Chargeback Management: B2B SaaS Solution

Chargeback Management B2B SaaS Platform

Chargeback is a powerful B2B SaaS platform designed to revolutionize chargeback management. With enterprise-grade API integrations (Ethoca, Verifi), seamless payment processor connections (Stripe, Shopify, Braintree and others), and real-time dispute alerts, it empowers merchants to stay ahead of chargebacks before they happen. Featuring dynamic billing and intuitive dashboards, Chargeback helps businesses retain more revenue, reduce operational costs, and enhance trust with payment processors and customers.

Finance

Web and mobile development

Fintech

Finance

Web and mobile development

Fintech

of transactions related to the incoming alerts are successfully identified

of identified transactions are automatically refunded

About the client

The client, founder of the biggest product research platform for dropshippers, faced chargeback issues firsthand and understood the challenges they pose for merchants. With knowledge of the pains and risks chargebacks bring to merchants, he envisioned a top-tier SaaS platform to automate chargeback handling.

Tech stack

AWS Lambda

AWS Fargate

AWS Step Functions

ReactJS

Python

The client's needs

The client needed a proactive B2B SaaS platform to reduce chargebacks and simplify dispute resolution, safeguarding merchant revenue and credibility. They required an innovative solution with seamless payment system integrations, real-time dispute alerts, and built-in chargeback management tools—empowering businesses to take instant action. Dynamic pricing and intuitive dashboards ensure efficient and hassle-free dispute management.

Challenges & solutions

Challenge

API Integrations with Alert Providers

The platform required API integrations with leading alert providers, such as Ethoca and Verifi, to provide real-time chargeback prevention. Additionally, there was a need to set up direct access to RDR alerts to ensure timely and secure information retrieval. Development approval requires extensive negotiations with providers, compliance verification, and securing official reseller agreements.

Solution

Dataforest handled the entire approval process, from provider interviews to compliance reviews, ensuring seamless API integration with alert providers Ethoca and Verifi (both CDRN and RDR). After rigorous testing, we secured certification, making Chargeback an official reseller of alert services. To enhance accessibility, we configured SFTP access for real-time RDR alerts, enabling businesses to streamline chargeback prevention effortlessly.

Challenge

Payment System Integrations (Stripe, Shopify, Chargebee, etc.)

Seamless payment processing was essential for automating refunds and reducing merchant workload. However, each payment provider had unique compliance and approval requirements, delaying go-to-market speed.

Solution

Dataforest developed and deployed custom API integrations for Stripe, Shopify, Chargebee, Braintree, and others to streamline the refund process and reduce merchant workload. While developing the Stripe and Shopify apps, the team promptly addressed feedback from their Support Teams during the verification process. Both apps were successfully approved and are now listed on their respective marketplaces.

Now, Chargeback continues to refine and enhance these integrations, maximizing efficiency and success for its users.

Challenge

Custom Billing System for Dynamic Pricing

Traditional chargeback solutions lack pricing flexibility, making it challenging to scale effectively. This B2B platform needed a transparent, pay-per-use billing model while preventing fraudulent activities.

Solution

Our team built a dynamic billing engine that adjusts pricing based on chargeback volume, lowering costs as merchants scale. Integrated with Stripe, Shopify, Billing, and other payment systems, it ensures transparent pay-per-use pricing, fraud protection, and seamless transactions.

This SaaS platform adapts to merchant needs while maintaining stability and security, and it is supported by a robust backend and continuous optimizations from our developers and business analysts.

Challenge

Advanced Notification System for Users & Support Teams

Merchants and support teams needed real-time visibility into dispute alerts, refunds, and disputes. A lack of timely notifications could lead to missed refund opportunities and financial losses.

Solution

Dataforest built a real-time monitoring system using Prometheus (metrics collection & monitoring) and Grafana (dashboards) to keep merchants and support teams updated on refunds and disputes. Users get custom alerts via email, Slack, or in-platform messages, while dedicated support channels speed up response times. Data insights help identify key touchpoints, ensuring faster dispute resolution, reduced losses, and improved user satisfaction.

Challenge

Streamlined Customer Onboarding

The platform needed a frictionless onboarding process to reduce reliance on customer support. Without a clear setup flow, users could struggle with the enrollments for the alert providers’ services and configuring the integrations, leading to churn.

Solution

Our team created a self-service onboarding with step-by-step tutorials and an intuitive navigation system, allowing users to integrate seamlessly without support. A dedicated Admin Panel helps support teams resolve issues efficiently, while continuous assistance is available for technical questions. This reduces onboarding time, lowers churn, and improves user satisfaction.

Challenge

Scalability & Future-Ready Infrastructure

As demand grows, the platform must handle a high volume of chargeback alerts and support custom integrations for enterprise clients.

Solution

We built a scalable architecture for high-volume dispute alert processing and seamless enterprise integrations. Custom API support enables automated refunds at scale, while a robust alert system ensures high availability and reliability. This B2B SaaS platform empowers merchants to handle growing demand effortlessly.

Challenge

Solution

Challenge

Solution

Luxury Retailer AI Demand Forecasting Implementation

Results

Dataforest developed a B2B SaaS platform to process chargeback alerts, automate refunds, and streamline dispute resolution for merchants.

The platform enables proactive chargeback prevention and streamlined refund processing by integrating real-time dispute alerts such as Ethoca and Verifi (both CDRN and RDR) and custom payment system integrations (Stripe, Shopify, etc).

A dynamic billing engine, advanced notification system, and self-service onboarding enhance efficiency, reduce operational workload, and improve user experience.

The platform’s scalable architecture ensures seamless growth, empowering businesses to expand their user base and integrate with new payment systems effortlessly.

Key Outcomes:

- 90% of transactions identified before disputes escalate;

- 75% of transactions automatically refunded;

- Faster dispute resolution & reduced financial losses;

- Seamless API & payment system integrations;

- Scalable architecture for future growth.

Chargeback Management B2B SaaS Platform

Steps of providing web applications services

Step 1 of 7

Web development discovery

In the initial stage of the web-based development project, professional business analysts make detailed documentation of the project requirements and the approximate structure of the future web application. DATAFOREST is a custom web application development agency, guided by extensive experience in multiple industries. We give you detailed project documentation and then assemble the team according to your time and budget.

Step 2 of 7

UX and UI design

Based on your wishes, the needs of your target audience, and the best web application design and development practices, our UX and UI experts create an aesthetically pleasing and user-friendly interface for your app to satisfy even the most demanding users.

Step 3 of 7

Web-based application development

At DATAFOREST we are following the best programming design principles and approaches. Being a data engineering company, we build high load platforms, with a significant level of flexibility and result orientation. We keep our deadlines and follow SOC 2 compliance requirements.

Step 4 of 7

Integration

With DATAFOREST, integrating the application into your business won’t stop your processes for a minute. We provide seamless integration with your software infrastructure and ensure smooth operation in no time.

Step 5 of 7

Quality assurance

We use a multi-level quality assurance system to avoid any unforeseen issues. Working with DATAFOREST, you can be confident that your web app development service solutions arrive to the market polished and in full compliance with all certification requirements.

Step 6 of 7

24/7 support

Once a product is released to the market, it’s crucial to keep it running smoothly. That’s why our experts provide several models of post-release support to ensure application uptime and stable workflows, increasing user satisfaction.

Step 7 of 7

Web app continuous improvement

Every truly high-quality software product has to constantly evolve to keep up with the times. We understand this, and therefore we provide services for updating and refining our software, as well as introducing new features to meet the growing needs of your business and target audience.

Success stories

Check out a few case studies that show why DATAFOREST will meet your business needs.

All Success Stories

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98%

model accuracy

100%

timely development

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Financial Intermediation Platform preview

They understood our requirements, translated into actions rapidly, and adapted to requests easily.

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30+

system integrations

19%

CX boost

Stuart Theobald

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They've had a quick grasp of what we are trying to do and delivered to our spec without a fuss.

Performance Optimization & Bottlenecks Elimination

The financial services company faced performance issues and bottlenecks on its financial platform and was looking for a DevOps partner to increase application performance, stability, and resilience, and reduce operational costs. DATAFOREST performed a technical audit of the current AWS infrastructure, created a bottleneck monitoring system, re-developed inefficient SQL queries and data pipelines, and implemented horizontal scaling and a microservice approach using Docker and Kubernetes.

1000%

performance boost

20%

cost optimization

Daniel Garner

CTO Flexium, FinTech company

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Performance Optimization & Bottlenecks Elimination preview

The team of DATAFOREST is very skilled and equipped with high knowledge.

RedLeo: The All-in-One Financial Platform to Manage Business Payments

Dataforest created a robust financial services platform named RedLeo to manage finance transactions. The platform, RedLeo, featured IBAN, SEPA, SWIFT payments, virtual cards, expense tracking, and team fund management. With TeslaPay and Stripe APIs, two-factor authentication, currency exchange, and enhanced security, Dataforest delivered a smooth, scalable solution fit for start-ups to enterprises.

top providers integrated

97%

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