Maxio

Maxio was created when Chargify merged with SaaSOptics, two of the best financial operations platforms. Chargify specialized in subscription billing management, while SaaSOptics was great at automating revenue recognition and financial reporting. Thanks to a $150 million cash injection from Battery Ventures, today's combined business has more than 2,300 customers globally, handling more than $10 billion in annual recurring revenue. This integration was an end-to-end solution in which billing, revenue recognition, and SaaS metrics were aggregated into a single platform.The virtue of the platform is its ease of use while dealing with sophisticated billing scenarios. Businesses can personalize subscription plans to their needs, manage promotions, and apply usage-based pricing strategies. Maxio also features convenient integration with CRM systems like Salesforce and HubSpot, enabling frictionless data transfers between systems. Its automation capabilities reduce human labor on tasks such as revenue recognition as well as management of dunning, with both being in compliance with accounting standards like ASC 606 and IFRS.Maxio's value proposition extends beyond operational effectiveness. The platform has advanced analytics and investor-quality financial reports that allow SaaS companies to monitor underlying metrics such as Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), churn rate, and customer lifetime value (LTV). These insights enable business leaders to make strategic decisions and maximize their monetization strategies. With a single source of truth for financial information, Maxio shatters data silos and enhances transparency among teams. Maxio is scalable by design and caters to businesses at all stages of growth—startups with $1 million ARR, enterprise businesses above $100 million ARR. It supports product-led and sale-led growth strategies, enabling companies to adopt hybrid strategies without compromising on flexibility or control. This flexibility makes Maxio an essential tool for SaaS companies facing the challenges of scaling their business. The platform also emphasizes user experience through its simple interface and customizable features. Decision-makers at all levels can use real-time data and capabilities through an intuitive user interface, streamlining processes and accelerating time-to-market for new products. Maxio's robust API also allows companies to charge directly within their applications or websites, further enhancing operational flexibility.Maxio is the complete financial operations platform for B2B SaaS companies. By integrating billing, revenue management, and analytics into one platform, it allows companies to scale efficiently while in compliance and open. Whether optimizing complex billing or providing actionable insight with improved reporting, Maxio enables SaaS companies to drive innovation and expansion

Maxio is a B2B SaaS finance operations platform that is uniquely tailored for B2B SaaS companies and contains features that are specially designed to address the unique challenges of subscription-based business models. Maxio has none of the limitations of conventional billing and financial software, as it introduces flexibility, automation, and advanced analytics to streamline intricate financial procedures and allow organizations to scale seamlessly. The flexible billing is a major feature of Maxio, which helps organizations adapt to even the most intricate billing models. The platform provides recurring, usage-based, and events-based billing capabilities, enabling businesses to implement custom pricing models without considerable development investment. For example, its events-based billing model analyzes real-time data streams to create multidimensional pricing schemes, which are smarter than standard usage-based billing. This feature is particularly useful for SaaS businesses piloting tiered or value-based pricing schemes. Maxio excels in subscription management as well, offering the functionality to manage various subscription plans, including free trials, discounts, add-ons, upgrades, and downgrades. This capability enables companies to adapt their products to meet the needs of the customers while being operationally efficient. Furthermore, the platform natively supports popular CRMs like Salesforce and HubSpot, enabling frictionless data flow between finance and sales systems.Maxio's automated revenue recognition is another key distinction. It imposes standards compliance like ASC 606 and IFRS 15. It eliminates the threat of human error and enables finance teams to focus on strategic activities. Through automation of financial activities like invoicing and collections as well as revenue recognition, Maxio simplifies month-end close procedures and enhances financial accuracy.Maxio also differs through its analytics and reporting capabilities. Maxio features drillable dashboards and out-of-the-box metrics for tracking leading SaaS metrics like Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), churn rates, and customer lifetime value (LTV). These insights enable business leaders to make fact-based decisions based on real facts. Besides, Maxio has reports that can be tailored to investor-grade quality, making it an extremely useful tool for fundraising or M&A efforts.

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)