I have been using Chargeify since February 2017 and transitioning to Maxio in the past eighteen months has been beneficial for handling subscription billing in our SaaS company. I appreciate that it's easier to capture subscription-based billing compared to our previous system, Xero, allowing for more efficient billing processes. The platform was familiar since some of our colleagues had used it before, which made the transition smoother. I am very happy with the subscription-based billing capabilities of Maxio, which include streamlined revenue recognition reporting and an easy setup for SaaS subscription billing. The subscription billing and dunning processes are particularly useful and are used extensively. Additionally, I like that Maxio is integrated smoothly with our Salesforce instance. This integration enriches our workflow without requiring additional billing software. Maxio's ease of use and efficient billing system are compelling factors that would encourage me to repurchase the platform. On a recommendation scale of 1 to 10, I would rate Maxio a solid 10, as it significantly benefits our operations. Review collected by and hosted on G2.com.

The setup of Maxio is quite challenging and requires a significant level of effort. This is especially true if data migration is involved. Ensuring clean data is crucial, and it seems like a time-consuming process upfront. Additionally, I find the tracking of contractions and expansions for accounts to be an area that could use improvement, as it might enhance the overall experience and functionality. Review collected by and hosted on G2.com.

I appreciate how well-organized Maxio is, and it produces good summary tables and spreadsheets that really benefit my work in accounting. The ability to print out spreadsheets and tables is particularly useful, as well as searching for customer information and handling invoices efficiently. Once I got the training, the setup was fine, which demonstrates the effectiveness of their training in making the software manageable. I rate the product a nine out of ten for recommendation, indicating my high satisfaction with its features and performance. Review collected by and hosted on G2.com.

I feel that the interface of Maxio (formerly SaaSOptics and Chargify) could be more user-friendly. I would appreciate some buttons that give a basic explanation of what is needed. The setup required a little bit of training, which might be a challenge for some users initially. Review collected by and hosted on G2.com.

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.

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.

SaaSOptics provides total clarity and insight into your SaaS business. Reports showing Logo, Gross MRR/ARR Churn, Net MRR/ARR Churn, New MRR/ARR, Contraction MRR/ARR, etc. are available and updated in real-time. SaaSOptics will change the way you manage your SaaS business and allow you and your team to focus on the KPIs that matter most to your business. What gets measured, gets managed and SaaSOptics proves this time and time again. This is a great application and a must-have for SaaS CEOs. Review collected by and hosted on G2.com.

The UX could be optimized (user path optimization, minimization of clicks, etc.) and the UI needs some TLC / Updating to contemporary SaaS application standards. Minor UX / UI complaints aside, "content is king" and "form follows function" and SaaSOptics understands this. Review collected by and hosted on G2.com.

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.

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 I value most about Maxio is the ease with which it manages subscription-based billing and financial reporting. The integration allows for the consolidation of recurring revenue, key SaaS metrics, and accounting automation without complications. The platform is robust and easy to use. Review collected by and hosted on G2.com.

At the beginning, the learning curve, especially when setting up complex products or revenue recognition rules. The interface can seem rigid if you are used to more visual tools, and some customizations require technical support. It would also be useful to have more native integrations, for example with tools like Power BI or regional CRMs. Review collected by and hosted on G2.com.

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.

It takes some time to load when I am processing deals/ Review collected by and hosted on G2.com.

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.

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.

The most easy way to connect all your sources of financial and billing information. Always upgrading, adding new features and providing excellent support. Review collected by and hosted on G2.com.

Frankly speaking, when it comes to pricing, your manager may claim it's too much for Business Operations, but trust me - it is worth every dollar! Review collected by and hosted on G2.com.

Literally there is nothing good about this product, so many bugs left and right. The product does not do what sales people say it does. Review collected by and hosted on G2.com.

Our company has been using this billing software and it is actively preventing us from collecting on outstanding invoices, putting the very viability of our business at risk. The software is riddled with critical issues that block payments and disrupt cash flow and worst of all, there is no real customer support to speak of.

There is no phone number to call. Emails and tickets go unanswered. When we do manage to reach someone, all we get is finger-pointing and blame shifting no ownership, no resolution, and no accountability. It’s a never-ending game of hot potato, with no one stepping up to fix the problems they caused.

This is not just frustrating, it’s irresponsible and dangerous. If a billing platform prevents its users from collecting money and offers no path to resolution, it’s not just a bad product, it’s a liability.

We’ve wasted countless hours and lost significant revenue due to this broken system. Unless the company behind this software makes immediate and drastic changes, I cannot recommend this product to any business that relies on cash flow and basic support.

Stay away. Your business depends on it. Review collected by and hosted on G2.com.