Maxio
Maxio brings core financial operations into one platform to help SaaS companies uncover critical financial insights and unlock their next stage of growth.
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Maxio Overview
What is Maxio?
Maxio is a subscription and revenue management platform designed for SaaS companies and businesses with recurring billing models. It combines the capabilities of Chargify and SaaSOptics to provide billing automation, revenue recognition, analytics, and financial reporting for high-growth businesses.
Why Use Maxio?
- Flexible Subscription Billing – Supports usage-based, tiered, flat-rate, and hybrid pricing models.
- Revenue Recognition & Compliance – Automates ASC 606 & IFRS 15 financial reporting.
- Advanced Analytics – Provides insights on MRR, ARR, churn, LTV, and retention.
- Automated Invoicing & Collections – Streamlines dunning and payment recovery.
- Seamless Integrations – Works with Stripe, QuickBooks, NetSuite, Salesforce, and HubSpot.
Core Maxio Features
1. Subscription Billing & Payments
- Supports multiple billing models (fixed, metered, hybrid).
- Automated invoices and proration for upgrades/downgrades.
- Multi-currency and tax-compliant pricing.
2. Revenue Recognition & Compliance
- Automates GAAP-compliant revenue recognition.
- Deferred revenue tracking and reporting.
- Audit-ready financial statements.
3. Financial Analytics & Metrics
- Tracks Monthly Recurring Revenue (MRR), Churn, Expansion, and LTV.
- Provides real-time revenue forecasting.
- Custom dashboards for finance teams.
4. Customer & Subscription Management
- Self-service customer portal for plan changes and billing updates.
- Dunning automation to recover failed payments.
- Custom approval workflows for finance teams.
Who Uses Maxio?
Maxio is ideal for SaaS businesses, B2B subscription companies, and enterprises that need a scalable billing, revenue, and financial management solution.
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Our Services
Full Send Finance exists to elevate your data.
Outsourced Accounting
With a delightful blend of technology and human wizardry - we help establish your accounting ecosystem, clean up current ones, and manage them on an ongoing basis.
Financial Planning & Analysis
We provide beautiful financial reporting and dashboarding to help you have financial clarity within your business at any point in time.
Fractional & Technical Accounting
We are human experts in accounting. We love solving problems and providing our clients with some much needed confidence that a solution exists.
Data Automation
We take your manual data exports, uploads, and reformats and turn them into a steady stream of consistent data - wherever you need it.
Data Analytics
We take your dusty excel report or dashboard and turn it into a multi-dimensional tool that allows you to cut the data however you like.
Fractional Data
From data strategy and team education to one-off data architecture projects, we support your temporary projects as your needs evolve.
