Billing and Financial Reporting Software

Big Ideas Need Better Billing

Power your AI business with the billing, rev rec, and reporting
engine that’s as smart and scalable as your next breakthrough.

Configure, Price & Quote (CPQ)

Usage-based
Billing

Subscription
management

Financial
Reporting

Revenue
recognition

Collections

All-In-One SaaS Subscription Management

Streamline subscription and contract billing. Automate invoicing. Stay GAAP & IFRS compliant.

Usage-based billing

Metering & Rating

Easily Manage Pricing

Minimum Commitments

Metering & Rating

Easily Manage Pricing

Minimum Commitments

Sync product usage with billing for accurate invoicing. No more spreadsheets and manual reconciliation.

Charge based on license quantity, usage beyond prepaid capacity, or run a meter. Supports per unit, volume-based, tiered, and stairstep pricing schemes. No code.

Subscription management

Self-Serve Billing Portals

Flexible Product Catalog

Self-Serve Billing Portals

Flexible Product Catalog

Create subscription plans and individual contracts in minutes. Set prices. Enable setup fees, coupons, add-ons, and upsells.

Let users get custom pricing by filling out a PCI-compliant form. Auto-generate invoices for self-service billing. Sync customer data with Salesforce, HubSpot, and other CRMs.

Revenue recognition & reporting

Custom Dashboards

Drill-Down Reports

Audit Prep

Custom Dashboards

Drill-Down Reports

Audit Prep

Create revenue recognition rules based on your ASC 606/IFTS 15 policies. Or use premade recognition methods for fast results.

Automate schedules, run calculations, and identify deviations. Visualize data with unlimited custom dashboards. Drill down. Generate 1-click reports. ARR summary, DSO, and 30+ others.

Payment integrations

20+ Gateways

20+ Gateways

Integrate with dozens of payment providers, including Stripe, Braintree, and Authorize.net. Or use our in-house payment solution.

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CUSTOMER STORIES

See why customers love Maxio

90%

faster
reporting

Maxio is a great tool to give you the data that you need to really ensure you’re making the right decisions for a business.

Ron Jacobson

CEO at Rockerbox

50%

of invoicing processes
automated

Maxio is basically a Senior Accountant running our complex billing. If you want to continue to grow, there’s no better software.

Trevor Swim

Director of Finance, NinjaCat

90%

less time spent
on AR reporting

It’s become the single source of truth for all of our AR reporting. AR used to be complex for us in the past. Maxio has made it very, very easy.

Jean-Thomas Cock

Head of Finance, parcelLab

3+

hours saved per
closed deal

Instantly helpful. Incredible ease of access. Everything’s there and you’re confident in the numbers. Turns anything you’re doing in Excel into one simple application.

Taylor McPherson

Fmr. Business Operations Specialist, Adeptia

250%

growth
in ARR

We’ve been able to automate billings and subscription renewals. We close revenue in 5 days. And it provides us with SaaS-based metrics at the push of a button.

Antonietta Ciccone

Dir. Corporate Revenue Accounting, Extensiv

58%

faster
close

Maxio’s reporting allows us to better manage our goals. We gain a lot of time and efficiency. Now we can leverage our finance team in different areas to help achieve the overall company targets.

Charles Dye

Financial Controller, Blue Ridge Solutions

Features

Offers

Build personalized offers in minutes. Easily include add-ons, upsells, bundle offers, and usage-based pricing options.

Billing

Automate recurring, usage-based, and event-based invoicing. Set renewal timing. Charge the full amount, prorate, or delay the transaction

Cash collection

Automate payment reminders & dunning cadences. Track past-due, expected collections, and DSO. Reduce delinquent payments & increase cash flow.

Multi-entity support

Allow users to create multiple sites for each company entity. Includes unique product catalogs, settings, payment gateways, etc.

Self service

Accept signups and trials. Offer self-service portals. Let users manage subscriptions, pay invoices, update billing info, and upgrade plans.

PLG & SLG support

Simplify hybrid growth strategies. Manage enterprise deals and self-serve subscriptions in one seamless system.

Integrate all your critical systems

85+ integrations including Hubspot, Salesforce, NetSuite, Quickbooks, Xero, Stripe, etc. Get 6,000+ additional integrations through Zapier like Excel and Calendly.

Integrations