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).
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).
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?
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 |
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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 |
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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 |
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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 |
|---|---|
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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 |
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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 |
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 |
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?
What are the top features of Maxio (formerly SaaSOptics and Chargify)?
Who uses Maxio (formerly SaaSOptics and Chargify)?
What are Maxio (formerly SaaSOptics and Chargify) alternatives?
Where is Maxio (formerly SaaSOptics and Chargify) located?
Maxio (formerly SaaSOptics and Chargify) Competitors
Maxio (formerly SaaSOptics and Chargify) Features
- Low
- Medium
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| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (119) |
| Custom Reports | Read Reviews (275) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (119) |
| Custom Reports | 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.
Software Failure Risk Guidance
?for Maxio (formerly SaaSOptics and Chargify)
Overall Risk Meter
Top Failure Risks for Maxio (formerly SaaSOptics and Chargify)
Maxio, Inc. News
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.
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.
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.
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
What solutions does Maxio (formerly SaaSOptics and Chargify) provide for Social Media Analytics?