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 is very intuitive and easy to navigate with very little training. Review collected by and hosted on G2.com.
Reporting can be slow, and not the easiest reporting tool to use. Review collected by and hosted on G2.com.
complex billing engine, integrations between advanced billing and maxio platform. Review collected by and hosted on G2.com.
Some of the integration features 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.
We're glad to hear that you appreciate the complex billing engine and integrations within Maxio.
Customer Support is great. There are lots of valuable Reports. easy to use Review collected by and hosted on G2.com.
II would like to see better printing capabilities on sub reports Review collected by and hosted on G2.com.
We appreciate your input and will work on enhancing our follow-up process to ensure that all customer issues are promptly resolved.
One click reports - pre-defined reports are great and easy to use Review collected by and hosted on G2.com.
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.
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.
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.
I think it's fairly simple to use and connects well with other applications. Review collected by and hosted on G2.com.
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.
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.
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.
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.
It is really user friendly, perfect for SAAS monthly subscriptions. Review collected by and hosted on G2.com.
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.
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.
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.
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.
Maxio is helpful when finding billing info. Review collected by and hosted on G2.com.
honestly the flexibility, reporting, and integration capabilities... Review collected by and hosted on G2.com.