# 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 find Maxio's **ease of use** exceptional, simplifying invoice processing and enhancing team collaboration on revenue matters. (131 reviews) - Users value the **streamlined billing management** of Maxio, improving efficiency and collaboration across teams. (89 reviews) - Users appreciate the **seamless integrations** of Maxio, enhancing billing and reporting processes effectively across organizations. (66 reviews) - Users commend the **responsive customer support** from Maxio, consistently addressing issues quickly and effectively. (64 reviews) - Users value the **seamless invoicing** and revenue tracking capabilities of Maxio, enhancing their accounting efficiency significantly. (63 reviews) - Users value the **time-saving automatic invoicing** features of Maxio, enhancing efficiency in billing and financial tracking. (57 reviews) - Features (54 reviews) - Easy Integrations (53 reviews) - Users value the **robust reporting capabilities** of Maxio, enhancing their understanding of revenue and projections. (51 reviews) - Subscription Management (43 reviews) **What users dislike:** - Users express concerns about **poor reporting** , often requiring manual workarounds and lacking customization options. (44 reviews) - Users face challenges with **integration issues** , leading to slow report loading and syncing problems with other systems. (31 reviews) - Users find the **missing features** in Maxio, like bulk invoicing and improved data handling, frustrating and limiting. (31 reviews) - Users face **invoicing issues** with Maxio, needing multiple logins and struggling with report modifications and partner invoices. (30 reviews) - Users express frustration with **long QBO sync times** and various issues related to support and invoice accessibility. (30 reviews) - Users report **poor customer support** since the merger, leading to unresolved issues and frustrating experiences. (29 reviews) - Users encounter **inaccurate reporting issues** and wish for better customization and improved user experience in Maxio. (29 reviews) - Billing Issues (25 reviews) - Limited Customization (25 reviews) - Access Limitations (24 reviews) ## Maxio Reviews ### 1. Multi-Functional but Complex Setup Process **Rating:** 2.5/5.0 stars **Reviewed by:** Shane H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2026 **What do you like best about Maxio?** I like that Maxio is an all-in-one platform. The accounts receivable (AR) function is particularly valuable because it makes it easier to find actual invoices that are outstanding or closed, helping us know how many and what type of deals we're selling. I also appreciate the written-out timeline view, which is good to see where people are at and what projects are still open. **What do you dislike about Maxio?** I think the amount of bolt on and add ons that you need to use all of the functions is frustrating. Right now, we have to bring in Maxio advanced billing and pull from multiple different accounts to get into the system. The ability to use one system would be great. Also, the initial setup was a bit laborious, with a lot of steps and check-in calls, making it a longer process than expected. **What problems is Maxio solving and how is that benefiting you?** Maxio solves invoicing issues by helping us track invoices properly, and it facilitates accounts payable and receivable. It eases tracking outstanding or closed invoices, letting us know how many and what types of deals we're selling. **Official Response from Daniel Zhu:** > Hi Shane, Thank you for taking the time to share your feedback. We are glad to hear that the accounts receivable functionality and invoice visibility have been helpful for your team, especially the ability to track outstanding and closed invoices. We also appreciate you calling out the setup experience. Implementing a flexible billing platform can involve several configuration steps depending on the workflows and integrations a company needs. Our goal is always to make that process as clear and efficient as possible, and feedback like this helps us continue improving the onboarding experience. If there are specific areas where the setup or configuration felt more complex than expected, our team would be glad to review them with you and help simplify them going forward. You can always reach us at support@maxio.com. Thanks again for the thoughtful feedback and for being a Maxio customer. ### 2. Flexible API, But Challenging for Quick Checkout **Rating:** 2.5/5.0 stars **Reviewed by:** James M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Maxio?** I like the flexibility of Maxio. The key is that it can handle pretty much any sort of transaction via API. It was great for cross-platform integration by tying into our existing server backend, allowing multiple payment points for users. This means users can check out for extras via the app or the website without getting bottlenecked in a traditional checkout cart. It allows us to implement payments in the way we think our customers need, rather than having to route everyone to a singular checkout or storefront. **What do you dislike about Maxio?** The lack of a quick and easy checkout cart function that didn't require full-time developer implementation was a downside. We needed something preformed and ready to use, but Maxio required an involved and technical setup process. We also wished for better integration with platforms like WordPress and our CRM system. **What problems is Maxio solving and how is that benefiting you?** Maxio's API integration allows cross-platform integration into our server, enabling flexible payment points for users without the traditional checkout bottleneck. We could implement payments in ways tailored to our customers' needs. **Official Response from Daniel Zhu:** > Thanks for the thoughtful review, James. We're glad to hear Maxio’s API flexibility has been valuable for enabling cross-platform payment flows. On checkout experiences, you're right that many customers historically used our APIs to build custom payment flows tailored to their product and billing model. For teams looking for a faster path, Maxio also offers hosted checkout options and tools that make it easier to securely collect payments without needing to build everything from scratch. If you'd like to revisit your setup, our team would be happy to walk through the options available today and help find the right approach for your use case. You can reach our support team anytime at support@maxio.com. Thanks again for the feedback. It helps us continue improving the product for teams balancing flexibility with speed of implementation. ### 3. Effortless Invoicing, Needs User Guidance **Rating:** 5.0/5.0 stars **Reviewed by:** Yessie Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2026 **What do you like best about Maxio?** I use Maxio for keeping track of all my clients' invoices and subscription details. What I like most about Maxio is the ease of being able to look up an invoice or subtask subscription really easily while I'm on a call with a client. I can review an invoice quickly, within about two minutes, and access contact information easily. The platform is really easy to use. The initial setup was very easy for me, and I could access Maxio and review subscriptions and invoices from the first day. **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 those options, and it will tell me, like, hey. You don't have access to this part of Maxio. I guess the lack of information on what each tool represents. It would be helpful if we could toggle over it and get a snippet of what it means. **What problems is Maxio solving and how is that benefiting you?** I use Maxio to manage clients' invoices and subscriptions, solving invoicing problems like payment changes and contact updates. The platform's ease allows me to quickly access and review details during client calls. ### 4. Streamlined License Management **Rating:** 4.5/5.0 stars **Reviewed by:** Adrian L. | Sr. Director of Strategic Partnerships, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Maxio?** I really like how Maxio allows us to track license data. This is incredibly helpful for staying ahead of renewals and managing communications that need to happen in other systems. It helps us stay on top of renewals, reduce churn, and manage account responsibilities efficiently. I also appreciated how Maxio seemed to have better tools and features compared to our previous product, Chargeify. Additionally, the initial setup of Maxio was not too difficult, it was pretty easy. **What do you dislike about Maxio?** I think Maxio can do a little bit better in expanding to a more robust MCP. So we can connect tools like Claude to have conversations with it and extract data in different forms. **What problems is Maxio solving and how is that benefiting you?** It allows us to track license data, stay ahead of renewals, reduce churn, and manage accounts efficiently. **Official Response from Daniel Zhu:** > Thanks for the review. Great to hear Maxio is helping your team stay ahead of renewals and manage license data more effectively. Appreciate the feedback on MCP as well. Maxio MCP is now available and designed to let teams interact with their billing and revenue data through conversational workflows and AI-powered insights. If you’re interested in exploring it or connecting tools like Claude, we’d be happy to show you more. Thanks again for the thoughtful feedback. ### 5. Flexible API and Card Management, But API Can Be Tricky **Rating:** 5.0/5.0 stars **Reviewed by:** Darius P. | Head of Technical Support/ Billing, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Maxio?** The option for our customers to be able to manage their cards on their account and the flexibility with the API to build custom apps to interface with the system, its great. Also the customer service is always available and helpful and answers my questions quickly so its never a long session. **What do you dislike about Maxio?** The API can be tricky and the invoice grouping can be confusing when different cards are being used on the separate subscriptions within the group because it only shows the main card. **What problems is Maxio solving and how is that benefiting you?** Maxio relieves us of the burden of managing monthly subscriptions, so we don't have to worry about it. Its flexibility allows me to control how often customers receive billing reminders, when they get them, and what actions follow. We offer a variety of pricing models for our different services, and Maxio enables us to separate these services into distinct billing platforms. This way, revenue calculations are specific to each service and not combined, eliminating the hassle of manually sorting through data to separate revenue by service. **Official Response from Sydney Zaun:** > We're glad to hear that you appreciate the flexibility of our API and the card management options. We understand that the API can be tricky at times, and we are constantly working to improve its usability. Thank you for your feedback, and we are here to assist you with any questions or issues you may encounter. ### 6. Great MRR Insights, But Needs Better Customer Revenue Filtering **Rating:** 3.5/5.0 stars **Reviewed by:** Jennifer M. | President, Co-Founder, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Maxio?** I appreciate the section that displays MRR and provides insights. **What do you dislike about Maxio?** I am frustrated that I can't easily generate a list of customers who joined within a specific time frame and view their revenue. For instance, I would like to be able to see new customers who signed up between January and June, along with their individual revenue. Additionally, I want the ability to drill down further to see the number of products each customer purchased and the revenue linked to those purchases. I also want to be able to see the total dollar amount billed each month by customer without having to add it all up as they add products throughout the month. **What problems is Maxio solving and how is that benefiting you?** We use it primarily for monthly recurring billing. I’m aware that our annual billing is handled manually, so I’m not certain if automated annual billing is an option for us. It would be helpful to have annual billing with automatic renewal available as well. **Official Response from Sydney Zaun:** > Thank you for your feedback. I have reached out to our Head of Support to see if we can help out with creating the reports and views you are wanting inside Maxio. Him and his team will be reaching out to you directly. ### 7. Powerful on paper, frustrating in practice **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2026 **What do you like best about Maxio?** The platform has solid core capabilities and, on paper, covers many of the requirements you’d expect from a CPQ and billing solution in their respective areas. It could work well for organisations whose products and processes align closely with what Maxio can accommodate. **What do you dislike about Maxio?** Our experience with support, accountability, and issue ownership was deeply frustrating. During a prolonged and complex engagement, responsibility was frequently pushed back onto us as the customer, even when we provided documentation and evidence to the contrary. Rather than acknowledging where processes or guidance could have been improved, much of the communication focused on what we allegedly hadn’t done. Compared to other platforms we’ve worked with, there was limited reflection on Maxio’s role in the challenges we faced, which significantly slowed resolution and eroded trust. System capability is one thing, but how a vendor partners with customers when things go wrong is just as important—and this is where the experience fell short. My recommendation to everyone considering Maxio is that they should not evaluate not just the feature set, but also how the vendor handles accountability, support, and ownership during complex or edge-case scenarios. Make sure expectations around responsibility, escalation, and support quality are clearly defined upfront. **What problems is Maxio solving and how is that benefiting you?** The product aims to centralise CPQ and billing workflows, which in theory should streamline operations. However, these benefits were undermined by the amount of effort required from our team to manage issues, clarify ownership, and repeatedly re-explain context, as well as by limitations in integration caused by Maxio’s CPQ and billing modules operating as separate platforms. ### 8. Great features and support, but cumbersome to use. **Rating:** 3.5/5.0 stars **Reviewed by:** Matthew H. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Maxio?** This is an effective tool for managing even the most complex SaaS subscriptions, as it is capable of handling all the intricacies involved in B2B subscriptions. The support team is excellent—always helpful and quick to respond. The integrations we used with CRMs Pipedrive and Hubspot were easy to set up and worked well. **What do you dislike about Maxio?** Setting up billing takes a considerable amount of time, and overall, the system tends to be quite slow to operate. However, this issue can be somewhat alleviated by using bulk Excel uploads. The implementation process was not very smooth, as the consultant assigned to us lacked sufficient knowledge of the system. Additionally, they require you to purchase support hours in bulk for any configuration, which can turn a task that should only take about an hour into an expense of over $1000. The knowledge base contains material for both SaaSoptics and Chargify with no way to filter between the two, making it difficult to use. **What problems is Maxio solving and how is that benefiting you?** They assist us in handling complex B2B subscriptions. **Official Response from Sydney Zaun:** > We appreciate your positive feedback on our features and support. We understand your concerns about the setup time and system speed, and we are continuously working to improve these areas. Thank you for sharing your experience. ### 9. Efficient Billing, Needs a Modern Touch **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Maxio?** I like how Maxio is organized and efficient for billing purposes. I appreciate that it helps with the organization of billing, sending invoices, and looking up contract information. I primarily use the transactions and payments features to keep track of people's contracts and whether they have paid or not. Also, the initial setup was pretty easy. **What do you dislike about Maxio?** I find Maxio looks pretty outdated, which makes it hard to learn and navigate. It also doesn't allow us to have a billing portal for our clients. **What problems is Maxio solving and how is that benefiting you?** I use Maxio for billing, organizing invoices, and checking contract information. It's organized and efficient, making it easy to track transactions and payments. **Official Response from Sydney Zaun:** > We're glad to hear that you find Maxio powerful for insights and billing. We understand that navigation can be a concern and we are continuously working on improving the user experience. Your feedback is valuable to us and will be taken into consideration for future updates. ### 10. Effortless Credit Card Management & Powerful Refund Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle R. | Product Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Maxio?** I find Maxio to be a one-stop solution for managing all credit card customers, which is really helpful. I like how it handles refunds, prorated refunds, and charity discounts. The automation of workflows in these areas is particularly valuable to our organization because we wouldn't have another way to process refunds at such a scale. The initial setup of Maxio was perfect, I would rate it a 10/10. **What do you dislike about Maxio?** No complaints. **What problems is Maxio solving and how is that benefiting you?** Maxio is a one-stop solution for managing credit card customers, and it automates refunds at scale, including prorated ones and charity discounts. ### 11. All-in-One Invoicing Made Easy, But List Settings Need Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Maxio?** Maxio is an excellent all-in-one platform for managing our invoices and receivables. **What do you dislike about Maxio?** When you navigate away from the page and come back, the invoice list setting does not stay as you left it. **What problems is Maxio solving and how is that benefiting you?** With Maxio, I can set contract dates, and the system automatically fills in each invoice and sends them out on the scheduled invoice date. It also includes reminders for our customers if their bills are overdue. This feature saves me hours, as I no longer have to manually create and send invoices. ### 12. Exceptionally Flexible Billing Solution with Complexity Trade-Offs **Rating:** 4.5/5.0 stars **Reviewed by:** Marc C. | Head of Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Maxio?** Great for syncing with our GL, automating expense tracking, and aggregating that into financial summary reports. It's also quite customizable so we've been able to accomplish most of our goals with effort. **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 B2B sales led motion and product motion (sign-up from our website) it gets a little complex trying to sync all the data between the 2 systems and your CRM. Would be great if we only ran a B2B Sales Motion or just a B2B product motion but running both and using both of those billing systems gets a little complex and makes doing pricing updates, product catalog updates, etc a more onerous process. **What problems is Maxio solving and how is that benefiting you?** From a revops perspective it enables us to invoice our customers after a deal is signed and we also pull the data from Maxio into our commission software so we can create payment eligibility rules based on when the business gets paid. Currently using it to launch a self sign-up page to support our sales motion. The biggest benefit though has probably been to our finance and accounting teams as it helps automate creating the data for journal entries and expense tracking. ### 13. Reporting Falls Short, Value Questioned After Years with Maxio **Rating:** 2.0/5.0 stars **Reviewed by:** Tieg B. | VP Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Maxio?** customer support has been lights out amazing recently! **What do you dislike about Maxio?** Maxio still has a ways to go in terms of reporting and process efficiencies before I could say that I would go with Maxio again at my next startup. Right now we don't believe the value is there for the subscription and are starting to scope out a replacement. The shortfall on the reporting side cannot be understated as that's where a lot of the perceived value was coming from when we originally joined 2+ years ago. Maxio recently had an audit prep webinar in which they incorrectly showcased reports that do not consolidate properly when there are diff currencies. I stated this on the chat and was subsequently censored on the customer facing webinar....how bad does that make Maxio look?! This was all recorded on my end as well. I shared internally with leadership and it just places so much doubt on Maxio's future. **What problems is Maxio solving and how is that benefiting you?** wouldn't say problems, Maxio is a module that helps basic aspects of any SaaS business. So if you said invoicing is a problem, Maxio sovles that...but there isn't anything to write home or refer a network about this product, this is zero wow factor. ### 14. Awesome Billing Tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Pearl R. | Customer Success Reprensentative, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2024 **What do you like best about Maxio?** It allows us to view payments from Stripe and PayPal into one platform. We are able to modify the subscriptions there, update customer information, and it is much easier to send invoices. Their Support Team is very helpful as well! **What do you dislike about Maxio?** When you search for a customer's name on the search bar, different customers appear in the results. So you have to go to the Customer Tab to ensure that you can locate the customer you're looking for. There seems to be different maxio pages for each purchase whereas it would be easier to have a single page where you can find all of the customer’s purchases with the exact product name rather than a generic one. **What problems is Maxio solving and how is that benefiting you?** We receive payments from PayPal and Stripe and find really hard to toggle between two platforms to search for records. With Maxio, we're able to view all the payments into one platform, send our customers auto-generated invoices, provide them with a billing portal where they can view their subscription information, and making changes to the customers' subscriptions a lot easier. ### 15. Great solution for invoicing, AR, KPI reports - Some Challenges with Maxio Payments **Rating:** 4.5/5.0 stars **Reviewed by:** Andrea E. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Maxio?** What I find most helpful about Maxio is the visibility into the transaction history of a customer as well as future projections of invoices and revenue at that customer level and for the company overall. The upside of Maxio is the reporting capabilities at both a high and detailed level and the variety of information you can generate. The platform is easy to implement and there is an implementation team to assist with the transition. It also integrates with our CRM and GL systems. **What do you dislike about Maxio?** It takes time to become familiar with how the platform works, how to generate reports and customize dashboards and the information contained therein but Customer Support is great and helps navigate those challenges. We recently implemented Maxio Payments and have experienced some issues with the UI as well as how the platform handles rejected payments. **What problems is Maxio solving and how is that benefiting you?** Maxio is helping us increase the quality and quantity of our data collection and analysis giving us greater visibility into projected revenue and cash to help business performance and reporting to stakeholders. The platform has also increased our billing efficiency and regularity in following up on outstanding invoices, speeding up cash collections and reducing manual intervention in AR collections. **Official Response from Sydney Zaun:** > We're thrilled to hear that Maxio has been able to provide you with visibility into transaction history, future projections, and a variety of reporting capabilities. We're glad to hear that our platform has been easy to implement and integrates well with your CRM and GL systems. ### 16. Reliable Subscription Billing with Easy Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle M. | Senior Technical Account Advisor, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Maxio?** I have been using Chargeify since February 2017 and transitioning to Maxio in the past eighteen months has been beneficial for handling subscription billing in our SaaS company. I appreciate that it's easier to capture subscription-based billing compared to our previous system, Xero, allowing for more efficient billing processes. The platform was familiar since some of our colleagues had used it before, which made the transition smoother. I am very happy with the subscription-based billing capabilities of Maxio, which include streamlined revenue recognition reporting and an easy setup for SaaS subscription billing. The subscription billing and dunning processes are particularly useful and are used extensively. Additionally, I like that Maxio is integrated smoothly with our Salesforce instance. This integration enriches our workflow without requiring additional billing software. Maxio's ease of use and efficient billing system are compelling factors that would encourage me to repurchase the platform. On a recommendation scale of 1 to 10, I would rate Maxio a solid 10, as it significantly benefits our operations. **What do you dislike about Maxio?** The setup of Maxio is quite challenging and requires a significant level of effort. This is especially true if data migration is involved. Ensuring clean data is crucial, and it seems like a time-consuming process upfront. Additionally, I find the tracking of contractions and expansions for accounts to be an area that could use improvement, as it might enhance the overall experience and functionality. **What problems is Maxio solving and how is that benefiting you?** Maxio streamlines revenue recognition reporting and simplifies subscription-based billing, making them easily reportable and manageable. ### 17. Organized Software with Room for a Friendlier Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Greg S. **Reviewed Date:** October 23, 2025 **What do you like best about Maxio?** I appreciate how well-organized Maxio is, and it produces good summary tables and spreadsheets that really benefit my work in accounting. The ability to print out spreadsheets and tables is particularly useful, as well as searching for customer information and handling invoices efficiently. Once I got the training, the setup was fine, which demonstrates the effectiveness of their training in making the software manageable. I rate the product a nine out of ten for recommendation, indicating my high satisfaction with its features and performance. **What do you dislike about Maxio?** I feel that the interface of Maxio (formerly SaaSOptics and Chargify) could be more user-friendly. I would appreciate some buttons that give a basic explanation of what is needed. The setup required a little bit of training, which might be a challenge for some users initially. **What problems is Maxio solving and how is that benefiting you?** I use Maxio for customer research, invoicing, and accounting, offering organized data and producing useful summary tables and spreadsheets. ### 18. Maxio is key to our everyday financial processes **Rating:** 4.0/5.0 stars **Reviewed by:** Emilly F. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Maxio?** Maxio is a comprehensive system that allows us to seamlessly invoice and track all revenue requirements including ARR. The integrations between Quickbooks and Hubspot are key to ensuring we have accurate information across all systems. We use Maxio daily and it is a key piece of our accounting processes. Once you understand the system it is easy to follow but can be tricky to wrap your head around in the beginning. Mitchell was our onboarding specialist and I still remember his patience and professionalism. **What do you dislike about Maxio?** I find myself having to export to excel often and move report around. When selling through partners and the channel it can become difficult to use pre-canned reports and have to do manual work arounds. The product is expensive but am able to justify the spend. **What problems is Maxio solving and how is that benefiting you?** Maxio is making SAAS revenue tracking and invoicing easy and is saving us time and ensuring accuracy. ### 19. SaaSOptics is a Must Have for SaaS CEOs **Rating:** 5.0/5.0 stars **Reviewed by:** Darin J. | Chief Executive Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Maxio?** SaaSOptics provides total clarity and insight into your SaaS business. Reports showing Logo, Gross MRR/ARR Churn, Net MRR/ARR Churn, New MRR/ARR, Contraction MRR/ARR, etc. are available and updated in real-time. SaaSOptics will change the way you manage your SaaS business and allow you and your team to focus on the KPIs that matter most to your business. What gets measured, gets managed and SaaSOptics proves this time and time again. This is a great application and a must-have for SaaS CEOs. **What do you dislike about Maxio?** The UX could be optimized (user path optimization, minimization of clicks, etc.) and the UI needs some TLC / Updating to contemporary SaaS application standards. Minor UX / UI complaints aside, "content is king" and "form follows function" and SaaSOptics understands this. **What problems is Maxio solving and how is that benefiting you?** Previously, we struggled to manually update and report on key SaaS metrics and KPIs. SaaSOptics has automated this process, freed up precious resources and enabled us to more effectively manage retention, churn and growth. ### 20. Fast Support and Great Integrations, But QBO Sync and Bad Debt Setup Need Work **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best 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 AvaTax. **What do you dislike about Maxio?** I dislike how long the QBO sync takes. One other thing I have struggled with is understanding how bad debt should be used. I had issues figuring it out and got different responses for different support tickets. I finally understand how to enter bad debt transactions, but it took a couple different support tickets to get there. **What problems is Maxio solving and how is that benefiting you?** Maxio is solving the problem of sending out invoice reminders. I love that we can have an automated email cadence that sends out reminders. Maxio is also solving the problem of entering new transactions each renewal. Having the option to automatically renew a subscription at the end of the contract term is extremely helpful and efficient. ### 21. Reliable financial automation for growing SaaS companies. **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos B. | Onboarding Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2025 **What do you like best about Maxio?** What I value most about Maxio is the ease with which it manages subscription-based billing and financial reporting. The integration allows for the consolidation of recurring revenue, key SaaS metrics, and accounting automation without complications. The platform is robust and easy to use. **What do you dislike about Maxio?** At the beginning, the learning curve, especially when setting up complex products or revenue recognition rules. The interface can seem rigid if you are used to more visual tools, and some customizations require technical support. It would also be useful to have more native integrations, for example with tools like Power BI or regional CRMs. **What problems is Maxio solving and how is that benefiting you?** Before using Maxio, we had difficulties consolidating key SaaS metrics and properly managing revenue recognition, especially with multiple subscription plans and customers in different currencies. Maxio solved these challenges by automating billing, centralizing reports, and facilitating audits with ASC 606 compliant reports. This has saved us valuable time, reduced manual errors, and improved the financial visibility of the business. **Official Response from Sydney Zaun:** > We're glad to hear that you find Maxio easy to use and robust for managing subscription-based billing and financial reporting. We strive to provide a seamless experience for our customers. ### 22. Supportive Team and User-Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** DAWN A. | ACCOUNTANT, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Maxio?** I’ve been using Maxio for a few months, and it’s been quite a journey! The platform is easy to navigate but takes some time to really master. Thankfully, the Maxio team has always been there to help me out whenever I hit a tricky spot. They don’t just give generic answers — they really take the time to understand my questions and offer tailored solutions. Huge thanks to Maria and Anthony for always being so supportive and helpful! **What do you dislike about Maxio?** It takes some time to load when I am processing deals/ **What problems is Maxio solving and how is that benefiting you?** Revenue recognition for annual charges (Advanced ARR Reports) serves as a checkpoint before syncing data to Xero. ### 23. Granular Invoicing and Easy Navigation, But Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2025 **What do you like best 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 articles are fairly detailed so when issues come up I can often resolve them myself. **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 correctly/in a way that's easy to follow when reviewing on the back end. It could also be a bit better with multicurrency invoicing and reporting. Some reports take a long time to load. A few are not exportable at all either and I've had to copy paste the data. **What problems is Maxio solving and how is that benefiting you?** It's a pretty great invoicing tool and integrates well with Salesforce ### 24. Just try it - you won't be able to leave it! **Rating:** 5.0/5.0 stars **Reviewed by:** Myroslava G. | Financial Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Maxio?** The most easy way to connect all your sources of financial and billing information. Always upgrading, adding new features and providing excellent support. **What do you dislike about Maxio?** Frankly speaking, when it comes to pricing, your manager may claim it's too much for Business Operations, but trust me - it is worth every dollar! **What problems is Maxio solving and how is that benefiting you?** Maxio helps to connect all our systems together, automate the whole billing process starting from the deal closing by Account Executive - we just have few clicks to transfer the closed deal into the invoice, revenue recognized, analytics by product/customer etc. That is very helpful and all in one! **Official Response from Sydney Zaun:** > Thank you for your positive review! We understand the importance of providing excellent support and are glad to hear that you have had a great experience with Maxio! ### 25. Absolutely Unacceptable – Broken Product with Zero Support **Rating:** 0.0/5.0 stars **Reviewed by:** Charles Z. | Co-Founder & Managing Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2025 **What do you like best about Maxio?** Literally there is nothign good about this product, so many bugs left and right. The product does not do what sales people say it deos. **What do you dislike about Maxio?** Our company has been using this billing software and it is actively preventing us from collecting on outstanding invoices, putting the very viability of our business at risk. The software is riddled with critical issues that block payments and disrupt cash flow and worst of all, there is no real customer support to speak of. There is no phone number to call. Emails and tickets go unanswered. When we do manage to reach someone, all we get is finger-pointing and blame shifting no ownership, no resolution, and no accountability. It’s a never-ending game of hot potato, with no one stepping up to fix the problems they caused. This is not just frustrating, it’s irresponsible and dangerous. If a billing platform prevents its users from collecting money and offers no path to resolution, it’s not just a bad product, it’s a liability. We’ve wasted countless hours and lost significant revenue due to this broken system. Unless the company behind this software makes immediate and drastic changes, I cannot recommend this product to any business that relies on cash flow and basic support. Stay away. Your business depends on it. **What problems is Maxio solving and how is that benefiting you?** Absolutely unacceptable. This billing software is actively preventing us from collecting on outstanding invoices, putting the viability of our business at risk. The product is full of issues that block payments and disrupt our ability to bring in cash. Worst of all, there is no real customer support. There is no phone number to call. Emails and tickets are ignored. When someone does respond, they pass the issue around without taking responsibility. Nobody takes ownership, and no one actually fixes the problem. It’s a constant game of hot potato, and we’re left holding the bag. This is more than just a frustrating experience—it’s reckless. A billing platform that blocks payments and offers no working support is not just unreliable, it’s dangerous to any business depending on timely cash collection. We’ve lost valuable time and revenue because of this system. Unless major changes are made immediately, I would strongly warn any business to stay away from this product. Your cash flow and operations depend on something far more reliable than what this company delivers. **Official Response from Sydney Zaun:** > We apologize for the negative experience you've had with our billing software and the impact it's had on your business. What you’ve described is unacceptable, and we understand the urgency and seriousness of the issues you’ve raised. We appreciate you taking the time to speak with our Director of Support, Sebastian, to work on resolving your issues. We've escalated your concerns to the highest level and are committed to resolving this quickly. We value the opportunity to make this right and hope to restore your trust in the platform. Thank you again for bringing this to our attention. ### 26. Gives me what I need, when I need it. **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin B. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Maxio?** Easy to use, good and intuitive UI. Not something I access every day, but I'm always able to get what I need pretty quickly. **What do you dislike about Maxio?** Although I am able to get what I need, at times it feels like there are more clicks or 'mouse miles' than needed. Some slight UX enhancement would be welcome. **What problems is Maxio solving and how is that benefiting you?** I work in Success Management, so Maxio isn't something built for my role or something I interact with on a daily basis. Maxio houses all of our invoice and payment data. ### 27. Unreliable Experience, But Support Tries to Help. Things get stuck in limbo **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Maxio?** If I'm being honest I dont like it at all. Customer support tries to be helpful. **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. **What problems is Maxio solving and how is that benefiting you?** all billing in one location with same setup ### 28. Accounts Receivable Specialist **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **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. **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. **What problems is Maxio solving and how is that benefiting you?** Maxio helps us streamline complex subscription billing and automate revenue recognition, which significantly reduces manual work and the risk of errors. It ensures accuracy in our financial reporting, simplifies audit preparation, and gives our team better visibility into recurring revenue metrics. Overall, it saves us time, improves compliance, and supports more confident financial decision-making. **Official Response from Sydney Zaun:** > 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. ### 29. Seamless Hubspot Integration Makes Workflow Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Spencer J. | Onboarding Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **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. **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. **What problems is Maxio solving and how is that benefiting you?** Maxio is allowing us to automate and manage our billing for our clients, recognize revenue in one place, and report finances. ### 30. Sr Accounting Manager **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **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. **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. **What problems is Maxio solving and how is that benefiting you?** Maxio helps us streamline complex SaaS billing and revenue recognition processes. It automates subscription management, invoicing, and ASC 606-compliant revenue recognition, which significantly reduces manual work and the risk of errors. This has improved the accuracy and efficiency of our financial close process, allowed us to better manage deferred revenue, and provided more reliable data for reporting and forecasting. The integration with our CRM and accounting systems also helps maintain consistency across platforms, saving us time and ensuring better data integrity. ### 31. A great time saver. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Maxio?** Maxio has helped tremendously with managing contracts. It has caught errors and saved a lot of time. **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. **What problems is Maxio solving and how is that benefiting you?** Contract management and eventually revenue recognition ### 32. Maxio Streamlines SaaS Finances, But Reporting Needs More Flexibility **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2025 **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. **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. **What problems is Maxio solving and how is that benefiting you?** It solves the problem of being compliant with ASC 606 and recognizing revenue. We don't use Netsuite or a more robust ERP system and so Maxio solves that problem for us. It also brings together all of our transaction data into one place, even if it is a challenge to then use that data for reporting within the platform itself. **Official Response from Sydney Zaun:** > 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 ### 33. Core Application Is Acceptable - Customer Support is lacking **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Veterinary | Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2025 **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. **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. **What problems is Maxio solving and how is that benefiting you?** The advanced billing module makes subscription management simple and easy to set up. Automated dunning was able to drive massive effiencies for our customer service department and streamline subscription management. **Official Response from Sydney Zaun:** > 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. ### 34. made tracking sales so much easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **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. **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. **What problems is Maxio solving and how is that benefiting you?** Maxio is solving the challenge of managing complex SaaS billing, subscription management, and revenue recognition in one unified platform. Before Maxio, these processes often required multiple tools or manual workarounds, leading to errors and inefficiencies. Now, with automated invoicing, accurate GAAP-compliant revenue recognition, and real-time SaaS metrics, we can close the books faster, scale our operations more efficiently, and make data-driven decisions with confidence. It’s been a major win for both our finance and RevOps teams. ### 35. Takes a Little Adjusting, but Worth It **Rating:** 4.0/5.0 stars **Reviewed by:** Oksana M. | Billing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2026 **What do you like best about Maxio?** very functional, easy billing, many reports **What do you dislike about Maxio?** a little hard to adjust more finicky than other billing platforms **What problems is Maxio solving and how is that benefiting you?** calculating ARR/MRR ### 36. MAXIO FOR SAAS **Rating:** 4.0/5.0 stars **Reviewed by:** Jarrett C. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **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. **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. **What problems is Maxio solving and how is that benefiting you?** Maxio is solving the problem of having information previously in many different locations while placing things in 1 place now. **Official Response from Sydney Zaun:** > 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. ### 37. SAAS software for revenue recognition **Rating:** 4.0/5.0 stars **Reviewed by:** Emilia H. | Senior Financial Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Maxio?** I truly enjoy using this app! It stands out for being fast, efficient, and, most importantly, highly reliable. Among the various apps I've tried, this one is certainly among the best. What I find especially remarkable is how simple it is to manage my funds with it. **What do you dislike about Maxio?** I find slow customer service quite frustrating. Having to repeatedly follow up just to get issues resolved is not ideal. On top of that, it appears that the various departments do not communicate effectively, as we ended up receiving conflicting information from different representatives we contacted. **What problems is Maxio solving and how is that benefiting you?** Maxio is helping us transition our revenue recognition criteria. ### 38. Great user interface and customer service support team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Maxio?** User interface is very straightforward and intuitive. Also, I once reached out to the support team when I had an urgent issue, and had a very positive experience. The reps I worked with, Judith Sugala and Danielle, were sharp and quick to respond. **What do you dislike about Maxio?** Unsure of capabilities / ease of use when it comes to using a credit based pricing system **What problems is Maxio solving and how is that benefiting you?** Ability to quickly check on overdue invoices, ability to issue credits and refunds, ability to quickly pull invoices and send them to clients. Ideally, it would be nice if MAXIO automatically followed up with clients whenever there was an overdue invoice, so that CS reps do not have to manually follow up with each of their clients. ### 39. Powerful Metrics, Great Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Alison L. | Director of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2025 **What do you like best about Maxio?** Maxio helps us stay on top of customer payments, eliminates a lot of potentual human error in invoicing, and it's extremely easy to export data all kinds of data for further analysis in Google Sheets. The customer support is some of the best in the industry. **What do you dislike about Maxio?** There is a couple seconds latency whenever you navigate to a different page which can really add up and break your workflow. **What problems is Maxio solving and how is that benefiting you?** Maxio understands the difference between accounting revenue recognition and SaaS ARR, and the built-in reporting removes a lot of manual calculations for us. The invoicing options are sophisticated enough to accommodate custom enterprise billing. It automates a lot of our dunning process. It serves as a single source of truth for customer billing and payment history. **Official Response from Sydney Zaun:** > Thank you for sharing your experience with Maxio. We're glad to hear that our platform has helped automate your billing processes and provided valuable reporting capabilities. We'll take note of the latency issue and work towards enhancing the user experience. ### 40. Efficient and User-Friendly, But Too Many Tabs Open **Rating:** 5.0/5.0 stars **Reviewed by:** Sonja C. | Digital Account Success Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Maxio?** Maxio helps us keep all of our digital clients and their invoices all in one place making it efficient for our team. It's easy to use and I prefer it over other money handling systems. **What do you dislike about Maxio?** Every new click opens up a new tab, I look up and I have 20 browsers open. **What problems is Maxio solving and how is that benefiting you?** Streamlining client and money transactions ### 41. Maxio - Simplified SaaS Billing **Rating:** 4.0/5.0 stars **Reviewed by:** Krushna K. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Maxio?** Maxio is easy to understand and learn, it helps maintain accuracy in financial reporting and revenue recognition, streamlining audits and improving financial processes. Being an Accountant for SaaS companies this is very important factor that I liked about them. Also they are consistently improving their offerings. **What do you dislike about Maxio?** Maxio has little onboarding process, Also there have been instances syncing not working with clould accounting software's **What problems is Maxio solving and how is that benefiting you?** My client's charge their end customers on a different subscription model. Customers purchase the SaaS online Product or services for a specific period like Weekly or monthly, as soon the service is purchase Maxio allow us to charge the customer and it has robust API which is connected to the website so customers can see the points added in their account to use the product/services and they can pay instantly and Maxio takes care of the invoicing and bookkeeping for the client's. ### 42. Solid potential hindered by a rough UI/UX **Rating:** 3.0/5.0 stars **Reviewed by:** Ethan C. | VP of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Maxio?** Maxio has helped automate the sending of invoices, which was the primary problem we were trying to solve as a small company. The onboarding process was thorough, but implementation required a lot of manual work and took significantly longer than we'd anticipated. **What do you dislike about Maxio?** The tool itself is not very user friendly, and trying to navigate around it can be frustrating. Managing customer transactions/contracts is complicated. I worry that if our Maxio admin were to leave the business, it would be very difficult to get someone else up to speed in a reasonable amount of time. This introduces risk to the business. **What problems is Maxio solving and how is that benefiting you?** We were previously using a legacy tool for SaaS billing, and it wasn't scaling with our business. Maxio is built to thrive in the SaaS billing world, and it's made the invoicing process much more automated. **Official Response from Sydney Zaun:** > Thank you for highlighting the benefits of using Maxio for automating your invoicing process. We acknowledge your concerns about the complexity of managing customer transactions/contracts and the potential risk to the business. We are actively working to make the tool more intuitive and user-friendly to mitigate these challenges. ### 43. Positive organizational impact **Rating:** 4.0/5.0 stars **Reviewed by:** John O. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Maxio?** Automation and integration of deferred revenue management. Allowed us to move away from complex spreadsheets. Built in checks to ensure billing confinuity. Simplifies SaaS reporting. **What do you dislike about Maxio?** A few quirks in the system that could still be ironed out, particularly in managing VAR billing relationships **What problems is Maxio solving and how is that benefiting you?** Move away from spreadsheets that were prone to error **Official Response from Sydney Zaun:** > It's great to hear that Maxio has helped you move away from error-prone spreadsheets and streamline your billing processes. ### 44. Robust Contract Billing, but Reporting Could be more User-Friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2026 **What do you like best about Maxio?** robust billing capabilities when it comes to billing contracts **What do you dislike about Maxio?** reporting is robust but not very user friendly **What problems is Maxio solving and how is that benefiting you?** automating billing and collections. SFDC integration makes it seamless to receive and enter contract info saving time on data entry ### 45. Easy to Use and Accurate, But Long-Term Deferred Revenue Needs Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Warren B. | VP of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Maxio?** Very easy to use, provides accurate data, and customer service responds quickly. **What do you dislike about Maxio?** Long -term deferred revenue issues associated with credit memos and no phone number to call customer service. **What problems is Maxio solving and how is that benefiting you?** Maxio provides our company with revenue recognition data to support ASC-606. They also solve how we invoice customers. **Official Response from Sydney Zaun:** > We're glad to hear that you find Maxio easy to use and that it provides accurate data. We apologize for any inconvenience caused by the long-term deferred revenue issues and the lack of a phone number for customer service. We are continuously working to improve our system and customer support, and we appreciate your feedback. ### 46. Don't look under this rock, it will bite you in the end. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2025 **What do you like best about Maxio?** So far, there is nothing positive I can say about Maxio. And this is 2 years+ as a customer. Why I am still a customer, you may ask? A lot of resources went into the implementation and integration so leaving and turning on a new service isn't just something that happens overnight. **What do you dislike about Maxio?** So far, pretty much everything. My team and I are daily users. The product is unreliable. There are daily miscues with invoicing, there are daily posting errors to QBO. The features don't perform as expected i.e. we have had a fair amount of issue with multi-frequency billing and client onboarding. The support is non-existent (not dramatizing this). And if you are lucky enough to get someone they "send it to a Senior Product Manager" who never does anything nor gets back to you. I now have 4-6 tickets for basic issues / bugs that are going on 6 months old. GO ELSEWHERE, for your sake! We waste countless hours chasing our tails with Maxio. **What problems is Maxio solving and how is that benefiting you?** Maxio isn't solving problems for our team these days, but rather creating issues for us which never get any attention and thus never get fixed. ### 47. Flexible Product Configuration, But Steep Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Lesego R. | Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Maxio?** What I like most about Maxio is the product configuration; you have the freedom to to modify your catalog as you want **What do you dislike about Maxio?** Complicated for new users; user interface could be more friendly. **What problems is Maxio solving and how is that benefiting you?** We have two membership types and Maxio caters for both. i.e. recurring and block membership **Official Response from Sydney Zaun:** > We're glad to hear that you appreciate the flexibility of our product configuration. We understand that there can be a learning curve, and we are continuously working to improve the user interface to make it more user-friendly. ### 48. Great product! **Rating:** 5.0/5.0 stars **Reviewed by:** Libia O. | Business and Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2023 **What do you like best about Maxio?** Maxio is getting even better. Many new features have just been released for an easy process. **What do you dislike about Maxio?** An immediate call with an assistant is not available, but help is given right away via email. **What problems is Maxio solving and how is that benefiting you?** Deferred revenue is easier to be processed with this tool. ### 49. Effortless Client Management, But Needs Single Sign-On **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Maxio?** fairly easy to find clients and send invoices out **What do you dislike about Maxio?** i wish it connected with google logins or some kind of single sign on, i have to log in multiple times per day, it would also be easier if i could just send maxio invoices from salesforce and not have to log in to a separate platform **What problems is Maxio solving and how is that benefiting you?** its very quick to send invoices and useful how it stores past information such as contact emails and its easy to see when invoices are paid **Official Response from Sydney Zaun:** > We're glad to hear that Maxio has been helpful for quick invoicing and storing important information! ### 50. User friendly and comprehensive database! **Rating:** 4.0/5.0 stars **Reviewed by:** Erin H. | Customer Service and Operations Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2025 **What do you like best about Maxio?** I really enjoy how user-friendly and intuitive the platform is to locate insights about customer information and their billing. I use it pretty frequently, and would feel very comfortable onboarding a new team member to it. Whenever I have questions or need additional support, I've been super impressed with the Maxio Customer Support team. They respond quickly and thoroughly and are always on-hand for additional follow-up questions. **What do you dislike about Maxio?** It would be helpful if it was easier to edit/review the emails sent to customers through the Maxio platform. They seem to be harder to edit in the platform than on other platforms. **What problems is Maxio solving and how is that benefiting you?** Maxio gives me an overview about customer subcriptions and previous billing. I use it frequently throughout each day, and I honestly don't know what I'd do without it. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-14+07%3A15%3A19+-0500&secure%5Bsession_id%5D=38c8a228-57c8-4e56-9f21-3877f57e1c61&secure%5Btoken%5D=66c5dd06cfa1e4c397a2112c22916edbfad679720eb95d15d89d184bb7d833c8&format=llm_user) ## Maxio Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [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) - [Domo](https://www.g2.com/products/domo/reviews) - [Faire – QuickBooks Online - QBO](https://www.g2.com/products/faire-quickbooks-online-qbo/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [GoCardless](https://www.g2.com/products/gocardless/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Mosaic Tech](https://www.g2.com/products/mosaic-tech/reviews) - [NetSuite](https://www.g2.com/products/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) - [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 - 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