--- 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: '2026-07-20' 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. Do not use this company since their acquisition **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2022 **What do you like best about Maxio?** There is nothing that Is to like so far. They are not responsive and default to putting the work on their clients to fix their integrations. **What do you dislike about Maxio?** Their integrations are horrible. This is not a company that works with you. They do not know what they are doing and are not equipped to handle anything outside of the most basic things. Do your research and ask questions about their integrations before you sign. Communications is not there either. **Recommendations to others considering Maxio:** Continue with your current provider or keep looking. **What problems is Maxio solving and how is that benefiting you?** Integrations not working correctly specially with Quickbooks. ### 2. Best Financial Management and Reporting Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Luvo V. | Customer Success Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2021 **What do you like best about Maxio?** Being able to create a customized dashboard for reporting. Mainiting customer records and billing. They have the best sales team which listens carefully to the customer needs and how they want to solve them. They also have the best customer support although it is advisable to read the information on "How To" before reaching out. Being able to integrate the product with other applications. **What do you dislike about Maxio?** The search bar is not intuitive. It would be great to search by "created by" instead of only a filter option. It is not possible to label graphs for people who are non financial to understand them. There are no free trails or free versions if one is shopping for such product. The price can be a challenge if you're a small business. They don't have a documents storage for related accounts on their platform/application. It is not easy to understand - it requires one to read read documentation and attend webinairs. **What problems is Maxio solving and how is that benefiting you?** Problems we are solving: SaaSoptics is our financial management and reporting tool. We use the product to see the performance of our customer subscriptions. Benefits realized: We are now not using any paper to maintain as financial records which is great for us as the Tech business. Anyone in the company who is interested and allowed to see financial records can be added as a user or sent an export anywhere in the world. We able to export the data for further analysis. ### 3. Great system for B2B SAAS **Rating:** 5.0/5.0 stars **Reviewed by:** Connor L. | Software sales consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Maxio?** Easy to submit payments in the business I work in which is B2B SAAS. Easy to collect payments, adjust billing, update with new billing information ect.. User friendly and you could teach anyone how to use it! **What do you dislike about Maxio?** I do not dislike anything so far! Although it would be nice if I could just collect zip code instead of the entire billing address but I'm sure this is a required field for a reason. **What problems is Maxio solving and how is that benefiting you?** Easy processing of payments for a smooth customer experience. I would recommend this to anyone that does B2B sales. ### 4. My Source of Truth **Rating:** 4.5/5.0 stars **Reviewed by:** Chris P. | VP of Sales and Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Maxio?** I like that I'm able to slice and dice the information in so many different ways and that I'm able to easily see what accounts are current and which renewals are coming up and all the numbers tied to each account. **What do you dislike about Maxio?** The UX isn't impressive yet. I think that there could be some more accessible ways to create reports. But with that said, it is very flexible, and I do like that. **What problems is Maxio solving and how is that benefiting you?** It is mainly used as an analytics dashboarding tool for leadership, specifically tracking the financials for the finance folks. I use it to make sure no renewals are falling through our CRM gaps. ### 5. Good synhronisation with Salesforce - bad to manage renewals **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2021 **What do you like best about Maxio?** - the setup to manage salesforce synchronisation - very nice support team - collections **What do you dislike about Maxio?** - the renewal feature, you can't really renew with an opportunity created in salesforce. If you have an upsell, you can't co-term and create one renewal opportunity with the addition of the products of all the opportunities. - a bit slow when you switch between the pages - some of their implementation specialists have a bad knowledge of the software **Recommendations to others considering Maxio:** hard to move from old system to saasoptics but then so easy to use. **What problems is Maxio solving and how is that benefiting you?** - MRR calculation - get the money ### 6. SaaSoptics is a helpful tool in managing invoicing and revenue. **Rating:** 4.5/5.0 stars **Reviewed by:** Sedona S. | Financial Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Maxio?** I like the automation of invoicing, automated calculation of revenue, and the customizable reporting SaaSOptics offers. **What do you dislike about Maxio?** The main dislike is that some of the exporting functions are a little whacky or doesn't allow you to export certain things. **What problems is Maxio solving and how is that benefiting you?** Automation of invoicing/collections, reporting, and having a true data base of all of the invoice/revenue related information. ### 7. Good program, bad reporting tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2021 **What do you like best about Maxio?** The support and self help the UX design easy to use the customer oververw is good A good fit for new startup or saas focus companies Helpfull when you cant them **What do you dislike about Maxio?** The reporting you need to do a lot of EXcel work, to combine the contact, transaction and customer data. The report also are not easy to pull, and the are hard to fin agen **What problems is Maxio solving and how is that benefiting you?** System for contract, belling, accounting, KPI on renewal, business analyses, data in general on the customer, number and money. benefits is account and data to make decision ### 8. An excellent way to invoice with ease. **Rating:** 4.5/5.0 stars **Reviewed by:** Faris A. | Accounts Apprentice, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2021 **What do you like best about Maxio?** SaaS always for seamless revenue recognition, without the need for lengthy and drawn-out spreadsheets. I also like that I can few the Top 20 customers within a period on the home screen, as well as the momentum reports. Also, having parent accounts that link to many individual accounts is beneficial when working within a business that deals with prominent managing agents. I also find the abilitly to upoload deocuments in the attachemnt tab of an account very useful as well as the oppurtunity to upload the dropbox link to the account. **What do you dislike about Maxio?** I find the reports produced by SaaS are not always easy to edit to your own needs. Also, when invoicing a secondary transaction on a contract, it does not recognize it put the costs on an early existing invoice. **Recommendations to others considering Maxio:** SaaS has assisted me so much about invoicing for the business I work. Whether you have one-off sales or long-term subscription, SaaS is suitable for you. **What problems is Maxio solving and how is that benefiting you?** SaaS is a platform we have been able to integrate well with Quickbooks, removing the need to pull data between platforms manually. Also the abilitly to scheudle many years of invoices, meaning we do not have to consistently return to creating another invoie. They all schdule seamlessely, with the correct dates, costs and invoice descriptions. Furthermore, being able to preview upcoming scheduled invoices, allows me to proof read invoices and ensure they have purchase orders listed. If they do not, it gives me enough time to source a purchase order and ensure payment is not delayed. ### 9. SaaSOptics Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2021 **What do you like best about Maxio?** SaasOptics makes it really easy to sync with our accounting system to record our revenue and deferred revenue. I also like the reports that can be pulled, especially the revenue and deferred revenue reports. **What do you dislike about Maxio?** I don't like how in the cadence functions it will automatically send reminder emails to customers even if we haven't sent the invoice out to the customer in the first place. **What problems is Maxio solving and how is that benefiting you?** The reports are helping us solve for our ASC 606 compliance by using the SaasOptics revenue reports to reconcile against our current revenue and deferred revenue balances ### 10. SaaS Optics Review - EdTech **Rating:** 3.5/5.0 stars **Reviewed by:** Donovan C. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2021 **What do you like best about Maxio?** Ease of creating and sending invoices. I like the invoicing reminders that pop up on the home screen. It's a quick look at what i need to do for the day. I also like that i can easily set-up recurring invoices. **What do you dislike about Maxio?** Getting assistance is sometimes difficult. The "help" features are not always intuitive. I wish it was easier to get a live person. **Recommendations to others considering Maxio:** I recommend. Its interfaces easity with Hubspot and Quickbooks. It's fairly intuitive and easy to use. **What problems is Maxio solving and how is that benefiting you?** We are an SaaS company that bills ARR and MRR. SaaSoptics makes the intial set-up, particulalry with the MRR revenue very easy. I can set up a 1-2 year deal and not have to worry about tweeking or reviewing every month. I'm also glad it syncs easily with QB and Hubspot. Biggest issue i've had is when it comes to errors. I've made a few, but the solutions and fixes aren't intuitive. I wish it was easier to get a live person vs just watching videos. ### 11. SaaSOptics for non-SaaS companies **Rating:** 4.5/5.0 stars **Reviewed by:** Holly K. | Director of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2021 **What do you like best about Maxio?** The revenue recognition is user-friendly realtive to the complex topic of revenue recognition . I chose SaaSOptics primarily because it calculates revenue recognition and links to QuickBooks Desktop. That combo is not easy to find as many services link only to QB Online. I greatly appreciate that SaaSoptics is continually improving the platform from minor issues to more significant improvements. In fact some of the improvements were made are issues for which I had voiced concerns. Their customer service has always been very helpul and responds quickly. I also love the cadence feature! That feature is for sending automated past due notices and has saved me so much time! **What do you dislike about Maxio?** I wish it were a little more friendly to non-saas companies in the internal financial setup, but that has not turned out to be a significant problem. It's simply that some of the features don't apply to our business (which is digital marketing). **Recommendations to others considering Maxio:** Be sure to give yourself plenty of time to properly onboard. These things always take longer than expected. Also, consider moving several years of historical data for comparison reporting. **What problems is Maxio solving and how is that benefiting you?** Revenue recognition has been so helpful. We're a small company and I was not able to manage revenue recognition alone. Creating and sending invoices has improved substantially compared to our previous setup. Additionally, the cadence feature for past due clients is terrific! It has made it so much easier to communicate with past due clients and saved me from tracking all those communications on a spreadsheet. It has significantly reduced the amount owed in the 90+ category. The API feature has allowed us to provide on-demand client info to the consultants who manage the client relationships. Now, rather than having to ask questions about invoices and wait for the reply, the consultants can access their client data through a Google dashbooard which is connected to SaaSOptics. Everyone in the company loves this setup! ### 12. Super User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Maxio?** The best feature is being able to sync to quickbooks and ensure that both systems are are in line with reporting **What do you dislike about Maxio?** When updating transactions and making changes its not the easiest to menouver **What problems is Maxio solving and how is that benefiting you?** Our invoicing process is much easier now. ### 13. Great for start ups! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2021 **What do you like best about Maxio?** Great system for saas start ups to manage all their finances and reporting in one place. Has great integrations with Quickbooks and Hubspot, allowing you to sync data between all your systems in one click. **What do you dislike about Maxio?** Some of the reporting capabilites are limited - maybe it's our setup but I'd prefer to have the accounting within the same system vs relying on an integration (ie, Quickbooks). **What problems is Maxio solving and how is that benefiting you?** Maininting client historical information in one place (contracts, invoices, payments). Has helped cut down on time spent on invoicing and AR. ### 14. Powerful but hard to master **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2021 **What do you like best about Maxio?** Ability to configure for any type of revenue recognition, billing, and invoicing situation. **What do you dislike about Maxio?** Platform is very complex and not easy to understand without significant training. User interface and experience needs massive overhaul to make it more friendly for users. **What problems is Maxio solving and how is that benefiting you?** Revenue recognition, billing, invoicing, and subscription management for B2B SaaS customers. Benefits of being able to automate intensive revenue recognition calculations through SaaSOptics and book consolidated journal entries to GL at month-end with one simple entry. ### 15. Just Do It! **Rating:** 5.0/5.0 stars **Reviewed by:** Diane W. | Financial Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Maxio?** Makes invoicing easy, saves time for month close **What do you dislike about Maxio?** No customer service phone number, so everything is by email/tickets **What problems is Maxio solving and how is that benefiting you?** Reporting is a lot easier now, so we have metrics to use ### 16. Excellent Customer Service and Easy to Use Products **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2021 **What do you like best about Maxio?** The Customer Service is top notch. Everyone is thoughtful and thorough and every issue is solved or the concern is brought forward. **What do you dislike about Maxio?** Inability of items to be created in SO without having them synced to another GL before. It would be awesome if it could work both ways! **What problems is Maxio solving and how is that benefiting you?** Excess spreadsheets, helping with Sales and renewals immensely. Reporting features have been underrated and we're realizing how useful they are. ### 17. Does it and does it well. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Maxio?** Easy to locate customers in accounts and simple to breakdown their needs. **What do you dislike about Maxio?** Multiple account listings for separate products can cause confusion, and sometimes it doesn't find accounts easily by name. **Recommendations to others considering Maxio:** Think about what your most important features you need are and who on your team needs them. **What problems is Maxio solving and how is that benefiting you?** Being able to both send emails to change payment information and change it on my end is a helpful feature. ### 18. Great Service **Rating:** 5.0/5.0 stars **Reviewed by:** Philip H. | Digital Support Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2021 **What do you like best about Maxio?** easy to use. never really have any issues. **What do you dislike about Maxio?** not a whole of functionality and support is lacking. **What problems is Maxio solving and how is that benefiting you?** client billing is easy. ### 19. SaasOptics is a life changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2021 **What do you like best about Maxio?** Saas has been such a benefit to my from a time saving and accuracy standpoint. Helped me to eliminate spreadsheet tracking for my revenue and automate my invoicing. **What do you dislike about Maxio?** I don't dislike anything. I was struggling with the no commission module, but they have recently partnered with Quotapath and I am sure it will be a game changer. **What problems is Maxio solving and how is that benefiting you?** Nothing at this time ### 20. Great Product, Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2021 **What do you like best about Maxio?** Love how intuitive the user inertface is and how easy the site is to navigate **What do you dislike about Maxio?** There could be more robust reporting options, as it stands right now it just exports all data and you have to manually sift through all of it. It works, but could be better. **What problems is Maxio solving and how is that benefiting you?** Chargify has made our subscription-based product insanely easy to bill for ### 21. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Maxio?** The system is very user-friendly. When you dont know how to do something SaaSOptics has an excellent support team. **What do you dislike about Maxio?** The user interface could be a little better. It has improved over time, but I feel it is a little congested **What problems is Maxio solving and how is that benefiting you?** SaaSoptics has given the business insightful revenue information that we have used to forecasting and budgeting. ### 22. Blown away by the value and amount of timely, relevant data **Rating:** 5.0/5.0 stars **Reviewed by:** Brian C. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2021 **What do you like best about Maxio?** I'm so impressed with both the quality and the quantity of the data provided. We signed up for some specific SaaS revenue reporting needs, and are the beneficiaries of several additional timely and relevant complimentary data components. **What do you dislike about Maxio?** New product release features monthly and quarterly have been addressing the most obvious and needed features and functionality in the platform. As a customer, I love this because it means they are serious about continuing to build a product that fits our needs both now and in the future. **What problems is Maxio solving and how is that benefiting you?** Solving: Rev Rec; Invoicing; Collections & Dunning; Forecasted cash flows from both current term contracts and expected renewal contracts; seemless integration backwards to CRM and forwards to Financial software. ### 23. Intelligent system with smart facilities for creating invoices for software as a service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Maxio?** The accounts receivable overview and over the last six months, the interface has become more intuitive to use. **What do you dislike about Maxio?** Caidence feature is confusing; would like to be able to send statements with less steps **What problems is Maxio solving and how is that benefiting you?** Billing our clients for subscription and hosting services is better and we can now see what income is expected ### 24. Great product but still need help to explore **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2021 **What do you like best about Maxio?** Customer service is excellent. Response is quick and the customer success team can keep us update regularly if the problem can't be fixed immediately. **What do you dislike about Maxio?** Project is difficult to setup. We currently only the modified version of template. We currently maintain lot of report/schedule manually. Was excited to see it is introduced in Advanced AR, but it costed extra. I am also excited to see Prepaid may be introduced soon, but I know it will cause extra. As a small business as well during pandemic, I can't spend extra to replace what we are doing manually now. **Recommendations to others considering Maxio:** We are a small business and have budget constraint. In the recent roadmap sessions, I was excited to learn the new functions. However there is an additional cost associated with it. We currently maintain those tasks manually. At this moment, I would rather keep maintain them by hand rather than pay more. **What problems is Maxio solving and how is that benefiting you?** We always experience minor issue after each upgrade. The customer support team can help to fix it. I know the report section is great, but I can't use it fully because lack of knowledge (I don't know where to start to ask questions). Saasoptics can help us to automate the revenue recognition process as well as reduce payment chasing time. Interface keep changes to meet the users' need (friendly and easier to use). The monthly roadmap can keep us informed. Able to connect to Salesforce, so our customer support team can easily pull up invoice information. ### 25. Must-have for ARR reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2021 **What do you like best about Maxio?** A single source of truth for all of our ARR-based reporting is a must-have. Finance, Sales, and all others with revenue responsibilities are easily on the same page. It's changed the way we communicate internally. The platform continues to improve, so it only seems to get better! **What do you dislike about Maxio?** There are still a few report layout options that would be game-changes for getting broader use and buy-in from internal stakeholders (some view still require us to export data to Excel), but I'm optimistic these changes will be possible in the coming years. **What problems is Maxio solving and how is that benefiting you?** So much of our business runs on understanding the changes to our ARR; it is such an essential metric for us. We used to calculate this in Salesforce and in spreadsheets, but we had inconsistencies that were a distraction to all revenue-related discussions. This platform is accurate and provides a reliable single source of truth, used by and trusted by our CFO and finance team. This is a huge time saver, but more importantly, it's adding quality and reliability to critical data. It is also a helpful bridge between Salesforce & NetSuite. ### 26. Very helpful if you are looking for efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Lacie S. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2021 **What do you like best about Maxio?** I love that I can create transactions and invoices within a couple minutes. I can also see when they have opened or clicked on the invoices and whether or not they are being sent to the correct email address. It's very helpful for tracking expired transactions as well as the integration with Hubspot and Quickbooks is great for entering new customers into the sytem. **What do you dislike about Maxio?** It can take some time to figure out how to work all of the parts. It is a little complex and some areas of the invoicing are not always convenient because you have to go back and forth between QB and SaasOptics rather than just doing it all in SO. **What problems is Maxio solving and how is that benefiting you?** We have been able to keep better records of all the invoices and revenue we coming in as well as if we miss billing a customer. It's great when you need to do audits and be sure that you have invoiced the correct amount to your customers. ### 27. Great Optics **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Maxio?** Ease of use, simple interface, validates what our "gut" tells us but confirms by visualizing concrete, actionable data. Prior to SaaSOptics we were never 100% sure of our standing. **What do you dislike about Maxio?** No complaints here - it fits the bill and I've never had such granular visibility **What problems is Maxio solving and how is that benefiting you?** Ability to visualize MRR/ARR and revenue metrics based on subscription data. ### 28. Saasoptics has made it a seamless transition for our saas revenue accounting **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah H. | Director of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2021 **What do you like best about Maxio?** How intuitive the application is. It does feel like it was built by accountants for accountants. **What do you dislike about Maxio?** The reporting feature feels overwhelming and I feel as though I am underutilizing the reports because they are cumbersome. **What problems is Maxio solving and how is that benefiting you?** Human error was a large problem before SaaSOptics. Now I have confidence in the numbers I use to book in my GL. ### 29. Love this platform - so much more efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** Brenda L. | Director of Finance/Human Resources, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2021 **What do you like best about Maxio?** The amount of time I save every day!!!!! **What do you dislike about Maxio?** Reporting and dashboards need some help. **Recommendations to others considering Maxio:** Support is fantastic, and I've already requested to change a feature in the UI completed for me. The product is evolving all the time and makes my job more manageable than I could have imagined! **What problems is Maxio solving and how is that benefiting you?** I can Track ARR more accurately and processing invoices on time. They just added Collections Notes to the invoice - I love this feature. Finally, they have redone the changes to contracts to adjust for customer changes. So easy and much more straightforward. Keep the enhancements coming. ### 30. Chargify works well for us. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Maxio?** We like the forecasting tool and the integration features available. **What do you dislike about Maxio?** We would like the tool to natively connect with Hubspot. **What problems is Maxio solving and how is that benefiting you?** We're reporting effectively from the tool and double-checking our annual revenue forecasts against it as well. ### 31. Great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Guy L. | Staff accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2021 **What do you like best about Maxio?** We hired SO to help with changing our accounting from Cash to accrual. That transition was super smooth with no issues at all. I also like how they store data. **What do you dislike about Maxio?** The reporting function. A few issues here: 1. there's a lot of data, sometimes the built-in reports present too much and irrelevant data. 2. not all data fileds can be presented in one report so multiple reports are needed. Also, SO only comunicates via email only (!!!), they usualy repond in a few min but reloving an issue sometimes will require days. **What problems is Maxio solving and how is that benefiting you?** Revenue recognition. ### 32. Love It! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2021 **What do you like best about Maxio?** It's easy to use, and very user friendly when searching for a specific property or customer! **What do you dislike about Maxio?** I feel like the whole interface could be a bit more organized **What problems is Maxio solving and how is that benefiting you?** We use Chargify to help solve customer issues ### 33. SaaSoptics has helped us streamline our financial operations. **Rating:** 4.5/5.0 stars **Reviewed by:** Nana A. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2021 **What do you like best about Maxio?** We enjoy that SaaSoptics is straightforward and fairly intuitive to use. We've had all the support needed while onboarding and transitioning our operations. We've also found integrations, such as the one with Salesforce and Tableau, very handy. **What do you dislike about Maxio?** Not being very technical in finance, I would like easier visibility into invoice categories and statuses. **What problems is Maxio solving and how is that benefiting you?** We've been able to streamline and organize our financial operations in one tool. This helped us save time and create a more accurate database, that's organized and accessible across key stakeholders as the source of truth. ### 34. SaasOptics user **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Maxio?** SaasOptics is a great way to handle invoicing and revenue recognition all at the same time. **What do you dislike about Maxio?** SaasOptics has limited Journal entry capabilities. **What problems is Maxio solving and how is that benefiting you?** SaasOptics is saving us time working with cumbersome spreadsheets. ### 35. Subscriptions made simple with comprehensive SaaS solution! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Maxio?** Easy to set up multiple products. API allows us to create custom integrations. Great reporting to easily see churn, payments, etc. **What do you dislike about Maxio?** Difficult to include subscriptions with physical product purchases. **Recommendations to others considering Maxio:** It scales well and simplifies your subscription billing. A stable product with no downtime. User friendly interface and great API. **What problems is Maxio solving and how is that benefiting you?** Simplify and automate our subscriptions processing. Reduce the amount of our own custom development. ### 36. SaaS Optics - Feedback **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2021 **What do you like best about Maxio?** The ease of setting up customers is the best and the reporting after setup is one which I like the best. **What do you dislike about Maxio?** Any mistakes or errors in setting up a customer is a huge workaround, which includes multiple discussions with the support team which is time consuming. **What problems is Maxio solving and how is that benefiting you?** Workarounds with customers incorrectly setup were the most significant time-consuming issues which are ongoing. Setting up customers with advanced contract changes is a smooth ride. ### 37. Well thought out system and works in our complex environment **Rating:** 5.0/5.0 stars **Reviewed by:** Evan G. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2020 **What do you like best about Maxio?** The flexibility of the system is amazing - they have thought about what a SaaS company needs. Some of our metrics are non-standard and SaaSOptics is able to accommodate them out of the box. Also, their pre-implementation training tools are a great primer into the system and their implementation and support people are excellent. **What do you dislike about Maxio?** The user experience could use some work - screen layouts and navigation make the system more challenging to use than it needs to be. **Recommendations to others considering Maxio:** SaaSOptics is a system that takes some time and patience to implement, it isn't a click-and-go application. Make sure you treat it like a project, dedicate appropriate resources to the training, do your homework, and keep at it - it's worth the work. **What problems is Maxio solving and how is that benefiting you?** We are using SaaSOptics for revenue recognition (ASC 606) / deferred revenue, billing, and dunning. We used to have a home-grown system that I was about 75% confident in the information (rev rec and total ARR) that I was getting and the billing process took a bit of manual manipulation. With SaaSOptics, I now have 95%+ confidence with the information coming out (only because I'm still learning the reporting capabilities) and we've just finished our first month close with the system. ### 38. Great for B2B SaaS Startups **Rating:** 5.0/5.0 stars **Reviewed by:** Bethany S. | Co-founder and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2021 **What do you like best about Maxio?** Chargify has been absolutely awesome for us at Sendspark. We've been using Chargify since day 1 - even before we built a billing portal, we were using their "public sign up pages" to create plans and invoice beta customers. Chargify is truly made for B2B SaaS... it's really easy to create plans, charge customers monthly, create promo codes and trials, and create a truly frictionless experience for customers. I recommend Chargify to everyone I know starting a SaaS company.... Build out your billing system right the first time, so you don't have to change it later! **What do you dislike about Maxio?** I would love to more ways to analyze revenue and run reports within Chargify. Specially, I'd like to be able to create nice looking reports that I could export to share with investors or the team. **Recommendations to others considering Maxio:** I highly recommend Chargify for B2B SaaS startups! **What problems is Maxio solving and how is that benefiting you?** I needed to have a good way to charge customers on a recurring basis. I needed to both be able to build something into our platform, and be able to create custom plans for larger customers. ### 39. Great, comprehensive product for recurring revenue and subscription management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2021 **What do you like best about Maxio?** The Customer Service is fantastic, always get an email back right away. The product is always evolving. Lots of great updates. The Product is easy to use and intuitive. Training area is great! **What do you dislike about Maxio?** Reporting and reports could be easier to create. **What problems is Maxio solving and how is that benefiting you?** We were using a spreadsheet to track MRR, and it was an error-prone method. With SaaS Optics there are no errors, and auditing is easier. ### 40. Excellent product with great support **Rating:** 4.5/5.0 stars **Reviewed by:** Mark B. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2021 **What do you like best about Maxio?** Excellent product for SaaS billing although it takes some time to get underneath the nuances of the product so be prepared to invest some time to get 'under it's skin'. The KPI's and stats that come out are very good and a strong feature of the product. Very good and responsive support. **What do you dislike about Maxio?** Some features are not as intuitive as you might think hence why you need to invest time to understand it. I'd strongly suggest that to get the most out of the product that your accounting package is one that has a direct link. **What problems is Maxio solving and how is that benefiting you?** Saas billing and renewals. Using SaaSoptics has helped streamline this operation and automated it to a larger extent. ### 41. Getting Transactions Done with Clarity **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor M. | Billing, Collections, and Revenue Assurance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2021 **What do you like best about Maxio?** The way you are able to see daily revenue and various reports that the higher levels are requesting. This has reduced the need for many different excel sheets that I previously had to keep updated by hand, on a daily basis. **What do you dislike about Maxio?** When creating invoices, they get grouped together if they are built on the same day. If the system could allow users to build a transaction, submit it, then build another transaction and submit it and allowing those transactions to be on separate invoices, all of my concerns would be solved. (Or a toggle option to allow this because I assume that some would like this feature) **What problems is Maxio solving and how is that benefiting you?** Revenue reporting, billing and forecasting. ### 42. SaaSOptics - Everything You've Ever Wanted for Tracking Your Subscription Revenue **Rating:** 5.0/5.0 stars **Reviewed by:** Bob S. | VP-Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2020 **What do you like best about Maxio?** Everything! No seriously, I love this program. I reviewed a bunch of other programs but nothing met our initial needs. Once we started using the solution we began discovering more functionality on what seemed like a weekly basis that just blew us away with what the solution could deliver us. **What do you dislike about Maxio?** Not much and it's really more around the UAT process. I had no idea in advance how complex the solution really is and I got frustrated that it wasn't more intuitive to use. That said, now that I've had a chance to use it extensively, I would advise anyone who uses this to make sure that they take the time to set learning expectations clearly and devote the time to truly learn the solution. **What problems is Maxio solving and how is that benefiting you?** We moved from the traditional start-up spreadsheet to SaaSOptics so having everything in the cloud solved our initial pain point. Second, it has completely solved our reporting problems. We finally have the information we need for our ARR, churn, retention, collections, revenue reporting, and invoicing needs. ### 43. Great revenue recognition platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Maxio?** Easily customizable and has lots of features. **What do you dislike about Maxio?** Although it has tons of features, sometimes it's so many it gets very frustrating figuring out what you want to do and use. **What problems is Maxio solving and how is that benefiting you?** We can track our revenue based on the customized tags we created. ### 44. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2021 **What do you like best about Maxio?** SaaSoptics is very user-friendly and easy to use. **What do you dislike about Maxio?** I have found no dislikes so far. It has made my job easier, and it is clear how to update and manipulate information. **Recommendations to others considering Maxio:** I would recommend anyone that has trouble with their billing to utilize SaaSoptics **What problems is Maxio solving and how is that benefiting you?** I have found no problems that need to be solved. It has cut a couple of minutes of my review time when i insert new information. i can see where needs need to be and if something is out of place. I am notified where precisely what needs to be changed. ### 45. Great experience overall. Some small issues with integrations. **Rating:** 4.5/5.0 stars **Reviewed by:** Brad C. | Fractional CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2021 **What do you like best about Maxio?** The fact that is will reforecast the revenue on a change in the contract, while respecting the fact that a period is closed and it can't post to it. **What do you dislike about Maxio?** Stripe/QBO integration for multi currency doesn't work for the payment side. We had to find another solution. **What problems is Maxio solving and how is that benefiting you?** It helps streamline the process, which really helps with less experienced finance staff. Gives them good guard rails. If this helps us not miss any invoices on renewal, it pays for itself. The cost of a missed invoice could be equivalent to the annual subscription. ### 46. A great tool for accountants **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2021 **What do you like best about Maxio?** What I like best about SaaSOptics is the invoicing and reporting features. I really like the fact that I can get granular details on any of the customers I have set up in SaaSOptics and can generate the reports with ease. **What do you dislike about Maxio?** There isn't really anything I dislike about SaaSOptics, besides a slight learning curve, but once I learned it, it was very easy to use. **Recommendations to others considering Maxio:** I think you guys are doing a great job and are very responsive to your client. **What problems is Maxio solving and how is that benefiting you?** My colleague and I have contacted customer support about it many times, but to no avail. We have to generate AR Aging on the last day of the month to get accurate data which can be a pain as it sometimes falls on the weekend. Overall, a solid company. ### 47. Chargify Success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2019 **What do you like best about Maxio?** Reporting and graphs are very good. The layout, support and functionality seem to meet our teams requirements **What do you dislike about Maxio?** having to split CAD and USD accounts is a bit of a hassle for reporting and finding out numbers **Recommendations to others considering Maxio:** Keep up the good work **What problems is Maxio solving and how is that benefiting you?** None ### 48. SAASOPTICS easily integrates between the systems we are using. I can't imagine not using this system **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2021 **What do you like best about Maxio?** How easy it is to use SaaS Optics. The software is intuitive. **What do you dislike about Maxio?** You can not edit after syncing with Intaact. We have to go back into Intaact and make those changes. **What problems is Maxio solving and how is that benefiting you?** One problem is the syncing. The syncing also takes long sometimes. ### 49. How a small business looks big **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Maxio?** The reports that SaaSOptics is able to produce **What do you dislike about Maxio?** Not as intuitive to use advanced features as I would want it. **What problems is Maxio solving and how is that benefiting you?** Revenue Recogntion. Easy to view Accounting Dashboards. ### 50. Solid Revenue Recognition tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2021 **What do you like best about Maxio?** Allows for multiple integrations from Salesforce to Stripe to Quickbooks. **What do you dislike about Maxio?** Dashboards can be better and the ability to move transactions should be more seamless. **What problems is Maxio solving and how is that benefiting you?** Ability to have accurate revenue recognition and the ease of invoicing. ## 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=8§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+18%3A12%3A09+-0500&secure%5Bsession_id%5D=240c93ea-db2a-47d5-bcdf-6bbb9e813dd2&secure%5Btoken%5D=b927c4394f49d11b8189f81acbfa031474dd5fbbd59eff228094091054c700a7&format=llm_user) ## Maxio Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Avalara](https://www.g2.com/products/avalara/reviews) - [AWS Cloud](https://www.g2.com/products/aws-cloud/reviews) - [Azure Functions](https://www.g2.com/products/azure-functions/reviews) - [Clearbit](https://www.g2.com/products/clearbit/reviews) - [Faire – QuickBooks Online - QBO](https://www.g2.com/products/faire-quickbooks-online-qbo/reviews) - [GoCardless](https://www.g2.com/products/gocardless/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [Qbo](https://www.g2.com/products/qbo/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuotaPath](https://www.g2.com/products/quotapath/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Vitally](https://www.g2.com/products/vitally/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Employee Service](https://www.g2.com/products/zendesk-for-employee-service/reviews) ## Maxio Features **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Billing** - Automation - Consolidation - Adjustments - Blacklisting **Bill Generation** - Templates - Digital Billing - Recurring Billing **Order Management** - 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** - Consolidation - Batch Invoicing - Management **Agentic AI - Subscription Analytics** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Reporting** - Dimensions - Deferred Revenue - Revenue Recognition **Revenue Management** - Automation - Consolidation - Adjustments - Billing Types **Integration - Usage-based billing Software** - Accounting - Payments - ERP **Agentic AI - Billing** - Autonomous Task Execution **Integration** - Payments - Accounting - CRM & Sales **Agentic AI - Subscription Billing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning **Agentic AI - Subscription Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making ## Top Maxio Alternatives - [Chargebee](https://www.g2.com/products/chargebee/reviews) - 4.4/5.0 (963 reviews) - [Recurly](https://www.g2.com/products/recurly/reviews) - 4.1/5.0 (217 reviews) - [Zuora](https://www.g2.com/products/zuora-zuora/reviews) - 3.9/5.0 (293 reviews)