--- 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

[

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AWS Cloud

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Clearbit

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 ![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

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NetSuite

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

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PandaDoc

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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)[

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Sage Intacct

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

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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

 ![Shane H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shane H.")
SH

Shane H.

Small-Business (50 or fewer emp.)

3/9/2026

"Multi-Functional but Complex Setup Process"

2.5/5

What do you like best about Maxio?

I like that Maxio is an all-in-one platform. The accounts receivable (AR) function is particularly valuable because it makes it easier to find actual invoices that are outstanding or closed, helping us know how many and what type of deals we're selling. I also appreciate the written-out timeline view, which is good to see where people are at and what projects are still open. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I think the amount of bolt on and add ons that you need to use all of the functions is frustrating. Right now, we have to bring in Maxio advanced billing and pull from multiple different accounts to get into the system. The ability to use one system would be great. Also, the initial setup was a bit laborious, with a lot of steps and check-in calls, making it a longer process than expected. Review collected by and hosted on G2.com.

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

Maxio solves invoicing issues by helping us track invoices properly, and it facilitates accounts payable and receivable. It eases tracking outstanding or closed invoices, letting us know how many and what types of deals we're selling. Review collected by and hosted on G2.com.

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Response from Daniel Zhu of Maxio

[Editedit](https://www.g2.com/survey_responses/maxio-review-12455485/official_response/edit)

Hi Shane,

Thank you for taking the time to share your feedback. We are glad to hear that the accounts receivable functionality and invoice visibility have been helpful for your team, especially the ability to track outstanding and closed invoices.

We also appreciate you calling out the setup experience. Implementing a flexible billing platform can involve several configuration steps depending on the workflows and integrations a company needs. Our goal is always to make that process as clear and efficient as possible, and feedback like this helps us continue improving the onboarding experience.

If there are specific areas where the setup or configuration felt more complex than expected, our team would be glad to review them with you and help simplify them going forward. You can always reach us at support@maxio.com.

Thanks again for the thoughtful feedback and for being a Maxio customer.

Validated ReviewerSource: Organic

 ![James M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "James M.")
JM

James M.

Small-Business (50 or fewer emp.)

3/5/2026

"Flexible API, But Challenging for Quick Checkout"

2.5/5

What do you like best about Maxio?

I like the flexibility of Maxio. The key is that it can handle pretty much any sort of transaction via API. It was great for cross-platform integration by tying into our existing server backend, allowing multiple payment points for users. This means users can check out for extras via the app or the website without getting bottlenecked in a traditional checkout cart. It allows us to implement payments in the way we think our customers need, rather than having to route everyone to a singular checkout or storefront. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

The lack of a quick and easy checkout cart function that didn't require full-time developer implementation was a downside. We needed something preformed and ready to use, but Maxio required an involved and technical setup process. We also wished for better integration with platforms like WordPress and our CRM system. Review collected by and hosted on G2.com.

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

Maxio's API integration allows cross-platform integration into our server, enabling flexible payment points for users without the traditional checkout bottleneck. We could implement payments in ways tailored to our customers' needs. Review collected by and hosted on G2.com.

Show More

Response from Daniel Zhu of Maxio

[Editedit](https://www.g2.com/survey_responses/maxio-review-12442203/official_response/edit)

Thanks for the thoughtful review, James. We're glad to hear Maxio’s API flexibility has been valuable for enabling cross-platform payment flows.

On checkout experiences, you're right that many customers historically used our APIs to build custom payment flows tailored to their product and billing model. For teams looking for a faster path, Maxio also offers hosted checkout options and tools that make it easier to securely collect payments without needing to build everything from scratch.

If you'd like to revisit your setup, our team would be happy to walk through the options available today and help find the right approach for your use case. You can reach our support team anytime at support@maxio.com.

Thanks again for the feedback. It helps us continue improving the product for teams balancing flexibility with speed of implementation.

Validated 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.)

8/8/2025

"Sr Accounting Manager"

2.5/5

What do you like best about Maxio?

What I appreciate most about Maxio is its ability to handle complex SaaS revenue recognition seamlessly. The automation around ASC 606 compliance—especially the way it generates revenue schedules and journal entries—saves a significant amount of time and reduces the risk of errors. I also like how it integrates well with accounting platforms like QuickBooks and supports custom contract structures, which gives finance teams both flexibility and control. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

While Maxio is a strong tool overall, one area I find challenging is its reporting flexibility. Some of the standard reports don’t allow for easy customization or filtering without exporting to Excel, which adds extra steps. Additionally, the UI can be a bit unintuitive at times—especially when navigating between modules like contracts, invoices, and revenue schedules. However, I’ve found that with time and familiarity, most of these challenges become manageable. Review collected by and hosted on G2.com.

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

Maxio helps us streamline complex SaaS billing and revenue recognition processes. It automates subscription management, invoicing, and ASC 606-compliant revenue recognition, which significantly reduces manual work and the risk of errors. This has improved the accuracy and efficiency of our financial close process, allowed us to better manage deferred revenue, and provided more reliable data for reporting and forecasting. The integration with our CRM and accounting systems also helps maintain consistency across platforms, saving us time and ensuring better data integrity. 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

Small-Business (50 or fewer emp.)

10/21/2025

"Maxio Streamlines SaaS Finances, But Reporting Needs More Flexibility"

3/5

What do you like best about Maxio?

What I like best about Maxio is that it brings together subscription management, billing, and revenue recognition in one seamless platform. It automates complex financial processes, provides reliable ASC 606-compliant reporting, and offers powerful analytics for key SaaS metrics like MRR, churn, and ARR. I also appreciate how well it integrates with tools like Salesforce and QuickBooks, reducing manual work and ensuring data accuracy. Overall, Maxio makes managing and scaling SaaS finances much more efficient while providing excellent support and implementation guidance. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I dislike the reporting capabilities in Maxio. Specifically, it is challenging to put together the exact report I need within the platform and instead I need to generate a report that is 80% of what I need and then download it into Excel to manually manipulate the data into what I need. I wish the reporting function was more intuitive. Also it is frustrating that you cannot edit reports ad-hoc but rather need to save a whole new report each time you want a different view/cut of the data which results in an enormous library of reports that'll never be used again. Review collected by and hosted on G2.com.

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

It solves the problem of being compliant with ASC 606 and recognizing revenue. We don't use Netsuite or a more robust ERP system and so Maxio solves that problem for us. It also brings together all of our transaction data into one place, even if it is a challenge to then use that data for reporting within the platform itself. 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-11842646/official_response/edit)

Thank you for sharing your feedback on Maxio. We're glad to hear that you find our platform efficient for managing and scaling SaaS finances, as well as for providing excellent support and implementation guidance. We understand your concerns about the reporting capabilities and the need for more flexibility; we are constantly working on improving our platform.

We have started to host monthly customer training webinars. November's webinar topic will be focused on training and best practices around using our cohort reports. If you are interested in that, you can register here: https://www.maxio.com/resources/maxio-on-cohort-reporting

Validated ReviewerIncentivizedSource: Seller invite

 ![Ethan C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ethan C.")
EC

Ethan C.

VP of Finance

Small-Business (50 or fewer emp.)

5/22/2025

"Solid potential hindered by a rough UI/UX"

3/5

What do you like best about Maxio?

Maxio has helped automate the sending of invoices, which was the primary problem we were trying to solve as a small company. The onboarding process was thorough, but implementation required a lot of manual work and took significantly longer than we'd anticipated. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

The tool itself is not very user friendly, and trying to navigate around it can be frustrating. Managing customer transactions/contracts is complicated. I worry that if our Maxio admin were to leave the business, it would be very difficult to get someone else up to speed in a reasonable amount of time. This introduces risk to the business. Review collected by and hosted on G2.com.

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

We were previously using a legacy tool for SaaS billing, and it wasn't scaling with our business. Maxio is built to thrive in the SaaS billing world, and it's made the invoicing process much more automated. 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-11208751/official_response/edit)

Thank you for highlighting the benefits of using Maxio for automating your invoicing process. We acknowledge your concerns about the complexity of managing customer transactions/contracts and the potential risk to the business. We are actively working to make the tool more intuitive and user-friendly to mitigate these challenges.

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Mike J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike J.")
MJ

Mike J.

Fractional CTO

Small-Business (50 or fewer emp.)

8/9/2025

"Maxio is obviously multiple products glued together"

3/5

What do you like best about Maxio?

I like the interface for creating subscriptions and the amount of options around getting them setup. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

The lines between the products are obvious and the integration is clunky at best. To get an invoice all the way through the process it has to be synced from the Chargify interface to the SaasOptics interface and then it has to be synced to Quickbooks. Each sync can be fraught with peril… Review collected by and hosted on G2.com.

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

We have much better visibility of our revenue stream 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

Mid-Market (51-1000 emp.)

10/28/2025

"Disappointed Customer"

2.5/5

What do you like best about Maxio?

Ease of use and it allows for good tracking of all necessary information Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Payments gets hung up in processing for months and there is no good way to resolve issues. The Live Chat allows us to initiate an issue but the follow through is unacceptable. They keep trying to close the tickets we open without resolving them. Review collected by and hosted on G2.com.

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

MAXIO has been successful in allowing us better tracking of our client service fees and payments. 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-11872301/official_response/edit)

We apologize for the inconvenience you have experienced with our payment processing and customer service. We are actively working to improve our processes and ensure timely resolution of issues. Your feedback is valuable to us and we appreciate your patience as we work to address these concerns.

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

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

Verified User in Accounting

Mid-Market (51-1000 emp.)

5/7/2025

"SaaS Software"

2.5/5

What do you like best about Maxio?

I like the revenue schedules that Maxio shows and its ability to track customer future payments using the promise to pay feature. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Subscription changes take a long time to perform and do not integrate correctly with accounting software. Each month, we have to manually balance all transactions that are rounding errors for FX. This is time-consuming, and there should be an option to bulk balance for FX. Review collected by and hosted on G2.com.

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

Maxio is trying to solve the syncing to and from our accounting system as this does not work flow properly. It would be beneficial to have this solved to avoid duplicating work around contract subsciption amendments and adjustments. Review collected by and hosted on G2.com.

Show More

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.)

5/15/2025

"Great platform for billing transparency"

3/5

What do you like best about Maxio?

Love how easy it is to get a full view of everything to do with billing on my accounts, the more info the better Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Ugly UI, but SFDC has an ugly UI too so it’s not a huge detractor Review collected by and hosted on G2.com.

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

It’s solving the problem of not having complete transparency on billing for my clients, makes the company look bad when I can’t speak to their account details as their Account Manager 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)

 ![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)

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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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Zuora

3.9/5(311)

](https://www.g2.com/products/zuora-zuora/reviews)

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