Orb Integration

Orb Data Integration | Usage-Based Billing Analytics

Connect Orb and let AI agents query usage charges, subscription metrics, and revenue recognition data alongside marketing spend from 1,000+ sources.

SOC 2 Type II
1,000+ Data Sources
Any Warehouse or BI Tool
A
Improvado Agent
Connected to Orb
Show me our top 5 customers by MRR this quarter and their usage trends.
Your top customers generated $847K in MRR this quarter. The leader is CloudSync Inc at $312K MRR with 23% usage growth month-over-month. I've identified 3 accounts showing declining usage that may need attention.
Flag any accounts with usage drops over 15% and create alerts for the CSM team.
Done. I've set up monitoring for 12 accounts with usage decline thresholds and routed alerts to your customer success workspace. You'll get notified within 15 minutes of any threshold breach.
Trusted by data-driven teams
DockerOMDhimsillyMattelASUSActivision
1,000+
Integrations
200+
Orb Fields
99.9%
SLA Uptime
<5 min
Setup
SOC 2
Type II
Improvado Key Takeaways

Connect Orb to your data warehouse

Improvado extracts billing and usage data directly from Orb's API without manual invoice exports. The platform automatically pulls subscription metrics, usage-based charges, customer billing data, and revenue recognition details. Data refreshes run on your preferred schedule to capture real-time billing activity. Your revenue data flows continuously into your chosen analytics destination.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Orb API
15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query, write, and monitor Orb through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.
Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.
Integration Details

Unified billing data across platforms

Improvado's Marketing Common Data Model standardizes Orb billing data alongside your financial and customer success metrics. Usage-based charges align with product engagement data and customer health scores. Subscription revenue correlates with marketing attribution and customer acquisition costs. Your team analyzes complete revenue lifecycle patterns across all business systems in one unified dashboard.

Orb REST API v1 · API key · hourly sync · incremental
Schema Overview

Data objects and fields Improvado extracts from Orb

Object Fields
Subscription
status plan_id start_date billing_cycle mrr quantity
Invoice
amount status issued_at due_date paid_at line_items
Customer
balance currency created_at payment_method lifetime_value
Usage
metric_name quantity timestamp billable_metric_id aggregation_type
How it works

From connection to autonomous action in three steps

1

Connect

Connect your Orb account via API key with read and write permissions. The agent securely authenticates and syncs your customer subscriptions, usage data, pricing plans, and billing events in real-time.

2

Ask

Ask questions like 'Which customers are approaching their usage limits?' or 'Show me churn risk by pricing tier' or 'What's our average revenue per account for enterprise customers?'

3

Act

The agent creates and modifies pricing plans, adjusts subscription terms, applies credits or discounts, generates invoices on-demand, and updates usage-based billing thresholds directly in Orb.

Use Cases

What teams ask their AI agent about Orb

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →
A
Improvado Agent Analysis

Cross-platform revenue analysis combining Orb billing with customer success metrics

Your AI agent analyzes Orb data and delivers actionable insights — automatically, in seconds.

6 hrs → 18 min
A
Improvado Agent Cross-channel

Usage-based pricing optimization merging billing data with product analytics

Your AI agent analyzes Orb data and delivers actionable insights — automatically, in seconds.

Manual → auto
A
Improvado Agent Reporting

Executive revenue dashboards showing usage patterns impact on subscription growth

Your AI agent analyzes Orb data and delivers actionable insights — automatically, in seconds.

4 hrs → 12 min
AI Agent Access

Your agent doesn't just read Orb — it calculates usage-based revenue impact

Read

The agent reads customer subscription data, usage metrics across all billable dimensions, MRR and ARR breakdowns, invoice history, pricing plan configurations, credit balances, and billing event logs from your Orb workspace.

Write

The agent writes new pricing plans, modifies subscription parameters, applies customer credits, adjusts usage-based rate cards, triggers invoice generation, updates billing cycles, and configures usage alerts in Orb.

Monitor

The agent monitors usage threshold breaches, subscription renewal dates, payment failures, unusual consumption patterns, churn signals from downgrade events, and revenue anomalies across customer segments in real-time.

AI agents query subscription metrics, usage-based charges, and revenue recognition details directly from Orb. They can calculate MRR trends, identify usage spikes that predict churn, and correlate billing data with customer success metrics. Agents automatically answer questions like "Which customers exceeded usage thresholds last quarter?" by joining Orb data with product analytics.

Claude ChatGPT Cursor Gemini Any MCP Client
Improvado Agent · Orb
You
Show me revenue by pricing plan for Q1 2024
A
Revenue Breakdown
Pricing Plan Customers MRR Growth
Enterprise Annual 47 customers +18.2%
Professional Monthly 203 customers +12.7%
Starter Monthly 891 customers +8.4%
Usage-Based Tier 156 customers +31.5%
Legacy Contract 22 customers -5.3%
1,319 active customers · $2.1M total MRR · 14.2% blended growth
You
Adjust the usage-based tier pricing to increase the per-unit rate by 8%
A
Pricing Update Staged
Affects 156 customers · Est. +$47K MRR impact
SOC
SOC 2 Type II Audited data management
H
HIPAA Healthcare compliance
EU
GDPR EU data protection
CA
CCPA California privacy
Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Orb as one of 1,000+ integrated sources.

Feature Improvado Supermetrics Funnel.io Fivetran
Data fields extracted 200+ ~90 ~120 ~80
Total integrations 1,000+ ~150 ~500 ~300
Cross-channel normalization (CDM) ✓ Built-in ✗ Manual ● Basic mapping ✗ Raw only
AI Agent access (MCP) ✓ Read, Write, Monitor
Data warehouse destinations ✓ 16+ warehouses & BI tools Sheets, Looker, BigQuery BigQuery, Snowflake, Redshift ✓ Broad warehouse support
Refresh frequency Every 15 min Scheduled triggers Daily / 6hr Every 15 min (premium)
SOC 2 Type II & HIPAA ✗ SOC 2 only ✓ SOC 2
Best for Teams that want an AI agent, not a pipeline Small teams, spreadsheets Mid-market, data teams Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

What Orb data can Improvado extract?
Improvado extracts subscription data, usage metrics, billing events, invoice details, and revenue recognition data from Orb. The integration captures customer billing history, pricing plan performance, and usage-based charge calculations. All historical billing data transfers along with real-time billing activity.
How often does Orb data sync to my warehouse?
You control sync frequency based on billing cycles and reporting requirements. Most teams choose daily updates for revenue tracking or real-time syncs for usage monitoring. Improvado handles the scheduling automatically while respecting billing period boundaries.
Can I combine Orb data with financial and CRM systems?
Yes, Improvado normalizes Orb billing data alongside ERP systems, accounting platforms, and CRM tools. The unified schema enables comprehensive revenue analysis from customer acquisition through billing and collection. Your team correlates usage patterns with customer success metrics and financial performance.
Does the integration require Orb admin permissions?
You need API access permissions to connect Orb with Improvado for billing data extraction. Most integrations require read access to subscription and usage data for comprehensive revenue analytics. Your Orb administrator can configure the necessary API credentials for secure data connection.
How does Improvado handle Orb API rate limits?
Improvado automatically manages Orb's API rate limits through intelligent request throttling and batch processing. The platform optimizes data extraction timing to stay within API boundaries while maintaining complete billing data accuracy. Large historical datasets import reliably without rate limit issues.
What destinations work with Orb data integration?
Orb data flows into BigQuery, Snowflake, Redshift, Azure SQL, and other enterprise data warehouses. Financial reporting tools like Tableau, Power BI, and Looker connect for revenue analytics and billing insights. The integration supports both cloud and on-premise environments with enterprise security controls.