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

Peer review evidence (same sources as the product rating summary)

"...In a few weeks, you can produce comprehensive subscription records, invoicing, and deferred revenue for all your client contracts, and bid goodbye to disconnected spreadsheets and manual processes...." Peer review from Featured Customers
"...But it also comes with analytics and reporting functionality that is very useful as well, across Finance and Sales...." Peer review by Kim Mitchell, Finance Manager, Asset Management International
"...Managing B2B subscriptions is fundamentally different...." Best Expense Recognition in 2022

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 can Maxio (formerly SaaSOptics and Chargify) enhance your Contract Management process?

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

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

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

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

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

Taylor McPherson

Business Operations Specialist

Adeptia

We're able to see where numbers are gonna look like in the future, and being able to do that wasn't really a thing you could do before. Testimonial By Taylor McPherson
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
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

Taylor McPherson

Business Operations Specialist

Adeptia

We're able to see where numbers are gonna look like in the future, and being able to do that wasn't really a thing you could do before. Testimonial By Taylor McPherson
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
 

Stackline - Information Technology And Services - Medium

Seattle, USA

Stackline used Maxio to cut its revenue close process from two weeks to just two days. Before Maxio, the finance team struggled with manual ARR reporting and slow month-end closes. Integrating Maxio ...with NetSuite and Salesforce automated subscription billing and financial data flow. The team maintained headcount while supporting rapid company growth. Now, Stackline gets real-time financial insights and spends more time on analytics, not manual work.

 

Kahua - Construction - Medium

Alpharetta, USA

Kahua used Maxio to overhaul its financial operations. Before Maxio, audits were slow and data was disorganized. After implementing Maxio, Kahua automated revenue recognition and reporting. Audit pro...cesses became much faster. Real-time access to business metrics improved decision making. One accountant now manages complex financial tasks alone. Maxio helped Kahua save time and impress auditors.

 

Enmark Systems - Information Technology And Services - Small

Ann Arbor, USA

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.

 

Pal USA (formerly SkyWire) - Hospitality - Small

Las Vegas, USA

Maxio helped Pal USA (formerly SkyWire) fix errors in their financial operations. The finance team replaced manual spreadsheets with Maxio’s subscription management platform. This made it easy to tra...ck sales-negotiated deals and automate journal entries. Month-end close became faster and more accurate. VP of Finance Mindy Molisee now saves half an hour a day on renewals, spending more time on strategic work.

 

Maxio - Information Technology And Services - Medium

Atlanta, USA

Maxio used its own platform to manage billing, revenue recognition, and reporting while migrating from QuickBooks to NetSuite. The finance team integrated Maxio with NetSuite as a general ledger and ...completed the go-live in just four weeks. This integration improved financial control and sped up reporting time. Maxio’s SaaS metric reporting with NetSuite’s financial tools gave better visibility into business performance and future cashflows. The transition was seamless due to Maxio’s internal use and organized financial data.

 

parcelLab - Information Technology And Services - Medium

Munich, Germany

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.

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
Data Import

Software Failure Risk Guidance

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for Maxio (formerly SaaSOptics and Chargify)

Overall Risk Meter

Low Medium High

Top Failure Risks for Maxio (formerly SaaSOptics and Chargify)

Maxio, Inc. News

Product

How Maxio CEO Branden Jenkins Uses MCP

Maxio CEO Branden Jenkins utilizes Maxio MCP to enhance decision-making and streamline workflows. MCP allows Jenkins to efficiently prepare for meetings, prioritize customer accounts, and build board materials by providing quick access to business insights. This AI-driven tool connects to business systems, enabling real-time data analysis and reducing reliance on manual reporting, thus improving operational efficiency.

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.

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