--- title: Maxio Reviews meta\_title: 'Maxio Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 830 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: 830 scale: '5' date\_modified: '2026-08-09' parent\_category: name: E-Commerce url: https://www.g2.com/categories/e-commerce --- ### Maxio Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of Maxio, simplifying invoice processing and enhancing revenue tracking significantly. [(130 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205183&qs=pros-and-cons#reviews) Users value the **efficient billing management** of Maxio, streamlining invoicing and integrating payments from multiple platforms. [(88 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204608&qs=pros-and-cons#reviews) Users value the **seamless integrations** of Maxio, enhancing billing, reporting, and overall revenue management efficiency. [(66 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204660&qs=pros-and-cons#reviews) Users praise the **excellent customer support** of Maxio, highlighting quick responses and helpful assistance. [(62 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204871&qs=pros-and-cons#reviews) Users value the **easy navigation and automation** of Maxio's invoicing, making transactions seamless and efficient. [(62 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205056&qs=pros-and-cons#reviews) Users struggle with **poor reporting** , requiring manual exports and facing limitations in customization and flexibility. [(44 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1206673&qs=pros-and-cons#reviews) Users find the **missing features** in Maxio frustrating, particularly bulk invoicing and email collection capabilities. [(31 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204758&qs=pros-and-cons#reviews) Users face **integration issues** between Maxio and other tools, affecting functionality and requiring improvements in support and documentation. [(30 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205034&qs=pros-and-cons#reviews) Users experience **invoicing issues** due to clunky integrations and complex syncing processes between platforms like SFDC and QuickBooks. [(30 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1207131&qs=pros-and-cons#reviews) Users face **sync delays and support inconsistencies** with Maxio, along with limited testing options and invoicing issues. [(30 mentions)](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205478&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Maxio ##### 1. Ease of Use Users appreciate the **ease of use** of Maxio, simplifying invoice processing and enhancing revenue tracking significantly. [ See 130 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205183&qs=pros-and-cons#reviews) See Related User Reviews ![Bev L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bev L.") BL 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff P.") JP 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. ##### 2. Billing Management Users value the **efficient billing management** of Maxio, streamlining invoicing and integrating payments from multiple platforms. [ See 88 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204608&qs=pros-and-cons#reviews) See Related User Reviews ![Bev L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bev L.") BL 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff P.") JP 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. ##### 3. Integrations Users value the **seamless integrations** of Maxio, enhancing billing, reporting, and overall revenue management efficiency. [ See 66 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204660&qs=pros-and-cons#reviews) See Related User Reviews ![Bev L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bev L.") BL 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Oksana M.") OM 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 ##### 4. Customer Support Users praise the **excellent customer support** of Maxio, highlighting quick responses and helpful assistance. [ See 62 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204871&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U 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](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U 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 ##### 5. Invoicing Users value the **easy navigation and automation** of Maxio's invoicing, making transactions seamless and efficient. [ See 62 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205056&qs=pros-and-cons#reviews) See Related User Reviews ![Bev L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bev L.") BL 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff P.") JP 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. ### 5 Cons or Disadvantages of Maxio ##### 1. Poor Reporting Users struggle with **poor reporting** , requiring manual exports and facing limitations in customization and flexibility. [ See 44 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1206673&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A 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](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U 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 ##### 2. Missing Features Users find the **missing features** in Maxio frustrating, particularly bulk invoicing and email collection capabilities. [ See 31 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1204758&qs=pros-and-cons#reviews) See Related User Reviews ![Hugo C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hugo C.") HC 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](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A 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 ##### 3. Integration Issues Users face **integration issues** between Maxio and other tools, affecting functionality and requiring improvements in support and documentation. [ See 30 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205034&qs=pros-and-cons#reviews) See Related User Reviews ![Hugo C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hugo C.") HC 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marc C.") MC 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 ##### 4. Invoicing Issues Users experience **invoicing issues** due to clunky integrations and complex syncing processes between platforms like SFDC and QuickBooks. [ See 30 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1207131&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U 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](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A 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 ##### 5. Limitations Users face **sync delays and support inconsistencies** with Maxio, along with limited testing options and invoicing issues. [ See 30 mentions ](https://www.g2.com/products/maxio/reviews?filters%5Bsentiment_snippet%5D=1205478&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 3.5/5 "Unreliable Experience, But Support Tries to Help. Things get stuck in limbo" What do you dislike about Maxio? Things often get stuck, and I find myself repeatedly having to ask the chat for updates on certain files. Even the chat support sometimes responds wit YZ Yessie Z. Mid-Market (51-1000 emp.) 5.0/5 "Effortless Invoicing, Needs User Guidance" What do you dislike about Maxio? I think one thing that doesn't work well with Maxio is having so many different options. Sometimes I don't know what those options are, and I click on ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC 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. What problems is Maxio solving and how is that benefiting you? managing subscriptions and revenue recognition Review collected by and hosted on G2.com. Show More Response from Sydney Zaun of Maxio [Editedit](https://www.g2.com/survey_responses/maxio-review-10843225/official_response/edit) We're glad to hear that you appreciate the complex billing engine and integrations within Maxio. 11/3/2025 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Computer & Network Security](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer & Network Security") UC 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. What problems is Maxio solving and how is that benefiting you? All our Invoicing and Revenue Recognition comes from Maxio, and reports are easily exportable to perform additional analyst Review collected by and hosted on G2.com. Show More Response from Sydney Zaun of Maxio [Editedit](https://www.g2.com/survey_responses/maxio-review-10494908/official_response/edit) We appreciate your input and will work on enhancing our follow-up process to ensure that all customer issues are promptly resolved. 10/29/2025 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI 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. What problems is Maxio solving and how is that benefiting you? Biling of customers, revenue recognition Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Philip K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Philip K.") PK 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. What problems is Maxio solving and how is that benefiting you? We were trying to eliminate manual duplicate entry in both Salesforce and NetSuite SuiteBilling. The implementation failed, so no benefit. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Rhonda H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rhonda H.") RH 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. What problems is Maxio solving and how is that benefiting you? Manages complex billing scenarios and revenue. Review collected by and hosted on G2.com. Show More Response from Sydney Zaun of Maxio [Editedit](https://www.g2.com/survey_responses/maxio-review-11865822/official_response/edit) 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. Validated ReviewerIncentivizedSource: Seller invite ![Joy T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joy T.") JT 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. What problems is Maxio solving and how is that benefiting you? Maxio helps us manage our renewals and subscriptions, making it easy to generate immediate revenue from clients and makes onboarding new clients much faster. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Anne-Sophie P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anne-Sophie P.") AP 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. What problems is Maxio solving and how is that benefiting you? Billing our customers with their monthly subscriptions Review collected by and hosted on G2.com. Show More Response from Sydney Zaun of Maxio [Editedit](https://www.g2.com/survey_responses/maxio-review-11495424/official_response/edit) 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. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Danna L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Danna L.") DL 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. What problems is Maxio solving and how is that benefiting you? Revenue Scheduling Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Lakeisha C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lakeisha C.") LC 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. What problems is Maxio solving and how is that benefiting you? It streamlines billing, automates revenue recognition, and provides detailed financial analytics, ultimately helping businesses optimize their financial performance and scale efficiently. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI 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. What problems is Maxio solving and how is that benefiting you? Measurement and efficacy are important aspects to consider. Review collected by and hosted on G2.com. 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