Maxio is a financial operations platform that was formed in 2021.
It came together from the merger of two industry leaders: SaaSOptics, which focused on recurring revenue management, and Chargify, known for SaaS billing.
Based in Atlanta, Georgia, Maxio has become an important player in B2B SaaS financial automation.
Their leadership team has deep experience in SaaS, although specific executives aren’t widely shared publicly.
Maxio focuses on helping B2B SaaS businesses grow flexibly and sustainably.
They work with several hundred customers, from startups to large SaaS companies, and have a team spanning product, customer success, and engineering.
The platform combines the strengths of both founders since 2021.
They keep improving automation, analytics, and compliance features to support your financial operations.
By 2025, Maxio is known for helping businesses get clearer insights into finances, streamline billing, and automate revenue recognition.
These functions are really important if you want to scale your SaaS company without getting bogged down in manual tasks related to revenue management.
| Maxio – Quick Overview | |
|---|---|
| What It Does | A financial operations platform that combines subscription management, billing, revenue recognition, and analytics tailored for B2B SaaS businesses. |
| Best For | • B2B SaaS founders, CFOs, and finance teams • SaaS businesses managing recurring revenue from startups to mid-market • Companies needing automated revenue recognition and deep SaaS analytics • Businesses requiring multi-currency and international billing with integrations |
| Key Products | Subscription Management • Billing & Invoicing • Revenue Recognition • Payment Processing • Analytics & SaaS Metrics |
| Pricing | Starts at $599/year (~$50/month) for basic package • Higher tiers on custom quotes • Free demo available, no clear free trial • Pricing info mainly via sales consultation |
| Standout Features | • Advanced subscription design with tiered and usage-based plans • Automated ASC 606 & IFRS 15 revenue recognition • Comprehensive billing with multi-currency and tax support • Dunning & failed payment recovery automation • Real-time financial dashboards and customizable reports |
| Integrations | Salesforce, QuickBooks, Xero, NetSuite, Stripe, PayPal, Authorize.Net, plus API access for custom workflows |
| Get Started | Start Free Trial → |
Maxio Solutions
Maxio offers a unified suite of solutions for B2B SaaS companies.
It brings complex financial operations into a single, integrated platform that simplifies your work.
Here are their core products and functionalities:
1. Subscription Management
This tool helps you design, launch, and manage a variety of subscription plans.
You can set up free trials, tiered pricing, volume discounts, coupons, and make customer upgrades or downgrades easy.
It’s perfect for SaaS businesses with recurring revenue models.
2. Billing & Invoicing
This product automates complex billing cycles like recurring billing, usage-based billing, and one-time charges.
It covers global tax compliance and works with multiple currencies, taking the headache out of billing.
Finance teams and SaaS billing managers will find this especially useful.
3. Revenue Recognition
Maxio automates revenue recognition processes following ASC 606 and IFRS 15 compliance.
This ensures your financial reporting stays accurate and compliant, which is critical for subscription businesses.
It’s designed for finance, accounting, and compliance professionals.
4. Payment Processing
This integrates with top payment gateways and supports multiple payment methods.
It also handles automated dunning to catch failed payments, refunds, and reconciliation for smooth operations.
Great for SaaS businesses with global customer bases.
5. Analytics & SaaS Metrics
You get real-time dashboards to track key metrics like MRR, ARR, churn, and LTV.
The reports are customizable so you can dive deep into your business insights whenever you want.
SaaS founders, executives, and finance leaders will find this very helpful.
6. Integrations
Maxio connects with major CRMs like Salesforce and accounting software including QuickBooks, Xero, and NetSuite.
It also integrates with payment platforms such as Stripe, PayPal, and Authorize.net, plus offers support for custom API connections.
This helps organizations centralize their financial operations without juggling too many systems.
The flagship product is the Maxio Financial Operations Platform.
It brings all these capabilities together in one place.
With strong integration to other SaaS business tools, it helps you automate manual tasks and cut down operational overhead.
Maxio Features
1. Advanced Subscription Management
You can design highly flexible subscription plans with Maxio features. This includes complex usage-based or tiered pricing.
It also lets you manage plan changes, free trials, and customer churn automatically. This helps you scale and try out new business models without heavy engineering work.
2. Automated Revenue Recognition
Maxio automates compliance with accounting standards like ASC 606 and IFRS 15. This ensures your revenue reports are accurate and auditable.
That makes audits simpler and lowers the risk of costly compliance errors, which is a big deal for SaaS companies.
3. Comprehensive Billing Automation
Maxio handles recurring, usage-based, and metered billing. It also supports multi-currency and taxation.
You get branded invoices and can choose manual or automated billing workflows. This saves you time, reduces billing errors, and speeds up your month-end close.
4. Dunning & Failed Payment Recovery
Whenever payments fail, Maxio automatically sends follow-ups and retries payments. You can customize the email sequences it sends.
This helps you protect your cash flow by cutting down on involuntary churn from failed transactions.
5. Financial Analytics & Reporting
You get real-time dashboards showing key metrics like MRR, ARR, churn rate, LTV, and cohort analysis.
Maxio also supports custom reports and exporting data for deeper analysis. This gives you instant insights into your business health and growth drivers.
6. Integration & API Access
Maxio connects to your CRM like Salesforce, payment gateways such as Stripe, PayPal, Authorize.Net, and accounting tools including QuickBooks, Xero, and NetSuite.
It offers extensive API access so you can create custom workflows. This reduces duplicate data entry and helps you automate your back office.
7. Security & Compliance
Maxio uses PCI-compliant payment processing and role-based user permissions. It maintains audit trails and GDPR compliance tools.
This minimizes your risk and covers strict security needs for subscription businesses.
While Maxio does not have a dedicated mobile app, its responsive web access works well when you’re on the go. The platform also supports robust data import/export, customizable branding, and lets you manage multiple SaaS products from one place.
Maxio Pricing Plans
I’ve noticed Maxio’s pricing targets growing B2B SaaS companies that want more than basic features but don’t need the entire enterprise suite. The base package kicks off around $599 per year, which works well if you just need core billing and subscription automation.
If your needs grow, Maxio offers higher tiers. These unlock advanced analytics, deeper integrations, and handle more transactions. You’ll have to reach out to Maxio’s sales team to get pricing for those though. Many say that mid-market and enterprise plans come with custom quotes based on things like usage and customer volume.
You can book a free demo to try it out, but they don’t have a free plan. Whether you get a free trial depends on your negotiation and timing. It’s a good idea to chat with them directly to get a pricing package that fits your needs.
| Plan | Price & Features |
|---|---|
| Base Package | Starts at $599 per year (approx. $50/month) • Subscription management • Billing automation • Analytics dashboards • Access to APIs • Multiple payment gateways • Compliance tools • Core integrations |
| Higher Tiers | Custom pricing – contact sales • Advanced analytics • Deeper integrations • Higher transaction volumes • Pricing scales with usage, API volume, and customer count |
| Enterprise/Custom | Custom pricing – contact sales • Dedicated support • Advanced analytics • Bespoke integrations • Complex billing logic |
Maxio pricing isn’t the clearest from the outside, since much of it comes up during sales discussions or from customer feedback. That can be a challenge if you want upfront clarity. Still, their pricing tends to reflect growing SaaS business needs and complex billing.
If you want to see if it fits your situation, I’d recommend booking a demo to get hands-on and talk through options. You can learn more about Maxio pricing if you’d like to try it out.
Maxio Alternatives
Here are five main competitors and how Maxio stacks up.
Each of these tools brings something different to the table.
Stripe Billing feels like a developer’s playground with its global payments and billing options. But Maxio goes deeper on revenue recognition and SaaS metrics, which is handy if you want detailed insights.
Recurly works well for basic subscription billing, especially for SaaS or e-commerce. Yet, Maxio gives you better compliance and analytics, which adds more value for serious SaaS companies.
Chargebee covers everything recurring billing, from small businesses to mid-market. The difference is Maxio stands out with more SaaS-specific reporting and handles complex workflows better.
Zuora targets large enterprises with complex subscription management needs. It’s pricier and bulkier, whereas Maxio fits nicely for companies in fast growth stages without overcomplicating things.
Paddle is great if you want an all-in-one SaaS platform with international payment and tax handling. Still, Maxio offers more advanced revenue tools if that’s your priority.
| Competitor | Their Strengths | Maxio Advantage |
|---|---|---|
| Stripe Billing | Developer-focused, global payments and billing | Deeper revenue recognition and SaaS metrics at a similar or lower cost |
| Recurly | Subscription billing for SaaS and e-commerce | Native compliance and better analytics for slightly less or similar price |
| Chargebee | All-in-one recurring billing for SMBs and mid-market | More SaaS-specific reporting with comparable pricing |
| Zuora | Large enterprise and complex subscription management | Better suited for fast-growing B2B SaaS at a lower cost |
| Paddle | All-in-one for SaaS, especially global payment handling | More advanced revenue tools at a similar price |
If you’re weighing Maxio alternatives, the key thing to remember is Maxio’s sharp focus on B2B SaaS.
It’s built for analytics, compliance, and managing multi-entity finance, which can make a big difference compared to more generic billing platforms.
Who Should Use Maxio
Maxio is built for B2B SaaS businesses.
It really shines when you need to automate financial operations, manage complex subscriptions, and stay compliant with accounting standards. If you’re a SaaS founder, CFO, controller, or finance team lead at a company dealing with recurring revenue, Maxio could be a great fit.
This includes startups from $1M ARR up to mid-market SaaS.
1. You need automated revenue recognition, deep SaaS analytics, and global billing
If you want automated revenue recognition and real-time SaaS analytics, Maxio has you covered. It also handles multi-currency and international billing, which can simplify things if you work with customers around the globe.
2. You want integrations with top CRMs and accounting software
Maxio connects with best-in-class CRMs and accounting software, which means you won’t be stuck juggling disconnected systems. This integration helps keep everything running smoothly.
If you’re a very early-stage SaaS company making less than $1M ARR or need a super low-cost, developer-first billing system, simpler options like Stripe Billing or Chargebee might suit you better.
On the other hand, if you run an enterprise with ultra-complex global operations, Zuora’s scale might be what you need.
Maxio really stands out when you need specialized compliance, detailed SaaS metrics, and a single system managing end-to-end financial operations.
Bottom Line
Maxio simplifies billing, subscription management, revenue recognition, and analytics for B2B SaaS companies.
It offers strong automation, detailed SaaS metrics, compliance with accounting standards, and easy integrations you can count on.
Pricing gets unclear for larger packages.
Smaller startups might find it pricey and setting it up often needs support from finance and engineering teams.
If your SaaS business is growing and needs solid financial automation, Maxio can handle reliable and compliant operations.
For early-stage or non-SaaS companies, you might want to explore simpler or less expensive options.
You can start a trial of Maxio to see if it fits your needs.
