Case Study: Trade Ideas achieves 4X revenue recovered per $1 spent and a single source of truth with Chargebee

How Trade Ideas Generated 4X Revenue for Every Dollar Spent on Chargebee

Trade Ideas, an AI‑driven stock‑screener company that shifted to a direct‑to‑consumer subscription model as brokerage partners cut paid research, was losing revenue and productivity to poor billing processes. Using Infusionsoft and Authorize.net, the team faced widespread failed payments and manual dunning, no single source of truth (leading to frequent data errors), and about 15–20 hours a month wasted reconciling inaccurate reports.

By moving to Chargebee (with consultative implementation) and adopting RevenueStory as their reporting source, Trade Ideas automated retries and dunning emails and centralized revenue data. The result: $4 recovered for every $1 spent on Chargebee, major gains in productivity, clearer decision‑making from reliable data (RevenueStory became their “IMDb” of financials), and improved customer self‑service for upgrades, downgrades, and cancellations.

Trade Ideas

Skip Shean

TI Advisor and Marketing Consultant