Hospitality Case Studies and Success Stories with Maxio (formerly SaaSOptics and Chargify)

CASE STUDY Pal USA (formerly SkyWire)

Maxio helped Pal USA (formerly SkyWire) fix financial operations problems. The company struggled with inaccurate journal entries and manual spreadsheets. Maxio's subscription management platform made... month-end close easy and accurate. The finance team now tracks revenue and renewals faster. They save half an hour a day on renewals. Maxio gives them more metrics with less effort.

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Construction Case Studies and Success Stories with Maxio (formerly SaaSOptics and Chargify)

Case Study StructionSite

How StructionSite eliminates bad data and maximizes operational visibility

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Case Study StructionSite

How StructionSite eliminates bad data and maximizes operational visibility

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Case Study StructionSite

How StructionSite eliminates bad data and maximizes operational visibility

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Case Study StructionSite

How StructionSite eliminates bad data and maximizes operational visibility

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Case Study StructionSite

How StructionSite eliminates bad data and maximizes operational visibility

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Education Case Studies and Success Stories with Maxio (formerly SaaSOptics and Chargify)

CASE STUDY Niche

Maxio helps Niche match 4x more students with their ideal school. Niche uses Maxio to quickly run pre-saved reports for investors. This makes due diligence easier and impresses investors with detaile...d data. The Director of Finance says Maxio kept Niche afloat during tough years. Before Maxio, reporting was slow and hard using only Excel. Now, Niche earns praise from investors for their data quality.

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Computer & Network Security Case Studies and Success Stories with Maxio (formerly SaaSOptics and Chargify)

Case Study NowSecure

How Using SaaSOptics, NowSecure's overdue invoice rate dropped from 18.9% to just 2.6%

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Case Study NowSecure

How Using SaaSOptics, NowSecure's overdue invoice rate dropped from 18.9% to just 2.6%

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Case Study RTVision

How RTVision save hundreds of hours with automated finops with SaaSOptics

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Case Study Adeptia

How Adeptia eliminates manual processes, replaces spreadsheets, and gains strategic insight.

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Case Study RTVision

How RTVision save hundreds of hours with automated finops with SaaSOptics

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Case Study NowSecure

How Using SaaSOptics, NowSecure's overdue invoice rate dropped from 18.9% to just 2.6%

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Case Study NowSecure

How Using SaaSOptics, NowSecure's overdue invoice rate dropped from 18.9% to just 2.6%

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Case Study NowSecure

How Using SaaSOptics, NowSecure's overdue invoice rate dropped from 18.9% to just 2.6%

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Case Study RTVision

How RTVision save hundreds of hours with automated finops with SaaSOptics

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Case Study Adeptia

How Adeptia eliminates manual processes, replaces spreadsheets, and gains strategic insight.

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Case Study Adeptia

How Adeptia eliminates manual processes, replaces spreadsheets, and gains strategic insight.

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Case Study RTVision

How RTVision save hundreds of hours with automated finops with SaaSOptics

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Case Study Adeptia

How Adeptia eliminates manual processes, replaces spreadsheets, and gains strategic insight.

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Case Study RTVision

How RTVision save hundreds of hours with automated finops with SaaSOptics

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Case Study Adeptia

How Adeptia eliminates manual processes, replaces spreadsheets, and gains strategic insight.

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Real Estate Case Studies and Success Stories with Maxio (formerly SaaSOptics and Chargify)

CASE STUDY VERO

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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Banking Case Studies and Success Stories with Maxio (formerly SaaSOptics and Chargify)

Case Study BCV

How BCV Navigates Funding Rounds, Acquisition with SaaSOptics

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Case Study BCV

How BCV Navigates Funding Rounds, Acquisition with SaaSOptics

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Case Study BCV

How BCV Navigates Funding Rounds, Acquisition with SaaSOptics

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Case Study BCV

How BCV Navigates Funding Rounds, Acquisition with SaaSOptics

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Case Study BCV

How BCV Navigates Funding Rounds, Acquisition with SaaSOptics

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Marketing and Advertising Case Studies and Success Stories with Maxio (formerly SaaSOptics and Chargify)

CASE STUDY Rockerbox

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.

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Computer Software Case Studies and Success Stories with Maxio (formerly SaaSOptics and Chargify)

Case Study Chili Piper

Learn How Chili Piper positions to scale, successfully secures funding with SaaSOptics

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Case Study GuideCX

How GuideCX Accelerates Invoicing and Capital Raises with SaaSOptics

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Case Study Repsly

How Repsly cleans up revenue recognition processes, leaves auditors speechless with SaaSOptics

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Case Study GuideCX

How GuideCX Accelerates Invoicing and Capital Raises with SaaSOptics

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Case Study GuideCX

How GuideCX Accelerates Invoicing and Capital Raises with SaaSOptics

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Case Study Bizzabo

How Bizzabo streamlines their order-to-cash process with SaaSOptics

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CASE STUDY Limble Solutions Inc.

Maxio Advanced Billing helped Limble Solutions Inc. improve financial reporting. Limble reduced reporting time from a month to just a few days. The team gained better insights into sales, deferred re...venue, and churn. Auditing reports are now easier to manage. Collections on outstanding invoices improved, saving time and reducing stress for the team.

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Case Study GuideCX

How GuideCX Accelerates Invoicing and Capital Raises with SaaSOptics

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CASE STUDY Chili Piper

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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Case Study Bizzabo

How Bizzabo streamlines their order-to-cash process with SaaSOptics

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Case Study Chili Piper

Learn How Chili Piper positions to scale, successfully secures funding with SaaSOptics

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CASE STUDY Gravity Forms

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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Case Study Bizzabo

How Bizzabo streamlines their order-to-cash process with SaaSOptics

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CASE STUDY Enmark Systems

Maxio helped Enmark Systems move away from manual processes. Enmark now uses Maxio for recurring billing and real-time metrics. The company automated revenue recognition and improved collections. Enm...ark's DSO improved and monthly invoicing is more efficient. Integration with Salesforce gave real-time insights across departments. The CFO says Maxio saves time and reduces overhead as Enmark grows.

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Case Study Repsly

How Repsly cleans up revenue recognition processes, leaves auditors speechless with SaaSOptics

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CASE STUDY Retool

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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Case Study Bizzabo

How Bizzabo streamlines their order-to-cash process with SaaSOptics

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Case Study Repsly

How Repsly cleans up revenue recognition processes, leaves auditors speechless with SaaSOptics

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Case Study Chili Piper

Learn How Chili Piper positions to scale, successfully secures funding with SaaSOptics

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Case Study Repsly

How Repsly cleans up revenue recognition processes, leaves auditors speechless with SaaSOptics

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Case Study Repsly

How Repsly cleans up revenue recognition processes, leaves auditors speechless with SaaSOptics

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Case Study Chili Piper

Learn How Chili Piper positions to scale, successfully secures funding with SaaSOptics

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Case Study Chili Piper

Learn How Chili Piper positions to scale, successfully secures funding with SaaSOptics

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Case Study Bizzabo

How Bizzabo streamlines their order-to-cash process with SaaSOptics

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Case Study GuideCX

How GuideCX Accelerates Invoicing and Capital Raises with SaaSOptics

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Information Technology and Services Case Studies and Success Stories with Maxio (formerly SaaSOptics and Chargify)

CASE STUDY Adeptia

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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CASE STUDY Extensiv

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.

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CASE STUDY Boomi

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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CASE STUDY parcelLab

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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CASE STUDY Blue Ridge Solutions

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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CASE STUDY SolarWinds

Maxio Advanced Billing helps SolarWinds manage billing and product catalog across three company entities. SolarWinds uses the platform daily for invoicing, PO updates, billing address changes, and pl...an modifications. The system makes it easy to create new products and adjust the catalog, improving customer service. SolarWinds integrated acquisitions into one billing system, boosting operational efficiency and supporting business growth. Ryan Young from SolarWinds praises Maxio for its simplicity and adaptability.

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Internet Case Studies and Success Stories with Maxio (formerly SaaSOptics and Chargify)

Case Study Niche

How Niche inspires investor confidence during due diligence with gold-star-worthy data.

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Case Study Niche

How Niche inspires investor confidence during due diligence with gold-star-worthy data.

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Case Study Niche

How Niche inspires investor confidence during due diligence with gold-star-worthy data.

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Case Study Niche

How Niche inspires investor confidence during due diligence with gold-star-worthy data.

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Case Study Niche

How Niche inspires investor confidence during due diligence with gold-star-worthy data.

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CASE STUDY Sendspark

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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Human Resources Case Studies and Success Stories with Maxio (formerly SaaSOptics and Chargify)

CASE STUDY WorkBuzz

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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