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Maxio 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Maxio
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

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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
Avalara
Pipedrive
Pipedrive
HubSpot CRM
HubSpot CRM
Sage Intacct
Sage Intacct
Stax
Stax
Stripe
Stripe

See all 30 integrations

Maxio User Reviews

Overall Rating

4.3

Ratings Breakdown

5

53%

4

35%

3

7%

2

1%

1

4%

Secondary Ratings

Ease of Use

4.1

Value for money

4.0

Customer support

4.3

Functionality

4.1

Michael's profile

Michael K.

Verified reviewer

Information Technology and Services

11-50 employees

Used unspecified for less than 2 years

Review source

Reviewed March 2016

Solid App for Recurring Revenue Businesses

4

We use Chargify as the transactional backbone of our recurring revenue businesses. It is solid in its capabilities, adequately flexible for our needs, and has a very good set of API's that have allowed us to incorporate Chargify's system into our software platform. Chargify's reporting and email functions are very basic and don't give us the detailed SaaS metrics we need in order to keep a good handle on the business. However, a robust ecosystem of complementary tools such as, for example, ChartMogul, have evolved to add much more precision to Chargify's reporting.

Ratings Breakdown

3
Ease of use
4
Value for money
3
Customer support
icon
Pros:
- Wide flexibility to create different recurring revenue offers (trial/no-trial, credit card/no credit card, monthly/quarterly/annual, coupon and discount codes, etc.) - Integration with a large number of payment gateways - Robust API's - Broad flexibility (via CSS) for styling public-facing pages - Takes care of all the messy details of maintaining credit cards - Referral codes and links - Good, comprehensive documentation
Cons:
- Reporting is weak, especially on metrics for managing recurring revenue businesses, such as MRR (monthly recurring revenue), churn rates, ARPA (average revenue per account), etc; must use 3rd party applications to get these, using imported Chargify data - Email notifications are primitive - Coupons cannot be assigned to individual products

Read More

SY

Sasha Y.

Verified reviewer

Computer Software

51-200 employees

Used daily for more than 2 years

Reviewed September 2020

Great Revenue software!

4

SaaSOptics made a huge difference throughout our company, from sales order management (implementing process controls on the GTM team) through to collections and dunning (dropping our AR from 65 to 32 in 3 months). It's been great for our size of company. I'm sure there are more robust softwares out there that can do more, but all of those were out of our price range. I also enjoy the fact that SaaSOptics is continually pushing out new features that directly impact and improve every day processes, not just higher level reporting or UI. Both high level reporting and UI changes are important, but being able to deliver on all 3 fronts, rather than just 2 means that SaaSOptics has been a pretty good company to grow alongside.

Ratings Breakdown

4
Ease of use
4
Functionality
icon
Pros:
Customizable revenue schedules that are significantly better than the previous excel spreadsheets. This software dropped periodic revenue reconciliation from 4-6 hours to 30 min as a result. The collections and dunning automation is a lifesaver for small accounting/Finance operations teams. If you're only software option for managing Sales Tax is the baked in option within QBO, their Avatax integration is significant improvement on QBO.
Cons:
The reporting is not as intuitive to team members who are not active and continuous users. Makes a LOT of sense to me, but I notice there's a learning curve for non-SaaSOptics users to understand the reporting.

Reasons for switching to Maxio

Deferred revenue schedules were getting too complicated for our increase in Revenue, needed something better than excel.

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Dave's profile

Dave T.

Verified reviewer

Automotive

11-50 employees

Used daily for less than 12 months

Review source

Reviewed September 2019

Relationship invoicing has constant bugs, can't rely on Chargify

1

There has been a LOT of ongoing frustration on as they slowly fix bugs. We signed up and used some very new features of Chargify that weren't ready for prime-time. They didn't tell us we'd be guinea pigs when signing us up for a service with a $$$$ premium price tag. Hopefully anyone that follows will benefit from our testing of the software. Obviously Chargify isn't doing sufficient testing internally. I regret choosing Chargify, but don't have the time to drop them yet.

Ratings Breakdown

2
Ease of use
1
Value for money
3
Customer support
2
Functionality
icon
Pros:
Good fit for monthly SaaS, if not using the buggy relationship invoicing/customer hierarchies
Cons:
Relationship invoicing and customer hierarchies have been continuously buggy. Basic features like partial refunds were missing at first, or partially functional. Support response is quick, but unhelpful. Escalation takes a while for a permanent fix. We're having to add a secondary system for managing our customer subscriptions to work around all of the errors in Chargify. We have ongoing retraining of our employees for bug work-arounds.

Reasons for switching to Maxio

Relationship billing, better fit for SaaS

Read More

AC

Allison C.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

I wish I found this sooner

5

I use Filemaker pro. I used to have to keep track of client information such as billing period and contact them to get the authorization to charge them each period. It was really ridiculous. Now everything is completely automated. Chargify does everything and sends me notifications to let me know how things are going. My experience has been a ten and I hope Chargify does more marketing so that more business can be sure to find them.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The customer service at Chargify is unmatched. While within your account you can choose to chat with a representative who is competent and will quickly solve whatever issue or question you have. They are able to provide direct links within your account to help you navigate and set up whatever you are trying to do. Chargify allows you to set up several different billing strategies easily and efficiently. The possibilities are endless. The support center is extremely detailed and helps you gain a full working knowledge of all the available features so that you can be sure to take advantage of them.
Cons:
You get what you pay for and the steep price of this comes with steep rewards and benefits. If you paid less you still wouldn't get half of what they have to offer.

Reasons for choosing Maxio

It had the best price for features. Also included features other products didn't. Also the api and integrations.

Reasons for switching to Maxio

Filemaker is so tedious.

Read More

JG

Jordan G.

Verified reviewer

Computer Software

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

Glad we switched to Chargify

5

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
Pros:
Chargify makes it very easy to run a subscription based business. We offer various monthly plans with configurable options and Chargify has a ton of features which allows us to configure and adjust products, plans, prices and options. It is extremely flexible and has saved us hundreds of hours managing our clients payment process - especially with self service pages and dunning.
Cons:
Not sure if this is a configuration issue, however I recently saw a list of "unpaid" customers. I think Chargify can do a better job of notifying me if a customer has an unpaid balance which is growing. After 4 attempts of failed dunning, Chargify needs to send alert to me.

Reasons for choosing Maxio

Gave it a trial and was simple to use and liked the self service pages

Reasons for switching to Maxio

PayPal did not make it easy to update CC info when expired.

Read More

MC

Matt C.

Verified reviewer

Telecommunications

51-200 employees

Used daily for less than 12 months

Reviewed September 2020

Amazing Analytics

5

Again, the people have been incredible to work with. Management of imported historical data is not user friendly, but the management analytics functionality is pretty powerful. I am hoping they implement some of the invoicing customization/flexibility we need.

Ratings Breakdown

4
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
The reporting that comes from SaaSOptics is a game changer. It gives our management the information they need to understand the health of our subscription business and make critical strategic decisions. It also allows us to present our business in the most valuable light to outside parties evaluating our business. The subscription management features of the business are very helpful in managing renewals. The people at SaaSOptics are great to work with
Cons:
The implementation was more challenging than we expected We had a lot of data that was not necessarily structured for a seamless import into SaasSOptics. this added a lot of time and resource to our implementation. The invoicing is not as flexible as we would like.

Reasons for choosing Maxio

Reporting capabilities and Salesforce.com integration.

Read More

EN

Ed N.

Verified reviewer

Sports

51-200 employees

Used daily for less than 6 months

Review source

Reviewed September 2019

Amazing billing flexibility

5

Overall very good. The software is quite complex to fully understand and the sales process could be a bit more transparent.

Ratings Breakdown

5
Ease of use
4
Value for money
4
Customer support
3
Functionality
icon
Pros:
The ability to flexibly manage our subscription products. Our previous management system for direct debits did not offer the flexibility other than to set up and cancel a direct debit subscription. Chargify now allows us to administer multiple things including placing accounts on hold, changing billing date, changing amounts etc.
Cons:
We started using the software, integrating with GoCardless. We were one of the first to use this new integration and there were and still are a few limitations. However, the customer support has been excellent and they are very receptive to accommodating our enhancements and feature requests.

Reasons for choosing Maxio

Better sales and customer service from Chargify, and they clearly demonstrated the product and how it would fit our needs. Chargebee system seemed too complex.

Reasons for switching to Maxio

Lack of flexibility to manage subscriptions via GoCardless, plus this system was not able to manage communications to customers. We still use GoCardless as our payment merchant, but use Chargify to make the management of our direct debit subscriptions more elastic!

Read More

JS

James S.

Verified reviewer

Computer Software

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed September 2019

Very good for specific use cases, with other functionality not adequate

4

We wanted to manage subscriptions, feed quickbooks with info for revenue reporting, and track churn/MRR/ARR. But, we can only manage subscriptions with it and can' achieve the other goals.

Ratings Breakdown

4
Ease of use
3
Value for money
4
Customer support
3
Functionality
icon
Pros:
Good APIs Easy setup Simple UI Lots of analytics Good at monthly subscriptions with credit card billing
Cons:
Non-monthly subscriptions are not handled well and not incorporated into MRR/ARR properly when there are mid-cycle change Revenue recognition severely lacking for anything but monthly, credit card subscriptions Invoice handling severely lacking Integration capabilities for quickbooks are inadequate for anything but monthly credit card subscriptions Webhooks almost there but key data points are missing from key webhooks, like a customer ID on an invoice generated or invoice payment

Reasons for choosing Maxio

Blend of features and simplicity, unfortunately some of the features I hoped we would have did not pan out

Reasons for switching to Maxio

Grow out of the old product

Read More

DG

Dave G.

Verified reviewer

Computer Software

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

Solid product, good support, stable

5

Good solid stable software that simply works. Never have to worry that my recurring rev is going to be charged correctly and on time. Integrates with my other tools well. The dunning feature is critical for any recurring business and yours works well.

Ratings Breakdown

4
Ease of use
4
Value for money
4
Customer support
3
Functionality
icon
Pros:
Good solid program, works well for Saas companies. Integrates well with payment processors. Good support. Manages products well.
Cons:
Needs a clone feature for products. Needs upsell/downsell feature. Was suprised when you initiated a percentage fee on sales when it was inititally a monthly set cost.

Reasons for choosing Maxio

I didnt I own both because I need the upsell feature.

Reasons for switching to Maxio

Stability and security

Read More

CW

Carlin W.

Verified reviewer

Computer Software

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed September 2019

We rely heavily on Chargify for Platform

5

Customizing payment options and plans within one account for multiple different enterprises.

Ratings Breakdown

4
Ease of use
5
Functionality
icon
Pros:
Our software is primarily a subscription based service with various enterprise clients that all have different needs for their representatives. This means we have to tailor the pricing models based on the services these clients are using. Chargify makes it easy to quickly ascertain our revenues and churn rates and also identify key areas of improvement. Chargify is a robust platform we have chosen to implement and will continue to support.
Cons:
Due to the extensive features Chargify has, it can be quite daunting at first glance for someone not experienced with running different kinds of reports. However, once they get up and running, the process gets smoother, but it is an initially steep learning curve in my opinion.

Reasons for choosing Maxio

Ease of use and the amount of features available.

Read More

Showing 1 - 10 of 255 Reviews

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