Billing

Typeform’s Journey to Efficient Growth through Subscription Transformation

By deploying Chargebee’s high-capability subscription and revenue growth platform, Typeform consolidated its vendor count, significantly reducing system complexity and cost—potential savings estimated at around $1.2 million annually.

Before Chargebee

Around 10 vendors ran the billing stack, each holding a fragment of the revenue picture, with siloed subscription, CRM, and revenue data.

The prior billing provider couldn't connect to Avalara, leaving gaps as new online-sales tax rules took effect across US states, Canada, Brazil, and India.

Revenue reporting took 20 days and relied on manual input, which left room for errors.

Keeping billing, CRM, and accounting aligned meant custom-built or manual connections and constant reconciliation by hand.

After Chargebee

Billing stack reduced from 10 vendors to around five, with roughly $1.2M in potential annual savings.

Chargebee sits at the center with native integrations to NetSuite, Salesforce, Stripe, PayPal, and Avalara.

Revenue information is available in three days instead of 20, with less manual input.

Tax compliance runs across more than 170 countries without added headcount, more payment options increased conversion, and enterprise contracts include regional invoicing.

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Growing across more than 170 countries turns tax compliance into an operational problem, not a checkbox. Typeform builds the interactive forms, surveys, and quizzes used by tens of thousands of businesses. It reached that point as new online-sales tax rules took effect across US states and countries including Canada, Brazil, and India.

Its billing provider at the time couldn't connect to Avalara, the tax engine Typeform needed to stay compliant. That gap started a wider rethink of the billing stack.

Problem

The Compliance Gap That Exposed a Fragmented Stack

Typeform runs a hybrid go-to-market model. Self-serve customers buy tiered subscription plans with response and seat limits, while a separate sales-led Enterprise track carries custom contracts. As governments introduced new online-sales tax rules, staying compliant across every market became a growing burden. The billing provider Typeform used couldn't integrate with Avalara, so compliance was the immediate trigger.

That trigger exposed a deeper problem. Behind billing sat a stack of roughly 10 vendors, each holding a fragment of the revenue picture. Subscription data lived in one place, CRM data in another, and revenue reporting in a third.

Keeping those systems aligned meant custom-built or manual connections and constant reconciliation by hand. Every new market or payment method added more of that work.

Reporting reflected that fragmentation. Pulling revenue information together took 20 days and depended on manual input, which left room for errors. The stack that was meant to run the business slowed the teams trying to read it.

Solution

Chargebee at the Center of the Billing Stack

Typeform put Chargebee at the center of its billing infrastructure. Subscription, billing, and invoicing data now lives in one system and flows outward to the tools that depend on it. Native integrations that Chargebee builds and maintains connect it to NetSuite for accounting, Salesforce for CRM, Stripe and PayPal for payments, and Avalara for tax. Zapier handles operations connections, and RevenueStory covers analytics.

Because Chargebee maintains those integrations, Typeform's team no longer builds or supports custom connections between billing and each downstream system. That removed the intermediary software that used to sit between tools and reconcile their data by hand. It also let Chargebee's feature depth absorb functions that previously required separate vendors.

"One of the benefits of working with Chargebee is that it's a very feature-rich, highly capable platform. It's capable of doing lots of things that in the past we needed more vendors for, so we've been able to reduce from 10 to around five vendors."

That same feature depth let Typeform meet enterprise requirements from the platform it already uses for self-serve customers. Regional invoicing formats, multi-currency billing, and multiple payment options all run through Chargebee. Typeform can support both its tiered self-serve plans and its custom Enterprise contracts without adding a specialized tool for each requirement.

The connected layer also changed how teams share information. Chargebee sits between Salesforce and NetSuite, so one set of revenue data reaches sales, marketing, customer care, revenue, accounting, and controlling teams at once.

"The high integrability of Chargebee allows us to use Chargebee integrated with other key tools in our tech stack, such as NetSuite or Salesforce. Everybody is looking at the same data, and it unifies and helps us make the best decisions going forward."

Without native, vendor-maintained integrations, Typeform would have kept building and supporting those connections itself. It would also have kept paying for and maintaining the overlapping tools that consolidation later removed.

We've streamlined our processes thanks to Chargebee's richness and versatility, reducing our vendor count from 10 to around five. Additionally, improved integrations and automation have simplified tasks, eliminating the need for intermediary software. This allows seamless communication between our systems and Chargebee without the necessity for additional vendors.

Joaquim LechàCEO, Typeform 

Results

Fewer Vendors, Faster Reporting, and Wider Reach

Consolidating on Chargebee changed how Typeform's finance and revenue teams work day to day. Revenue reporting that once took 20 days now takes three, with less manual input and fewer errors.

"Having the information, for instance, revenue information, in three days instead of 20 days, and using less manual input."

Tax compliance, the original reason Typeform adopted Chargebee, now runs across more than 170 countries without added headcount. The Avalara integration keeps Typeform current as US states and countries including Canada, Brazil, and India change their online-sales tax rules. Handling that multi-jurisdiction compliance without adding people is where most of Typeform's projected savings come from.

"We are saving probably around $1.2 million every year."

Adding more payment options through Stripe and PayPal increased Typeform's conversion rate. Regional invoicing became a requirement Typeform could meet inside enterprise contracts. Because one platform now covers both motions, Typeform serves enterprise buyers' invoicing and payment demands without adding friction for its self-serve customers.

Together, these changes reduced the billing stack from 10 vendors to around five. The savings come less from the removed line items and more from the work those vendors and their manual connections used to require.

What's Next

Building Toward One Funnel

With one system feeding its downstream tools, Typeform shifted its focus from acquiring customers to getting more value from the ones it has. The company reset its North Star metric to the number of submissions its customers collect. Teams that once worked from separate tools and data now work from one funnel, reading the same revenue picture and acting on it together.

That single source of truth is the foundation Typeform builds on next. As it adds markets, payment methods, and enterprise requirements, the work stays inside one platform rather than spreading across new vendors and custom connections.

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Finance

Stripe, Paypal, Netsuite, Avalara

Sales & Marketing

Salesforce

Operations

Zapier

Analytics

RevenueStory

Chargebee's feature-rich platform has streamlined our processes, cutting our vendor count from ten to five, resulting in potential savings estimated at around $1.2 million annually.

Joaquim LechàCEO, Typeform

Customers
Customer Story

's Success Story

Learn how transformed their business with Chargebee's subscription management platform.