If you're looking to integrate a sales tax automation tool with Chargebee, Kintsugi is a strong fit. It's known for its quality of service and free features, and it has quickly gained popularity.
Chargebee is a leading revenue and subscription growth platform, but it doesn’t automate sales tax compliance. Kintsugi fills that gap. This guide walks you through the integration process, starting with an overview of both platforms.
Who is Kintsugi?
Kintsugi automates sales tax from end to end. It uses its proprietary AI-powered system, Kintsugi Intelligence, to keep up with sales tax laws in real time, which can differ from state to state. Kintsugi handles sales tax management, nexus monitoring, calculations, registration, filing, remittance, product classifications, and more.
By putting U.S. sales tax regulations into thousands of lines of code, the platform removes human error, so it calculates tax faster and more consistently than manual processes. It also comes with Kintsugi Sheets, a no-code data management and reporting tool for sales tax compliance.
Key Features
Chargebee customers will like the same things that Shopify merchants and Stripe customers like about Kintsugi. Here are some of them.
Automate sales tax compliance. Kintsugi's purpose is to automate your sales tax compliance, in three simple steps:
- Connect and monitor
- Register and collect
- Remit and file
Handles exemptions and special tax situations. Kintsugi stays up to date with changing tax laws across states, including local taxes, VAT, and GST, and automatically applies the correct tax rates based on the customer’s location and transaction details. It also lets you mark customers exempt from sales tax, specify products or services that are exempt or subject to special rates, and create custom tax rules for unique situations, which helps businesses with complex tax regulations.
No-code integration. Kintsugi offers no-code integration with Chargebee and numerous other ERP, HR, and e-commerce systems, so sales tax automation is fast and easy. You can connect your other supported tools in minutes.
Easy onboarding. We respect your time, so Kintsugi comes with an intuitive design. Even people who aren't tech-savvy find it one of the easiest apps of its kind to use.
Reliable customer support. You can reach us through the support chat on our website or by email if you need help with onboarding, integration, or anything else. We can also connect you to a tax expert when you need one. Our knowledgeable and responsive support is one of the things our customers like most about us.
Who is Chargebee?
Chargebee is a leading revenue growth management (RGM) platform for subscription businesses of all sizes. It offers tools for managing subscriptions, invoicing, payments, financial reporting, and more. Chargebee’s multi business entity solution lets you manage multiple businesses as independent entities in one platform. Chargebee’s Product Catalog helps business owners define their products and offerings and package them to customers via subscriptions. It can be set up by defining product families, plans, addons, charges, coupons, and coupon sets.
Chargebee supports multiple types of payment methods (online payment methods, online payment methods with offline checkout, and offline payment methods) and various payment gateways in over 50 countries, which makes it a top choice for billing subscription services. It also integrates with other business tools like CRM systems, accounting software, and marketing platforms so you can manage the entire subscription lifecycle from a single platform. Thousands of merchants and businesses worldwide use Chargebee, including Toyota, Linktree, Calendly, Typeform, and more.
Key Features
- Multi business entity: manage subscription data and operations for all your business entities in one Chargebee site.
- Automate recurring billing: Chargebee automates the billing cycle, including subscription renewals, upgrades, downgrades, and cancellations.
- Manage subscriptions: Chargebee handles customer subscriptions with flexible pricing models, trials, discounts and promotional offers.
- Mobile subscriptions: connect your mobile app businesses with your Chargebee site and access all subscription data in a unified dashboard.
- Process payments: Chargebee integrates with multiple payment gateways to accept payments globally, supporting various currencies and payment methods.
- Handle invoicing and taxes: Chargebee generates invoices automatically and supports compliance with global tax regulations, including sales tax, VAT, and GST, by letting you integrate your Chargebee Billing site with third-party tax providers like Kintsugi.
- Gain financial insights: Chargebee integrates analytics tools to help you track and manage critical metrics.
- RevenueStory: this helps you identify what drives revenue, subscriptions, and signups by associating your product metrics with revenue metrics and customers’ buying patterns.
Benefits of Integrating Kintsugi and Chargebee
Integrating Kintsugi with Chargebee simplifies billing and improves tax compliance. The two apps have different purposes and complement each other well. Here are the benefits of the Kintsugi and Chargebee integration.
Automatic and accurate sales tax calculation. Kintsugi keeps up to date with sales tax regulations and rates in real time and calculates the correct sales tax on each transaction processed through Chargebee. Automation reduces the risk of human error in tax calculations, so each invoice is accurate.
Better customer experience. Kintsugi’s transparent invoicing lets customers see accurate tax amounts and deductions at checkout, which builds trust. Automated calculations also speed up transactions.
Simpler billing operations. With Kintsugi integrated into Chargebee, you manage subscriptions and tax calculations in one platform. You don't need to switch between systems to run your billing cycle for recurring payments.
Time and cost savings. Sales tax automation is fast and accurate. It gives you back the time you used to spend on manual calculations and studying complex, changing tax laws. It also helps you avoid the penalties and fines that come with late filings and tax miscalculations.
Reports and analytics. Both Kintsugi and Chargebee offer detailed reporting. Taken together, you get a combined report of sales data and tax information, which helps with financial planning and decision-making. Kintsugi also keeps accurate data organized in one place, so it's ready when you need it, for example in an audit.
Prerequisites for Integrating Kintsugi with Chargebee
Kintsugi’s no-code integration process with Chargebee is quick. Still, there are a few things to do before you start the integration process.
First, you need an account on both Kintsugi and Chargebee. Then you need to configure a few things on each platform.
Chargebee Account
For your Chargebee account, have the following ready:
Organization address. Kintsugi uses the organization address as the origin address for tax calculations. Make sure it is up to date. You can find it under Settings > Configure Chargebee > Business Profile.
Address for tax determination. Chargebee uses the customer’s shipping address to calculate taxes for physical goods. If the shipping address is unavailable, the billing address is used, which is the same information used for calculating taxes for digital goods.
When using a Hosted Page, you can do the setup as follows:
- Navigate to Settings > Configure Chargebee > Checkout & Portal > Fields.
- Enable the Shipping/Billing Address fields.
- Mark the Zip Code, Country and State fields as mandatory.
A Kintsugi Account
Sign up and set up your Kintsugi account. If you need help, you can check the Kintsugi User Guide.
Adjust your settings. Configure your Tax Rates and Jurisdiction to capture what you want to tax.
Set up your API keys. Retrieve your API keys, which you need for the integration. To do this, log in to Kintsugi and navigate to Profile > Account > Organization API Keys.
Step-by-Step Integration Guide for Kintsugi and Chargebee
Here's how to connect your Chargebee and Kintsugi accounts.
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Log in to the Chargebee site and navigate to Apps > Go to Marketplace > Tax Management > Kintsugi Tax.
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On the Kintsugi Tax configuration page, click Get Started if you already have a Kintsugi account. Otherwise, click Sign up to create a new account and continue.
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Enter your Kintsugi credentials by specifying the Kintsugi API Key. Click the "I understand Kintsugi…" checkbox and click Authenticate.
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Enter or confirm your organization address. Chargebee auto-populates the address specified in your settings; you can change it if necessary, or click Proceed.
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In Shipping Address Validation, enable the toggles and click Proceed. You can update your toggle choices later if necessary.
Note: After you complete this integration, you can run address validation checks when required. After you enable Kintsugi, the Chargebee-Kintsugi integration validates the taxable address for all new customers who subscribe to you. The taxable addresses of all existing subscriptions are validated during the first validation check run after the integration is configured.
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In Configure Sync Rules, enable the toggle to allow Chargebee to sync invoices and credit notes to Kintsugi. Then select Sync all invoices & credit notes from the dropdown below and click Proceed. You can update your toggle choices later if necessary.
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Click Go to Taxes to add tax regions to Chargebee.
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Select a region to enable Kintsugi's tax calculation for that location. Note: Kintsugi currently supports automated tax calculation for the United States, Canada, and Europe.
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Choose Kintsugi from the list of available modes of configuration.
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That's it. You've integrated your Kintsugi account with your Chargebee site. Congratulations!
If you want to learn more about how to validate addresses and sync product catalogs to Kintsugi, you can check this page.
Unlinking the Integration
To unlink the Kintsugi integration from your Chargebee site, navigate to Apps > Apps Connected > Kintsugi and click Unlink integration.
Integrate Chargebee with Kintsugi Today!
Integrating Chargebee and Kintsugi is simple. You don't need a developer, thanks to Kintsugi’s no-code integration. Just prepare your Chargebee and Kintsugi accounts and follow the steps above.
Kintsugi customers find our onboarding and integration process easy and painless. Our responsive and knowledgeable customer support is also available if you need help. By setting up the Chargebee and Kintsugi integration, you can expect the same smoother business operations that Stripe customers and Shopify merchants see after doing the same.
