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Formerly Chargify + SaaSOptics


What is Maxio?

Chargify provides a SaaS billing solution that handles free trial periods, one-time fees, promotions, refunds, email receipts. They support billing your customers by credit card or invoicing for larger accounts. Prices start at $65/month for 20 customers, and trend upward…

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Recent Reviews


8 out of 10
April 29, 2021
We currently use SaaSOptics in Finance for sending out and tracking invoices for our SaaS clients. It has cut down on invoicing time …
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Reviewer Pros & Cons

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Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $599 per month
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Product Details

What is Maxio?

Chargify offers Recurring Billing and Subscription Management. According to the vendor, Chargify Elastic Billing turns billing into a competitive edge for modern recurring revenue-based businesses that need to personalize and differentiate their offerings for the Relationship Economy.

Founded in 2009, Chargify has helped thousands of businesses manage millions of offers that drive billions in annual revenue. Chargify promises to remove billing bottlenecks and give front, corner, and back office teams the speed and flexibility to grow faster.

Maxio Features

  • Supported: Offer Management
  • Supported: Recurring Billing
  • Supported: Subscription Relationship Management
  • Supported: Revenue Retention
  • Supported: Subscription Analytics & Insights

Maxio Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Mobile Web

Frequently Asked Questions

Chargify provides a SaaS billing solution that handles free trial periods, one-time fees, promotions, refunds, email receipts. They support billing your customers by credit card or invoicing for larger accounts. Prices start at $65/month for 20 customers, and trend upward to $1,299/month for 10,000 customers

Maxio starts at $599.

Braintree, a PayPal service, Fusebill, and Recurly are common alternatives for Maxio.

The most common users of Maxio are from Small Businesses (1-50 employees).
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Reviews and Ratings


Attribute Ratings


(1-23 of 23)
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Score 1 out of 10
Vetted Review
Verified User
We signed up for Maxio because we needed more billing features and flexibility. We were using QBO and SamCart (and still use them in some capacity). However, we were using QBO for our custom contracts for [...] and QBO doesn't have a PCI-compliant signup page for customers and lacks the ability to autobill customers for the duration of their contract. SamCart offers the PCI-compliant signup page but lacks the ability to create custom contracts (flexible on duration and amount) under a singular product. We also were looking for a solution for billing for our usage-based software business (...).
  • The Maxio interface (excluding SaaSOptics) is clean.
  • Our experience was so bad that it pushed us to find another solution and we found Chargebee. In my opinion, they have been amazing and have accomplished in 4 weeks what took Maxio 10 months.
  • We are a small company and the onboarding process took over 10 months to complete.
  • The Maxio billing API is a nightmare for us. We have a usage-based billing product that consistently showed issues (incorrect invoices) every single month we used Maxio. Our developer is a former Google dev and expressed that he has never been more frustrated with a company than he was with Maxio. His points below:
  • No Golang API.
  • He felt their API was poorly documented and things had to be guessed.
  • Everyone is enrolled in everything, just use a non-zero usage to activate. In my experience, this made it impossible to indicate programmatically that there was no usage but should be a default bill, so I needed to send 1 when 0 was the usage AND I needed to remember which service the customer was using.
  • Time zones never did get figured out. Eventually we abandoned recording usage on the first & last day of the month.
  • Highest-day-billed is not an available feature set, which meant yet another thing our billing integration had to take care of.
  • For us, there was little time to verify the bills before they went out. It did not appear configurable
  • In my opinion, Consultants seemed to struggle with their own system.
  • In our experience, there was effectively no way to 'dry-run' without changing all the parameters for a shorter time period which then work differently. It effectively required building an unrelated system which we had no time for.
  • Negative usages horror: you can't correct something day-by-day, because if it ever goes below zero (when sending a negative usage update) then it would keep it at 0, so, for us, this required managing all usage records at once for a customer.
  • In our experience, usage queries returned every record for a user forever, so filtering was a chore, especially considering the time zone mess. Queries were required to set usage to match our system because you couldn't just express a value: it was always an accumulation.
  • Maxio used Guide CX for our onboarding checklist. We found it was a confusing list and the descriptions for each item were blank (zero help documentation and zero context). We were told after a month or so that the onboarding template we were using wasn't even applicable to our business and they would need to update it.
  • We found it nearly impossible to get in touch with management when our implementation consultant for the first 6 months was negligent and refused to communicate. He was eventually replaced.
  • With both the old and new implementation consultants, the only way we had a record of meeting notes and action items (including things that needed to be done on Maxio's end) was if WE took the notes and emailed them the action items. On many occasions, it took multiple emails from us with the same action items to get anything accomplished.
  • We wanted to migrate our existing customers over in bulk (from QuickBooks and SamCart) and avoid having them re-submit credit card info and we were told in the sales call that this was both possible and easy. Three months post-sales call, we were unable to get ahold of the technical solutions consultant who promised the easy solution and had still not migrated our customers due to the implementation consultant telling us the bulk migration was difficult and cumbersome. We ended up going the exact route we didn't want to take and spent 10s of hours migrating customers manually and asking them to re-submit their credit card information via the public signup pages.
  • Our product catalog was built entirely wrong at the advice of the implementation consultant and had to be completely rebuilt. We had no revenue visibility for 8 months other than the lump sum.
  • In our experience, we waited weeks for responses from everyone we spoke to at Maxio.
  • We weren't instructed that we needed to enable 3D Secure in Braintree, which lead to a host of client issues with the public signup pages, multiple support tickets dragged out over weeks, and thousands of dollars of lost revenue.
  • We found that the only way to triage our clients' tech issues was by asking them to complete technical tasks beyond their understanding (screenshotting their browser console, for example), which left them frustrated and waiting sometimes multiple weeks for answers.
  • We were told we could use the SaaSOptics / Quickbooks integration to make life easier for our accountant. After 4 months of asking about it, we were finally told that, since we had two business entities in one account, we would have to pick only one instance to connect to QuickBooks. For the other business, we would have to export an invoice CSV file and manually upload to QuickBooks. We were also advised that the QuickBooks connection was clunky and not recommended.
  • SaaSOptics was a nightmare for us to use and resulted in a lot of frustration. It was difficult for us to produce even a simple revenue report. We found this out after a few weeks of Maxio debating internally on whether or not revenue reports were even included in our $600/month plan.
  • The only way to customize the public signup pages was by altering the JavaScript.
  • For products with components, the client has to specify a quantity of "1" for each component of the plan on the public signup page. If they screw this up, they are either overcharged (if >1 for each component is chosen) or the component has to then be manually added to their account. The only way to lock the values of components on a public signup page is by using JavaScript.
  • There is no option for cash-based accounting, only accrual.
  • The implementation consultant wanted to speak with our accountant regarding a QuickBooks item sync and a few other items involving monthly tasks for the accountant. We don't have a full-time accountant, meetings with outside softwares is not factored into our accounting package, and we certainly weren't factoring in the extra expense of training an accountant on a new software.
  • In our experience, for more complicated products with multiple components or billing scenarios, testing was limited. With an API as complicated as Maxio's, we really needed a feature like Chargebee's "time machine" to ensure our products and components were working properly.
  • Because the implementation dragged out to almost a year, one of my most talented employees was constantly tied up in communications, troubleshooting, and firefighting. This was expensive monetarily... but more importantly, it was a HUGE misallocation of her considerable talent. Other projects that she was working on dragged out because of this, in my opinion, absolute joke of a company.
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.
Score 3 out of 10
Vetted Review
Verified User
SaaSOptics (SO) integrates with our CRM (Salesforce) and our GL accounting software (Quickbooks Online; QBO). I inherited this software from several predecessors before me. SO mainly serves as an intermediary between our CRM and GL to keep track of our customers, send invoices and perform collections and dunning, maintains our revenue and deferred revenue schedules and ARR reporting so we don't have to use Excel. Not having to keep track of all of this in Excel is a huge benefit for us and allows us to delegate the bookings process to a lower level staff member. The automated emails when an invoice becomes past due (or any other time period you set) is helpful as well. SO can also sync sales tax settings from QBO so we properly charge sales tax to our customers.
  • Integrates with CRM (Salesforce) and accounting software, and keeps our team out of Excel for revenue and deferred revenue
  • Provides assistance with automating our AR collections process
  • The Quickbooks Online (QBO) and SaaSOptics (SO) sales tax integration seems to work well (with the help of a sales tax consultant) and allows us to stay organized enough that we haven’t needed to implement another software like Avalara
  • You can easily export a Transaction List of all transactions in the system
  • You can set up a parent/child relationships to get more accurate ARR reporting at the customer account level and customer count level.
  • The ability to set up and allow customers to make payments by ACH and credit card through the Stripe integration was easy to set up. It does take 2 days for credit card payments to hit your bank account though, and you can’t pass along the credit card fees to your customers (some states don’t allow passing along the fees to customers).
  • I can barely use the full functionality of the software because of reporting and transaction issues that are not easy to resolve, and appear to be system limitations. For example, the cohort report doesn’t make any sense, the gross renewal and reports are completely inaccurate, and they still haven’t created an accurate, standard MRR and ARR report (order dates before the subscription period could result in overlapping transactions, which will be excluded from the ARR report, so your ARR is understated and you could make uninformed decisions)
  • You cannot renew transactions between customers, which is a total pain. There is very little guidance on how to handle mergers and acquisitions and there has been a significant amount of M&A in the market lately. Their customer support says you need to move the invoices to the new customer in your GL system, but I don’t want to change any historical information that could potentially change our audited financials.
  • It is too easy to make mistakes and not understand or realize where and how the issue was created and how to resolve it
  • There is very limited information (MRR and ARR at End of Month, and Total AR Balance, which isn’t groundbreakingly helpful) you can send from SaaSOptics to Salesforce, and the Salesforce IDs can easily change without you knowing, which stops the information from flowing from SaaSOptics to Salesforce
  • They have a Dropbox functionality to save executed contracts, but I think it would be better to store them in your CRM where the sales, AM, and CS teams can access the docs instead of trying to teach your team members how to us SaaSOptics.
  • They have a Clearbit integration to get more detailed information about your customer, but I haven’t set this up, and am unsure why you would use it if your CRM already imports information from ZoomInfo
  • They don’t have an integration with, so I don’t understand how they expect customers to use their expense module
  • There is no need to use their expense module for 606 commissions if you already have a commission software that can handle 606. I haven’t had to implement 606 on the revenue side, but that seems to be a more practical use case.
  • You can’t natively integrate with a customer success software, like ChurnZero. You need to hire a developer or pay more.
  • It is difficult to collaborate and share reports with other parties. Their reports doesn’t export cleanly either and requires additional Excel manipulation. There is no multi-year reporting without creating custom fields and additional data entry. You can’t easily create a bookings report based on the order date or signed date, which could be different than the subscription start date.
  • The granularity of security settings is not great and they don’t help you organize and direct users to use the software. My preference would be to not have any report users in the system.
  • There are poor notifications about invoice issues. For example, our AR invoice email keeps getting unsubscribed when we want to have a copy of the invoice saved in our email to prove it was sent. If an invoice is rejected or kicked back, then you will not know until the invoice becomes past due and you start investigating why your customer hasn’t paid you yet.
  • Invoice template changes impact all previous invoices, which doesn’t make sense and distorts your audit trail. Invoice template changes should only impact the present and future invoices. You also can’t easily add invoice 1 of 8, invoice 2 of 8, etc. You have to have manually type it in the invoice description.
  • The detail for revenue and deferred revenue does not sync to the GL. You have to make a manually summary journal entry once a month.
  • There is no data validation on the billing and shipping state fields so when you run a report of “Sales by State”, you will have uncombined rows for “CA”, “California”, “Ca”, which isn’t helpful as we try to do an economic nexus review for sales tax.
SO is helpful for small accounting and finance teams that do not want to manage revenue, deferred revenue schedules, ARR, and customer count in Excel. It is also well-suited for organizations that have very few mergers and acquisitions among their customer base, are not dependent upon the SO projections for FP&A, want to have a more automated AR invoice collections process, and receive payments through credit card and ACH easily.
Score 9 out of 10
Vetted Review
Verified User
We use Chargify to handle subscriptions for our 1000+ members.
  • Can set up multiple price points (products) with ease
  • Discounts are super-easy to integrate
  • Reporting is fantastic, so you can easily see your churn, paid subscribers, etc
  • API allows you to create custom forms on your own site
  • Their sales tax integration could use more help
  • Limited ability to customize emails/invoices/landing pages
  • DKIM/SPF support is weak, resulting in some emails not being delivered
While it works great for subscriptions, I'm not sure this would be robust enough for a non-subscription business.
April 29, 2021


Score 8 out of 10
Vetted Review
Verified User
We currently use SaaSOptics in Finance for sending out and tracking invoices for our SaaS clients. It has cut down on invoicing time tremendously, as we used to just manually create them in QB and track them using Excel. Some of the reports have been useful to product and sales teams as well.
  • Invoice Automation
  • Data Integrations
  • Customer Service
  • 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
SaaSOptics is awesome for growing companies that want to automate their invoicing. I like that it is also aimed at subscription based sales structures rather than sales that occur at a single point in time (but has the ability to support both). SaaSOptics makes it super easy to keep track of subscriptions, renewals, co-terms, etc. The reporting is a great feature, but we are unable to use most of the reports as we are a cash-based accounting firm. SO caters to accrual accounting and GAAP compliant firms which makes sense as it is the most commonly accepted accounting basis here in the US, but many small SaaS start-ups are still operating on cash basis. We are one of those companies, so we are able to get a ton of use out of the invoicing side of things, a lot of the reports are useless for us. We also wish SO had a commission module since we already integrate our CRM and accounting softwares into it, but that is not a make it or break it for us. We love the time SO has saved us.
Christopher L. Smith | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We used SaaSOptics for a few things:
  1. Manage customer contracts.
  2. Invoice customers.
  3. Invoice collections.
  4. Link between Salesforce and QuickBooks.
  • Very easy to automate and keep track of invoices.
  • Great collections tools - automate messaging to customers that drives collections via cadences functionality.
  • Single source of the truth, maintains everything related to each customer's contract. Schedules out invoicing, revenue recognition, renewals along with storing actual contract and notes.
  • Our implementation process was a bit overwhelming. Too much information, too deep, should have focused on core functionality first. I believe they fixed this subsequent to our implementation.
  • Should be able to attach physical contract to the contract level, not at the customer level.
  • I never really used the analytics and reporting functionality, seems like it would have been great.
It fit our use case perfectly. We acquired hundreds of contracts with an acquisition (prior to had only a few contracts). Our business model completely changed and we needed to make sure there were no interruptions in billing and most important collections from these contracts. SaaSOptics helped me quickly get control of and manage these contracts and get processes in place.

Best used for recurring invoicing - monthly, quarterly annually, etc. Invoicing and collections can be automated without the need to hire staff.
Score 10 out of 10
Vetted Review
Verified User
We use SaaSOptics for our billing needs. The invoicing service, past due reporting, and total financial history reports are used daily by executive leadership and customer management. Our CSMs are confident in using it and helping their customers. We track growth and expansion through the interactive reporting, and we are then make plans for continued success with our expanding users.
  • The default reports are easy to use and provide concise information.
  • Tracking what my customers have spent, and what items they have purchased, is easy to find and identify.
  • Their support squad is fantastic.
  • There are some minor UI changes that would improve ease of use and functionality.
SaaSOptics is great for our billing management. It's easy to help customers update their billing information, sending them their current invoicing, and tracking any past due invoices. The reporting is clear to know where we are winning as a team.
I haven't found a scenario where SaaSOptics has not met my expectations for the service it provides.
Score 8 out of 10
Vetted Review
Verified User
We use it for subscription box subscribers. This helps with keeping track of monthly, quarterly, biannual, and annual subscriptions. It has also been used for one time purchases, gift subscriptions (which are non-renewing), and special edition subscription. Changing subscription renewal dates in bulk is relatively simple. Canceling subscriptions in bulk can be a challenge though.
  • Subscription management
  • Bulk changes to renewal dates
  • Order exports
  • Bulk cancellations
  • Integrations with 3rd-party services
  • E-commerce order functionality
It is well suited to renewing subscription products. It is not so great for e-commerce orders. If your business has only a few varying subscription products, it’s easy to use and manage. If you have a series of complex subscription services, it is not as useful and can be a bit time consuming to manage.
Nikhil George | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
We use Chargify as our billing platform. It manages all our customer subscriptions and facilitates payments via our payment merchant. A number of departments across the company use Chargify. The product department sets up and manages the Chargify integration with our application. Finance users Chargify to ensure customers have subscribed to the right plan and are charged correctly. Sales, customer support, and success use Chargify to view customer account information.
  • Scales well as our customer base grows
  • Good reporting and continues to improve
  • Stable product - no downtime except for scheduled maintenance which rarely requires app downtime
  • Needs to improve customer invoices. Currency customers who pay by credit card cannot be sent an invoice from Chargify, only a payment receipt. This means we have to manually generate invoices from our accounting system. Apparently this feature is coming, but we've been waiting for years.
  • Reporting could be better. We need multiple Chargify sites because each site can only charge in one currency. Unfortunately, the Chargify reports can't consolidate the multiple site data. Therefore you need to run separate reports for each site. This has resulted in us having to use another SaaS tool for reporting.
  • API could be improved. We use ChartMogul for our reporting due to limitations in Chargify's reporting. However, they have made the decision not to improve the integration due to continued technical issues with the Chargify API data. Other SaaS analytic tools have recently discontinued their integration with Chargify.
  • Pricing - for the limitations mentioned above, the monthly subscription price is quite high.
If you are a small startup, likely to be charging only in one currency, then Chargify will likely be suitable for you, as it was for us when we first started. However, as you expand and need to charge in additional currencies and require good reporting, you might find Chargify becomes more cumbersome. You do get a very stable and reliable billing platform with Chargify. I can't recall any downtime dues to issues. In the last 5 years, there have been only been 2 times where the app was down, both for scheduled maintenance. The communication leading up to the downtime was excellent, the app was up and running well within the maintenance window and everything kept functioning smoothly afterward.
September 11, 2019

A Billing System That Bills

Heather Robinette, MBA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Chargify is used as our billing system. We have software that is licensed on a monthly basis so customers pay for the licenses monthly. We use Chargify to charge and track all of our billing information. It is used by the company and it addresses the need for a billing system that integrates with our platform.
  • Billing - We've never had a problem with the billing not working.
  • Dunning - The dunning system is easy to use and automatically handles the missed payments.
  • Adjustments - It is easy to make adjustments to a customer's bill when needed.
  • Reporting - It doesn't provide the reporting we need so I have to do it manually. It doesn't track individual components like we need it to for monthly reporting.
  • Emails - The system's emails sometimes end up in junk mail, so I also follow up once a customer has missed 2 payment attempts.
  • Transactions - An easier way to get to the transactions would be nice. It takes many clicks to see the transaction history.
Chargify is well suited for companies who need to offer a reoccurring license fee. I see it more suited for smaller companies, but we don't have the enterprise version so I'm not sure what it entails. It may offer more, in which case would make sense for larger organizations. I believe it is a great fit for smaller companies who need a system that is user friendly and fairly easy to use.
Score 9 out of 10
Vetted Review
Verified User
We are a SaaS Platform and use SaaSOptics to track all customer contracts and to invoice all customers. This solves the issue of tracking credit card payments of similar amounts by numerous customers. We have SaaSOptice integrated with QuickBooks Online.
  • Tracking and renewing all contracts with numerous customers
  • Invoicing customers via email
  • Tracking payments by customers by both credit card, ACH or check
  • We have contracts that are 12 months long but customers pay monthly. When terms change (raise or lower price) mid contract, changes are not easy.
  • AR collection was an issue. However, SaaSOptics just released a report to track outstanding invoices and it works great.
  • Integration with QuickBooks is OK but it isn't straightforward to issue a credit memo for a particular customer.
Revenue recognition is a big issue for SaaS companies whether or not they are audited. SaaSOptics was built around the idea of proper revenue recognition per GAAP. If you have contract with more than 15 customers and need to track those contract expirations, bill the customers, and are concerned with revenue recognition, then the product works well.
Score 10 out of 10
Vetted Review
Verified User
I am an outsourced controller and selected SaaSOptics for my client who sells software as a service on a subscription basis. After attempting to track deferred revenue using an Excel spreadsheet, I knew that there had to be a better way. SaaSOptics allows us to track our contracts, automate billing and payment and generate very useful financial and analytic reports that allow us to better manage the business. It's also taken a huge burden off me as a controller when it comes to generating financial statements using Revenue Recognition.
  • Tracks revenue recognition and provides journal entries, simplifying the accounting process
  • Provides monthly and annual revenue recognition reports and analytics that allow us to manage the business more easily
  • Maintains all of our relevant contract info, including attachments
  • Automates recurring billing and payments
  • The dashboard is difficult to customize
  • I would like to be able to delete report snapshots and have a better way to organize saved reports
  • Chat feature for help would be nice
For any business that needs to follow ASC 606 Revenue Recognition standards - [they] need to ditch the spreadsheets and go with SaaSOptics.
February 16, 2019

We "heart" SaaSOptics

Andrew Christianson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use SaaSOptics as a single source of truth for all our contracts. It is a primary function of our Operations team but used to inform other departments such as Sales and Customer success. SaaSOptics helped us gain clarity and certainty into our customer contracts and solidify our revenue recognition to GAAP standards. In addition to revenue, it has streamlined our reporting for SaaS economics, Invoicing, and AR.
  • The software was built by a SaaS company for SaaS companies. This comes through in the user experience and training.
  • Integration with Avalara was very important and appreciated.
  • The subscription momentum reporting is amazing. Almost every meaningful SaaS metric in one place.
  • Would love to a see a commissions module or add on. This would add an incredible amount of value to our organization.
  • Improved documentation of general use case workflows. Having a visual and starting point for what needs to be done would go a long way in grasping what needs to be done in various scenarios (new contract, renewal, cancellation, refund).
SaaSOptics absolutely nails contracts. It has the flexibility to deal with your one-off situations and then provides great default settings for the majority of contracts.
Jodi Shaw | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Stave first looked into SaaSOptics so that we could accurately record deferred revenue and our subscription services. The integration with QBO and HubSpot has extended our use of the product from just being an accounting tool to being a tool for our sales and customer success staff. SaaSOptics allows reporting not only on subscription metrics but also on revenue, customer and project metrics, which has proven to be extremely beneficial.
  • Reports on subscription services
  • Reports on revenue deferrals
  • Integrations
  • Invoicing
  • Would love to have more control over reports, customization, and printing to PDF instead of just CSV.
If you are a SaaS provider needing a way to report on annual recurring revenue, monthly recurring revenue, or deferred revenue, then SaaSOptics would work for you.
Kim Mitchell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are using SaaSOptics primarily for its revenue recognition and reporting functionality. Current users are myself, in the weeds and using it daily, and our CEO and Sales team who use it for various metrics. The biggest business problem it addresses is revenue recognition. It also provides great metrics for our Bus Dev team.
  • Revenue recognition. No more spreadsheets! It is robust and highly configurable.
  • Metrics around SaaS sales. ARR, MRR, TCV. All of these things are available quickly and easily,
  • Syncing with QuickBooks Online. Nice to not duplicate our efforts. You can continue to invoice using QB, or you can use SaaSOptics to invoice. The flexibility is appreciated.
  • I would like a bit more visibility into sub-customers. All sub-customers are currently listed under the parent. If there were a way to differentiate each sub-customer without having to drill down too far that would be great.
I would recommend SaaSOptics just for the revenue recognition functionality alone. It is robust, and I can finally trash my clunky spreadsheet. But it also comes with analytics and reporting functionality that is very useful as well, across Finance and Sales. I found the implementation to be useful, because we ended up migrating our own data, and in so doing, I was able to learn the software and how it works in a more complete way. I still have a lot to learn about the reporting, but I feel as though I understand how it works on its own, and how it works with QB. Getting our revenue recognition right for 2019 and onward was a high priority for us, since new revenue recognition standards are applicable to non-public companies this month. The process enabled us to "audit" our current year revenue recognition and make sure we have everything in place going forward for accurate, complete and current financial statements.
Mindy Molisee | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
SaaSOptics is used for our contract and revenue management, billing and collections. It is primarily used by the accounting and finance teams, however, all departments utilize the information derived from the system for addressing business needs. For example, our support teams access SaaSOptics transaction and invoice data with the integration to give information to clients across multiple products without transferring them to the billing department.

It has also address the following major business problems:

  • Month-end reconciliation and close has decreased due to the accuracy of the system and the level of detail provided in our GL.
  • The executive team now has access to metrics that were previously non-existent for our company through other software.
  • Collections efforts have improved with their new collections module.
  • Billing accuracy has improved entirely and call volume to address billing concerns has reduced.
  • Quote-to-cash process has improved with Stripe and integration.

  • 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.
  • I would like to see a feature where clients can be notified if payments are applied to invoices.
Managing deferred revenue can be tedious and inaccurate if not maintained properly. For a B2B business, SaaSOptics has the functionality that allows for us to properly build contracts, bill, and recognize revenue, streamlining the month-end close. Since it syncs customer-level detail with our GL, it allows for easy reconciliation. SaaSOptics has allowed us to be more flexible for our clients and their billing needs.
Ken "Blockchain" Simpson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use it to implement recurring billing for our cloud email sending service.
  • Incredible reliability - we have literally never had a minute of downtime with Chargify in five years. This is astonishing.
  • Simplicity - the API is relatively easy to use; we were able to get it set up without assistance. Comparatively, services like Zuora require a heavy enterprise consulting engagement to get set up.
  • Their API documentation has holes; they could definitely do better here.
  • They have quite weak client libraries and have outsourced this critical task to the open source community. That's a mistake. They should have their own client libraries, which they update regularly and ensure are working properly.
Anyone with a subscription-based service who needs a fairly comprehensive recurring billing system that they can get up and running quickly, and then basically never worry about again. Chargify is particularly well suited to applications with complex component billing (aka different product add-ons and things which are metered).
Ammon McNeff | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Chargify for our recurring payments related to our subscription based services. Chargify has allowed us greater control and insight into how our recurring transactions are performing as well as allowed us to grow more rapidly. Prior to using Chargify, we were missing the ability to conduct dunning on missed payments.
  • User-friendly interface
  • Easily scaled to fit large volumes of customers
  • Phenomenal customer service and support
  • Needs more filtering options when looking up specific types of customers
Anyone who has subscription based billing would benefit from Chargify, so long as their numbers and revenue can support spending on the service. We have made back 5X what we have spent on Chargify's services - in the first 5 months alone.
Eric Weiss | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Chargify is used for day to day transactions for our clients monthly, semi-annual, and annual payments to use our application. I use Chargify to monitor charges on clients' accounts for our records as well as being able to supply clients with any documentation that they need for their billing needs.
  • Chargify has a great and easy to use interface with a good flow that is easy to navigate.
  • They do a great job with the layout of their invoices. They're clean and easy to read.
  • They easily list my products to make sure I'm properly lining up details with what my clients should be charged for.
  • I'd like to see a more unique dashboard with analytics on the front end.
I think Chargify works for managing your monthly incoming revenue among your clients. It's a great interface for providing easy to read and easy to manage data. I like the fact that the application isn't crammed to fill in every gap, nook, and nanny of the page. Chargify provides what you need, nothing overly obnoxious.
Shannon E. Wells-Mongiovi | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Chargify was used by our organization to create and manage subscriptions for all the products we developed. We needed an established and trusted API service because we provided specialty financial services to markets that were very new to our kind of business model, and required a much higher level of trust than typical consumer web applications.
  • I found customer service and documentation to be particularly helpful. There were a couple of instances where we had confusion about or misconfiguration with our subscriptions, and customer service responded right away with clear answers. The documentation is clearly written and it's not difficult to get started using the API.
  • APIs can be hard to get right, but I feel the Chargify API strikes the right balance between features and elegance.
  • I have a long wish list of features. Some of them: I'd like to import data that can be anonymized. I'd like better implementation of charge features on the sandbox which don't require a working credit card. I wish we didn't have to always set up subscriptions and could just do a single charge. I wish we had a multiple-delete feature for subscriptions and customers. I wish we didn't have to pick a credit card processor (that's a big wish though - we picked Braintree).
  • The dashboard can be really confusing, in part because it's so feature-rich, however, constructing custom products with a custom pricing set was kind of bewildering and I'm not sure we ever got it down quite right. Unfortunately, we did not have time to really test our configuration live, because it never got out of testing on our staging server. I will say that I'm really glad we never had to set up discounts for real, because that was even more confusing.
If you're setting up payments for a subscription plan, Chargify is a great choice. If you don't need subscriptions, i.e. if most of your customers won't be repeat business, then you may be better off just using a direct payment provider. The limits on the number of subscriptions caused us to quickly run out of subscriptions on our smaller, budget-conscious pricing plan, and deleting those subscriptions is tedious.
Vinnie Murdico | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Chargify to handle all of the recurring credit card payments for our business. We previously used another service for recurring charges, but required a higher level of support and customer service, which Chargify was able to provide along with a robust product with a solid API.
  • Chargify's API is solid and easy to use, including JSON and XML interfaces.
  • Chargify's customer service is responsive and thorough; always making sure your needs as a customer are met.
  • Chargify listens to its customer base and their suggestions for feature enhancements.
  • Chargify's dashboard could use some additional reporting features.
  • Chargify's pricing model is fair, but could be more competitive with similar services in the same market niche.
  • Chargify's service is not well-tuned for one-time charges. It would be beneficial to most vendors if one API could handle both without requiring a workaround for one-time payments.
Chargify is particularly well-suited for API integration and specifically for recurring charges. It's not as useful where one-time payments are often made.
Score 10 out of 10
Vetted Review
Verified User
Chargify allows us not to have to create and maintain a billing platform for our SAS product. We could have never created such an amazing system in house for the amount that we pay Chargify.
  • Easy to use billing platform for a SAS company. Very intuitive.
  • Store credit card information with PCI compliance.
  • Automates our monthly billing.
  • Great for monthly billing not good for itemized billing that can change month to month.
Changify works great as a billing platform for any SAS service that bills monthly. It replaces a part time billing associate / bookkeeper.
Ben Fry | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use Chargify to manage subscription billing for our suite of online property investment software. In addition we use the API/billing portal to manage customer access levels, upgrades/downgrades, card updates and cancellations. Our customers are billing on a monthly and yearly basis. We also use a trial period to allow customers to evaluate our software before being billed. We use add-ons for additional optional products.
  • Supports multiple products and payment plans.
  • Has a strong admin web user interface.
  • Provides excellent technical support.
  • More flexible coupons.
  • Finer level of control over emails sent to customers.
  • More options/control within the dunning process.

How many products do you need to support?

How many different pricing options do you need to support?

How many features do you need to be built in to a customer billing portal / self service area?

How much control do you need of statements and invoices?

Score 10 out of 10
Vetted Review
Verified User
I use Chargify for a SaaS company. I did a lot of research before choosing a vendor for this product because I wanted a solution that would scale and grow with us for years to come. After choosing Chargify, we couldn't be happier with our decision. Everyone we have worked with there has been top notch. Even the CEO, Lance, has been super responsive and helpful. He even helped us choose our payment gateway provider and we have been very pleased with them as well. Having this piece of the business figured out really made it easy to focus on other things and our launch was very smooth and everything has worked great.
  • Useful APIs, easy to integrate
  • Lots of features and customization, notification emails, receipts
  • Ability to invoice
  • Good reporting tools
  • don't have
  • much
  • to add here
We have had a great experience so far. They are a crucial vendor for us and we have not had any problems with them.
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