From messy contracts to scalable operations

From Jonathan Krangel’s perspective as Head of Revenue Operations at Retool, the real challenge wasn’t just contract formatting—it was the lack of structure behind how deals were built, approved, and tracked. Sales reps had free rein to edit documents, legal and finance had no standardized checkpoints, and RevOps was left untangling broken data in Salesforce.

With Maxio CPQ, his team introduced guardrails, automated approvals, and a contract data model that made quoting structured, scalable, and visible across systems. According to Jonathan, the result was a sales process that reps could rely on, and RevOps could trust.

Across the team, the impact was felt immediately. One AE put it simply: “This feels like modern software.” Sales leadership called it “super slick and tight—exactly what the business needs.” Even reps who’d used legacy CPQ tools like Conga or Salesforce CPQ saw the difference right away.

VERO Participated in Maxio’s Rapid Start Implementation Program and saw Immediate Results

VERO leveraged Maxio’s Rapid Start Program, completing a full data migration within two weeks. Remarkably, they were able to send their first invoice by the second day. Cartwright credits the fast turnaround to the efficiency of Maxio’s platform and the collaborative effort between VERO, Maxio and Maxio’s Partner, Kruze Consulting, who participated in the implementation.

“With Maxio’s rapid start implementation process, we were able to send out our first invoice in just two days and overall the whole implementation took about two weeks. Maxio quickly became a critical system for us, so the fact that we only spent that much time implementing it was very impressive to us.” – Michael Cartwright, Finance Director, VERO 

Since implementing Maxio, VERO has successfully scaled their client billing threefold—without increasing finance department costs. This scalability underscores Maxio’s role in enabling sustainable, cost-effective growth. They have successfully optimized their financial processes, reduced operational friction, and positioned themselves for long-term growth. Their journey demonstrates how the right financial management platform like Maxio can drive efficiency, accuracy, and scalability in an increasingly complex SaaS landscape.

Curve Dental Saves Multiple Days a Month with Maxio Payments

Prior to adopting Maxio, Curve Dental faced significant challenges with their previous payment processors. These platforms struggled to integrate effectively with NetSuite, leading to inefficiencies and frequent system crashes. This lack of seamless integration created unnecessary manual work, slowing down operations and limiting scalability.

“Before Maxio, handling monthly invoices was a tedious, manual process. Our previous payment gateways couldn’t keep pace with our growth, and NetSuite’s frequent crashes made financial management even more difficult”, according to Blanchard.

Curve Dental needed to find a scalable solution that could integrate with NetSuite while automating financial operations. Maxio Payments emerged as the ideal choice, offering advanced integration capabilities and improving efficiency across workflows.

“Maxio Payments has been a game-changer for us,” Blanchard explains. “It integrates effortlessly with NetSuite, streamlining our invoicing process and reducing our reliance on manual work. Maxio Payments alone has saved us probably three or four days a month in the bank rec process.”

Accurate & Automated Financial Operations Allows Curve Dental to Focus on Strategic Planning 

By leveraging Maxio, Curve Dental has not only improved their financial management but also positioned themselves for scalable growth. With automated financial processes in place, the team can focus on strategic initiatives rather than administrative tasks.

Maxio’s reporting capabilities, such as the subscription momentum report and ability to extract transaction data, has provided deeper financial insights, enabling Curve Dental to make informed decisions backed by their data. As they continue to scale, they anticipate further leveraging Maxio’s innovations in payment processing, especially with international payment operations.

The ability to automate, integrate, and scale without increasing operational complexity makes Maxio a valuable partner for growth-focused companies.  By switching to Maxio, Curve Dental unlocked new levels of efficiency, cost savings, and financial clarity—proving that the right financial management platform can be a transformative asset in any business’s success story.

From complexity to clarity: Boomi’s enhanced decision-making with Maxio

One of the critical challenges Boomi faced was the need for in-depth SaaS metric that could adapt to varied stakeholder requirements. Maxio offers tons of “out-of-the-box” reports that Boomi utilizes and allows for customizable fields at multiple levels—transaction, item, and account.

This flexibility enables Boomi to adapt its reports to provide actionable insights for various business needs.

Boomi’s leadership teams and board members have provided overwhelmingly positive feedback. Maxio has helped Boomi redefine how they calculate critical SaaS metrics, like Annual Recurring Revenue (ARR), bringing clarity and accuracy to planning exercises.

Maxio Metrics has streamlined Boomi’s SaaS metric reporting processes and significantly enhanced the analytical capabilities that drive business decisions at all levels.

Boomi’s experience illustrates the potential of custom financial tools, proving that the right tools can create clear pathways to success.

Enmark Systems credits Maxio with setting up their company with innovative processes as they continue to grow

Maxio is going to help us scale into the future. As Enmark continues to grow, we won’t have to spend a lot of additional cost on overhead because Maxio takes care of so many of the functions and features that used to take a lot of manual effort to achieve.

According to Enmark’s CFO, Debbie Williams, Maxio stands out compared to competitors thanks to the ease of implementation provided by the highly attentive and knowledgeable implementation consultants. Thanks to the processes that were put in place, Enmark’s DSO improved and the automation added to collections helps to increase overall efficiency around the monthly invoices.

After the smooth implementation process, Enmark has been able to streamline revenue and retention reporting at month end, as well as, gain efficiencies in their daily processes around invoicing and collections. Also, thanks to integrations such as Salesforce, Enmark has improved communication and processes throughout the whole organization and are able to get real time insights to other departments within the company.

Integrating Maxio with NetSuite has numerous benefits

Similar to many of our customers, Maxio’s finance team chose to leverage NetSuite as a general ledger for greater financial control and better visibility into entities and business lines. When paired with Maxio, we’re able to see SaaS metrics and analytics and really drill down into business performance.

According to Christofferson, using the two systems together has sped up our reporting time significantly. NetSuite’s financial reporting and Maxio’s SaaS metric reporting enable us to estimate future expansion and contraction, giving us a better idea of future cashflows and which levers we can pull to drive future growth.

Implementing Maxio Core and Maxio Advanced Billing gives parcelLabs better insights

Thanks to the cross-platform integration between Maxio Core and Advanced Billing, parcelLab is able to automate previously manual tasks, cutting down their month-end time-to-close and having complete confidence in their numbers.

One of the biggest benefits to parcelLab, besides the seamless integration, is the ability to drive efficiency with deferred revenue entries and drill down capabilities. Reporting on ARR used to take two or three weeks—now it takes a few clicks, allowing parcelLab to be agile and take action if need be.