Maxio 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Maxio

4.3

(255)

Pricing

Starting at $599.00 per year

About Maxio

Maxio is the product of a merger between SaaSOptics, the industry leader in recurring revenue management, and Chargify, the leader in SaaS billing.

At Maxio, we help B2B SaaS companies unlock their next stage of growth. Our 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.

Maxio Screenshots

Maxio Pricing and Plans

Starting price: $599.00 per year

Free Trial

Free Version

Grow

$599.00

per year

Plan includes:

Custom Product Catalog
Custom Billing & Invoicing
Payment Gateway Integrations
Automated invoicing
Drill down capability
Custom dashboard
SaaS metrics

Scale

Pricing available upon request

Plan includes:

AR Management
Revenue Recognition
Expense amortization
Milestone-based billing
Multi-entity support

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Maxio Features

Popular features found in Subscription Management
Discount Management
Dunning Management
Recurring/Subscription Billing
Self Service Portal
Subscription Plan Management
Usage Tracking/Analytics
More features of Maxio
Accounting
Accounting Integration
ACH Payment Processing
Alerts/Notifications
API
Bank Reconciliation
Billing & Invoicing
Billing Portal
Billing Rate Management
Cancellation Management
Cash Flow Management
Cash Management
Compliance Management
Consolidation/Roll-Up
Contact Database
Credit Card Processing
CRM
Customer Accounts
Customer Database
Customer Profiles
Customizable Branding
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Visualization
Deferred Billing
Electronic Payments
Email Reminders
Financial Analysis
Financial Management
Financial Reporting
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Multi-Company
Multi-Currency
Multi-Period Recurring Billing
Multiple Payment Options
Online Invoicing
Order Management
Payment Processing
PCI Compliance
Product Catalog
Project Billing
Projections
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Recurring Invoicing
Refund Management
Reminders
Reporting/Analytics
Reporting & Statistics
Revenue Management
Revenue Recognition
Sales Tax Management
Search/Filter
Self-Service Reporting
Subscription Management
Summary Reports
Tax Calculation
Tax Management
Third-Party Integrations
Transaction History

Maxio Integrations

Avalara

Pipedrive

HubSpot CRM

Sage Intacct

Stax

Stripe

See all 30 integrations

Maxio User Reviews

Overall Rating

4.3

Ratings Breakdown

53%

35%

Secondary Ratings

Ease of Use

4.1

Value for money

4.0

Customer support

4.3

Functionality

4.1

Loris D.

Verified reviewer

Used daily for less than 12 months

Review source

Reviewed November 2016

Best Till Date

It is a great app. I can totally rely on it. Compare to other apps, it's quick, efficient, I love how easy it is to manage the funds with it! Also, it integrates really well with the other tools we use. It has quick responsive services. Must say this is great service. Very relaxing and easy.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Chargify’s Revenant billion answer is ideal for small scale and midsize growing corporations. It offers mobile dedicated app for iPhone and for iPad device users, not like different similar tools. The client support of Chargify offers phone, on-line and mail support for users. The Revenant charge platform supports integration with Salesforce not like different similar tools. The Revenant billion answer offers yearly, quarterly and monthly charge cycles feature. Chargify doesn’t supply any mobile dedicated app for robot smartphone and pill users.

Cons:

The continual charge resolution doesn’t supply intelligent funds routing feature like different similar tools. The customer-bound mail feature of Chargify isn't extremely customizable like different similar tools.

Alysia H.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed February 2025

Maxio Review

Overall, I think Maxio is a beneficial platform once you spend lots of timing training and learning the system. In my opinion, it can be a lot more user friendly, and there are lots of moving parts and areas to update. The reports are nice but can be complicated as well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Once everything is set up, there are many reports you can pull. I love the automated invoice reminders and that we can enter in both AP and AR information in one platform.

Cons:

Very timely to set up and many of the dedicated support reps were not extremely knowledgeable with complex set ups. Reports can be touchy but once set up and customizations are set, they are very helpful. Not extremely user friendly in the beginning since there are so many moving parts in many different areas, but once you get use to everything it is nice.

Reasons for switching to Maxio

We wanted a more robust platform and Maxio offered more reporting and synced with HubSpot.

Charles Z.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 12 months

Review source

Reviewed July 2025

WORST CUSTOMER SUPPORT and FAULTY PRODUCT

See above the experience from maxio has been terrible from start to finish. They are threating the livelihood of my business due to errors in their own product. They refuse to do anything to fix it just want to play hot potato with the issue and never resolve it,

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Nothing, the sales process lied about the functionality of the product. Really poor product for invoicing in high volume is suited for small business.

Cons:

Maxio has consistent errors created by themselves that do not allow you to send invoices. This is impacting my ability to collect on customer payments for my business. Customer support is NON - EXISTANT. They do not have a phone number and can never give an ETA on providing fixes to errors in their own software. I am paying for a product that does not work and nobody at Maxio will talk to you and get on a call. Nobody has a phone number and ignores emails.

Reasons for switching to Maxio

Numerous reasons were needed to make swtich

Ashley L.

Verified reviewer

Education Management

51-200 employees

Used daily for less than 12 months

Review source

Reviewed December 2025

10/10 for Maxio

Overall experiencing was incredible. I would be remise to not highlight how seamless integration was. Customer support is top tier and we walk around from every session knowing more than when we began.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

we are a smaller business so ease of customer service support, issue remedying and security are TOP priority for us. We would pay double for the ease of mind Maxio provides. It has made all our jobs much easier.

Cons:

We only wish we implemented sooner! Maxio was so easily and is now so pivotal to our organization in so many ways.

Bolortuya N.

Verified reviewer

Computer Software

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2024

Maxio review

It was a good experience, the implementation team was great and really helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Maxio allows us to integrate with our other core services like QBO and Hubspot, also it better tracks our yearly and monthly reoccurring revenue.

Cons:

Since the platform is massive it is hard to learn and navigate, a steep learning curve.

Reasons for switching to Maxio

We needed a better revenue recognition tool that syncs with QBO.

Tommy M.

Verified reviewer

Computer Software

11-50 employees

Used daily for less than 12 months

Review source

Reviewed August 2024

On the fence

It was an upgrade from managing subscriptions on stripe but ultimately things got really messy and the process with maxio wasn't automated enough for what we needed. It also took a long time for us to get in touch with our rep about issues we had

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ability to make parent/child accounts and manage add-ons was a nice upgrade from stripe.

Cons:

Implementation was an issue from the start and we never got things working the way we needed to or intended to. The maxio team wanted to charge additional hours to fix the issues on top of our yearly subscription price, it ended up being easier to move to another platform

Reasons for choosing Maxio

In the end we migrated away from maxio and moved to chargebee

Daniel P.

Verified reviewer

Education Management

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2023

10 months of an onboarding nightmare

I didn't have enough room for all of the cons:Onboarding checklist in Guide CX had items with no resources and wasn't even applicable to our business. We found it nearly impossible to get in touch with management when our implementation consultant for the first 6 months was negligent. The only way anything got done is if WE took meeting notes and emailed action items to the Maxio team. We spent 10s of hours migrating customers individually and asking them to re-submit cc details because Maxio said bulk migration was clunky and not recommended. Product catalog was built incorrectly due to negligent Maxio employee and had to be completely rebuilt. No revenue visibility for 8 months other than lump sum. SaasOptics is a nightmare and QB integration is even worse. Simple revenue report not included in our $600/month plan. Javascript required for any signup page customization. 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 proper functioning. The only way to triage our clients' tech issues was by asking them to complete technical tasks beyond their understanding (screenshotting their browser console). 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 in lost revenue.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- The Maxio interface (excluding SaaSOptics) is clean.- Our experience was so bad that it pushed us to find another solution and we found Chargebee. They have been amazing and have accomplished in 4 weeks what took Maxio 10 months.

Cons:

- We are a small company and the onboarding process took over 10 months to complete- Our developer is a former Google dev and expressed that he has never been more frustrated with a company than he was with Chargify/Maxio. His points below:1. No Golang API.2. Their API was poorly documented and things had to be guessed.3. Everyone is enrolled in everything, just use a non-zero usage to activate. 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 using4. Time zones never did get figured out. Eventually we abandoned recording usage on the first & last day of the month5. highest-day-billed is not an available feature set, which meant yet another thing our billing integration had to take care of.6. There was little time to verify the bills before they went out. It did not appear configurable7. Consultants seemed to struggle with their own system.8. 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.9. Negative usages horror: you can't correct something day-by-dayMore below!

Reasons for choosing 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. Below is an excerpt to an email that we sent to the technical solutions consultant and sales rep: "I am, however, frustrated that a solution promised in the demo call ended up being a solution that was so cumbersome that 1) no one knew how to implement it except [tech consultant], who I was never able to get ahold of 2) it delayed our launch by two months and resulted in real frustration for my team and thousands of dollars in lost revenue and 3) brought more effort and annoyance to our customers than we were anticipating. I'm bringing this to your attention because I strongly feel that there has been a discrepancy between possible solutions and actual solutions. It is frustrating to make a purchase decision based on features discussed during a demo call, develop a plan of action based on what was discussed, and then have to iterate for months on end. It is also frustrating to hear that something is an "easy" solution by one team member and then hear it is "difficult and not recommended" by another."

Reasons for switching to Maxio

We still use SamCart and QBO but signed up for Maxio because we wanted 1) the ability to create custom contracts (duration and amount) with autobilling and PCI-compliant signup page options and 2) the ability to bill for our usage-based software.

Bob S.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Reviewed November 2020

SaaSOptics - The Perfect Fit for our Subscription Needs

Like most start-ups, we moved from the subscription spreadsheet to the SaaSOptics platform so our initial need of having an automated system in place was solved immediately. Since then it's only gotten better. It was kind of like not realizing we had a headache until it went away. The more we use the SaaSOptics platform the more we find out it can give us, from ARR to Churn to Invoicing, to collections and more. We've also discovered that SaaSOptics as a company has a very strong commitment to customer success and that means we have access to people who really know the product and can advise us on how to achieve our goals for using the platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Pretty much everything, and I'm not kidding. It's a fairly complex software to gain proficiency with but once we did we were continually amazed by the additional functionality we discovered on an almost weekly basis. The flexibility of the invoicing system, the crazy extensive reporting capabilities and integrations with our Salesforce and QBO accounts make our work experience so much better. Plus our Board loves the data coming out of the solution. The other thing I love about the software is their customer support team. Wow, they are some of the best support people I've ever encountered. Totally worth signing up for that aspect by itself.

Cons:

It is a complex system to learn and I didn't have proper expectations set going into the UAT. I was frustrated that it wasn't more intuitive but having learned how to use the software I now realize that it would've gone much better earlier if I had just committed to learning the system earlier. One good thing about this is that I can make mistakes and undo them when I do.

Reasons for choosing Maxio

It came down to functionality, 100%. SaaSOptics did a much better job of giving us the information we needed for our specific subscription billing/reporting needs. We've never regretted making the choice to implement SaaSOptics.

Allen H.

Verified reviewer

Computer Software

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

It's their way, or the highway.

Chargify has been a royal pain ever since implementation. It's possible that the people in our team didn't follow some of the best practices, however we've encountered many bugs along the way to trying to make peace with the product. There are some major areas where the product is too inflexible, and I regret implementing it in the first place.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

They are slowly implementing features I've been asking about for a long time.

Cons:

I dislike that Chargify decided it was Ok to add a % of income fee on top of monthly fee they initially charged. Our costs increased 5-fold and the value did not increase. I also dislike that when applying existing payments to invoices, the money paid by our customer can disappear, and must be manually adjusted. There's literally no excuse for this.

Reasons for choosing Maxio

At the time, the fixed fee made chargify much cheaper than the alternatives. Since they have added on the % of revenue on top, they are as expensive, or more, and have less features than Stripe.

Alexander Z.

Verified reviewer

Arts and Crafts

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2024

There are better options

We started with Maxio and grew our business for several years. It was easy to get started and the charts showing MRR were quite helpful. However eventually it just proved to be a very expensive solution and we switched to PayWhirl. Cancelling was very complicated, and soured us on the solution.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It was fairly easy to get started, and interface made it easy to set up a payment page.

Cons:

Hard to cancel, high fixed fees. Customer service was not good.

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