Case Study: Codat reduces receivables by 40% with Chargebee

How Codat Reduced Receivables by 40% and Simplified Billing Complexity

Codat, a business data API provider, was struggling with increasingly complex billing as it scaled. Its previous system, Maxio, was disconnected from Salesforce, Xero, and accounting tools, leading to manual work, data inconsistencies, limited visibility into invoices and payments, and slower collections. Codat turned to Chargebee to better support its variable usage billing and multi-entity operations.

Chargebee implemented a unified billing solution with integrations to Salesforce, Xero, and Avalara, automating manual billing, invoicing, and tax calculations. The results included real-time invoice and payment visibility, reduced internal billing queries from 3-4 per week to zero, a 40% reduction in receivables since March 2024, and faster collections through Autopay and simplified customer payment links.

Codat

Joe Lambert

Business Operations