Maxio Partner Profile
Company Overview
Maxio is a leading financial operations platform designed specifically for B2B SaaS and subscription-based startups facing the complexities of scaling their business. Born from the merger of Chargify and SaaSOptics – two pioneers in billing automation and financial operations – Maxio brings together industry-leading capabilities for billing, subscription management, revenue recognition, and advanced reporting. By replacing disconnected spreadsheets and manual processes with automation and analytics, Maxio ensures that growing startups can manage subscription lifecycles, maintain compliance, and gain the financial insight needed to unlock their next stage of growth, regardless of ARR or go-to-market motion.
Maxio Products for Venture-Funded Startups
Subscription Billing and Management
- Flexible Pricing Models. Maxio supports complex recurring and usage-based billing structures – flat-rate, tiered, per-user, usage-based, hybrid – and can automate proration for upgrades, downgrades, or mid-term contract changes, without manual intervention.
- Automated Invoicing and Dunning. Streamline billing cycles, generate customized invoices with dynamic fields and branding, send reminders, and automate failed payment recovery through smart dunning processes. Manage upgrades, renewals, and add-ons directly in the platform to reduce churn and maximize retention.
- Self-Service Customer Portal. Customers can manage their subscriptions, update payment methods, view usage, and download invoices, reducing support burden and improving satisfaction.
- Product Catalog Management. No-code tools make it easy to configure, test, and update plans or pricing for new offers and markets.
Revenue Recognition and Compliance
- Automated, Audit-Ready Revenue Recognition. Maxio ensures automatic compliance with GAAP (ASC 606) and IFRS 15 standards for all revenue streams – recurring, usage, one-off – and instantly generates revenue and deferred revenue schedules. Expense recognition, including commissions, is also supported.
- Consolidated Reporting. All contracts, invoices, and payments connect to revenue recognition modules for seamless, audit-ready reports and faster month-end closes.
Advanced Analytics and Reporting
- Investor-Grade SaaS Metrics. Out-of-the-box dashboards and advanced reports track essential KPIs such as MRR, ARR, churn, renewal rates, expansion/contraction, lifetime value, and more. Detailed cohort and revenue waterfall reports enable deep analysis by region, customer segment, or product line.
- Real-Time Forecasting. Leverage live data for revenue forecasts, cash projections, and scenario modeling – critical for board reporting and investor readiness.
- Customizable Dashboards. Tailor dashboards for finance teams, auditors, or executives, and enable view-only access for investors or board members when needed.
Integrations and Workflow Automation
- Wide Integration Ecosystem. Native, two-way integrations with Salesforce, HubSpot, QuickBooks Online and Desktop, NetSuite, Sage Intacct, Xero, Pipedrive, Avalara, and more create a unified order-to-cash workflow, reduce errors, and keep finance, sales, and operations in sync.
- API and iPaaS Connectivity. Automate data flows and connect Maxio with payment gateways, CRMs, and ERP systems via APIs and integration platforms, allowing for customized workflow automation as you scale.
- Payment Gateway Flexibility. Support for leading gateways like Stripe, Authorize.net, and others for seamless recurring payments, refunds, and compliance with international currencies and tax rules.
Compliance and Security
- Tax and Audit Readiness. Integration with Avalara automates global sales tax and VAT calculations and filings. Comprehensive audit trails and granular access controls ensure regulatory compliance and financial data integrity.
- Data Security. Enterprise-grade security, including user permissions, encryption, and access control, is built in.
Why Startups Choose Maxio
Startups choose Maxio because it delivers end-to-end automation for subscription billing, revenue recognition, and financial analytics, eliminating time-consuming manual tasks and unifying financial operations in a single platform. For SaaS founders, finance teams, and operators, Maxio provides unmatched flexibility to quickly test and iterate pricing models, automate collections, and maintain a single source of truth for all recurring revenue and metrics. Audit-ready revenue recognition and out-of-the-box reporting ensure both compliance and credibility with investors. Integration with popular CRMs, ERPs, and payment processors makes Maxio a natural fit for growing teams looking to replace spreadsheets and disconnected tools with a scalable, best-in-class solution. This saves startups time, reduces reporting headaches, and gives them the insights required to make fast, data-driven decisions that impress board members, pass investor due diligence, and accelerate growth.
