in spreadsheets that grow a tab per pricing model. The numbers are probably right, but nothing can be audited quickly and the close takes longer every quarter.
Invoiced customers chased manually, promises to pay tracked in a document, disputes lost in an inbox, and an AR aging report assembled by hand a week after anyone could have acted on it.
The CRM and the billing site drifted apart because the sync rules were never revisited after the pricing model changed. Both teams now maintain their own version of the truth.
Optimization without measurement is redecorating. Every item below has a number attached to it before we propose a change, and the same number after.
A Chargebee optimization engagement starts with a diagnostic audit of a live site: the catalog, the subscription lifecycle configuration, the payment and dunning setup, the collections process, the CRM integration, and the path from invoice to recognised revenue.
The output is not a list of observations. It is a prioritised remediation plan where each item carries an estimated value, an effort estimate, and a risk rating — because on a live billing system the order you make changes in matters as much as the changes themselves.
| Leak point | What we measure | Typical remediation |
|---|---|---|
| Payment authorisation | Authorisation and decline rates by gateway, currency, geography and card type, with declines segmented by error reason. | Smart routing rules, retry timing, gateway mix, 3DS configuration. |
| Dunning and retries | Recovery rate by failure type, time to recovery, and how many subscriptions are lost after the sequence ends. | Retry schedule tuned by failure reason, sequence length, email content and timing. |
| Card expiry | Share of the active base with cards expiring in the next 90 days and the update rate before failure. | Proactive update campaigns, account updater where the gateway supports it. |
| Catalog sprawl | Item and price-point count, duplicates, orphans, and how many are on live subscriptions versus dormant. | Consolidation plan sequenced so live subscriptions are migrated safely, not re-priced by accident. |
| Invoice accuracy | Credit note volume and value as a share of invoiced revenue, grouped by root cause. | Proration rules, tax configuration, entity mapping, mid-term change handling. |
| Collections and AR | AR aging by bucket, days sales outstanding, and the share of overdue invoices with no recorded follow-up. | Automated collections sequences, promise-to-pay tracking, dispute workflow, payment links in reminders. |
| Renewal and churn motion | Renewal rate, cancellations reaching the cancel flow, and what is offered at that moment. | Cancel experience, targeted retention offers applied at the billing layer. |
| Recognition and close | Days to close, share of revenue recognised outside the system, and reconciliation differences between the subledger and the ledger. | RevRec configuration, schedule rules, journal entry mapping into the ERP. |
| CRM agreement | Record-level variance between CRM and billing on subscription state, MRR and renewal date. | Sync rule redesign, field ownership, scheduled reconciliation with alerting. |
The audit is only as good as the definitions underneath it: Chargebee reporting and revenue analytics — governing what MRR, ARR and retention actually mean Chargebee revenue operations and AI — turning the findings into a running recovery motion Chargebee consulting services — the wider Chargebee practice
Not every business wants the same depth. These are the three shapes, and the first one is deliberately useful on its own.
A fixed-scope diagnostic across the catalog, lifecycle, payments, collections, CRM sync and close. You get a prioritised remediation plan with values, effort and risk — and you are free to execute it with your own team.
We work the plan in priority order, changing a live billing system carefully: the highest-value, lowest-risk items first, each one measured before and after so the gain is demonstrable rather than asserted.
Billing systems degrade. New pricing models, new markets and new gateways all add entropy. A retained engagement keeps the instrumentation live and works the backlog as the commercial model changes.
Ordered roughly by how quickly the change shows up in the numbers.
Authorisation rate is the most under-owned metric in most subscription businesses. Chargebee Reveal reports authorisation and decline rates at transaction and order level and segments declines by error reason, which is where the fixes come from.
A retry schedule tuned by failure type recovers materially more than a fixed one. Hard declines and soft declines need opposite treatment, and most sites run the same sequence for both.
Consolidating a sprawling catalog on a live system without re-pricing anyone. The planning is most of the work; the migration is staged and reversible.
Credit notes are a measurable defect rate. Grouping them by root cause almost always points at proration rules, tax setup or mid-term change handling.
For invoiced revenue, Chargebee Receivables replaces the spreadsheet: aging by bucket, automated outreach sequences, promise-to-pay tracking and dispute handling on the same billing record.
Moving recognition out of spreadsheets and into RevRec as a controlled subledger, so the close is a review rather than a rebuild.
Five stages, and the first and last are the same measurement. Without both, an optimization engagement is a matter of opinion.
Before anything changes we establish the numbers: authorisation rates, recovery rates, credit note ratio, AR aging, days to close, CRM variance.
Each leak is traced to a root cause and given an estimated value. A finding without a number attached does not make the plan.
Ordered by value against effort, then re-ordered for risk — because on a live billing system the safe order and the profitable order are not the same list.
Changes are made in controlled increments with a rollback position, especially anything touching live subscriptions or the catalog.
The same metrics, measured again, reported honestly. Then monitoring so the gain does not quietly erode over the next three quarters.
Auditing and rebuilding commercial systems that are live but underperforming is a large part of what Twopir does across platforms.
Billing and financial reporting brought onto one record so reconciliation stopped being a monthly manual exercise.
An operating process rebuilt around clean data capture and ownership, which is where most downstream revenue defects actually originate.
Quoting and approvals reconnected to the systems downstream so commercial terms stopped being re-keyed and re-interpreted.
We help growing and mid-market companies solve complex CRM, integration and business system challenges, and we work with enterprise organizations on the same problems across larger transaction volumes.
An audit that lists observations is easy to produce and impossible to act on. Ours attaches an estimated value, an effort estimate and a risk rating to each item, so the remediation order is a business decision.
The baseline is taken before anything moves and the same metrics are measured afterwards. If a change did not move the number we say so rather than reporting activity as outcome.
Catalog consolidation and lifecycle changes touch real subscriptions and real invoices. Work is staged with a rollback position, and nothing is applied in bulk because it was faster.
A large share of billing defects originate before billing — bad data at capture, sync rules written for an old pricing model. As a Salesforce Partner and HubSpot Partner we can fix that end rather than reporting it as out of scope.
It is fixed-scope and yours to execute however you like, including with your own team. We would rather you have an accurate plan than an engagement you did not need.
The catalog and its structure, subscription lifecycle configuration, payment and dunning setup, collections and AR, the CRM integration, and the path from invoice to recognised revenue. It runs two to three weeks on a fixed scope and produces a prioritised remediation plan where every finding carries an estimated value, an effort estimate and a risk rating.
Usually, and it is often the fastest payback in the engagement. The work is diagnostic first: authorisation and decline rates segmented by gateway, currency, geography and error reason, which Chargebee Reveal reports at transaction and order level. Fixes typically come from retry timing tuned by failure type, smart routing rules, gateway mix and 3DS configuration. We will not promise a specific uplift before measuring your baseline, because the honest answer depends entirely on what is currently misconfigured.
Yes, but it is planning-heavy rather than technically hard. We analyse duplicates, orphans and which entries carry live subscriptions, design the target structure and a naming convention, then migrate live subscriptions in stages with a rollback position at each step. Nobody gets re-priced by accident, and we add governance so the catalog does not re-fragment within a year.
An implementation designs a system that does not exist yet. Optimization changes one that is already carrying live customers, live invoices and live revenue — which means the constraint is not design quality but change safety. The sequence, the staging and the rollback planning are most of the value.
No. The audit is deliberately fixed-scope and self-contained, and several clients execute the plan with their own team. We would rather be useful than tie a diagnostic to a delivery commitment you have not decided on yet.
Changes are staged rather than applied in bulk, anything touching live subscriptions carries a rollback position, and the risky items are sequenced deliberately rather than run in value order. We also baseline the metrics first, so if something moves in the wrong direction it is visible within a billing cycle instead of a quarter.
It frequently is, and we will tell you. A meaningful share of billing defects originate upstream — bad data captured at the point of sale, sync rules written for a pricing model you no longer sell, ownership never agreed between systems. As a Salesforce Partner and HubSpot Partner we can fix that end too rather than handing you a finding and calling it out of scope.
A fixed-scope audit across catalog, lifecycle, payments, collections, CRM sync and close — with every finding quantified and sequenced. Yours to execute with us or with your own team.
Baseline measured before the work, and again after
