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
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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

"When they reached a million dollars in ARR, Scott called in SaaSOptics to help their team transition from cash to accrual-based accounting. After a smooth implementation, SaaSOptics quickly became the sole source of truth for Chili Piper’s revenue." - Scott Haney

Maxio (formerly SaaSOptics and Chargify), Chargebee Subscription Management, Workiva, Podia, OneStream, 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 efficiently Does Maxio (formerly SaaSOptics and Chargify) manage your Contract Management?

What solutions does Maxio (formerly SaaSOptics and Chargify) provide for Social Media Analytics?

How does Maxio (formerly SaaSOptics and Chargify) address your Subscription Management Challenges?

How can Maxio (formerly SaaSOptics and Chargify) enhance your Revenue Cycle Management process?

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

Scott Haney

Sales, Marketing, Customer Success,

Chili Piper
When they reached a million dollars in ARR, Scott called in SaaSOptics to help their team transition from cash to accrual-based accounting. After a smooth implementation, SaaSOptics quickly became the sole source of truth for Chili Piper’s revenue. Testimonial By Scott Haney
Maxio (formerly SaaSOptics and Chargify) testimonial

Brent Backowski

VP of Finance

RtVision
Our leadership team can view revenue performance at any time. With that information at our fingertips, we can make smart decisions about company growth faster. Testimonial By Brent Backowski
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
CUSTOMERS TESTIMONIALS
Maxio (formerly SaaSOptics and Chargify) testimonial

Scott Haney

Sales, Marketing, Customer Success,

Chili Piper
When they reached a million dollars in ARR, Scott called in SaaSOptics to help their team transition from cash to accrual-based accounting. After a smooth implementation, SaaSOptics quickly became the sole source of truth for Chili Piper’s revenue. Testimonial By Scott Haney
Maxio (formerly SaaSOptics and Chargify) testimonial

Brent Backowski

VP of Finance

RtVision
Our leadership team can view revenue performance at any time. With that information at our fingertips, we can make smart decisions about company growth faster. Testimonial By Brent Backowski
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

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.

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VERO - Real Estate

Maxio helped VERO, a multifamily rental platform, simplify financial operations during rapid growth. VERO faced billing errors and slow monthly closes using QuickBooks. With Maxio’s Rapid Start Imple...mentation, VERO migrated data in two weeks and sent their first invoice by day two. Monthly close time dropped from four weeks to one. VERO scaled client billing threefold without adding finance staff. Maxio enabled smooth data sync, reduced errors, and supported VERO’s growth.

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Sendspark - Internet

Maxio Advanced Billing helped Sendspark move from not being able to charge customers to generating immediate revenue. Sendspark used Maxio to quickly test and launch new pricing models without buildi...ng a subscription engine in-house. The platform automated dunning and collections, ending manual invoice tracking and late payment chasing. Sendspark could personalize pricing and automate billing, making it easy to align charges with customer value. The team saw instant improvements in billing efficiency and customer engagement.

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Retool - Computer Software

Maxio CPQ helped Retool fix their sales quoting process. Before, sales reps used Word templates, causing contract errors and missing data. Maxio CPQ brought structure, automated approvals, and clean ...Salesforce sync. Contract errors dropped from about 50% to under 1%. Reporting and forecasting became easier. The sales team now works faster and with fewer mistakes.

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Gravity Forms - Computer Software

Maxio Advanced Billing helped Gravity Forms make customer sign up easier. Gravity Forms used Maxio's self-service checkout page to collect customer and payment details. The no-code billing portal let...s customers view invoices and update subscriptions. Gravity Forms can now create and edit products, add coupons, and manage pricing with less catalog bloat. This made the sign-up and billing process smooth for their users.

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Boomi - Information Technology And Services

Maxio Metrics helped Boomi improve its SaaS metric reporting and analytics. Boomi used Maxio to create custom dashboards and reports, making data easier to understand. The platform allowed Boomi to t...ailor metrics for different business needs. Boomi’s leadership praised the clarity and speed of insights. Maxio Metrics became a key tool for better decision-making at Boomi.

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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, Workiva, Podia and OneStream 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
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Clickdesk

4.01 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

QuotaPath

4.22 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 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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Product

Maxio Announces Maxio CPQ, Accelerating the Future of Quote-to-Cash

Maxio has launched Maxio CPQ, a new Configure, Price, Quote solution, to streamline the quote-to-cash process for SaaS companies. This solution addresses manual quoting challenges by automating approvals, billing, and revenue recognition, enhancing collaboration between sales, RevOps, and finance teams. Key features include seamless automation, faster deal cycles, and real-time revenue intelligence, improving efficiency and decision-making.

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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