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

(5)

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Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/27/2025

"Centralizes Customer Info, But Email Field Needs Expansion"

4.5/5

What do you like best about Maxio?

The way that we can have multiple views and concentrate all customer info in one place Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

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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.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

10/21/2025

"Easy Imports and Corrections, but not an approved platform in other countries"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I wish Maxio was available/approved in other countries. Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

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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.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

10/29/2025

"Great Reporting & Payments, But SaaS Optics + Chargify integration is still difficult to manage"

3.5/5

What do you like best about Maxio?

Solid reporting, credit card payments, collections tools Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

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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.

Chase B.

Vice President Finance

Mid-Market (51-1000 emp.)

8/8/2025

"Best ARR Roll"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I wish dashboards were easier to setup and reports quicker to run. Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

8/8/2025

"Great tool"

4.5/5

What do you like best about Maxio?

the option to look for transactions directly and per contract Review collected by and hosted on G2.com.

What do you dislike about Maxio?

the issues with the import process and the delays that sometimes this presents. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/3/2025

"Intuitive and Easy to Use with Minimal Training Required"

3.5/5

What do you like best about Maxio?

It is very intuitive and easy to navigate with very little training. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Reporting can be slow, and not the easiest reporting tool to use. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

2/14/2025

"A powerful finance platform"

4.5/5

What do you like best about Maxio?

complex billing engine, integrations between advanced billing and maxio platform. Review collected by and hosted on G2.com.

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 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 complex billing engine and integrations within Maxio.

Verified User in Computer & Network Security

Mid-Market (51-1000 emp.)

11/12/2024

"High level tool that gives you critical data quickly"

4.5/5

What do you like best about Maxio?

Customer Support is great. There are lots of valuable Reports. easy to use Review collected by and hosted on G2.com.

What do you dislike about Maxio?

II would like to see better printing capabilities on sub reports Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

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We appreciate your input and will work on enhancing our follow-up process to ensure that all customer issues are promptly resolved.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/21/2025

"One-Click Reports Shine, But Lacks Automated Reseller Invoicing"

3.5/5

What do you like best about Maxio?

One click reports - pre-defined reports are great and easy to use Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Philip K.

Head of Finance

Mid-Market (51-1000 emp.)

5/9/2025

"Over promised, did not deliver, failed implementation connecting Salesforce and NetSuite OneWorld."

0.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.