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.
CEO (Chief Executive Officer) in Corporate at Grow Your Music Studio & Piano Express (Education Management, 1-10 employees)
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. …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
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, …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Marketing Manger in Marketing at Conexlink (Computer Software, 11-50 employees)
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Maxio
I researched other options for Revenue Recognition, but SaaS integrates with QB Desktop, was reasonably priced and met all of our objectives.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Controller in Finance and Accounting at Pulsara (Computer Software, 11-50 employees)
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Vice President of Accounting and Finance in Finance and Accounting at SkyWire (Computer Software, 11-50 employees)
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
CEO in Corporate at MailChannels Corporation (Computer & Network Security, 11-50 employees)
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
President in Corporate at Legally Mine LLC (Financial Services, 11-50 employees)
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose Maxio
I was not part of the decision to select Chargify.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Owner in Information Technology at HOASpace.com (Internet, 1-10 employees)
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..
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
CEO (Chief Executive Officer) in Sales at Axacore (Telecommunications, 1-10 employees)
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.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
