Maxio (formerly SaaSOptics and Chargify) Overview

Maxio consolidates financial operations for B2B SaaS companies, offering a unified platform that reveals essential financial insights. This tool facilitates growth by supporting subscription and usage-based billing, alongside streamlined subscription management. Maxio's capabilities extend to automatic, compliant revenue recognition, ensuring accuracy and compliance. With over 20 payment gateway integrations, it simplifies financial processes and enhances revenue management. The platform also delivers comprehensive SaaS metrics and financial reporting, enabling businesses to make informed decisions. A unique feature is its ability to integrate all critical systems, providing a seamless financial operations experience.

Use Cases

Customers recommend Contract Management, Social Media Analytics, Subscription Management, as the business use cases that they have been most satisfied with while using Maxio (formerly SaaSOptics and Chargify).

Other use cases:

  • Revenue Cycle Management
  • Workflow Management
  • Lifetime Value Management
  • Training & Onboarding
  • Order Management
  • Billing And Invoice Management
  • Forecasting
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Maxio (formerly SaaSOptics and Chargify).

Other priorities:

  • Increase Customer Life Time Value
  • Enter New Markets Internationally Or Locally
  • Improve ROI
  • Acquire Customers
  • Scale Best Practices
  • Manage Risk
See all business priorities See less business priorities

Maxio (formerly SaaSOptics and Chargify) Use-Cases and Business Priorities: Customer Satisfaction Data

Maxio (formerly SaaSOptics and Chargify)'s features include Calculator, Recording, Dashboard, etc. and Maxio (formerly SaaSOptics and Chargify) support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Maxio (formerly SaaSOptics and Chargify) analytics capabilities include Analytics, and Custom Reports.

Reviews

"As a startup, confidence in business data is critical, and I sleep a lot better knowing our financial operations are driven by SaaSOptics." - Matt Daly

Maxio (formerly SaaSOptics and Chargify), Chargebee Subscription Management, Mews, ChargeOver, Workiva, etc., all belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Maxio simplifies billing and financial operations for B2B SaaS, integrating core functions into one platform. It helps companies uncover financial insights and drive growth.

Popular Business Setting

for Maxio (formerly SaaSOptics and Chargify)

Top Industries

  • Computer Software
  • Computer & Network Security
  • Construction

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Maxio (formerly SaaSOptics and Chargify) is popular in Computer Software, Computer & Network Security, and Construction and is widely used by Mid Market, Small Business, and Enterprise.

Maxio (formerly SaaSOptics and Chargify) Customer wins, Customer success stories, Case studies

How can Maxio (formerly SaaSOptics and Chargify) optimize your Contract Management Workflow?

What makes Maxio (formerly SaaSOptics and Chargify) ideal for Social Media Analytics?

What solutions does Maxio (formerly SaaSOptics and Chargify) provide for Subscription Management?

What Are the key features of Maxio (formerly SaaSOptics and Chargify) for Revenue Cycle Management?

How does Maxio (formerly SaaSOptics and Chargify) facilitate Workflow Management?

11 buyers and buying teams have used Cuspera to assess how well Maxio (formerly SaaSOptics and Chargify) solved their Revenue Management needs. Cuspera uses 1362 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

CUSTOMERS TESTIMONIALS
Maxio (formerly SaaSOptics and Chargify) testimonial

Matt Daly

Co-Founder and CEO

StructionSite
As a startup, confidence in business data is critical, and I sleep a lot better knowing our financial operations are driven by SaaSOptics. Testimonial By Matt Daly
Maxio (formerly SaaSOptics and Chargify) testimonial

Peter

CEO

GuideCX
Calculating monthly recurring revenue sounds simple, but we offer both annual and monthly contracts, so getting accurate MRR was difficult, until SaaSOptics. Testimonial By Peter
Maxio (formerly SaaSOptics and Chargify) testimonial

David Modiano

City Capital Advisors

BCV
The ability to drill down into lost, expanded, and contracted revenue as well as see what’s causing changes from month to month, has been critical. Testimonial By David Modiano
CUSTOMERS TESTIMONIALS
Maxio (formerly SaaSOptics and Chargify) testimonial

Matt Daly

Co-Founder and CEO

StructionSite
As a startup, confidence in business data is critical, and I sleep a lot better knowing our financial operations are driven by SaaSOptics. Testimonial By Matt Daly
Maxio (formerly SaaSOptics and Chargify) testimonial

Peter

CEO

GuideCX
Calculating monthly recurring revenue sounds simple, but we offer both annual and monthly contracts, so getting accurate MRR was difficult, until SaaSOptics. Testimonial By Peter
Maxio (formerly SaaSOptics and Chargify) testimonial

David Modiano

City Capital Advisors

BCV
The ability to drill down into lost, expanded, and contracted revenue as well as see what’s causing changes from month to month, has been critical. Testimonial By David Modiano

WorkBuzz - Human Resources

Maxio and Mosaic helped WorkBuzz fix slow, manual finance work. Before, the team spent hours on spreadsheets for ARR, revenue recognition, and board reports. Maxio automated billings, collections, an...d revenue schedules, making data accurate and easy to access. Mosaic gave real-time analytics, board-ready dashboards, and fast scenario planning. Now, WorkBuzz answers CEO questions in seconds and impresses the board with clear, reliable reports.

Read on →

Adeptia - Information Technology And Services

Maxio helped Adeptia automate their order-to-cash process. The team eliminated seven spreadsheets and reduced manual work for every new deal. Maxio improved revenue forecasting and gave every departm...ent better insight into company health. The platform increased reporting visibility, helping Adeptia confidently report to investors and executives. Bad data issues were reduced, and both business operations and the CFO gained real-time access to financial performance.

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Chili Piper - Computer Software

Maxio helped Chili Piper move from cash to accrual-based accounting. This gave Chili Piper fast access to accurate revenue data. With Maxio, Chili Piper could easily pull reports for investors. This ...helped them secure a $33 million series B funding round. Maxio made Chili Piper more nimble and able to scale quickly.

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Blue Ridge Solutions - Information Technology And Services

Maxio helped Blue Ridge Solutions move from QuickBooks to NetSuite in just seven weeks. Blue Ridge used Maxio to connect customer data, manage sales orders, automate invoicing, and handle sales tax. ...The integration improved data accuracy and saved the finance team time. Blue Ridge now closes their books in five days, down from twelve. Maxio’s reporting tools help Blue Ridge track subscription momentum and make better business decisions.

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parcelLab - Information Technology And Services

Maxio helped parcelLab automate and simplify their financial operations. parcelLab used Maxio Platform and Maxio Advanced Billing to streamline billing and reporting. The company now gets SaaS metric...s quickly and has accurate data. Reporting on ARR went from taking weeks to just a few clicks. This lets parcelLab act faster and with more confidence.

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Rockerbox - Marketing And Advertising

Maxio helps Rockerbox make better marketing decisions with high-level reports and unified data. Before Maxio, Rockerbox spent hours on manual processes to get business insights. Now, they access reli...able revenue and KPI reports in minutes. Maxio integrates with Salesforce and gives teams deep and broad business views. Rockerbox’s CEO says Maxio helps with planning by showing historical data over months, quarters, and years.

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Frequently Asked Questions(FAQ)

for Maxio (formerly SaaSOptics and Chargify)

What is Maxio (formerly SaaSOptics and Chargify)?

Maxio (formerly SaaSOptics and Chargify) is a subscription management platform that provides subscription billing, revenue recognition and robust subscription analytics and metrics. It provides the ability to eliminate the dependency on spreadsheets and streamline financial operations and reporting.

Maxio delivers all the analytics required to run subscription businesses, including MRR, ARR, cohort, CLV, projections, renewal rates, and churn. Maxio integrates with all the key systems in the environment to improve the management of financial operations throughout all stages of growth.

Its features are managing and processing sales orders quickly and accurately, renewal management, automated A/R management helping to spend less time chasing down payments and more time on expanding the business, automated revenue recognition, financial reporting and generating SaaS metrics.

What is Maxio (formerly SaaSOptics and Chargify) used for?

Maxio (formerly SaaSOptics and Chargify) is a Revenue Management Software mainly used by its customers to Enhance Customer Relationships and Increase Sales & Revenue by Contract Management, Social Media Analytics and Subscription Management .

What are the top features of Maxio (formerly SaaSOptics and Chargify)?

Calculator, Recording and Dashboard are some of the top features of Maxio (formerly SaaSOptics and Chargify).

Who uses Maxio (formerly SaaSOptics and Chargify)?

Maxio (formerly SaaSOptics and Chargify) is used by Computer Software, Computer & Network Security and Construction among other industries.

What are Maxio (formerly SaaSOptics and Chargify) alternatives?

Chargebee Subscription Management, Mews, ChargeOver and Workiva are popular alternatives for Maxio (formerly SaaSOptics and Chargify).

Where is Maxio (formerly SaaSOptics and Chargify) located?

Maxio (formerly SaaSOptics and Chargify) is headquartered at 6575 The Corners Pkwy NW, 4th Floor, Peachtree Corners, Georgia 30092, US.
lightning

Peers used Maxio (formerly SaaSOptics and Chargify) for contract management and social media analytics

Maxio (formerly SaaSOptics and Chargify) Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.65/5 ★

Read Reviews (119)
Custom Reports

3.93/5 ★

Read Reviews (275)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.65/5 ★

Read Reviews (119)
Custom Reports

3.93/5 ★

Read Reviews (275)

Maxio (formerly SaaSOptics and Chargify) Integrations

Maxio (formerly SaaSOptics and Chargify) integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.53/5 ★

Read Reviews (72)
Data Import

4.10/5 ★

Read Reviews (278)

ChargeDesk

4.37 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

QuotaPath

4.22 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Clickdesk

4.01 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Maxio (formerly SaaSOptics and Chargify)

Overall Risk Meter

Low Medium High

Top Failure Risks for Maxio (formerly SaaSOptics and Chargify)

Maxio, Inc. News

Partnership

Maxio, Anrok Announce Revenue, Compliance Integration

Maxio and Anrok have partnered to integrate Maxio's billing and revenue management platform with Anrok's global tax compliance system. This collaboration aims to streamline revenue and tax compliance for B2B SaaS and AI companies, reducing manual processes and compliance risks while supporting global expansion.

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Partnership

Maxio and Anrok Partner to Simplify Global Tax Compliance for Modern Finance Teams

Maxio and Anrok have formed a partnership to enhance global tax compliance solutions for finance teams, streamlining tax processes.

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Partnership

Maxio and Rillet Launch AI-Powered Finance Integration, Now in Early Access

Maxio and Rillet have launched an AI-powered finance integration available in early access. This integration connects Maxio's billing platform with Rillet's AI-native ERP, automating financial processes and enhancing real-time visibility for finance teams. The collaboration aims to streamline billing-to-ERP data flows, automate reconciliations, and support scalable finance operations.

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Executive

Maxio Drives Market Momentum with Recent Product Innovations and Key Executive Hires

Maxio has appointed Monica Lee as Head of Sales, joining Tracy Kraft and Jared Mackey in executive roles to drive its go-to-market strategy. The company launched Maxio CPQ and Maxio Metering, enhancing billing automation and revenue management. Maxio also expanded partnerships with Rillet and Sage Intacct, reinforcing its position in the SaaS and AI sectors.

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Maxio, Inc. Profile

Company Name

Maxio, Inc.

Company Website

https://www.maxio.com/

HQ Location

6575 The Corners Pkwy NW, 4th Floor, Peachtree Corners, Georgia 30092, US

Employees

51-100

Social

Facebook Linkedin Twitter

Financials

SERIES B