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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Rhonda H.

CFO

Small-Business (50 or fewer emp.)

10/27/2025

"Easy Integration, But Reporting Needs Work"

4/5

What do you like best about Maxio?

I think it's fairly simple to use and connects well with other applications. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Navigation between records would be improved to have "next" ability. The reporting is challenging and needs the most improvement. 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're pleased to hear that it has helped you manage complex billing scenarios and revenue. We understand your concerns about the reporting feature, and we're continuously working to improve the user experience.

Joy T.

Account Manager

Mid-Market (51-1000 emp.)

5/15/2025

"Intuitive, Clear Insights"

5/5

What do you like best about Maxio?

Maxio is incredibly easy to use and learn. As a part of my job I am responsible for managing subscriptions, but that is not my core focus, so having an easy platform allows me to focus on my core responsibilities instead of getting stuck working on billing issues. I specifically like how easy it is to access the customer payment links to send when people want more information about their personal accounts with us. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

The auto-renew options sometimes charge people before they are ready to renew and that can cause complications or result in refunds. Review collected by and hosted on G2.com.

Anne-Sophie P.

Controller

Small-Business (50 or fewer emp.)

8/5/2025

"Maxio is good, but it has limits"

3.5/5

What do you like best about Maxio?

It is really user friendly, perfect for SAAS monthly subscriptions. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

We have a bit of difficulty with the financial reports,

We would love to be able to modify invoices instead of voiding them Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

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We're happy to hear that Maxio is meeting your needs for billing monthly subscriptions. Your feedback about the financial reports and invoice modifications is valuable, and we will make sure to share it with our team for further review and enhancement.

Danna L.

COO

Small-Business (50 or fewer emp.)

9/1/2025

"Maxio is a game changer for Revenue Scheduling"

4/5

What do you like best about Maxio?

If you ever had to manage revenue scheduling in Excel, you will love Maxio. Being able to process transactions, Review collected by and hosted on G2.com.

What do you dislike about Maxio?

There are minor frustrations about the integration from SFDC to Maxio, and Maxio to QBO. For example on multi-year deals in SFDC - we have to edit multiple lines in Maxio to make the time periods match the revenue scheduling and invoicing. Review collected by and hosted on G2.com.

Lakeisha C.

Office Administrator

Mid-Market (51-1000 emp.)

8/12/2025

"Maxio is very informative"

3.5/5

What do you like best about Maxio?

Maxio is helpful when finding billing info. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

honestly the flexibility, reporting, and integration capabilities... Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/22/2025

"Intuitive and Scalable, But Legacy Features Need Improvement"

5/5

What do you like best about Maxio?

Simple UX/UI, intuitive design and scalable format Review collected by and hosted on G2.com.

What do you dislike about Maxio?

There are some legacy features that could use improvement, and I have noticed certain limitations when it comes to customization. Review collected by and hosted on G2.com.

Jaclyn R.

Corporate Controller

Mid-Market (51-1000 emp.)

2/7/2025

"Corporate Controller"

3/5

What do you like best about Maxio?

The system is easy to use and intuitive. It has good API connectors allowing for automation between different systems (Salesforce, Quickbooks, etc). Review collected by and hosted on G2.com.

What do you dislike about Maxio?

The Rev Rec 606 functionality isn't as robust as I would like. We have very complex revenue recognition and creating the SSP listing has proven to be a challenge as the capabilities are limited. Similarly, the reporting functonality needs to be better built out for 606 capabilites. Reporting functonalities should also be enhanced to run mid month or specific day reporting. 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 intuitive, with good API connectors for automation. We appreciate your feedback on the Rev Rec 606 functionality and reporting capabilities. We are constantly working to improve our system and will take your comments into consideration for future updates.

Dave C.

Accounts Receivable

Small-Business (50 or fewer emp.)

10/25/2023

"Excellent service!"

5/5

What do you like best about Maxio?

Easy to use and reliable. Excellent customer service Review collected by and hosted on G2.com.

What do you dislike about Maxio?

So far I have not experienced any troubles using Maxio. Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

10/30/2025

"Excellent Support, But Payment Viewing Needs Improvement"

3.5/5

What do you like best about Maxio?

great support team to answer any questions! Review collected by and hosted on G2.com.

What do you dislike about Maxio?

it is hard to view previous payments from customers. Review collected by and hosted on G2.com.

Luis Fernando P.

Accountant

Small-Business (50 or fewer emp.)

10/28/2025

"Great Invoice Tracking, But Monthly Amounts Can Vary"

5/5

What do you like best about Maxio?

The invoice control and the easily way to track everything. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

sometimes when we have to review the amounts are different each month Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

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Thank you for bringing this to our attention. We are committed to enhancing our invoicing system to minimize discrepancies in monthly amounts and provide a more reliable tracking experience.