Maxio Reviews & Product Details

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

Seller

Maxio

Discussions

Maxio Community

Languages Supported

English

Product Description

Maxio empowers growing B2B SaaS leaders to monetize their business and uncover critical financial insights in an unpredictable market.

Overview by

Chris Weber (Billing & FinOps for Scaling Subscription Businesses)

Pricing

Pricing provided by Maxio.

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Free Trial

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Maxio Integrations

(30)

Verified by Maxio

Maxio Media

Automate the financial operations of your business at every stage of growth.

Bill and price your product any way you want.

Automate collections & dunning activities.

Maxio Demo - Advanced Revenue Management

Automate complex revenue recognition scenarios in accordance with ASC-606.

Capitalize, recognize, and report on Expenses such as Prepaid, Fixed Assets, and Sales Commissions automatically.

Understand which customer segments, product lines, and Cohorts are driving growth.

Official Downloads

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Ethan C.

VP of Finance

Small-Business (50 or fewer emp.)

5/22/2025

"Solid potential hindered by a rough UI/UX"

3/5

What do you like best about Maxio?

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

What do you dislike about Maxio?

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

Response from Sydney Zaun of Maxio

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

John O.

CFO

Mid-Market (51-1000 emp.)

11/12/2024

"Positive organizational impact"

4/5

What do you like best about Maxio?

Automation and integration of deferred revenue management. Allowed us to move away from complex spreadsheets. Built in checks to ensure billing confinuity. Simplifies SaaS reporting. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

A few quirks in the system that could still be ironed out, particularly in managing VAR billing relationships Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

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It's great to hear that Maxio has helped you move away from error-prone spreadsheets and streamline your billing processes.

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.

Warren B.

VP of Finance

Mid-Market (51-1000 emp.)

10/29/2025

"Easy to Use and Accurate, But Long-Term Deferred Revenue Needs Improvement"

5/5

What do you like best about Maxio?

Very easy to use, provides accurate data, and customer service responds quickly. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Long -term deferred revenue issues associated with credit memos and no phone number to call customer service. Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

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We're glad to hear that you find Maxio easy to use and that it provides accurate data. We apologize for any inconvenience caused by the long-term deferred revenue issues and the lack of a phone number for customer service. We are continuously working to improve our system and customer support, and we appreciate your feedback.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

6/11/2025

"Don't look under this rock, it will bite you in the end."

0/5

What do you like best about Maxio?

So far, there is nothing positive I can say about Maxio. And this is 2 years+ as a customer. Why I am still a customer, you may ask? A lot of resources went into the implementation and integration so leaving and turning on a new service isn't just something that happens overnight. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

So far, pretty much everything. My team and I are daily users. The product is unreliable. There are daily miscues with invoicing, there are daily posting errors to QBO. The features don't perform as expected i.e. we have had a fair amount of issue with multi-frequency billing and client onboarding. The support is non-existent (not dramatizing this). And if you are lucky enough to get someone they "send it to a Senior Product Manager" who never does anything nor gets back to you. I now have 4-6 tickets for basic issues / bugs that are going on 6 months old.

GO ELSEWHERE, for your sake! We waste countless hours chasing our tails with Maxio. Review collected by and hosted on G2.com.

Lesego R.

Software Engineer

Mid-Market (51-1000 emp.)

10/27/2025

"Flexible Product Configuration, But Steep Learning Curve"

4/5

What do you like best about Maxio?

What I like most about Maxio is the product configuration; you have the freedom to to modify your catalog as you want Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Complicated for new users; user interface could be more friendly. Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

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We're glad to hear that you appreciate the flexibility of our product configuration. We understand that there can be a learning curve, and we are continuously working to improve the user interface to make it more user-friendly.

Libia O.

Business and Finance Manager

Small-Business (50 or fewer emp.)

2/22/2023

"Great product!"

5/5

What do you like best about Maxio?

Maxio is getting even better. Many new features have just been released for an easy process. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

An immediate call with an assistant is not available, but help is given right away via email. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/29/2025

"Effortless Client Management, But Needs Single Sign-On"

3.5/5

What do you like best about Maxio?

fairly easy to find clients and send invoices out Review collected by and hosted on G2.com.

What do you dislike about Maxio?

i wish it connected with google logins or some kind of single sign on, i have to log in multiple times per day, it would also be easier if i could just send maxio invoices from salesforce and not have to log in to a separate platform Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

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We're glad to hear that Maxio has been helpful for quick invoicing and storing important information!

Erin H.

Customer Service and Operations Lead

Mid-Market (51-1000 emp.)

5/11/2025

"User friendly and comprehensive database!"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Joel J.

CFO

Mid-Market (51-1000 emp.)

11/1/2025

"Maxio review"

3.5/5

What do you like best about Maxio?

Ease of use, quick integration to CRM and ERP Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.