--- title: Maxio Reviews meta\_title: 'Maxio Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 830 reviews by the users' company size, role or industry to find out how Maxio works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 830 scale: '5' date\_modified: '2026-08-09' parent\_category: name: E-Commerce url: https://www.g2.com/categories/e-commerce ---

# Maxio Reviews & Product Details

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At Maxio, we help B2B SaaS companies unlock their next stage of growth. Our financial operations platform is designed to meet the unique financial challenges of B2B SaaS, including billing, subscription management, revenue & expense recognition, and SaaS metrics & analytics. We believe that in order for SaaS companies to unlock their next stage of growth, their financial operations tech stack must strike the right balance between flexibility, which allows them to pivot quickly in an ever-changing market, and complexity, which supports them as they scale their business, operations, and monetization strategies. No matter how complex your requirements are, Maxio will automate the full spectrum of your subscription lifecycle—from billing and invoicing to ARR management to revenue recognition–all in a single, unified system that allows you to generate custom reports that your investors will love. Maxio is taking finance farther so businesses can go faster.

* * *

Product Website
Maxio
Seller
[Maxio](https://www.g2.com/sellers/maxio)
Discussions
[Maxio Community](https://www.g2.com/products/maxio/discuss)
Languages Supported

English

Solution Type

All-in-One

Overview by
Chris Weber (Billing &amp; FinOps for Scaling Subscription Businesses)

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## Pricing

Pricing provided by Maxio.

### Build

Free Trial

[
View More Pricing Information
](https://www.g2.com/products/maxio/pricing)

## Maxio Integrations
(21)

What do users say about integrations?

Verified by Maxio

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Agentforce Sales (formerly Salesforce Sales Cloud)

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Avalara

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AWS Cloud

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Clearbit

](https://www.g2.com/products/clearbit/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Faire – QuickBooks Online - QBO

](https://www.g2.com/products/faire-quickbooks-online-qbo/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

HubSpot Sales Hub

](https://www.g2.com/products/hubspot-sales-hub/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

NetSuite

](https://www.g2.com/products/oracle-netsuite/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

PandaDoc

](https://www.g2.com/products/pandadoc/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Pipedrive

](https://www.g2.com/products/pipedrive/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Qbo

](https://www.g2.com/products/qbo/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

QuickBooks Online

](https://www.g2.com/products/quickbooks-online/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

QuotaPath

](https://www.g2.com/products/quotapath/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Sage Intacct

](https://www.g2.com/products/sage-intacct/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Salesforce Headless 360 Platform (formerly Salesforce Platform)

](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Slack

](https://www.g2.com/products/slack/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Stripe Connect

](https://www.g2.com/products/stripe-connect/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Stripe Payments

](https://www.g2.com/products/stripe-stripe-payments/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Twilio

](https://www.g2.com/products/twilio/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Xero

](https://www.g2.com/products/xero/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Zapier

](https://www.g2.com/products/zapier/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Zendesk for Employee Service

](https://www.g2.com/products/zendesk-for-employee-service/reviews)

Show More

GS

Greg S.

10/23/2025

"Organized Software with Room for a Friendlier Interface"

4.5/5

What do you like best about Maxio?

I appreciate how well-organized Maxio is, and it produces good summary tables and spreadsheets that really benefit my work in accounting. The ability to print out spreadsheets and tables is particularly useful, as well as searching for customer information and handling invoices efficiently. Once I got the training, the setup was fine, which demonstrates the effectiveness of their training in making the software manageable. I rate the product a nine out of ten for recommendation, indicating my high satisfaction with its features and performance. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I feel that the interface of Maxio (formerly SaaSOptics and Chargify) could be more user-friendly. I would appreciate some buttons that give a basic explanation of what is needed. The setup required a little bit of training, which might be a challenge for some users initially. Review collected by and hosted on G2.com.

What problems is Maxio solving and how is that benefiting you?

I use Maxio for customer research, invoicing, and accounting, offering organized data and producing useful summary tables and spreadsheets. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: Seller invite

EF

Emilly F.

Chief Financial Officer

Small-Business (50 or fewer emp.)

8/12/2025

"Maxio is key to our everyday financial processes"

4/5

What do you like best about Maxio?

Maxio is a comprehensive system that allows us to seamlessly invoice and track all revenue requirements including ARR. The integrations between Quickbooks and Hubspot are key to ensuring we have accurate information across all systems. We use Maxio daily and it is a key piece of our accounting processes. Once you understand the system it is easy to follow but can be tricky to wrap your head around in the beginning.

Mitchell was our onboarding specialist and I still remember his patience and professionalism. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I find myself having to export to excel often and move report around.

When selling through partners and the channel it can become difficult to use pre-canned reports and have to do manual work arounds.

The product is expensive but am able to justify the spend. Review collected by and hosted on G2.com.

What problems is Maxio solving and how is that benefiting you?

Maxio is making SAAS revenue tracking and invoicing easy and is saving us time and ensuring accuracy. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Darin J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Darin J.")
DJ

Darin J.

Chief Executive Officer

Mid-Market (51-1000 emp.)

8/5/2025

"SaaSOptics is a Must Have for SaaS CEOs"

5/5

What do you like best about Maxio?

SaaSOptics provides total clarity and insight into your SaaS business. Reports showing Logo, Gross MRR/ARR Churn, Net MRR/ARR Churn, New MRR/ARR, Contraction MRR/ARR, etc. are available and updated in real-time. SaaSOptics will change the way you manage your SaaS business and allow you and your team to focus on the KPIs that matter most to your business. What gets measured, gets managed and SaaSOptics proves this time and time again. This is a great application and a must-have for SaaS CEOs. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

The UX could be optimized (user path optimization, minimization of clicks, etc.) and the UI needs some TLC / Updating to contemporary SaaS application standards. Minor UX / UI complaints aside, "content is king" and "form follows function" and SaaSOptics understands this. Review collected by and hosted on G2.com.

What problems is Maxio solving and how is that benefiting you?

Previously, we struggled to manually update and report on key SaaS metrics and KPIs. SaaSOptics has automated this process, freed up precious resources and enabled us to more effectively manage retention, churn and growth. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software")
UC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/3/2025

"Fast Support and Great Integrations, But QBO Sync and Bad Debt Setup Need Work"

4/5

What do you like best about Maxio?

I like how quick the support team is. I haven't waited longer than 24 hours to hear back. I also like that it integrates with HubSpot, QBO, and AvaTax. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I dislike how long the QBO sync takes. One other thing I have struggled with is understanding how bad debt should be used. I had issues figuring it out and got different responses for different support tickets. I finally understand how to enter bad debt transactions, but it took a couple different support tickets to get there. Review collected by and hosted on G2.com.

What problems is Maxio solving and how is that benefiting you?

Maxio is solving the problem of sending out invoice reminders. I love that we can have an automated email cadence that sends out reminders.

Maxio is also solving the problem of entering new transactions each renewal. Having the option to automatically renew a subscription at the end of the contract term is extremely helpful and efficient. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Carlos B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carlos B.")
CB

Carlos B.

Onboarding Specialist

Mid-Market (51-1000 emp.)

8/1/2025

"Reliable financial automation for growing SaaS companies."

5/5

What do you like best about Maxio?

What I value most about Maxio is the ease with which it manages subscription-based billing and financial reporting. The integration allows for the consolidation of recurring revenue, key SaaS metrics, and accounting automation without complications. The platform is robust and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

At the beginning, the learning curve, especially when setting up complex products or revenue recognition rules. The interface can seem rigid if you are used to more visual tools, and some customizations require technical support. It would also be useful to have more native integrations, for example with tools like Power BI or regional CRMs. Review collected by and hosted on G2.com.

What problems is Maxio solving and how is that benefiting you?

Before using Maxio, we had difficulties consolidating key SaaS metrics and properly managing revenue recognition, especially with multiple subscription plans and customers in different currencies. Maxio solved these challenges by automating billing, centralizing reports, and facilitating audits with ASC 606 compliant reports. This has saved us valuable time, reduced manual errors, and improved the financial visibility of the business. Review collected by and hosted on G2.com.

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Response from Sydney Zaun of Maxio

[Editedit](https://www.g2.com/survey_responses/maxio-review-11466367/official_response/edit)

We're glad to hear that you find Maxio easy to use and robust for managing subscription-based billing and financial reporting. We strive to provide a seamless experience for our customers.

Current UserValidated ReviewerIncentivizedSource: Seller inviteAI Translated

DA

DAWN A.

ACCOUNTANT

Mid-Market (51-1000 emp.)

10/23/2025

"Supportive Team and User-Friendly"

4/5

What do you like best about Maxio?

I’ve been using Maxio for a few months, and it’s been quite a journey! The platform is easy to navigate but takes some time to really master. Thankfully, the Maxio team has always been there to help me out whenever I hit a tricky spot.

They don’t just give generic answers — they really take the time to understand my questions and offer tailored solutions. Huge thanks to Maria and Anthony for always being so supportive and helpful! Review collected by and hosted on G2.com.

What do you dislike about Maxio?

It takes some time to load when I am processing deals/ Review collected by and hosted on G2.com.

What problems is Maxio solving and how is that benefiting you?

Revenue recognition for annual charges (Advanced ARR Reports) serves as a checkpoint before syncing data to Xero. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software")
UC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/26/2025

"Granular Invoicing and Easy Navigation, But Room for Improvement"

3.5/5

What do you like best about Maxio?

You can get pretty granular with the invoicing and collection cadences. Structurally as well it's very easy to navigate and pull reporting out. Help articles are fairly detailed so when issues come up I can often resolve them myself. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

When needing to make a change to existing transactions already set up, I feel like the process can get complicated to get everything reporting correctly/in a way that's easy to follow when reviewing on the back end. It could also be a bit better with multicurrency invoicing and reporting. Some reports take a long time to load. A few are not exportable at all either and I've had to copy paste the data. Review collected by and hosted on G2.com.

What problems is Maxio solving and how is that benefiting you?

It's a pretty great invoicing tool and integrates well with Salesforce Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: Seller invite

MG

Myroslava G.

Financial Controller

Mid-Market (51-1000 emp.)

10/30/2025

"Just try it - you won't be able to leave it!"

5/5

What do you like best about Maxio?

The most easy way to connect all your sources of financial and billing information. Always upgrading, adding new features and providing excellent support. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Frankly speaking, when it comes to pricing, your manager may claim it's too much for Business Operations, but trust me - it is worth every dollar! Review collected by and hosted on G2.com.

What problems is Maxio solving and how is that benefiting you?

Maxio helps to connect all our systems together, automate the whole billing process starting from the deal closing by Account Executive - we just have few clicks to transfer the closed deal into the invoice, revenue recognized, analytics by product/customer etc. That is very helpful and all in one! Review collected by and hosted on G2.com.

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Response from Sydney Zaun of Maxio

[Editedit](https://www.g2.com/survey_responses/maxio-review-11883925/official_response/edit)

Thank you for your positive review! We understand the importance of providing excellent support and are glad to hear that you have had a great experience with Maxio!

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Charles Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Charles Z.")
CZ

Charles Z.

Co-Founder &amp; Managing Partner

Mid-Market (51-1000 emp.)

7/3/2025

"Absolutely Unacceptable – Broken Product with Zero Support"

0/5

What do you like best about Maxio?

Literally there is nothign good about this product, so many bugs left and right. The product does not do what sales people say it deos. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Our company has been using this billing software and it is actively preventing us from collecting on outstanding invoices, putting the very viability of our business at risk. The software is riddled with critical issues that block payments and disrupt cash flow and worst of all, there is no real customer support to speak of.

There is no phone number to call. Emails and tickets go unanswered. When we do manage to reach someone, all we get is finger-pointing and blame shifting no ownership, no resolution, and no accountability. It’s a never-ending game of hot potato, with no one stepping up to fix the problems they caused.

This is not just frustrating, it’s irresponsible and dangerous. If a billing platform prevents its users from collecting money and offers no path to resolution, it’s not just a bad product, it’s a liability.

We’ve wasted countless hours and lost significant revenue due to this broken system. Unless the company behind this software makes immediate and drastic changes, I cannot recommend this product to any business that relies on cash flow and basic support.

Stay away. Your business depends on it. Review collected by and hosted on G2.com.

What problems is Maxio solving and how is that benefiting you?

Absolutely unacceptable. This billing software is actively preventing us from collecting on outstanding invoices, putting the viability of our business at risk. The product is full of issues that block payments and disrupt our ability to bring in cash. Worst of all, there is no real customer support.

There is no phone number to call. Emails and tickets are ignored. When someone does respond, they pass the issue around without taking responsibility. Nobody takes ownership, and no one actually fixes the problem. It’s a constant game of hot potato, and we’re left holding the bag.

This is more than just a frustrating experience—it’s reckless. A billing platform that blocks payments and offers no working support is not just unreliable, it’s dangerous to any business depending on timely cash collection.

We’ve lost valuable time and revenue because of this system. Unless major changes are made immediately, I would strongly warn any business to stay away from this product. Your cash flow and operations depend on something far more reliable than what this company delivers. Review collected by and hosted on G2.com.

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Response from Sydney Zaun of Maxio

[Editedit](https://www.g2.com/survey_responses/maxio-review-11361758/official_response/edit)

We apologize for the negative experience you've had with our billing software and the impact it's had on your business. What you’ve described is unacceptable, and we understand the urgency and seriousness of the issues you’ve raised.

We appreciate you taking the time to speak with our Director of Support, Sebastian, to work on resolving your issues. We've escalated your concerns to the highest level and are committed to resolving this quickly. We value the opportunity to make this right and hope to restore your trust in the platform.

Thank you again for bringing this to our attention.

Current UserValidated ReviewerSource: Organic

 ![Kevin B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin B.")
KB

Kevin B.

Senior Customer Success Manager

Mid-Market (51-1000 emp.)

11/3/2025

"Gives me what I need, when I need it."

4.5/5

What do you like best about Maxio?

Easy to use, good and intuitive UI. Not something I access every day, but I'm always able to get what I need pretty quickly. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Although I am able to get what I need, at times it feels like there are more clicks or 'mouse miles' than needed. Some slight UX enhancement would be welcome. Review collected by and hosted on G2.com.

What problems is Maxio solving and how is that benefiting you?

I work in Success Management, so Maxio isn't something built for my role or something I interact with on a daily basis. Maxio houses all of our invoice and payment data. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: Seller invite

## Questions about Maxio? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

[
Ask about Maxio
](https://www.g2.com/products/maxio/discussions/new)

 ![Bruno D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bruno D.")
BD

Bruno Duval
•
Last activity over 5 years ago

How to automate report export?

1 Upvote

1

[
Join the conversation
](https://www.g2.com/discussions/37780-how-to-automate-report-export)

 ![Denise S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Denise S.")
DS

Denise Samson, CPA, CA
•
Last activity over 6 years ago

How do I?

1 Upvote

1

[
Join the conversation
](https://www.g2.com/discussions/14448-how-do-i)

[
View all Discussions
](https://www.g2.com/products/maxio/discuss)

## Pricing Options

Pricing provided by Maxio.

### Build

Free Trial

### Grow

Starting at $599.00

Per Month

### Scale

Contact Us

[
View More Pricing Information
](https://www.g2.com/products/maxio/pricing)

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##### 
##### Maxio Features

Revenue Optimization

At-Risk Customers

Customer Churn

Revenue Recognition

Deferred Revenue

Revenue Accrual

Billing and Payments

Payment Terms

Personalized Billing

Custom Pricing

Billing

Automation

Consolidation

Adjustments

[
View More Features
](https://www.g2.com/products/maxio/features)

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##### Categories on G2

[Billing](https://www.g2.com/categories/billing)[Subscription Billing](https://www.g2.com/categories/subscription-billing)[Subscription Revenue Management](https://www.g2.com/categories/subscription-revenue-management)

[Billing](https://www.g2.com/categories/billing)[Subscription Billing](https://www.g2.com/categories/subscription-billing)[Subscription Revenue Management](https://www.g2.com/categories/subscription-revenue-management)[Subscription Management](https://www.g2.com/categories/subscription-management)[Subscription Analytics](https://www.g2.com/categories/subscription-analytics)[Usage-based billing software](https://www.g2.com/categories/usage-based-billing-software)

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