Maxio Billing
by Maxio · Billing & Subscriptions
Subscription billing and revenue management platform for B2B SaaS companies.
- Works with
- NetSuite, QuickBooks (Online & Desktop), Sage Intacct, Xero, Salesforce, HubSpot, Avalara AvaTax
- Deployment
- Cloud
- Company size
- SMB, Mid-market, Enterprise
- Pricing
- Tiered flat-fee based on monthly billings volume, with custom quotes at scale
- Founded
- 2022
- Headquarters
- Atlanta, Georgia, USA
Overview
Maxio is a financial operations platform built for B2B SaaS and subscription businesses, combining subscription billing, recurring invoicing, usage-based metering, and revenue recognition in a single system. The product was formed in 2022 from the merger of Chargify (subscription billing) and SaaSOptics (revenue management and SaaS metrics), and now manages billing for over 2,000 software companies.
The billing side of the platform handles the configuration of subscription plans and pricing models, automated invoice generation, payment collection across multiple gateways, and dunning workflows for failed payments. On the finance side, Maxio automates revenue recognition aligned to accounting standards such as ASC 606, tracks deferred revenue, and produces SaaS metrics reporting including MRR, ARR, churn, and cohort analysis.
Maxio positions itself for growth-stage and mid-market SaaS companies that have outgrown basic invoicing and need to support complex contracts, hybrid pricing, and multi-system data sync. It integrates bi-directionally with general ledgers and ERPs including NetSuite, QuickBooks, Sage Intacct, and Xero, so billing activity and revenue schedules flow into the books of record without manual re-entry.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from Maxio.
Features & capabilities
Subscription Billing & Invoicing
Recurring billing engine and invoice automation.
- Configurable subscription plans and product catalog
- Automated and bulk one-click invoice generation
- Recurring invoice cadences (monthly, quarterly, annual)
- Per-contract, per-plan, and per-subscription pricing
- Multi-currency support (150+ currencies)
- Branded, PCI-compliant signup and checkout pages
- Coupon and discount management
Pricing Models
Support for a range of monetization structures.
- Flat-rate and tiered/stair-step pricing
- Volume-based pricing
- Usage-based and metered billing
- Free trials and add-ons
- Hybrid pricing combinations
- Per-contract pricing customization without code
Usage-Based Billing & Metering
Rating and metering of consumption-based usage.
- Real-time metering with event streaming
- Batch import of aggregated usage data
- Flexible metric tracking (API calls, messages, seats)
- Automatic rating of metered events
- Product-usage data tied directly to billing
Payments & Collections
Payment processing and revenue recovery.
- 20+ payment gateway integrations (Stripe, PayPal, Braintree, GoCardless, Adyen, Authorize.Net)
- Auto-collection via stored credit card and ACH
- Manual payment via credit, debit, or bank transfer
- Custom dunning cadences based on customer attributes
- Automatic retries for failed transactions
- Accounts receivable management module
Revenue Recognition & Reporting
Finance automation and SaaS metrics.
- Automated revenue recognition aligned to ASC 606
- Deferred revenue tracking
- One-click MRR, ARR, churn, and renewal reports
- Revenue waterfall reporting
- Cohort analysis and retention trends
- Audit-ready financial data and drill-down analytics
- Expense amortization (add-on module)
Self-Service & Developer Tools
Customer portal and integration tooling.
- Self-service billing portal for upgrades, downgrades, and cancellations
- Customer-managed payment method updates
- REST API with SDKs for major languages
- Event-driven webhooks
- Sandbox environment for testing
- Embeddable components for custom subscriber experiences
Common use cases
- Automating recurring billing for B2B SaaS subscriptions
- Implementing usage-based or hybrid pricing models
- Recognizing revenue in compliance with ASC 606
- Syncing billing and revenue schedules into NetSuite or QuickBooks
- Recovering failed payments through automated dunning
- Reporting on SaaS metrics like MRR, ARR, and churn
- Offering customers self-service subscription management
Strengths & considerations
Strengths
- Combines subscription billing and revenue recognition in one platform rather than requiring separate tools
- Purpose-built for B2B SaaS finance teams, with native MRR/ARR/churn metrics
- Bi-directional native connectors to major ERPs and general ledgers (NetSuite, QuickBooks, Sage Intacct, Xero)
- Supports complex contract-level and hybrid pricing without developer involvement
- Built from two established products (Chargify billing, SaaSOptics revenue management)
Considerations
- Reviewers report initial billing setup and configuration can be time-consuming
- Some users describe the interface as complex with a steep learning curve
- Configuration support is often sold as bulk-purchased support hours, adding cost
- Running both sales-led and product-led motions can complicate data sync and catalog updates
- Lower-tier transparent pricing starts at $599/month, which may be high for very small companies
ERP integrations
Keeps billings and revenue recognition in sync with NetSuite.
Syncs billing and revenue recognition data; supports both versions.
Native connector keeping billings and revenue recognition in sync.
Synchronizes billing and revenue recognition with Xero.
Auto-generates and syncs invoicing and revenue recognition schedules.
Auto-generates and synchronizes invoicing and revenue recognition.
Automated sales tax calculation.
Pricing
Free developer sandbox (Build). Grow plan at $599/mo for up to $100k monthly billings. Scale plan is custom-quoted with volume discounts for higher billings. Pricing varies by contract term length; add-on modules (Advanced Revenue Management, A/R Management, Expense Amortization) available. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- Vendor-hosted SaaS
- Compliance
- SOC 1 Type 2, SOC 2 Type 2, ISO 27001:2022, PCI DSS 4.0.1, GDPR, EU-U.S. Data Privacy Framework
- Languages
- English
About the vendor
- Founded
- 2022
- Headquarters
- Atlanta, Georgia, USA
- Employees
- 260+
- Ownership
- Private (backed by Battery Ventures)
- Notable customers
- SolarWinds, Boomi, Retool, Extensiv, Limble, Gravity Forms, parcelLab, Stackline, NinjaCat
Alternatives to Maxio Billing in Billing & Subscriptions
Maxio Billing — frequently asked questions
Does Maxio integrate with NetSuite and QuickBooks?
Yes. Maxio offers native bi-directional connectors to NetSuite, QuickBooks (Online and Desktop), Sage Intacct, and Xero, keeping billing activity and revenue recognition schedules in sync with the general ledger.
What pricing models does Maxio support?
Maxio supports flat-rate, tiered/stair-step, volume-based, usage-based/metered, and hybrid pricing, as well as free trials, add-ons, coupons, and per-contract custom pricing.
Does Maxio handle revenue recognition?
Yes. Maxio automates revenue recognition aligned to ASC 606, tracks deferred revenue, and produces audit-ready financial data alongside SaaS metrics like MRR, ARR, and churn.
How much does Maxio cost?
Maxio offers a free developer sandbox, a Grow plan at $599/month for businesses up to $100k in monthly billings, and a custom-quoted Scale plan for higher volumes with volume discounts.
What compliance certifications does Maxio hold?
Maxio maintains SOC 1 Type 2, SOC 2 Type 2, ISO 27001:2022, and PCI DSS 4.0.1, and supports GDPR and the EU-U.S. Data Privacy Framework.
Evaluating Billing & Subscriptions?
Tell us your ERP and requirements and we'll send an independent shortlist — including Maxio Billing and the best-fit alternatives — with honest pros and cons.