Maxio AI
Agents built for
quote-to-cash
They handle the grind. You grow the business.
Trusted by 2,000+ SaaS, AI and subscription businesses worldwide
The agents
Insight where you want it. Action where you allow it.
Every agent works from one picture of your business: billing, payments, revenue, usage and the systems you have connected. Analyst agents make sense of your revenue, pricing and product usage. Action agents detect and fix what goes wrong in the workflows they own, once you approve. Agents learn from what you approve, edit or reject.
Explain the numbers before the board asks
For finance leaders reporting each period. ARR bridge, KPI deltas and billing mix explained, with anomalies traced to source.
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In 01
- Subscription data
- Billing data
- Revenue data across periods
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The Agent 02
- Analyzes revenue movement
- Detects anomalies
- Traces each one to its cause
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Out 03
- Period report
- ARR bridge
- KPI deltas, billing mix
- Anomalies traced to source
See how your pricing actually performs
For pricing owners and RevOps. Discounts correlated against churn, pricing tiers and bundles measured across your whole book.
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In 01
- Discount history
- Tiers and bundles
- Churn outcomes
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The Agent 02
- Correlates discounts against churn
- Shows how your tiers and bundles are performing
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Out 03
- Discount performance
- Tier performance
- Bundle performance
Spot renewal risk while you can act
For customer success and finance. Product adoption read against your accounts, with churn risk and expansion opportunity flagged one by one.
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In 01
- Product adoption signals you already track
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The Agent 02
- Monitors product usage
- Scores churn risk
- Spots expansion opportunity
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Out 03
- Churn risk flagged by account
- Expansion room flagged
Know what blocks the close before you start
For the team closing the books each period. Quote-to-cash is checked continuously, so blockers arrive detected, diagnosed and documented.
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In 01
- The open period across quote-to-cash
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The Agent 02
- Detects close blockers
- Diagnoses the cause
- Clears what it is allowed to clear
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You 03
- Approve the clearance
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Out 04
- Readiness score
- Blockers cleared, reason logged
- Audit-ready workpaper
Get paid sooner without chasing every invoice
For AR teams chasing cash. Outreach built account by account, commitments followed up, stalled accounts escalated.
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In 01
- Overdue invoices
- Payment history
- Account risk
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The Agent 02
- Prioritizes accounts
- Builds the outreach
- Follows up on commitments
- Escalates
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You 03
- Approve the outreach
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Out 04
- Personalized outreach
- Commitments followed up
- Accounts escalated for human takeover
Catch a broken sync before your books do
For ops teams running connected systems. Failures diagnosed at the run log, with a fix path ready to approve.
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In 01
- Integration run logs across connected systems
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The Agent 02
- Reads run logs
- Diagnoses the failure
- Proposes the fix
- Re-runs the sync
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You 03
- Approve the re-run
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Out 04
- Fix applied
- Sync re-run and verified
Ingest the order, release a clean subscription
For finance teams handling order intake. Order documents ingested, orders built and checked against contract and CRM before release.
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In 01
- Uploaded order documents
- Sales order queue
- Contract and CRM record
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The Agent 02
- Reads the document
- Builds the order
- Checks it against contract and CRM
- Flags what does not match
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You 03
- Confirm the order
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Out 04
- Clean order
- Subscription ready to bill
You decide how much each agent is allowed to do
Every agent runs inside limits you set, learns from the decisions you make, and leaves a record of what it did.
Needs your decision 5
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Every action waits for your approval
Required on all action agents, every time. You see what the agent proposes, and you decide.
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One connector per agent
Each agent gets its own credential, scoped to that agent alone. Revoke one without touching the others.
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Every write follows a path you approved
Writes run through named workflows, with a confidence score on every output.
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One agreement, platform, and agents
The AI runs inside the Maxio contract, and your data stays in your region.
- Financial Analyst
- Pricing
- Utilization
- Close
- Collections
- Sync
- Order Processing
- Quote
- Order
- Contract
- Subscription
- Usage
- Revenue Schedule
- Invoice
- Payment
- Amendment
One platform from quote-to-cash
The agents are only as good as the data underneath them. Maxio keeps it all connected: quote, order, contract, subscription, usage, invoice, payment, amendment, revenue schedule. Agents read every record before they answer or act.
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Maxio AI FAQs
Still have questions?
Talk to our team.
Yes, and on your terms. You give each agent standing instructions about how your business runs, and its work gets sharper as you do. Action agents bring proposals to you first, and you’ll widen what each one handles on its own as confidence builds, so your time goes to the decisions that need you.
No. Subscription Momentum, Pricing and Utilization have no write path at all.
No. Figures, scores and eligibility come from Maxio’s own reports, and every number links back to its source. The AI writes the narrative.
A product analytics tool you already use. You connect it and map each account to its Maxio record, and the agent reads adoption from there. It reports on accounts, never on individual end users.
No. Every action agent stops and waits for your approval before it writes anything, on all four agents, every time.
Named workflows only, not open write access. Agents have no path to database tables or to a module’s internal write paths. What each agent can do is listed against its name above.
The action, the agent that took it, the data it read, the confidence attached to the output, and the person who approved or modified it. Enough to reconstruct the decision, not just the event.
Yes. Maxio MCP gives your own assistant access to your billing and revenue data, with OAuth authentication, audit logging, and scoped write access you opt into.