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

"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." - David Modiano

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

Why is Maxio (formerly SaaSOptics and Chargify) the best choice for Contract Management?

What Are the key features of Maxio (formerly SaaSOptics and Chargify) for Social Media Analytics?

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

What makes Maxio (formerly SaaSOptics and Chargify) ideal for Revenue Cycle Management?

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

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

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
Maxio (formerly SaaSOptics and Chargify) testimonial

Nick Dulac

Director of Finance

Niche

I would absolutely recommend SaaSOptics to anyone else looking at software or comparable softwares. In all honesty, I don’t think we could be surviving right now if we hadn’t had this system in place for the past three years. Testimonial By Nick Dulac
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

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
Maxio (formerly SaaSOptics and Chargify) testimonial

Nick Dulac

Director of Finance

Niche

I would absolutely recommend SaaSOptics to anyone else looking at software or comparable softwares. In all honesty, I don’t think we could be surviving right now if we hadn’t had this system in place for the past three years. Testimonial By Nick Dulac
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

Curve Dental - Computer Software - Computer Software

Curve Dental used Maxio's integrated financial solutions to automate invoicing and payment processes. Before Maxio, manual work and system crashes slowed their growth. Maxio enabled seamless NetSuite... integration, saving Curve Dental three to four days a month on bank reconciliation. The finance team now operates at half to a third the size of similar companies. With Maxio, Curve Dental gained better reporting, analytics, and scalability without extra costs.

Enmark Systems - Information Technology And Services - Information Technology and Services

Maxio helped Enmark Systems move away from manual processes. Enmark now uses recurring billing and real-time metrics to track KPIs. Automation improved their DSO and made collections more efficient. ...The integration with Salesforce improved communication across departments. Enmark can now scale without adding overhead costs.

parcelLab - Information Technology And Services - Information Technology and Services

parcelLab used Maxio to automate and simplify their financial operations. They replaced manual billing and reporting with Maxio Platform and Maxio Advanced Billing. This let them cut their month-end ...close time and gain confidence in their financial data. Reporting on ARR now takes just a few clicks instead of weeks. The team can act faster and trust their numbers.

SolarWinds - Information Technology And Services - Information Technology and Services

SolarWinds used Maxio Advanced Billing to manage its product catalog and streamline daily operations. The platform made it easy to create new products, update billing, and adjust payment terms. Solar...Winds integrated three company entities into one unified billing system. This helped improve operational efficiency and supported business growth. The finance team found Maxio simple and adaptable for their needs.

VERO - Information Technology And Services - Information Technology and Services

Maxio helped VERO cut their monthly close time from four weeks to just one. VERO, a B2B SaaS company, struggled with manual billing and compliance using QuickBooks. Maxio’s Rapid Start Implementation... Program enabled full deployment in two weeks and invoicing by day two. VERO scaled client billing threefold without adding finance staff. Maxio’s integrations with Salesforce, QuickBooks, and Avalara streamlined financial operations and reduced errors.

Extensiv - Information Technology And Services - information technology and services

Maxio helped Extensiv grow ARR by 250% since 2019. Extensiv used Maxio to simplify financial operations and manage complex billing. They integrated Maxio with NetSuite, Salesforce, Avalara, and Strip...e. The finance team migrated three acquisitions and automated billing and renewals. Extensiv can now report on flash bookings within two days and close revenue within five days.

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)

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 Abacum Partner to Bring AI-Powered Financial Planning to B2B ...

Maxio and Abacum have formed a partnership to integrate Maxio's billing automation with Abacum's AI-native financial planning platform. This collaboration aims to streamline billing and revenue data into financial planning models, enhancing real-time decision-making for finance teams in B2B SaaS and AI companies. The integration reduces manual reconciliation and accelerates month-end close processes.

Product

Maxio Adds Apple Pay to Accelerate Cash Collection for B2B SaaS and AI Companies

Maxio has integrated Apple Pay into its Maxio Payments platform, enhancing payment options for B2B SaaS and AI companies. This addition aims to improve payment completion rates, reduce fraud, and accelerate cash collection. The update supports automated workflows, offering a seamless experience for modern B2B buyers and reducing reconciliation work for finance teams.

Product

Maxio Adds Apple Pay to Accelerate Cash Collection for B2B SaaS and AI Companies

Maxio has integrated Apple Pay into its platform to enhance cash collection for B2B SaaS and AI companies, streamlining payment processes and improving transaction efficiency.

Executive

Tech Industry Leader and Former CEO of Maxio, RocketFuel, and Percolate Joins CEO Coaching International as Partner and Coach - PR Newswire

Randy Wootton, former CEO of Maxio, has joined CEO Coaching International as a Partner and Coach. Wootton, with extensive experience in leading SaaS and AI-driven businesses, previously led Maxio through a merger and rebranding. His new role will leverage his expertise in scaling and advising SaaS companies, particularly in AI and data strategies.

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

Financials

SERIES B