--- title: Maxio Reviews meta_title: 'Maxio Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 829 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: 829 scale: '5' date_modified: '2026-07-17' parent_category: name: E-Commerce url: https://www.g2.com/categories/e-commerce --- # Maxio Reviews **Vendor:** Maxio **Category:** [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management) **Average Rating:** 4.3/5.0 **Total Reviews:** 829 ## About Maxio 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. ## Maxio Pros & Cons **What users like:** - Users appreciate the **ease of use** of Maxio, simplifying invoice processing and enhancing revenue tracking significantly. (130 reviews) - Users value the **efficient billing management** of Maxio, streamlining invoicing and integrating payments from multiple platforms. (88 reviews) - Users value the **seamless integrations** of Maxio, enhancing billing, reporting, and overall revenue management efficiency. (66 reviews) - Users praise the **excellent customer support** of Maxio, highlighting quick responses and helpful assistance. (62 reviews) - Users value the **easy navigation and automation** of Maxio's invoicing, making transactions seamless and efficient. (62 reviews) - Users value the **time-saving automatic invoicing** features of Maxio, enhancing efficiency in billing and financial tracking. (56 reviews) - Features (54 reviews) - Easy Integrations (51 reviews) - Users value the **robust reporting capabilities** of Maxio, enhancing their understanding of revenue and projections. (50 reviews) - Subscription Management (42 reviews) **What users dislike:** - Users struggle with **poor reporting** , requiring manual exports and facing limitations in customization and flexibility. (44 reviews) - Users find the **missing features** in Maxio frustrating, particularly bulk invoicing and email collection capabilities. (31 reviews) - Users face **integration issues** between Maxio and other tools, affecting functionality and requiring improvements in support and documentation. (30 reviews) - Users experience **invoicing issues** due to clunky integrations and complex syncing processes between platforms like SFDC and QuickBooks. (30 reviews) - Users face **sync delays and support inconsistencies** with Maxio, along with limited testing options and invoicing issues. (30 reviews) - Users find the **reporting issues** in Maxio significantly hinder its value and efficiency, prompting considerations for alternatives. (29 reviews) - Users report **poor customer support** since the merger, leading to unresolved issues and frustrating experiences. (28 reviews) - Billing Issues (25 reviews) - Limited Customization (25 reviews) - Access Limitations (24 reviews) ## Maxio Reviews ### 1. User friendly and comprehensive database! **Rating:** 4.0/5.0 stars **Reviewed by:** Erin H. | Customer Service and Operations Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2025 **What do you like best about Maxio?** I really enjoy how user-friendly and intuitive the platform is to locate insights about customer information and their billing. I use it pretty frequently, and would feel very comfortable onboarding a new team member to it. Whenever I have questions or need additional support, I've been super impressed with the Maxio Customer Support team. They respond quickly and thoroughly and are always on-hand for additional follow-up questions. **What do you dislike about Maxio?** It would be helpful if it was easier to edit/review the emails sent to customers through the Maxio platform. They seem to be harder to edit in the platform than on other platforms. **What problems is Maxio solving and how is that benefiting you?** Maxio gives me an overview about customer subcriptions and previous billing. I use it frequently throughout each day, and I honestly don't know what I'd do without it. ### 2. Maxio review **Rating:** 3.5/5.0 stars **Reviewed by:** Joel J. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2025 **What do you like best about Maxio?** Ease of use, quick integration to CRM and ERP **What do you dislike about Maxio?** I didn't use Maxio long enough to really have an opinion here. However, I am not sure if Maxio has a solution for Consumption billing. **What problems is Maxio solving and how is that benefiting you?** Tracking of our SaaS KPI and billing ### 3. Powerful Automation for SaaS Invoicing and RevRec **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Maxio?** Powerful tool to automate both invoicing and RevRec for SaaS subscriptions. Once you get the hang of the interface and have a good implementation to fit your business and products, great tool. Quality customer support. Good integration with Stripe for payment application. **What do you dislike about Maxio?** Sometimes too complicated for intended use (ex - a simple JE would fix this but not allowed given the integrity of the transaction versus revenue and invoicing). **What problems is Maxio solving and how is that benefiting you?** Manual spreadsheets for revenue recognition and contract management (including price increases). **Official Response from Sydney Zaun:** > We're glad to hear that you find Maxio to be a powerful tool for automating invoicing and revenue recognition for SaaS subscriptions. We appreciate your feedback on the interface and implementation, and we're pleased to hear that you've had a positive experience with our customer support and integration with Stripe. ### 4. Effortless Navigation and a Flawless Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah F. | Implementation Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Maxio?** It is easy to navigate, I don't feel that I have been confused or lost using the product. **What do you dislike about Maxio?** I cannot think of anything, I am content with using Maxio. **What problems is Maxio solving and how is that benefiting you?** It is helping us see which clients have or have not paid. **Official Response from Sydney Zaun:** > We're thrilled to hear that you find Maxio easy to navigate and that it has been a flawless experience for you! ### 5. User-Friendly Interface, But Invoicing Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Maxio?** Easy to navigate, located, and review invoices. I have used Maxio as a support team member and a CSM and found it completely adequate. **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 maybe not possible) to have it customer facing in monthly invoices. **What problems is Maxio solving and how is that benefiting you?** All of our customers are billed monthly (a small amount quarterly) through Maxio. Maxio does well charging a range of different plan types our company offers. We have subscription, percentage based, hybrid, and special rules (ex. $100 subscription unless fees are higher or vise versa) and Maxio helps support all. ### 6. Great for Billing Insights, But Search Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Maxio?** The ability for me to view and monitor a customer's billing history is important for my role. And assists with the overall account review. **What do you dislike about Maxio?** The search function is often tricky to master, with difficulty in returning the results I am looking for. **What problems is Maxio solving and how is that benefiting you?** It solves the visibility issue you could have for customer subscriptions if you did not use Maxio. This allows me to have a holistic view on a customers billing profile and history etc. ### 7. Effortless Data Organization and Navigation **Rating:** 4.5/5.0 stars **Reviewed by:** Hugo C. | Head of Billing, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2025 **What do you like best about Maxio?** It's easy to navigate and to keep data organized. **What do you dislike about Maxio?** The Integration with Maxio Payments isn't as seamless as it should/could be. **What problems is Maxio solving and how is that benefiting you?** Keeping Billing profiles for all our customers and actually billing and collecting fees from them. ### 8. Maxio is obviously multiple products glued together **Rating:** 3.0/5.0 stars **Reviewed by:** Mike J. | Fractional CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2025 **What do you like best about Maxio?** I like the interface for creating subscriptions and the amount of options around getting them setup. **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… **What problems is Maxio solving and how is that benefiting you?** We have much better visibility of our revenue stream ### 9. Disappointed Customer **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Maxio?** Ease of use and it allows for good tracking of all necessary information **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. **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. **Official Response from Sydney Zaun:** > 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. ### 10. Makes Annual Billing Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Maxio?** I love the ability to create contracts, set billing dates and forget about it. The additional collections features are great too. I am able to create custom email templates for any and all situations that can be used by anyone, which eases delegation tasks. **What do you dislike about Maxio?** While I like a lot of the reporting options and features, the user experience feels clunky at times. Also, the sync with QBO is not straight forward. Some things sync automatically, some things won't sync after a certain event, and some information does not sync or update in Maxio. In full disclosure, I was not involved in the setup so that could be some of the issue. **What problems is Maxio solving and how is that benefiting you?** Maxio has automated our subscription billing and saves a lot of time not having to manually create and update each customers invoice every year. The revenue reporting features have also helped to save a lot of time and reduce the number of spreadsheets that have to be updated each month for us to calculate CARR. The e-invoicing function that integrates with our existing AR email has been a fantastic tool as well. **Official Response from Sydney Zaun:** > We're glad to hear that you find our annual billing feature and collections tools helpful. We appreciate your feedback about the reporting options and user experience, and we will work to improve these areas. If you need assistance with the QBO sync or any other issues, please reach out to our support team for help. ### 11. Top Support and Simple Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Maxio?** The ability to update invoices and add services. It is really easy to use and was simple to implement. The customer service is also excellent. I use Maxio at least weekly and it has been a great asset for the team. **What do you dislike about Maxio?** How our micro account is under the main account it can be confusing when operating within the system. **What problems is Maxio solving and how is that benefiting you?** Maxio tracks our subscription services and billing for those subscriptions. **Official Response from Sydney Zaun:** > We're glad to hear that you find Maxio easy to use and that our customer service has been excellent for you. We appreciate your feedback and will take your comments under consideration for future improvements! ### 12. Great Partner and great billing system **Rating:** 4.0/5.0 stars **Reviewed by:** Michaela A. | Financial Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Maxio?** I appreciate the support/help whenever there is an issue. The team is very specialized in helping our team with custom solutions/walk arounds. We've successfully implemented our subsidiary billing with ease. **What do you dislike about Maxio?** There is concern about the high costs of renewal and uplift YoY. Which has been a significant increase since starting a second account for our subsidiary company (which has very minimal usage compared to Parent Company account). However, we are in contact with the Billing Representative and they've been very responsive in reducing this cost to us (not yet resolved). **What problems is Maxio solving and how is that benefiting you?** Currently solving the metrics reporting of ARR, there are minor adjustments but it is easy to reconcile month over month. ### 13. User-friendly and efficient billing software **Rating:** 5.0/5.0 stars **Reviewed by:** Quinn H. | Sales Support Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Maxio?** We use Maxio to handle billing for our telehealth company, and it has been an excellent solution. The platform is very easy to use and highly manageable, even for those new to it. During training, I was able to navigate our portal seamlessly, which made onboarding much smoother. Overall, Maxio has simplified our billing processes and helps us operate more efficiently. **What do you dislike about Maxio?** One small issue is the side navigation panel—it’s easy to accidentally click out of the billing account if you're not paying close attention. I've also seen feedback from others that the reporting features could be more customizable, and that support response times can vary depending on the issue. **What problems is Maxio solving and how is that benefiting you?** N/A **Official Response from Sydney Zaun:** > We're glad to hear that Maxio has simplified your billing processes and helped your company operate more efficiently. If you have any further feedback or suggestions, please feel free to reach out to us. We're here to support your success! ### 14. There are some flexibility issues but overall its a pretty good software **Rating:** 4.0/5.0 stars **Reviewed by:** Amir D. | Customer Success Specialist and Financial Operator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2024 **What do you like best about Maxio?** The userfriendlyness and the support which is always present. **What do you dislike about Maxio?** There is not much flexibility in case of B2B invoices. **What problems is Maxio solving and how is that benefiting you?** I am struggling to understand the new VAT system, particularly when it comes to using the Prefix. No matter what I try, the VAT status always remains unvalidated, even though Vies confirms that the VAT is valid. **Official Response from Sydney Zaun:** > We're glad to hear that you find Maxio user-friendly and appreciate our support! ### 15. Get started the right way **Rating:** 4.0/5.0 stars **Reviewed by:** Aaron D. | Production Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Maxio?** The ease of use to navigate when looking for resources **What do you dislike about Maxio?** can not think of anything right now . **What problems is Maxio solving and how is that benefiting you?** not enough issue yet to come up with anything ### 16. Revenue Operations using Maxio **Rating:** 4.0/5.0 stars **Reviewed by:** Jake W. | Revenue Operations Senior Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Maxio?** I live in the data between Salesforce and Maxio. Using both raw data in our data lake + the actual Maxio platform, it's very easy to identify where to look for differences and why they might be present. **What do you dislike about Maxio?** Reporting is very difficult and time consuming. There isn't a lot of customization and it's annoying that you have to run/save a completely different report to make a small tweak for a one-time change (i.e. using a report that shows current period and you want to quickly run the same report but for prior period) **What problems is Maxio solving and how is that benefiting you?** Maxio is a perfect complement to Salesforce's downsides ### 17. Great corner office metrics **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2025 **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. **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. **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. ### 18. Essential and Easy to Use, But a Bit Pricey **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **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. **What do you dislike about Maxio?** I think it's a little more expensive than it should be. **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. **Official Response from Sydney Zaun:** > We're glad to hear that Maxio is an essential part of your tech stack and that it integrates well with your other applications. ### 19. Maxio User for 7+ Years **Rating:** 5.0/5.0 stars **Reviewed by:** Justin S. | Controller, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2018 **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. **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. **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. **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. ### 20. A Reliable Tool with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2025 **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. **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. **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. ### 21. User-Friendly Interface, But Reporting Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Maxio?** Easy interface and clear fields. Once you understand how things are laid out it is fairly easy **What do you dislike about Maxio?** Limited reports and hard to refine searches **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 **Official Response from Sydney Zaun:** > 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! ### 22. Centralizes Customer Info, But Email Field Needs Expansion **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Maxio?** The way that we can have multiple views and concentrate all customer info in one place **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. **What problems is Maxio solving and how is that benefiting you?** It helps me to send many invoices to mutiple customers **Official Response from Sydney Zaun:** > 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. ### 23. Easy Imports and Corrections, but not an approved platform in other countries **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **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. **What do you dislike about Maxio?** I wish Maxio was available/approved in other countries. **What problems is Maxio solving and how is that benefiting you?** we prefer the revenue reporting in Maxio vs NetSuite **Official Response from Sydney Zaun:** > 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. ### 24. Great Reporting & Payments, But SaaS Optics + Chargify integration is still difficult to manage **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Maxio?** Solid reporting, credit card payments, collections tools **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. **What problems is Maxio solving and how is that benefiting you?** charging/billing our SaaS customers **Official Response from Sydney Zaun:** > 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. ### 25. Best ARR Roll **Rating:** 4.5/5.0 stars **Reviewed by:** Chase B. | Vice President Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2025 **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. **What do you dislike about Maxio?** I wish dashboards were easier to setup and reports quicker to run. **What problems is Maxio solving and how is that benefiting you?** Accurate and detailed ARR reporting ### 26. Great tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Maxio?** the option to look for transactions directly and per contract **What do you dislike about Maxio?** the issues with the import process and the delays that sometimes this presents. **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. ### 27. Intuitive and Easy to Use with Minimal Training Required **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Maxio?** It is very intuitive and easy to navigate with very little training. **What do you dislike about Maxio?** Reporting can be slow, and not the easiest reporting tool to use. **What problems is Maxio solving and how is that benefiting you?** Billing and managing subscriptions. I also report out of Maxio on a monthly basis to analyze customer trends. ### 28. A powerful finance platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2025 **What do you like best about Maxio?** complex billing engine, integrations between advanced billing and maxio platform. **What do you dislike about Maxio?** Some of the intergration feature are not as complex as I would like them. Employees don't always grasp the two platforms of Chargify and SaaSOptics **What problems is Maxio solving and how is that benefiting you?** managing subscriptions and revenue recognition **Official Response from Sydney Zaun:** > We're glad to hear that you appreciate the complex billing engine and integrations within Maxio. ### 29. High level tool that gives you critical data quickly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Maxio?** Customer Support is great. There are lots of valuable Reports. easy to use **What do you dislike about Maxio?** II would like to see better printing capabilities on sub reports **What problems is Maxio solving and how is that benefiting you?** All our Invoicing and Revenue Recognition comes from Maxio, and reports are easily exportable to perform additional analyst **Official Response from Sydney Zaun:** > We appreciate your input and will work on enhancing our follow-up process to ensure that all customer issues are promptly resolved. ### 30. One-Click Reports Shine, But Lacks Automated Reseller Invoicing **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Maxio?** One click reports - pre-defined reports are great and easy to use **What do you dislike about Maxio?** Partner/child relationships not available - e.g. resller needs one invoice with all end customers. Maxio can't do that automatically - need to upload separate transactions in a child register. **What problems is Maxio solving and how is that benefiting you?** Biling of customers, revenue recognition ### 31. Over promised, did not deliver, failed implementation connecting Salesforce and NetSuite OneWorld. **Rating:** 0.5/5.0 stars **Reviewed by:** Philip K. | Head of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2025 **What do you like best about Maxio?** Lower price point vs. comparable options. On the surface seemed like great value had they been able to deliver. Probably okay for simple business, but our global business proved to be too complex. **What do you dislike about Maxio?** Several issues: - Implementation team was inexperienced learning on the job. Trial and error vs. recommending solutions. - Difficulties handling historical data syncs due to customized fields for Avalara Sales Tax causing improper display of invoice data from NetSuite. - Salesforce to Maxio orders only synced one way (i.e. SF to Maxio). - Maxio cannot update at the order level for invoice status/information and can only display info on the account level. **What problems is Maxio solving and how is that benefiting you?** We were trying to eliminate manual duplicate entry in both Salesforce and NetSuite SuiteBilling. The implementation failed, so no benefit. ### 32. Easy Integration, But Reporting Needs Work **Rating:** 4.0/5.0 stars **Reviewed by:** Rhonda H. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Maxio?** I think it's fairly simple to use and connects well with other applications. **What do you dislike about Maxio?** Navigation between records would be improved to have "next" ability. The reporting is challenging and needs the most improvement. **What problems is Maxio solving and how is that benefiting you?** Manages complex billing scenarios and revenue. **Official Response from Sydney Zaun:** > Thank you for sharing your experience with Maxio. We're pleased to hear that it has helped you manage complex billing scenarios and revenue. We understand your concerns about the reporting feature, and we're continuously working to improve the user experience. ### 33. Intuitive, Clear Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Joy T. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Maxio?** Maxio is incredibly easy to use and learn. As a part of my job I am responsible for managing subscriptions, but that is not my core focus, so having an easy platform allows me to focus on my core responsibilities instead of getting stuck working on billing issues. I specifically like how easy it is to access the customer payment links to send when people want more information about their personal accounts with us. **What do you dislike about Maxio?** The auto-renew options sometimes charge people before they are ready to renew and that can cause complications or result in refunds. **What problems is Maxio solving and how is that benefiting you?** Maxio helps us manage our renewals and subscriptions, making it easy to generate immediate revenue from clients and makes onboarding new clients much faster. ### 34. Maxio is good, but it has limits **Rating:** 3.5/5.0 stars **Reviewed by:** Anne-Sophie P. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Maxio?** It is really user friendly, perfect for SAAS monthly subscriptions. **What do you dislike about Maxio?** We have a bit of difficulty with the financial reports, We would love to be able to modify invoices instead of voiding them **What problems is Maxio solving and how is that benefiting you?** Billing our customers with their monthly subscriptions **Official Response from Sydney Zaun:** > We're happy to hear that Maxio is meeting your needs for billing monthly subscriptions. Your feedback about the financial reports and invoice modifications is valuable, and we will make sure to share it with our team for further review and enhancement. ### 35. Maxio is a game changer for Revenue Scheduling **Rating:** 4.0/5.0 stars **Reviewed by:** Danna L. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2025 **What do you like best about Maxio?** If you ever had to manage revenue scheduling in Excel, you will love Maxio. Being able to process transactions, **What do you dislike about Maxio?** There are minor frustrations about the integration from SFDC to Maxio, and Maxio to QBO. For example on multi-year deals in SFDC - we have to edit multiple lines in Maxio to make the time periods match the revenue scheduling and invoicing. **What problems is Maxio solving and how is that benefiting you?** Revenue Scheduling ### 36. Maxio is very informative **Rating:** 3.5/5.0 stars **Reviewed by:** Lakeisha C. | Office Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Maxio?** Maxio is helpful when finding billing info. **What do you dislike about Maxio?** honestly the flexibility, reporting, and integration capabilities... **What problems is Maxio solving and how is that benefiting you?** It streamlines billing, automates revenue recognition, and provides detailed financial analytics, ultimately helping businesses optimize their financial performance and scale efficiently. ### 37. Intuitive and Scalable, But Legacy Features Need Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Maxio?** Simple UX/UI, intuitive design and scalable format **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. **What problems is Maxio solving and how is that benefiting you?** Measurement and efficacy are important aspects to consider. ### 38. Corporate Controller **Rating:** 3.0/5.0 stars **Reviewed by:** Jaclyn R. | Corporate Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2025 **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). **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. **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. **Official Response from Sydney Zaun:** > 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. ### 39. Excellent service! **Rating:** 5.0/5.0 stars **Reviewed by:** Dave C. | Accounts Receivable, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Maxio?** Easy to use and reliable. Excellent customer service **What do you dislike about Maxio?** So far I have not experienced any troubles using Maxio. **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! ### 40. Excellent Support, But Payment Viewing Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Maxio?** great support team to answer any questions! **What do you dislike about Maxio?** it is hard to view previous payments from customers. **What problems is Maxio solving and how is that benefiting you?** questions from customers about issues with billing portal setting autopay for customers ### 41. Great Invoice Tracking, But Monthly Amounts Can Vary **Rating:** 5.0/5.0 stars **Reviewed by:** Luis Fernando P. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Maxio?** The invoice control and the easily way to track everything. **What do you dislike about Maxio?** sometimes when we have to review the amounts are different each month **What problems is Maxio solving and how is that benefiting you?** The invoice control and tracking revenue. **Official Response from Sydney Zaun:** > 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. ### 42. Decent experience with Maxio for smaller startup **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **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. **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. **What problems is Maxio solving and how is that benefiting you?** N/A ### 43. Great for Subscription Management, But UI and Reports Need Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2025 **What do you like best about Maxio?** that it help me to organize the subscription **What do you dislike about Maxio?** poor reports, low level UI, lack of consolidation features **What problems is Maxio solving and how is that benefiting you?** I do not need to consolidate it in excel **Official Response from Sydney Zaun:** > 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. ### 44. Maxio - Review 2025 **Rating:** 4.5/5.0 stars **Reviewed by:** Anthony James Y. | Finance Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2025 **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. **What do you dislike about Maxio?** There are instances that the transactions may have difficulty in syncing in Netsuite. **What problems is Maxio solving and how is that benefiting you?** Ease of reporting and billing ### 45. Director, Corp. Revenue Accounting **Rating:** 4.5/5.0 stars **Reviewed by:** Antonietta C. | Director Corp. Revenue Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **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. **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. **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. ### 46. dynamic although a bit confusing **Rating:** 3.5/5.0 stars **Reviewed by:** Jesus R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Maxio?** all the finance info in one place **What do you dislike about Maxio?** many options and confusing terms that can hinder the use of the tool **What problems is Maxio solving and how is that benefiting you?** clarity in invoices and tracking of payments **Official Response from Sydney Zaun:** > 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. ### 47. Easy and complete info **Rating:** 5.0/5.0 stars **Reviewed by:** Lina S. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2024 **What do you like best about Maxio?** Chargify: invoice and subscriptions for clients **What do you dislike about Maxio?** For my role I only use Chargify and its great **What problems is Maxio solving and how is that benefiting you?** Data allignment between sales, finance and customers **Official Response from Sydney Zaun:** > We're glad to hear that you find Advanced Billing's (Chargify) invoicing and subscription features to be great for your role. ### 48. SaaS Software **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **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. **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. **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. ### 49. Very easy to use and adaptable! **Rating:** 5.0/5.0 stars **Reviewed by:** Sandajah V. | Sales Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Maxio?** Maxio has been a game-changer for our team. What I appreciate most is how seamlessly it brings together subscription management, revenue recognition, and analytics in one platform. **What do you dislike about Maxio?** Honestly, nothing. This platform is amazing! **What problems is Maxio solving and how is that benefiting you?** It was easy to learn and I use it everyday. Everything you need is right in front of me. **Official Response from Sydney Zaun:** > We're thrilled to hear that Maxio has been a game-changer for your team and that you appreciate its seamless integration of subscription management, revenue recognition, and analytics. ### 50. Easy to integrate with Salesforce **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Maxio?** It's easy to integrate with Salesforce. Setting up the sync takes a bit of work, but the mapping is done and running, it just works seamlessly. It’s definitely made handling billing and subscriptions a lot simpler. **What do you dislike about Maxio?** Limited options for connecting Salesforce objects. It feels a bit restrictive, especially when you want more flexibility in how you map and sync data across different objects. It would be great if there were more customisation options to make the integration work even better for specific use cases. **What problems is Maxio solving and how is that benefiting you?** It solves the problem of our manual billing process. It automates a lot of the repetitive tasks, like generating invoices and managing subscriptions, which saves us a ton of time. This has helped reduce human error and ensures that everything is billed correctly and on time. Overall, it's made our billing process way more efficient and accurate. **Official Response from Sydney Zaun:** > Thank you for sharing your positive experience and feedback on the Maxio integration with Salesforce. ## Maxio Discussions - [How to automate report export?](https://www.g2.com/discussions/37780-how-to-automate-report-export) - 1 comment, 1 upvote - [How do I?](https://www.g2.com/discussions/14448-how-do-i) - 1 comment, 1 upvote - [Can I use Chargify in another country or currency?](https://www.g2.com/discussions/general-e794beff-b423-4d4d-a9c3-376bb76d4295) - 1 comment, 1 upvote - [How does Chargify bill my customers?](https://www.g2.com/discussions/general-52c99740-7ca2-4d03-8630-cc02762b5665) - 1 comment, 1 upvote - [What support options do you offer?](https://www.g2.com/discussions/general-fd57aed2-c107-4fd8-a4d4-487959afcfe0) - 1 comment, 1 upvote - [View Maxio pricing details and edition comparison](https://www.g2.com/products/maxio/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-18+00%3A10%3A01+-0500&secure%5Bsession_id%5D=b5d9d143-d6dd-4cf6-a098-9e7ee881bee0&secure%5Btoken%5D=edf703b950ea75f9c07abc6394fd01cd5aef8a12f424b4929d31875b7a036ad5&format=llm_user) ## Maxio Integrations - 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Opportunities - Order History - Upsell & Cross-sell - Renewals **Data Management** - Updating - Data cleansing - Integration **Usage Metering - Usage-based billing Software** - Metering engine - Data extraction/ingestion - Analytics/reporting **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Revenue Recognition** - Deferred Revenue - Revenue Accrual **Dunning** - Collections - Escalation **Bill Processing** - Consolidation - Batch Invoicing - Management **Products & Plans** - Packages - Multi-part Deals - Plan Changes - Bundles **Analysis** - KPIs - Dashboards - Segmentation - Revenue Optimization **Bill Generation - Usage-based billing Software** - Templates - Digital Billing - Usage Billing **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Performance** - Packages - Discounts - Plan Changes **Integration** - Accounting - Payments - ERP **Pricing** - Standard Price - Discounts **Bill Processing - Usage-based billing Software** - 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