--- 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 Visit Website 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 & FinOps for Scaling Subscription Businesses) Show More ## 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)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") 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 Facilities Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Facilities Services") UF Verified User in Facilities Services Mid-Market (51-1000 emp.) 5/22/2025 "Maxio is a fantastic solution for high-growth SaaS Companies" 4/5 What do you like best about Maxio? The transaction report dovetails nicely with reporting out of salesforce, and I assume many other CRMs. We use the transaction level data to contextualize changes in ARR, track billing, and follow the timing of deals. We interact with Maxio daily, and runs reports like this monthly. Review collected by and hosted on G2.com. What do you dislike about Maxio? It can be incredibly difficult to track some ARR changes and uplift. We can double click into these on the transaction level but it doesn't always display in a clear, traceable manner. Review collected by and hosted on G2.com. What problems is Maxio solving and how is that benefiting you? Maxio tracks our billing, subscription revenue, and customer level data. If something in a given transaction or deal needs to be investigated, Maxio is at the front line. Review collected by and hosted on G2.com. Show More 5/14/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Jennifer M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer M.") JM Jennifer M. President, Co-Founder Information Technology and Services Small-Business (50 or fewer emp.) 10/27/2025 "Great MRR Insights, But Needs Better Customer Revenue Filtering" 3.5/5 What do you like best about Maxio? I appreciate the section that displays MRR and provides insights. Review collected by and hosted on G2.com. What do you dislike about Maxio? I am frustrated that I can't easily generate a list of customers who joined within a specific time frame and view their revenue. For instance, I would like to be able to see new customers who signed up between January and June, along with their individual revenue. Additionally, I want the ability to drill down further to see the number of products each customer purchased and the revenue linked to those purchases. I also want to be able to see the total dollar amount billed each month by customer without having to add it all up as they add products throughout the month. Review collected by and hosted on G2.com. What problems is Maxio solving and how is that benefiting you? We use it primarily for monthly recurring billing. I’m aware that our annual billing is handled manually, so I’m not certain if automated annual billing is an option for us. It would be helpful to have annual billing with automatic renewal available as well. 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-11862105/official_response/edit) Thank you for your feedback. I have reached out to our Head of Support to see if we can help out with creating the reports and views you are wanting inside Maxio. Him and his team will be reaching out to you directly. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Matthew H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matthew H.") MH Matthew H. Chief Financial Officer Small-Business (50 or fewer emp.) 10/22/2025 "Great features and support, but cumbersome to use." 3.5/5 What do you like best about Maxio? This is an effective tool for managing even the most complex SaaS subscriptions, as it is capable of handling all the intricacies involved in B2B subscriptions. The support team is excellent—always helpful and quick to respond. The integrations we used with CRMs Pipedrive and Hubspot were easy to set up and worked well. Review collected by and hosted on G2.com. What do you dislike about Maxio? Setting up billing takes a considerable amount of time, and overall, the system tends to be quite slow to operate. However, this issue can be somewhat alleviated by using bulk Excel uploads. The implementation process was not very smooth, as the consultant assigned to us lacked sufficient knowledge of the system. Additionally, they require you to purchase support hours in bulk for any configuration, which can turn a task that should only take about an hour into an expense of over $1000. The knowledge base contains material for both SaaSoptics and Chargify with no way to filter between the two, making it difficult to use. Review collected by and hosted on G2.com. What problems is Maxio solving and how is that benefiting you? They assist us in handling complex B2B subscriptions. 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-11844833/official_response/edit) We appreciate your positive feedback on our features and support. We understand your concerns about the setup time and system speed, and we are continuously working to improve these areas. Thank you for sharing your experience. 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") EI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 10/29/2025 "Efficient Billing, Needs a Modern Touch" 4/5 What do you like best about Maxio? I like how Maxio is organized and efficient for billing purposes. I appreciate that it helps with the organization of billing, sending invoices, and looking up contract information. I primarily use the transactions and payments features to keep track of people's contracts and whether they have paid or not. Also, the initial setup was pretty easy. Review collected by and hosted on G2.com. What do you dislike about Maxio? I find Maxio looks pretty outdated, which makes it hard to learn and navigate. It also doesn't allow us to have a billing portal for our clients. Review collected by and hosted on G2.com. What problems is Maxio solving and how is that benefiting you? I use Maxio for billing, organizing invoices, and checking contract information. It's organized and efficient, making it easy to track transactions and 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-11880116/official_response/edit) We're glad to hear that you find Maxio powerful for insights and billing. We understand that navigation can be a concern and we are continuously working on improving the user experience. Your feedback is valuable to us and will be taken into consideration for future updates. 2/27/2026 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.) 10/21/2025 "All-in-One Invoicing Made Easy, But List Settings Need Improvement" 4/5 What do you like best about Maxio? Maxio is an excellent all-in-one platform for managing our invoices and receivables. Review collected by and hosted on G2.com. What do you dislike about Maxio? When you navigate away from the page and come back, the invoice list setting does not stay as you left it. Review collected by and hosted on G2.com. What problems is Maxio solving and how is that benefiting you? With Maxio, I can set contract dates, and the system automatically fills in each invoice and sends them out on the scheduled invoice date. It also includes reminders for our customers if their bills are overdue. This feature saves me hours, as I no longer have to manually create and send invoices. Review collected by and hosted on G2.com. Show More 3/18/2026 Current UserValidated 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. 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.) 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. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite 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. 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.) 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 ![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.) 10/21/2025 "Unreliable Experience, But Support Tries to Help. Things get stuck in limbo" 3.5/5 What do you like best about Maxio? If I'm being honest I dont like it at all. Customer support tries to be helpful. Review collected by and hosted on G2.com. What do you dislike about Maxio? Things often get stuck, and I find myself repeatedly having to ask the chat for updates on certain files. Even the chat support sometimes responds with, 'hmmmm, that's weird,' which doesn't help clarify the situation. Review collected by and hosted on G2.com. What problems is Maxio solving and how is that benefiting you? all billing in one location with same setup Review collected by and hosted on G2.com. Show More 3/2/2026 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 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a7a56e684dc598f6db412d26903dc66a/chargebee.png "Product Avatar Image") Chargebee 4.4/5(989) [ Compare Now ](https://www.g2.com/compare/chargebee-vs-maxio) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_fb56a1f7ff5c917a149630b79f82242e/recurly.png "Product Avatar Image") Recurly 4.1/5(222) [ Compare Now ](https://www.g2.com/compare/maxio-vs-recurly) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1705b85e1cfa571866791ea4a064a3ab/stripe-billing.jpg "Product Avatar Image") Stripe Billing 4.4/5(141) [ Compare Now ](https://www.g2.com/compare/maxio-vs-stripe-billing) ##### ##### 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 [ ![Chargebee](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chargebee") Chargebee 4.4/5(989) ](https://www.g2.com/products/chargebee/reviews) [ ![Recurly](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Recurly") Recurly 4.1/5(222) ](https://www.g2.com/products/recurly/reviews) [ ![Zuora](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zuora") Zuora 3.9/5(311) ](https://www.g2.com/products/zuora-zuora/reviews) [ View All Alternatives ](https://www.g2.com/products/maxio/competitors/alternatives) ##### 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) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which cloud security monitoring platforms do security engineers and CISOs actually keep using long term after the initial complexity of learning the platform?](https://www.g2.com/discussions/which-cloud-security-monitoring-platforms-do-security-engineers-and-cisos-actually-keep-using-long-term-after-the-initial-complexity-of-learning-the-platform)[What are the best JDK options for enterprise Java development and cloud deployment based on user reviews?](https://www.g2.com/discussions/what-are-the-best-jdk-options-for-enterprise-java-development-and-cloud-deployment-based-on-user-reviews)[Which IR site builders best support SEC compliance and regulatory requirements for public companies?](https://www.g2.com/discussions/which-ir-site-builders-best-support-sec-compliance-and-regulatory-requirements-for-public-companies) [Which exit interview management platforms enable truly anonymous feedback to capture genuine employee concerns?](https://www.g2.com/discussions/which-exit-interview-management-platforms-enable-truly-anonymous-feedback-to-capture-genuine-employee-concerns)[Which cloud content service is ideal for team collaboration](https://www.g2.com/discussions/which-cloud-content-service-works-best-for-team-collaboration)[Pros and Cons Details](https://www.g2.com/products/maxio/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)