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

Verified User in Computer Software

Mid-Market (51-1000 emp.)

8/8/2025

"Great corner office metrics"

5/5

What do you like best about Maxio?

I love that the ARR rollforward is accurate and realtime. If you set it up correctly, you can slice and dice it anyway you need. For a SMB SaaS company, ARR is your life blood and they nailed it.

They also have great support.

The auto billing feature saved us a ton of time. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

For some reason the reports are slower to load. The stuff they bought through acquisitions isn't fully integrated either. Review collected by and hosted on G2.com.

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

We use this as a source of truth for all revenue aspects. From bookings to retention. The automations have saved us tremendous cost. 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")
AC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/27/2025

"Essential and Easy to Use, But a Bit Pricey"

4/5

What do you like best about Maxio?

Maxio is an essential component of my accounting and sales process tech stack. It's relatively easy to use and it integrates well with all of my other applications. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I think it's a little more expensive than it should be. Review collected by and hosted on G2.com.

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

It definitely solves the revenue recognition hurdle, and for billing it's my source of truth. 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-11866957/official_response/edit)

We're glad to hear that Maxio is an essential part of your tech stack and that it integrates well with your other applications.

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Justin S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Justin S.")
JS

Justin S.

Controller

Computer Software

Small-Business (50 or fewer emp.)

7/10/2018

"Maxio User for 7+ Years"

5/5

What do you like best about Maxio?

I have been a Maxio user for over 7 years in some capacity. I love the ability for customers to have a billing portal to update their information and grab invoices as needed, as well as the KPI tracking for important SaaS Metrics. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Implementation with Maxio can be a heavy lift depending on the systems you are coming from, but it tends to pay off in the long run for diligence/audit requests. Review collected by and hosted on G2.com.

Recommendations to others considering Maxio:

Jumping on board with a product with SaaSoptics will help save time in your finance department for a fraction of the cost of other systems. Review collected by and hosted on G2.com.

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

Maxiohas helped us with month end revenue recognition and tracking our accounts receivable more regularly. We have been able to automate accounts receivable follow ups after invoices go unpaid, and customize the logic depending on whether they pay via a card or another method. Review collected by and hosted on G2.com.

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2/14/2025
Current UserValidated ReviewerSource: Organic

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

Verified User in Accounting

Mid-Market (51-1000 emp.)

5/6/2025

"A Reliable Tool with Room for Improvement"

4/5

What do you like best about Maxio?

Maxio offers a reliable and intuitive platform for managing subscriptions and eInvoicing. The core features work smoothly, making it a valuable tool for recurring billing needs. Additionally, the customer support team is quick to respond, providing helpful initial assistance. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

The platform struggles with payment processing outside its core eInvoicing system, which can complicate workflows. There are also sync issues with our accounting system, requiring manual workarounds. Furthermore, while support replies promptly, the time to resolution can be lengthy, which is a drawback when addressing problems. Review collected by and hosted on G2.com.

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

Maxio addresses the challenge of managing subscription-based billing and revenue recognition, streamlining our eInvoicing process for recurring payments. This benefits us by saving time on manual invoicing tasks and improving accuracy in financial tracking. The platform's core subscription management tools also help us maintain organized customer data, enhancing our operational efficiency. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

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

Verified User in Computer Hardware

Small-Business (50 or fewer emp.)

10/29/2025

"User-Friendly Interface, But Reporting Needs Improvement"

4/5

What do you like best about Maxio?

Easy interface and clear fields. Once you understand how things are laid out it is fairly easy Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Limited reports and hard to refine searches Review collected by and hosted on G2.com.

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

We track all of our contracts and revenue recognition in Maxio. I like the way it bills everything out and I can recognize my 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-11880108/official_response/edit)

We're pleased to hear that Maxio is helping you track contracts and revenue recognition effectively. We are committed to continually enhancing our platform and your feedback is instrumental in guiding our development efforts!

Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerIncentivizedSource: Seller invite

 ![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.)

10/27/2025

"Centralizes Customer Info, But Email Field Needs Expansion"

4.5/5

What do you like best about Maxio?

The way that we can have multiple views and concentrate all customer info in one place Review collected by and hosted on G2.com.

What do you dislike about Maxio?

The maximum number of characters in the "email" field is too low — sometimes I need to include many email addresses and I can’t. Review collected by and hosted on G2.com.

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

It helps me to send many invoices to mutiple customers 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-11864791/official_response/edit)

Thank you for your review. We're happy to hear that Maxio is helping you manage customer info and send invoices efficiently. We've noted your feedback about the email field and will work on enhancing this feature to better meet your needs.

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![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

Small-Business (50 or fewer emp.)

10/21/2025

"Easy Imports and Corrections, but not an approved platform in other countries"

5/5

What do you like best about Maxio?

The Maxio platform is easy to use and I love the import process. The imports allows me to make corrections to transactions, invoices, and invoice line, something that is not always available on other platforms. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I wish Maxio was available/approved in other countries. Review collected by and hosted on G2.com.

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

we prefer the revenue reporting in Maxio vs NetSuite 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-11842655/official_response/edit)

We appreciate your feedback on the ease of use and import process in Maxio. We understand your desire for availability in other countries and will take this into account as we work to improve our platform.

Current UserValidated ReviewerIncentivizedSource: Seller invite

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

Verified User in Computer Software

Small-Business (50 or fewer emp.)

10/29/2025

"Great Reporting & Payments, But SaaS Optics + Chargify integration is still difficult to manage"

3.5/5

What do you like best about Maxio?

Solid reporting, credit card payments, collections tools Review collected by and hosted on G2.com.

What do you dislike about Maxio?

The split between Core + AB is confusing, wish we could bulk send invoices to customers ( and allow them to bulk pay without signing up for portal), easier mass-email collections notices within AB would be helpful. Review collected by and hosted on G2.com.

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

charging/billing our SaaS customers 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-11880152/official_response/edit)

Thank you for sharing your experience with Maxio. We understand the challenges you've faced and will work on making the integration and billing process more user-friendly for our customers.

Current UserValidated ReviewerIncentivizedSource: Seller invite

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

Chase B.

Vice President Finance

Mid-Market (51-1000 emp.)

8/8/2025

"Best ARR Roll"

4.5/5

What do you like best about Maxio?

As a SaaS company, managing subscriptions, billing cycles, and revenue recognition can be incredibly complex, but Maxio has made this process straightforward. It gives us a detailed ARR by customer, by product. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I wish dashboards were easier to setup and reports quicker to run. Review collected by and hosted on G2.com.

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

Accurate and detailed ARR reporting Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![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.)

8/8/2025

"Great tool"

4.5/5

What do you like best about Maxio?

the option to look for transactions directly and per contract Review collected by and hosted on G2.com.

What do you dislike about Maxio?

the issues with the import process and the delays that sometimes this presents. Review collected by and hosted on G2.com.

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

the import process, they are actively working on improving and providing insights about the process and how this could be more efficient. Review collected by and hosted on G2.com.

Show More

10/29/2025
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)

 ![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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4.1/5(222)

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4.4/5(141)

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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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Chargebee

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[

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Recurly

4.1/5(222)

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[

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Zuora

3.9/5(311)

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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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