Generated from real user reviews
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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.
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.
See Related User Reviews
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.
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.
See Related User Reviews
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.
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
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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
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
See Related User Reviews
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.
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.
See Related User Reviews
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
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
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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.
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
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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
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
See Related User Reviews
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
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
See Related User Reviews
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
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
It's easy to navigate and to keep data organized. Review collected by and hosted on G2.com.
The Integration with Maxio Payments isn't as seamless as it should/could be. Review collected by and hosted on G2.com.
I like the interface for creating subscriptions and the amount of options around getting them setup. Review collected by and hosted on G2.com.
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… Review collected by and hosted on G2.com.
Ease of use and it allows for good tracking of all necessary information Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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.
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. Review collected by and hosted on G2.com.
How our micro account is under the main account it can be confusing when operating within the system. Review collected by and hosted on G2.com.
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!
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. Review collected by and hosted on G2.com.
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). Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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!
The userfriendlyness and the support which is always present. Review collected by and hosted on G2.com.
There is not much flexibility in case of B2B invoices. Review collected by and hosted on G2.com.
We're glad to hear that you find Maxio user-friendly and appreciate our support!
The ease of use to navigate when looking for resources Review collected by and hosted on G2.com.
can not think of anything right now . Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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) Review collected by and hosted on G2.com.