Maxio is a comprehensive billing and financial reporting software designed for B2B SaaS companies. It empowers businesses to manage complex billing scenarios, automate financial operations, and gain critical insights to drive growth.
Key Features:
- Usage-based Billing: Sync product usage for accurate invoicing, supporting various pricing schemes like per unit, volume-based, tiered, and stairstep, often with no-code configuration.
- Subscription Management: Easily create and manage subscription plans and individual contracts, including setup fees, coupons, add-ons, and upsells. It supports self-service billing portals and integrates with CRMs like Salesforce and HubSpot.
- Revenue Recognition & Reporting: Automate revenue recognition based on ASC 606/IFRS 15 policies, generate schedules, run calculations, and identify deviations. Provides unlimited custom dashboards and over 30 one-click reports (e.g., ARR summary, DSO).
- Payment Integrations: Connects with over 20 payment gateways, including Stripe, Braintree, and Authorize.net, or utilize Maxio's in-house payment solution.
- Offers & Billing: Build personalized offers with add-ons, upsells, and bundles. Automate recurring, usage-based, and event-based invoicing with flexible renewal timing and transaction options.
- Cash Collection: Automate payment reminders and dunning cadences, track past-due payments, and improve cash flow.
- Multi-entity Support: Manage multiple company entities with unique product catalogs, settings, and payment gateways.
- Self-Service: Enable signups, trials, and customer self-service portals for managing subscriptions, paying invoices, and updating billing information.
- PLG & SLG Support: Seamlessly manage both product-led growth (PLG) and sales-led growth (SLG) strategies within a single system.
Use Cases & Benefits: Maxio helps finance teams streamline accounting, product teams drive adoption and retention, and founders execute GTM strategies confidently. It integrates with over 85 critical systems like HubSpot, Salesforce, NetSuite, QuickBooks, and Xero, with thousands more available via Zapier, ensuring a connected quote-to-cash process.
