Billing, revenue & monetization platform

How B2B SaaS and AI companies turn complex ideas into revenue.

The billing, revenue, and monetization platform that’s quote-to-cash, built-to-scale, and all-in-one.

The Maxio dashboard showing billing, revenue and reporting in one view

In their own words

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50%

of invoicing processes automated

We truly consider Maxio a headcount for the Finance department. We have such efficient processes in place that Maxio is basically a Senior Accountant running our complex billing.

Trevor Swim

Director of Finance, NinjaCat

Read the NinjaCat story

Running revenue and finance on disconnected systems is going to cost you.

Single-purpose tools and manual work got you off the ground, but each of these run on its own logic. Trying to stitch them together means your company is spending time patching gaps and conflicting data between systems, instead of building product updates and scaling the business.

Without Maxio

Quoting is disconnected from CRM and billing

B2B subscription companies that don't connect quoting to CRM and billing grow ARR four times slower than those that do.

Source: McKinsey & Company

With Maxio

You get one workflow from quote to cash, so what's quoted is what gets billed.

Without Maxio

Billing and collections errors are rampant

Revenue leakage costs companies 3 to 5% of revenue every year.

Source: MGI Research

With Maxio

You have accurate, governed data, so what's invoiced is what's actually owed.

Without Maxio

A slow manual close slows everyone down

Half of finance teams take more than 5 business days to close the books, and only 18% hit a 3-day close.

Source: Ledge

With Maxio

Customers close revenue in as fast as 2 days.

Without Maxio

Pricing changes get bottlenecked in engineering

Most companies can't launch new usage-based pricing without an engineering project, and getting it wrong costs $1M to $5M+ to fix.

Source: MGI Research

With Maxio

Pricing can be changed without an engineering ticket.

Without Maxio

Revenue metrics don't match across teams

Nearly 40% of CFOs don't fully trust their organization's financial data.

Source: CFOs Trust Survey

With Maxio

Finance, sales, and product teams all report from the same, single source of truth.

Without Maxio

Decisions run on stale data

47% of CFOs are concerned they're making decisions based on inaccurate or out-of-date information.

Source: CFOs Trust Survey

With Maxio

Predictive decisions are made on current data, not last week's.

Quote to cash, automated end-to-end

Here's how Maxio works.

Every deal moves from quote to cash, on any pricing model, without switching tools. There's one connected system: the billing infrastructure your growth engine runs on.

Quote

Maxio's CRM-connected CPQ approves standard deals automatically and routes anything unusual for review. So reps move faster, and finance keeps control.

CPQ

Bill

Bill by usage, seats, credits, or a mix of all three.

  • Usage metering captures consumption in real time and bills it on any pricing model, without engineering and without issue.
  • Subscription management handles renewals, upgrades, downgrades, and churn prevention as plans change, not as a separate manual process.
  • Entitlements update access automatically on every plan change.
  • Wallets track prepaid credits and balances the moment they're funded, keeping both in sync with what's actually billed.

Collect

Accounts receivable automation adjusts dunning by payment type, recovering failed payments automatically instead of chasing them by hand.

Recognize

Revenue recognition adjusts schedules by customer, contract, or transaction, without overwriting the original data finance trusts, and stays compliant with ASC 606 and IFRS 15, with a full audit trail behind every number.

Report

SaaS financial reporting covers metrics from ARR and NRR to churn and non-GAAP revenue, and calculates it automatically, so leadership gets numbers they trust without pulling reports by hand. You can also ask AI tools for insight directly through Maxio MCP.

Speed, flexibility, certainty

Maxio moves at the speed of your business, so you move ahead.

One platform means faster billing, greater flexibility as you grow, and numbers everyone trusts.

Approvals, invoicing, collections, and revenue schedules run automatically, on any pricing model, so finance moves at the speed of the business, not the speed of a spreadsheet.

Approval workflows Automated invoicing Dunning & collections Revenue recognition

Change pricing models, add usage or credit-based billing, or expand into new markets, without an engineering ticket or retooling the finance stack.

On/off Quantity-based Metered Event-based Prepaid usage
Pricing Scheme Per Unit Volume Based Tiered Stairstep

See revenue performance as it happens, not after month-end close, so decisions get made on data everyone trusts, not a number someone’s still reconciling.

MRR Momentum Net dollar retention Customer count ARPU

See how Maxio eliminates billing headaches.

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Extend your stack instead of replacing it.

Maxio connects directly to the CRM, ledger, tax, and payment tools already running your business. So you can go at your own pace, extend as you scale, and never worry about ripping out what's working.

Salesforce HubSpot Oracle NetSuite Sage Intacct Rillet Stripe

Why Maxio

Built for B2B SaaS and AI companies

Legacy finance platforms have depth but not flexibility. New point solutions have flexibility but not depth. Maxio was built for both.

Any pricing model, one system

Usage-based, subscription, one-time, or bundled pricing models all run in a single finance-grade system that delivers flexibility and scale as the business evolves.

15 years of billing data, built in

That's the kind of depth newer tools simply can't match.

9M invoices a month
23M payments a month
$20B billings a year

End-to-end quote to cash, not just billing

CPQ, billing, revenue recognition, reporting, and payments run as one connected system. So growth doesn't mean stitching together systems from multiple vendors.

Trusted by 2,000+ B2B SaaS and AI companies worldwide.

Compliance

  • PCI DSS compliant
  • GDPR compliant
  • ISO 27001 certified
  • SOC 2 compliant

See how Maxio simplifies complex billing.

Frequently asked questions

Maxio is the billing, revenue, and monetization platform for B2B SaaS and AI companies. It connects quoting, billing, payments, collections, revenue recognition, and reporting, all in one system.

Maxio covers the full quote-to-cash motion, CPQ, billing, payments, collections, revenue recognition, and reporting, plus a native monetization stack for usage-based, token-based, and credit-based pricing.

Usage-based billing charges customers for how much product they actually use, instead of charging a flat subscription fee. Maxio Metering captures that usage in real time and feeds it directly into billing.

MCP, or Model Context Protocol, securely connects AI tools like ChatGPT and Claude directly to your Maxio billing and revenue data. So you can ask questions, get answers, and take approved actions, all governed by your existing permissions.

Maxio runs at 99.9% platform uptime and is PCI DSS, GDPR, ISO 27001, and SOC 2 compliant, so your billing and revenue data is handled the way an audit demands.