Customer stories

Product Business Settings

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

Integrations

Live Chat
Incentives and Compensation Management
E-Commerce Software

Maxio (formerly SaaSOptics and Chargify) Product 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.

How satisfied the customers are with Maxio (formerly SaaSOptics and Chargify) use-cases

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
"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." - Nick Dulac

Maxio (formerly SaaSOptics and Chargify) Customer Insights, Testimonials and Case Studies

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

Why is Maxio (formerly SaaSOptics and Chargify) the best choice for Social Media Analytics?

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

How efficiently Does Maxio (formerly SaaSOptics and Chargify) manage your Revenue Cycle Management?

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

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.

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

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

Roza Anthony

Senior Accounting Manager

Repsly

After implementing SaaSOptics, the auditors had no comments about revenue at all, none. Testimonial By Roza Anthony
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

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

Roza Anthony

Senior Accounting Manager

Repsly

After implementing SaaSOptics, the auditors had no comments about revenue at all, none. Testimonial By Roza Anthony

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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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.

Read on →
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

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.

Product
 

Maxio Launches Maxio MCP to Accelerate AI-forward Finance With Governed Access to Billing and Revenue Data - Yahoo Finance

Maxio has launched Maxio MCP, a secure AI governance layer for finance teams, enabling natural-language access to billing and revenue data. The Model Context Protocol (MCP) integrates AI tools like Claude and ChatGPT, allowing finance leaders to explore metrics and generate reports with role-based permissions and audit logging. This enhances efficiency and compliance for finance operations.

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.

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.

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