Maxio

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Maxio	Score 9.1 out of 10	N/A	Maxio helps B2B SaaS companies maximize their revenue operations. The 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.	$599 per month

Pricing

Maxio

Editions & Modules

Build: $0
30 Day Trial
Grow: $599
per month up to $100k in monthly billings
Scale: Custom

Offerings

Pricing Offerings
Maxio
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Entry-level Setup Fee

No setup fee

Additional Details

Build Plan - Developer-friendly sandbox where you can try out billing for free for 30 days. Grow Plan - Complete B2B subscription management platform with billing, revenue recognition, and reporting. Scale Plan - Tailored solution to support high billing volumes and advanced requirements. Talk with Sales about available volume-based discounts.

More Pricing Information

Community Pulse
	Maxio
Considered Both Products	Maxio DP Daniel Patterson CEO (Chief Executive Officer) Chose Maxio Maxio (via information we found on their website and in the initial sales call) seemed like the most comprehensive fit at the time and we liked the interface. We eventually found out that there was a massive gap between what was promised us and what was actually delivered. … Helpful? Verified User Director Chose Maxio I inherited SaaSOptics from several predecessors that worked on it before me. I believe they used Chargebee or Chargify before SaaSOptics, but I haven't used them. I pray that the market comes up with a better product for subscription revenue management, SaaS metric reporting, … Helpful? Verified User Employee Chose Maxio QuickBooks is what we originally used for invoicing, but we outgrew that and it was taking up a lot of time to manually create invoices. We also were tracking invoicing on an Excel spreadsheet for 500 customers, so there was a lot of room for error. SaaSOptics eliminated these … Incentivized Helpful? Christopher L. Smith Chief Financial Officer Chose Maxio SaaSOptics was all that I looked into. Incentivized Helpful? Verified User Manager Chose Maxio The reporting is better than what I've used in other products. I have been very impressed with the range and availability of the metrics. It's been a few years since I used Recurly regularly, but I have no need to look elsewhere for billing management needs after working with … Incentivized Helpful? Verified User Manager Chose Maxio Chargify is easier to use and manage. The Achilles heel is the 3rd-party integrations, where the options are limited. If managing a few products or businesses, this can be the more ideal option. WooCommerce has easy integration with WordPress but it requires the help of … Incentivized Helpful? Heather Robinette, MBA Marketing Manger Chose Maxio We did not evaluate other options. We decided to go with Chargify based on the ease of use and the ability to have multiple sites within one account. It accomplished what we needed to and for a price that was within our budget. At the time, Chargify was a great fit and we … Incentivized Helpful? Verified User C-Level Executive Chose Maxio The other products (QuickBooks and Salesforce) are complementary to SaaSOptics. I have not used any products that compete directly with SaaSOptics although I understand there are several out there. Incentivized Helpful? Verified User C-Level Executive Chose Maxio I researched other options for Revenue Recognition, but SaaS integrates with QB Desktop, was reasonably priced and met all of our objectives. Helpful? Andrew Christianson Controller Chose Maxio Insight Squared did not integrate with HubSpot which is what we use as our CRM. We chose SaaSOptics because it offered GAAP compliant revenue recognition, great reporting, and the user experience quality was high. Helpful? Jodi Shaw Manager, Operations Chose Maxio We had no other products at the time of the SaaSOptics selection. Helpful? Mindy Molisee Vice President of Accounting and Finance Chose Maxio Zuora is a B2C subscription billing system best used for companies like Netflix. For a B2B company, the sales process can be much more complex and Zuora was never able to handle that. For the 2 years we struggled with Zuora (now referred to the dark ages within our company) we … Incentivized Helpful? Ken "Blockchain" Simpson CEO Chose Maxio We evaluated Recurly early on but rejected it because at the time it did not support the payment gateway we needed, and lacked some metered billing stuff that we needed. I understand they now have improved, but we did not go back to re-try them. Incentivized Helpful? Ammon McNeff President Chose Maxio We evaluated several recurring billing services - but Chargify was the only one we found that supported our current merchant portal. They had the widest selection of merchant portals - and the most competitive service fees. Incentivized Helpful? Eric Weiss Customer Service Representative Chose Maxio I haven't used anything other than Chargify. Incentivized Helpful? Verified User Vice-President Chose Maxio I was not part of the decision to select Chargify. Incentivized Helpful? Vinnie Murdico Owner Chose Maxio We previously used another recurring processor. Although their product worked well and was much cheaper, their customer service became increasingly less responsive. Chargify's API is equally easy to implement as our previous recurring payment processor.. Incentivized Helpful? DJ Daniel Jaffe Co-Founder, CTO Chose Maxio When we were looking we did not find any alternatives that could stack up against Chargify. Incentivized Helpful? Ben Fry Software Development Manager Chose Maxio Chargify met a list of set requirements and our budget at the time. The main items were: Salesforce integration Incentivized Helpful? MH Matthew Herrera CEO (Chief Executive Officer) Chose Maxio Pricing ends up being pretty close across the board with their main competitors. What it came down to for us is having a vendor that went the extra mile and we felt that Chagify met that and they have exceeded that expectation. Helpful?

Best Alternatives
	Maxio
Small Businesses	WooCommerce Subscriptions Score 8.6 out of 10
Medium-sized Companies	Sage Intacct Score 8.6 out of 10
Enterprises	Salesforce Revenue Cloud Score 8.7 out of 10
All Alternatives	View all alternatives

User Ratings
	Maxio
Likelihood to Recommend	1.0 (23 ratings)
Likelihood to Renew	9.1 (1 ratings)
Support Rating	8.0 (2 ratings)

User Testimonials
	Maxio
Likelihood to Recommend	Maxio (previously SaaSOptics + Chargify) In my opinion, Maxio is well suited for a large company with simple products/billing scenarios and 10s of thousands of dollars available to waste on implementation, learning curve, and mistakes. For any other company, I do not advise purchasing Maxio. DP Daniel Patterson CEO (Chief Executive Officer) Read full review
Pros	Maxio (previously SaaSOptics + Chargify) Managing deferred revenue. Contract management is flexible and allows us to see data that we never had before. Billing is painless and is now done within a couple hours. Previously it would take at least 1-2 days. Business Metrics and Reporting. Incentivized Mindy Molisee Vice President of Accounting and Finance Read full review
Cons	Maxio (previously SaaSOptics + Chargify) Options for Cash-based businesses. While it's not GAAP compliant and most users are accrual, many SaaS start ups are still small and operating on a cash basis. Commissions Module since SO already has all our data intergrations So many different features and data entry points that manual data entry errors are common Incentivized Verified User Anonymous Read full review
Likelihood to Renew	Maxio (previously SaaSOptics + Chargify) They are a crucial piece of what we do. We hope to have them as a vendor for a long time to come. MH Matthew Herrera CEO (Chief Executive Officer) Read full review
Support Rating	Maxio (previously SaaSOptics + Chargify) They are willing to help with most challenges and are pretty easy to get ahold of by phone. They are limited in their reach, when it comes to bulk cancellations, along with some other bulk edits. It is no fault to them, Chargify is just a system that hasn’t been upgraded much over the years. Incentivized Verified User Anonymous Read full review
Alternatives Considered	Maxio (previously SaaSOptics + Chargify) I inherited SaaSOptics from several predecessors that worked on it before me. I believe they used Chargebee or Chargify before SaaSOptics, but I haven't used them. I pray that the market comes up with a better product for subscription revenue management, SaaS metric reporting, and financial projections. Unfortunately, I don't have the time or the team to be able to successfully complete the transition to new software at this time, so I feel like I'm stuck with SaaSOptics at this point Verified User Anonymous Read full review
Return on Investment	Maxio (previously SaaSOptics + Chargify) Limitations in Chargify's invoicing capability has resulted in our finance team having to manually send invoices from our accounting system. This has resulted in 10-15 hours a week of resource wasted on something that Chargify should automatically do. If this isn't addressed, then the wasted time will increase as we scale. Incentivized Nikhil George Product Manager Read full review
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