Chargify consultants

We can help you automate your business with Chargify and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Chargify.

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About Chargify

Chargify (now part of Maxio) is a subscription billing and revenue management platform built for B2B SaaS companies. It handles the mechanics of recurring billing that most generic payment processors struggle with: usage-based pricing, tiered plans, mid-cycle upgrades and downgrades, prorations, dunning (failed payment recovery), and revenue recognition.

The problem Chargify solves is billing complexity. Once a SaaS business moves beyond simple monthly subscriptions, things like metered usage, annual contracts with monthly overages, or multi-product bundles become difficult to manage in platforms like Stripe alone. Chargify provides the subscription logic layer, handling plan changes, invoice generation, tax calculations, and automated retry sequences for failed payments.

At Osher, we connect Chargify to the broader business stack as part of our system integration work. Common projects include syncing Chargify subscription data with CRMs like HubSpot or Salesforce, pushing billing events into accounting software (Xero, QuickBooks), and building automated workflows that trigger actions based on subscription changes, such as provisioning access when a customer upgrades or alerting the success team when a customer enters dunning. Our business automation team handles these end-to-end.

Chargify FAQs

Frequently Asked Questions

Common questions about how Chargify consultants can help with integration and implementation

What does Chargify handle that Stripe doesn’t?

Stripe is a payment processor; Chargify is a subscription management layer. Stripe handles charging a card. Chargify handles the logic around what to charge: plan changes mid-cycle, prorated credits, usage-based overages, dunning sequences for failed payments, and revenue recognition across contract terms. Most SaaS businesses start with Stripe and add Chargify when their pricing models outgrow what Stripe’s basic subscription features can support.

Can Chargify sync subscription data with our CRM?

Yes, and this is one of the most common integration projects we do. Chargify can be connected to HubSpot, Salesforce, or Pipedrive so that subscription status, plan details, MRR, and billing events are visible to sales and customer success teams without switching between systems. We typically set this up as a bidirectional sync so that CRM updates (like account owner changes) also flow back to Chargify.

How does Chargify handle usage-based or metered billing?

Chargify supports metered components that can be attached to any subscription. You report usage via API (either as it occurs or in batches), and Chargify calculates the charges at billing time based on your pricing rules. It supports tiered, volume, stairstep, and per-unit pricing models for metered components. Our team can build automated usage reporting pipelines that feed data from your application into Chargify.

Can we automate dunning and failed payment recovery?

Chargify includes built-in dunning management with configurable retry schedules, email sequences, and account state transitions. You can define how many retry attempts to make, the interval between retries, when to send reminder emails, and when to cancel or pause the subscription. We can extend this with custom workflows that, for example, trigger an in-app notification or alert a customer success manager when a high-value account enters dunning.

What’s involved in migrating existing subscriptions to Chargify?

Migration complexity depends on your current system and the number of active subscriptions. Chargify provides import tools and APIs for bulk subscription creation. The critical steps are mapping your existing plan structures to Chargify products, migrating customer payment profiles (which often involves coordination with your payment gateway), and validating that billing dates and amounts match. We handle the full migration process including data validation and parallel running.

Does Chargify support Australian tax requirements?

Yes. Chargify handles GST calculations and can be configured for Australian tax rules. It integrates with tax calculation services like Avalara for more complex scenarios involving multiple tax jurisdictions. For businesses selling internationally, it also supports multi-currency billing, so you can invoice Australian customers in AUD and international customers in USD or other currencies.

How it works

We work hand-in-hand with you to implement Chargify

As Chargify consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Chargify with integrate and automate 800+ tools.

Step 1

Process Audit

We review your current billing setup end-to-end: pricing models, plan structures, payment gateways, dunning processes, and how billing data flows into accounting and CRM systems. This audit identifies pain points like manual invoice adjustments, subscription tracking spreadsheets, or disconnected systems that don’t reflect the current billing state.

Step 2

Identify Automation Opportunities

Based on the audit, we identify where Chargify can eliminate manual work. Typical opportunities include automating proration calculations for plan changes, setting up dunning sequences that currently rely on manual follow-up, syncing billing data to accounting software that’s currently done via CSV exports, and triggering provisioning or de-provisioning workflows based on subscription status changes.

Step 3

Design Workflows

We design the integration architecture: which systems connect to Chargify, what data flows where, and what events trigger which actions. This covers Chargify webhook events (subscription created, payment succeeded, payment failed, subscription cancelled) and how each event maps to actions in your CRM, accounting system, application database, and notification channels.

Step 4

Implementation

We configure Chargify products, components, and coupons to match your pricing model. We set up payment gateway connections, build the integration middleware (typically using n8n or custom API connectors), configure dunning sequences, and migrate existing subscriptions. Each integration point is tested individually before connecting the full workflow.

Step 5

Quality Assurance Review

We run test subscriptions through every scenario: new signups, plan upgrades, downgrades, metered usage billing, failed payments, dunning recovery, and cancellations. We verify that each event correctly propagates to connected systems, invoices calculate correctly including tax, and accounting entries match expected values. Any discrepancies are traced and resolved before go-live.

Step 6

Support and Maintenance

After launch, we monitor webhook delivery, sync health between connected systems, and troubleshoot any billing discrepancies. When you change pricing models or add new products, we update the Chargify configuration and downstream integrations. We also review dunning performance periodically and adjust retry schedules based on actual recovery rates.

Transform your business with Chargify

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Chargify consultation.

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