# Maxio Software Reviews, Demo & Pricing - 2026 > Review of Maxio Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/accounting/saasoptics-profile --- [Home](https://www.softwareadvice.com/) / [Subscription Management Software](https://www.softwareadvice.com/accounting/subscription-management-comparison/) / Maxio Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/accounting/maxio-profile/reviews/)[Alternatives](https://www.softwareadvice.com/accounting/maxio-profile/alternatives/) # Maxio 2026: Benefits, Features & Pricing Wondering if Maxio is right for your organization? Our Subscription Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pros and Cons - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Maxio 4.3 [(255)](https://www.softwareadvice.com/accounting/maxio-profile/reviews/) 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. Wondering if Maxio is right for your organization? Our Subscription Management Software selection experts can help you in 15 minutes or less. ## Maxio User Interface ## Popular Maxio Alternatives Main Product Maxio 4.3 [(255)](https://www.softwareadvice.com/accounting/maxio-profile/reviews/) Ratings Breakdown - 4.08Ease of use - 4.03Value for money - 4.34Customer support - 4.06Functionality Pricing Starting at $599.00 per year Get Price Alternative Product [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) 4.3 [(8460)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) Ratings Breakdown - 4.24Ease of use - 4.16Value for money - 4.00Customer support - 4.27Functionality Pricing Starting at $38.00 per month Get Price Alternative Product [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) 4.6 [(26446)](https://www.softwareadvice.com/retail/paypal-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.52Value for money - 4.25Customer support - 4.56Functionality Pricing Available upon request Get Price Alternative Product [Abby](https://www.softwareadvice.com/cpq/abby-profile/) 4.7 [(604)](https://www.softwareadvice.com/cpq/abby-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.69Value for money - 4.72Customer support - 4.58Functionality Pricing Starting at €0.01 per month Get Price Alternative Product [Bookipi](https://www.softwareadvice.com/accounting/bookipi-profile/) 4.8 [(176)](https://www.softwareadvice.com/accounting/bookipi-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.75Value for money - 4.57Customer support - 4.64Functionality Pricing Available upon request Get Price Alternative Product [Xero](https://www.softwareadvice.com/accounting/xero-profile/) 4.4 [(3299)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) Ratings Breakdown - 4.36Ease of use - 4.25Value for money - 4.04Customer support - 4.29Functionality Pricing Starting at $25.00 per month Get Price ## Maxio Pros and Cons We analyzed 255 verified reviews for Maxio to find out what actual users really think. Select to learn more Responsive And Knowledgeable Support Team Maxio's customer support is consistently praised for being responsive, friendly, and thorough. Users appreciate quick replies, clear instructions, and a willingness to help resolve issues. The support team is knowledgeable, personable, and often goes the extra mile to ensure users' questions are answered and problems are solved efficiently. Intuitive And User-Friendly Interface Maxio is often described as easy to use, with a clean and intuitive interface. Users find it simple to navigate, locate features, and complete daily tasks quickly. The platform's straightforward design helps teams get up to speed without extensive training or onboarding. Flexible Subscription Management Tools Managing subscriptions with Maxio is straightforward and flexible. Users find it easy to handle recurring billing, renewals, and adjustments for various subscription models. The platform supports integrations, automates renewals, and helps minimize churn, making it a solid choice for businesses with subscription-based services. Limited And Confusing Feature Set Many users find Maxio's features lacking in customization and difficult to navigate. Search and filter options are limited, the admin area is missing key tools, and some processes are not intuitive. Bulk actions and certain desired features are unavailable, making it harder to manage accounts and data efficiently. Payment Processing And Support Challenges Users report frequent issues with payment processing, such as failed transactions, confusing navigation, and difficulty reconciling payments. Customer support for payment problems is often slow or unresponsive, leading to delays in resolving billing errors and impacting the ability to collect payments efficiently. ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Pipedrive Integration rated undefined from -1 review HubSpot CRM Integration rated undefined from -1 review Sage Intacct Integration rated undefined from -1 review Stax Integration rated undefined from -1 review Stripe Integration rated undefined from -1 review 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 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 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 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 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 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 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 BN Bolortuya N. Verified reviewer Computer Software 2-10 employees Used daily for less than 6 months Review source Reviewed May 2024 Maxio review 5 It was a good experience, the implementation team was great and really helpful. Ratings Breakdown 3 Ease of use 5 Value for money 4 Customer support 5 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. 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 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 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 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 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 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 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 [See All Reviews](https://www.softwareadvice.com/accounting/maxio-profile/reviews/) ## Maxio Popular Comparisons [QuickBooks Online vs Maxio](https://www.softwareadvice.com/compare/74928-maxio/vs/393202-QuickBooks-Online/)[PayPal vs Maxio](https://www.softwareadvice.com/accounting/maxio-profile/vs/paypal/)[Abby vs Maxio](https://www.softwareadvice.com/cpq/abby-profile/vs/maxio/)[Bookipi vs Maxio](https://www.softwareadvice.com/accounting/bookipi-profile/vs/maxio/)[Xero vs Maxio](https://www.softwareadvice.com/accounting/maxio-profile/vs/xero/)[QuickBooks Enterprise vs Maxio](https://www.softwareadvice.com/accounting/maxio-profile/vs/qb-desktop-enterprise/)[NetSuite vs Maxio](https://www.softwareadvice.com/accounting/maxio-profile/vs/netsuite-financials-accounting-software/)[Sage Intacct vs Maxio](https://www.softwareadvice.com/accounting/intacct-accounting-profile/vs/maxio/) [Compare All Alternatives](https://www.softwareadvice.com/accounting/maxio-profile/alternatives/) ## Other Top Recommended Subscription Management Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (687) Recently recommended **519** times [Odoo](https://www.softwareadvice.com/crm/odoo-profile/) **4.2** (1310) Recently recommended **0** times [SuiteDash](https://www.softwareadvice.com/project-management/suitedash-profile/) **4.8** (631) Recently recommended **0** times [Agiled](https://www.softwareadvice.com/project-management/agiled-profile/) **4.7** (350) Recently recommended **0** times Stuck Between Options? 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