--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of Maxio, simplifying invoice processing and enhancing revenue tracking significantly. [(130 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205183&qs=pros-and-cons#reviews) Users value the **efficient billing management** of Maxio, streamlining invoicing and integrating payments from multiple platforms. [(88 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204608&qs=pros-and-cons#reviews) Users value the **seamless integrations** of Maxio, enhancing billing, reporting, and overall revenue management efficiency. [(66 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204660&qs=pros-and-cons#reviews) Users praise the **excellent customer support** of Maxio, highlighting quick responses and helpful assistance. [(62 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204871&qs=pros-and-cons#reviews) Users value the **easy navigation and automation** of Maxio's invoicing, making transactions seamless and efficient. [(62 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205056&qs=pros-and-cons#reviews) Users struggle with **poor reporting** , requiring manual exports and facing limitations in customization and flexibility. [(44 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1206673&qs=pros-and-cons#reviews) Users find the **missing features** in Maxio frustrating, particularly bulk invoicing and email collection capabilities. [(31 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204758&qs=pros-and-cons#reviews) Users face **integration issues** between Maxio and other tools, affecting functionality and requiring improvements in support and documentation. [(30 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205034&qs=pros-and-cons#reviews) Users experience **invoicing issues** due to clunky integrations and complex syncing processes between platforms like SFDC and QuickBooks. [(30 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1207131&qs=pros-and-cons#reviews) Users face **sync delays and support inconsistencies** with Maxio, along with limited testing options and invoicing issues. [(30 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205478&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Maxio ##### 1. Ease of Use Users appreciate the **ease of use** of Maxio, simplifying invoice processing and enhancing revenue tracking significantly. [ See 130 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205183&qs=pros-and-cons#reviews) See Related User Reviews ![Bev L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bev L.") BL Bev L. Mid-Market (51-1000 emp.) 5.0/5 "Perfect for our business" What do you like about Maxio? Maxio integration with QBO, Salesforce and Avalara is a huge time saver. I've never been more confident that billing is rock solid and we aren't missi ![Jeff P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff P.") JP Jeff P. Mid-Market (51-1000 emp.) 4.5/5 "Very reliable and effective" What do you like about Maxio? Accounts are easy to find as there are many ways to search for them. Either by the transaction details or by just the invoice number. ##### 2. Billing Management Users value the **efficient billing management** of Maxio, streamlining invoicing and integrating payments from multiple platforms. [ See 88 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204608&qs=pros-and-cons#reviews) See Related User Reviews ![Bev L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bev L.") BL Bev L. Mid-Market (51-1000 emp.) 5.0/5 "Perfect for our business" What do you like about Maxio? Maxio integration with QBO, Salesforce and Avalara is a huge time saver. I've never been more confident that billing is rock solid and we aren't missi ![Jeff P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff P.") JP Jeff P. Mid-Market (51-1000 emp.) 4.5/5 "Very reliable and effective" What do you like about Maxio? Accounts are easy to find as there are many ways to search for them. Either by the transaction details or by just the invoice number. ##### 3. Integrations Users value the **seamless integrations** of Maxio, enhancing billing, reporting, and overall revenue management efficiency. [ See 66 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204660&qs=pros-and-cons#reviews) See Related User Reviews ![Bev L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bev L.") BL Bev L. Mid-Market (51-1000 emp.) 5.0/5 "Perfect for our business" What do you like about Maxio? Maxio integration with QBO, Salesforce and Avalara is a huge time saver. I've never been more confident that billing is rock solid and we aren't missi ![Oksana M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Oksana M.") OM Oksana M. Mid-Market (51-1000 emp.) 4.0/5 "Takes a Little Adjusting, but Worth It" What do you like about Maxio? very functional, easy billing, many reports ##### 4. Customer Support Users praise the **excellent customer support** of Maxio, highlighting quick responses and helpful assistance. [ See 62 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204871&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 3.5/5 "Granular Invoicing and Easy Navigation, But Room for Improvement" What do you like 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 a ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.0/5 "Fast Support and Great Integrations, But QBO Sync and Bad Debt Setup Need Work" What do you like 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 AvaT ##### 5. Invoicing Users value the **easy navigation and automation** of Maxio's invoicing, making transactions seamless and efficient. [ See 62 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205056&qs=pros-and-cons#reviews) See Related User Reviews ![Bev L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bev L.") BL Bev L. Mid-Market (51-1000 emp.) 5.0/5 "Perfect for our business" What do you like about Maxio? Maxio integration with QBO, Salesforce and Avalara is a huge time saver. I've never been more confident that billing is rock solid and we aren't missi ![Jeff P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff P.") JP Jeff P. Mid-Market (51-1000 emp.) 4.5/5 "Very reliable and effective" What do you like about Maxio? Accounts are easy to find as there are many ways to search for them. Either by the transaction details or by just the invoice number. ### 5 Cons or Disadvantages of Maxio ##### 1. Poor Reporting Users struggle with **poor reporting** , requiring manual exports and facing limitations in customization and flexibility. [ See 44 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1206673&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 3.5/5 "Robust Contract Billing, but Reporting Could be more User-Friendly" What do you dislike about Maxio? reporting is robust but not very user friendly ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 3.5/5 "Granular Invoicing and Easy Navigation, But Room for Improvement" 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 correct ##### 2. Missing Features Users find the **missing features** in Maxio frustrating, particularly bulk invoicing and email collection capabilities. [ See 31 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204758&qs=pros-and-cons#reviews) See Related User Reviews ![Hugo C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hugo C.") HC Hugo C. Mid-Market (51-1000 emp.) 4.5/5 "Effortless Data Organization and Navigation" What do you dislike about Maxio? The Integration with Maxio Payments isn't as seamless as it should/could be. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 3.5/5 "Great Reporting & Payments, But SaaS Optics + Chargify integration is still difficult to manage" 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), e ##### 3. Integration Issues Users face **integration issues** between Maxio and other tools, affecting functionality and requiring improvements in support and documentation. [ See 30 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205034&qs=pros-and-cons#reviews) See Related User Reviews ![Hugo C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hugo C.") HC Hugo C. Mid-Market (51-1000 emp.) 4.5/5 "Effortless Data Organization and Navigation" What do you dislike about Maxio? The Integration with Maxio Payments isn't as seamless as it should/could be. ![Marc C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marc C.") MC Marc C. Mid-Market (51-1000 emp.) 4.5/5 "Exceptionally Flexible Billing Solution with Complexity Trade-Offs" What do you dislike about Maxio? Maxio has some really good features in Advanced Billing (formerly Chargify) and Maxio Core (formerly Saasoptics) but when you want to launch both a B2 ##### 4. Invoicing Issues Users experience **invoicing issues** due to clunky integrations and complex syncing processes between platforms like SFDC and QuickBooks. [ See 30 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1207131&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 3.5/5 "User-Friendly Interface, But Invoicing Needs Improvement" What do you dislike about Maxio? Lack of itemized invoice in the way our company uses the platform. I am lead to believe that although we can export this data it is difficult (and may ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 3.5/5 "Great Reporting & Payments, But SaaS Optics + Chargify integration is still difficult to manage" 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), e ##### 5. Limitations Users face **sync delays and support inconsistencies** with Maxio, along with limited testing options and invoicing issues. [ See 30 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205478&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 3.5/5 "Unreliable Experience, But Support Tries to Help. Things get stuck in limbo" 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 wit YZ Yessie Z. Mid-Market (51-1000 emp.) 5.0/5 "Effortless Invoicing, Needs User Guidance" What do you dislike about Maxio? I think one thing that doesn't work well with Maxio is having so many different options. Sometimes I don't know what those options are, and I click on ![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. Show More 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. Show More 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. Show More 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. Show More 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. Show More 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. 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