--- title: Maxio Reviews meta\_title: 'Maxio Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 831 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: 831 scale: '5' date\_modified: '2026-08-11' 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)

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

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Avalara

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

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

AWS Cloud

](https://www.g2.com/products/aws-cloud/reviews)[

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

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

 ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services")
UI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/22/2025

"Intuitive and Scalable, But Legacy Features Need Improvement"

5/5

What do you like best about Maxio?

Simple UX/UI, intuitive design and scalable format Review collected by and hosted on G2.com.

What do you dislike about Maxio?

There are some legacy features that could use improvement, and I have noticed certain limitations when it comes to customization. Review collected by and hosted on G2.com.

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

Measurement and efficacy are important aspects to consider. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Jaclyn R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jaclyn R.")
JR

Jaclyn R.

Corporate Controller

Mid-Market (51-1000 emp.)

2/7/2025

"Corporate Controller"

3/5

What do you like best about Maxio?

The system is easy to use and intuitive. It has good API connectors allowing for automation between different systems (Salesforce, Quickbooks, etc). Review collected by and hosted on G2.com.

What do you dislike about Maxio?

The Rev Rec 606 functionality isn't as robust as I would like. We have very complex revenue recognition and creating the SSP listing has proven to be a challenge as the capabilities are limited. Similarly, the reporting functonality needs to be better built out for 606 capabilites. Reporting functonalities should also be enhanced to run mid month or specific day reporting. Review collected by and hosted on G2.com.

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

Maxio is our source of truth for revenue recognition, invoicing, and ARR reporting. We have a direct integration with SalesForce which pushes in our contract information allowing for automation. We also have a direct integration with Quickbooks which allows seamless accounting. 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-10811216/official_response/edit)

We're glad to hear that you find Maxio easy to use and intuitive, with good API connectors for automation. We appreciate your feedback on the Rev Rec 606 functionality and reporting capabilities. We are constantly working to improve our system and will take your comments into consideration for future updates.

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Dave C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dave C.")
DC

Dave C.

Accounts Receivable

Small-Business (50 or fewer emp.)

10/25/2023

"Excellent service!"

5/5

What do you like best about Maxio?

Easy to use and reliable. Excellent customer service Review collected by and hosted on G2.com.

What do you dislike about Maxio?

So far I have not experienced any troubles using Maxio. Review collected by and hosted on G2.com.

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

It is very easy to use and helps my job become easier and efficient. Excellent service! Review collected by and hosted on G2.com.

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8/8/2025
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

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

Verified User in Accounting

Small-Business (50 or fewer emp.)

10/30/2025

"Excellent Support, But Payment Viewing Needs Improvement"

3.5/5

What do you like best about Maxio?

great support team to answer any questions! Review collected by and hosted on G2.com.

What do you dislike about Maxio?

it is hard to view previous payments from customers. Review collected by and hosted on G2.com.

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

questions from customers about issues with billing portal

setting autopay for customers Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Luis Fernando P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luis Fernando P.")
LP

Luis Fernando P.

Accountant

Small-Business (50 or fewer emp.)

10/28/2025

"Great Invoice Tracking, But Monthly Amounts Can Vary"

5/5

What do you like best about Maxio?

The invoice control and the easily way to track everything. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

sometimes when we have to review the amounts are different each month Review collected by and hosted on G2.com.

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

The invoice control and tracking revenue. 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-11872454/official_response/edit)

Thank you for bringing this to our attention. We are committed to enhancing our invoicing system to minimize discrepancies in monthly amounts and provide a more reliable tracking experience.

Validated ReviewerIncentivizedSource: Seller invite

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

Verified User in Construction

Small-Business (50 or fewer emp.)

8/8/2025

"Decent experience with Maxio for smaller startup"

3.5/5

What do you like best about Maxio?

What I like best about Maxio is its powerful blend of subscription management and revenue recognition automation - it saves time and sanity. The platform’s integrations and reporting tools make it easy to scale without duct-taping spreadsheets together. Plus, they’ve actually managed to make financial ops somewhat enjoyable. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Maxio can feel a bit clunky when navigating between modules—especially if you’re juggling billing, rev rec, and analytics. The UI isn’t exactly winning design awards, and some legacy quirks from the Chargify/SaaSOptics merger still linger. Also, their customization options are limited unless you’re ready to get cozy with their API or shell out for support. Review collected by and hosted on G2.com.

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

N/A Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

10/26/2025

"Great for Subscription Management, But UI and Reports Need Improvement"

3.5/5

What do you like best about Maxio?

that it help me to organize the subscription Review collected by and hosted on G2.com.

What do you dislike about Maxio?

poor reports, low level UI, lack of consolidation features Review collected by and hosted on G2.com.

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

I do not need to consolidate it in excel 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-11862103/official_response/edit)

We appreciate your feedback on Maxio's subscription management capabilities. We are constantly working to improve our UI and reports to better meet our customers' needs. Your input is valuable to us as we strive to enhance the user experience.

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Anthony James Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anthony James Y.")
AY

Anthony James Y.

Finance Analyst

Mid-Market (51-1000 emp.)

5/9/2025

"Maxio - Review 2025"

4.5/5

What do you like best about Maxio?

The best thing that I like about Maxio is the report creation which gives me precise and summarized data. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

There are instances that the transactions may have difficulty in syncing in Netsuite. Review collected by and hosted on G2.com.

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

Ease of reporting and billing Review collected by and hosted on G2.com.

Show More

7/17/2025
Current UserValidated ReviewerIncentivizedSource: Seller invite

AC

Antonietta C.

Director Corp. Revenue Accounting

Mid-Market (51-1000 emp.)

10/24/2023

"Director, Corp. Revenue Accounting"

4.5/5

What do you like best about Maxio?

Saas-Based metric reports, Cohort Report, Net Dollar Retention, and Salesforce integration, e-invoicing, Sales Tax integration, and the Advanced Momentum report. Also, great Support experience. Easy to use and set up. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

AR reporting does not take into consideration Journal Entries applied to AR when writing off Bad Debt. Cannot use AR reporting out of Maxio. Review collected by and hosted on G2.com.

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

Reporting month end performance, bookings and NRR. E-invoicing and auto-payments. Automation and scaling customer base and accuracy. Review collected by and hosted on G2.com.

Show More

7/24/2025
Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Jesus R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jesus R.")
JR

Jesus R.

Customer Success Manager

Mid-Market (51-1000 emp.)

7/24/2025

"dynamic although a bit confusing"

3.5/5

What do you like best about Maxio?

all the finance info in one place Review collected by and hosted on G2.com.

What do you dislike about Maxio?

many options and confusing terms that can hinder the use of the tool Review collected by and hosted on G2.com.

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

clarity in invoices and tracking of payments Review collected by and hosted on G2.com.

Show More

Response from Sydney Zaun of Maxio

[Editedit](https://www.g2.com/survey_responses/maxio-review-11431289/official_response/edit)

We're glad to hear that you find Maxio helpful for keeping all your finance information in one place. We understand that the many options and confusing terms can be overwhelming, and we're constantly working to improve the user experience.

Current UserValidated ReviewerIncentivizedSource: Seller inviteAI Translated

## 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)

 ![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)

 ![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)

[
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)

Maxio Comparisons

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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)

## Top-Rated Alternatives

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[

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4.1/5(222)

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Zuora

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[
View All Alternatives
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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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