Verified User in Accounting
AA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Unreliable Experience, But Support Tries to Help. Things get stuck in limbo"
3.5/5
What do you like best about Maxio?

If I'm being honest I dont like it at all. Customer support tries to be helpful. Review collected by and hosted on G2.com.

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 with, 'hmmmm, that's weird,' which doesn't help clarify the situation. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Accounts Receivable Specialist"
5/5
What do you like best about Maxio?

What I like best about Maxio is its robust subscription management and revenue recognition capabilities. It's especially helpful in automating complex billing scenarios, managing renewals, and ensuring accurate financial reporting. The integration with accounting tools and the visibility it provides into key SaaS metrics also make it a strong platform for finance and operations teams. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

One area for improvement with Maxio is its user interface and navigation — it can feel a bit clunky and unintuitive, especially for new users. Some processes require multiple steps that could be streamlined, and reporting customization could be more flexible. While the platform is powerful, there’s a bit of a learning curve to fully leverage all its features. Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

We're glad to hear that you find Maxio's subscription management and revenue recognition capabilities helpful in automating complex billing scenarios and ensuring accurate financial reporting.

Spencer J.
SJ
Spencer J.
Onboarding Manager
Mid-Market (51-1000 emp.)
"Seamless Hubspot Integration Makes Workflow Effortless"
5/5
What do you like best about Maxio?

I like the integration with Hubspot. Being able to see everything in one place on one dashboard is very helpful and makes things more efficient. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I haven't learned Maxio as quickly as I would have liked to, and that could be on me. That's been the only thing that's hard. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Sr Accounting Manager"
2.5/5
What do you like best about Maxio?

What I appreciate most about Maxio is its ability to handle complex SaaS revenue recognition seamlessly. The automation around ASC 606 compliance—especially the way it generates revenue schedules and journal entries—saves a significant amount of time and reduces the risk of errors. I also like how it integrates well with accounting platforms like QuickBooks and supports custom contract structures, which gives finance teams both flexibility and control. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

While Maxio is a strong tool overall, one area I find challenging is its reporting flexibility. Some of the standard reports don’t allow for easy customization or filtering without exporting to Excel, which adds extra steps. Additionally, the UI can be a bit unintuitive at times—especially when navigating between modules like contracts, invoices, and revenue schedules. However, I’ve found that with time and familiarity, most of these challenges become manageable. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"A great time saver."
3.5/5
What do you like best about Maxio?

Maxio has helped tremendously with managing contracts. It has caught errors and saved a lot of time. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

Exchange rates. When you create a transaction for a customer for 1 year duration but plan to invoice monthly, it will use the same exchange rate from when you created the transaction. I wish the exchange rate was more dynamic on future created invoices.

As well, something small, I wish when you saved customer invoices that the customer name is capitalized. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Maxio Streamlines SaaS Finances, But Reporting Needs More Flexibility"
3/5
What do you like best about Maxio?

What I like best about Maxio is that it brings together subscription management, billing, and revenue recognition in one seamless platform. It automates complex financial processes, provides reliable ASC 606-compliant reporting, and offers powerful analytics for key SaaS metrics like MRR, churn, and ARR. I also appreciate how well it integrates with tools like Salesforce and QuickBooks, reducing manual work and ensuring data accuracy. Overall, Maxio makes managing and scaling SaaS finances much more efficient while providing excellent support and implementation guidance. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I dislike the reporting capabilities in Maxio. Specifically, it is challenging to put together the exact report I need within the platform and instead I need to generate a report that is 80% of what I need and then download it into Excel to manually manipulate the data into what I need. I wish the reporting function was more intuitive. Also it is frustrating that you cannot edit reports ad-hoc but rather need to save a whole new report each time you want a different view/cut of the data which results in an enormous library of reports that'll never be used again. Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

Thank you for sharing your feedback on Maxio. We're glad to hear that you find our platform efficient for managing and scaling SaaS finances, as well as for providing excellent support and implementation guidance. We understand your concerns about the reporting capabilities and the need for more flexibility; we are constantly working on improving our platform.

We have started to host monthly customer training webinars. November's webinar topic will be focused on training and best practices around using our cohort reports. If you are interested in that, you can register here: https://www.maxio.com/resources/maxio-on-cohort-reporting

Verified User in Veterinary
AV
Verified User in Veterinary
Enterprise (> 1000 emp.)
"Core Application Is Acceptable - Customer Support is lacking"
0.5/5
What do you like best about Maxio?

We utilise the core Advanced Billing module, and it is fit for purpose in our organisation. It does what you would expect of a SaaS product, but it does not go over and above for other areas. To enable flexibility, you will find yourself leaning more towards APIs and Webhooks to drive management behaviours. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

The largest downfall of Maxio is its customer service and account managers. Since moving to Maxio +3 years ago, we have had 4 different managers on our account, and next to no communication from them each time.

For any bugs or defects raised, expect the support team to provide minimal information, and your cases to be open anywhere from 6 months to a year. There appears to be a large gap in communication between their support and Dev teams, resulting in these delays. Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

We appreciate your positive feedback on the advanced billing module and the benefits it brings to your organization. We take your concerns about customer service and account management seriously and are actively working to make improvements to both our support and account management teams. We have recently invested in revamping these teams so they can better serve our customers. We hope you will find these changes beneficial to your company but please feel free to reach out to our Head of Support, Sebastian Lopez (sebastian.lopez@maxio.com) if you have any questions or concerns.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"made tracking sales so much easier"
4.5/5
What do you like best about Maxio?

Maxio brings together the best of SaaS billing and financial operations into one powerful platform. Its strength lies in how seamlessly it handles complex billing models, revenue recognition, and subscription analytics—all while staying GAAP-compliant. I especially appreciate the clarity it provides to both finance and operations teams, giving real-time visibility into metrics that actually drive decisions. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

While Maxio is powerful, the platform can feel complex and unintuitive at times—especially for new users. The learning curve is steep, and navigating between billing, reporting, and revenue recognition workflows isn’t always as streamlined as it could be. Additionally, occasional performance lags and limited customization in reporting can slow down processes for fast-moving teams. Review collected by and hosted on G2.com.

Oksana M.
OM
Oksana M.
Billing Specialist
Mid-Market (51-1000 emp.)
"Takes a Little Adjusting, but Worth It"
4/5
What do you like best about Maxio?

very functional, easy billing, many reports Review collected by and hosted on G2.com.

What do you dislike about Maxio?

a little hard to adjust

more finicky than other billing platforms Review collected by and hosted on G2.com.

Jarrett C.
JC
Jarrett C.
Account Manager
Mid-Market (51-1000 emp.)
"MAXIO FOR SAAS"
4/5
What do you like best about Maxio?

I appreciate how easy it is to use Maxio for my day to day functions. There are different tools within my companies account that allows me as an Account Manager to be able to manage and see all of my customers payments, contract expiry dates, etc. I have never reached out to customer support but, I have heard that they are pretty fast with replying back. Review collected by and hosted on G2.com.

What do you dislike about Maxio?

I honestly do not dislike anything about Maxio. There are things that could be better with the UX design, etc. but that's all. Review collected by and hosted on G2.com.

Response from Sydney Zaun of Maxio

It's great to hear that Maxio is helping consolidate information for you. We aim to make it easier for you to access all the necessary data in one place.