Business professionals collaborating at Maxio office for financial solutions.

About Maxio

Behind every big idea is the foundation that drives it forward

The work behind recurring revenue is rarely simple. Pricing changes. Systems multiply. Teams patch together processes that were never designed to scale.

Maxio helps bring order to that complexity. We turn spreadsheets, workarounds, and “we’ll fix it later” chaos into clarity, control, and momentum—so you can be the hero that drives the business forward.

One platform for recurring revenue operations

Growth gets more complicated as pricing evolves, systems multiply, and teams are left piecing together a process that no longer scales.

Maxio helps B2B SaaS and AI companies manage that complexity in one place. We bring CPQ, billing, revenue recognition, payments, collections, and investor-grade metrics together so finance, product, and operations teams can work from a clearer, more connected foundation.

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Built for complexity
Backed by experience

Maxio was built for companies that have outgrown point solutions. Where most tools solve one piece of the recurring revenue puzzle, Maxio manages the full quote-to-cash process — CPQ, billing, revenue recognition, reporting, and investor-grade metrics — in a single platform.

That breadth is rooted in experience. Chargify (founded 2009) brought deep expertise in subscription billing for SaaS companies. SaaSOptics (founded 2010) brought structure and visibility to finance teams managing revenue recognition and metrics.

2000+
Customers
$20B
In SaaS and AI billings annually
$100B+
In funding raised by our customers
5B
Events ingested for
usage tracking per month
99.9%
Platform uptime
60+
Integrations

In 2021, Battery Ventures brought Chargify and SaaSOptics together to form Maxio, creating a more unified platform for recurring revenue operations. In 2025, the acquisition of RevOps.io expanded that foundation further, strengthening Maxio’s platform to better support the full complexity of SaaS and AI monetization.

For B2B SaaS and AI companies navigating changing pricing models, rising transaction volume, and increasing financial complexity, Maxio provides the foundation to scale without adding more fragmentation.

How we work

The teams we serve do high-stakes work. The way we build, support, and partner should reflect that with HYPE.

H

Honest & Open

We are candid about our product, 
our feedback, and ourselves.

P

Passion for Progress

We push boundaries to make 
incremental improvements every day.

Portrait of a man with dreadlocks framing his face, looking through a frame made by hands.
Y

Your Input Matters

We are better together. Our differences are our strengths.

E

Expect Excellence

We expect the highest quality work from ourselves and others.

Our leadership team

Branden Jenkins

CEO
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Jon Cochrane

CFO
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Chris Weber

CPO
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Tracy Kraft

CMO
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Monica Lee

Head of Sales
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Mike Cocozza

Head of Engineering
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Amy Kennedy

Head of People & Culture
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Robert Williams

Head of Customer Success
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Backed by the best

Battery Ventures, a global, technology-focused investment firm led a combined growth-equity investment of more than $150 million in Maxio (previously Chargify and SaasOptics). Battery partners with exceptional founders and management teams to develop category-defining businesses in markets including software and services, enterprise infrastructure, online marketplaces, healthcare IT, and industrial technology.

Maxio Battery logo with a blue triangle and text.

Trusted by the teams behind recurring revenue

Maxio supports the financial operations behind modern SaaS and AI growth, helping companies navigate complexity without losing speed, control, or visibility.

Extensiv black and gray logo with block font, representing supply chain and warehouse management software.

Our team is able to report on flash bookings within two days of month end, and we are able to close revenue within five days as a result of implementing Maxio.

Antonietta Ciccone Headshot

Antonietta Ciccone

Director of Corporate Revenue Accounting, Extensiv

Sendspark monochrome logo with stylized script lettering, representing personalized video messaging platform for sales and marketing.

With Maxio, we are able to test different pricing models just by talking to customers and proposing different plans. We could see what made sense, what was too high, what was too cheap, and what really resonated with our customers.

Bethany Stachenfeld

Bethany Stachenfeld

Co-Founder and CEO, Sendspark

The future of AI and SaaS finance starts here

Whether you want to join the team, explore partnership opportunities, or keep up with what Maxio is building, here are a few ways to stay connected.

Careers

Join the team building the future of subscription finance. Explore open roles and benefits.

Partners

Help clients scale revenue with confidence. Grow your practice with Maxio.

News

Keep up with Maxio product updates, company announcements, and industry insights.

Frequently Asked Questions

Maxio is the billing and financial reporting platform trusted by over 2,000 SaaS, AI and subscription businesses worldwide. Maxio sits between the CRM and general ledger, automating the order-to-cash process and allowing companies to bill customers, collect cash, and report on the metrics that matter to their business. Maxio brings subscription billing, revenue recognition, investor-grade metrics, and financial reporting together in a single platform, replacing the disconnected spreadsheets and point solutions that slow finance teams down.

Maxio automates the core financial operations of a B2B SaaS and AI business. It supports complex recurring and usage-based billing, subscription lifecycle management, GAAP-compliant revenue recognition, and advanced financial analytics all in one place. Finance teams use Maxio to close the books faster, reduce manual work, maintain compliance, and get real-time visibility into ARR, churn, retention, and other critical metrics.

Maxio is built for B2B SaaS and AI companies that have outgrown basic billing tools and need a platform that can scale with them. It serves finance teams, CFOs, RevOps leaders, and product leaders who want to manage subscription and billing complexity, automate revenue recognition, and access reliable, investor-grade metrics without stitching together data from multiple systems. Whether a company is product-led, sales-led, or running a hybrid motion, Maxio is designed to support it.

Maxio is both. Maxio was built to solve fragmented financial operations by unifying quoting, billing, collections, revenue recognition, and reporting into a single platform. It starts with quoting and billing but extends across the full financial operations stack making it a true financial operations platform for B2B SaaS and AI.

Yes. Maxio supports both recurring subscription billing and usage-based billing, including standard subscriptions, add-ons, quantity-based recurring charges, metered usage, event-based usage, prepaid usage, and hybrid models. Teams can configure product and component price points, rate usage based on attributes such as volume, server size, location, or SLA, and invoice usage-based charges alongside recurring subscription fees. Maxio also supports customer lifecycle changes such as upgrades, downgrades, quantity changes, and other mid-term adjustments, including proration through the billing workflow.

Yes. Maxio automates revenue recognition while supporting ASC 606 and IFRS 15 compliance, minimizing manual errors, accelerating month-end close, and giving finance teams greater confidence in the numbers shared with leadership and the board. Beyond recognition, Maxio provides investor-grade SaaS metrics and analytics, including ARR, MRR, NRR, churn, retention, and DSO, all connected to a single source of truth across customer, contract, invoice, and payment data.

Many companies cobble together separate point solutions for billing, revenue recognition, and reporting. Maxio replaces that fragmented stack with a single platform that handles the full quote-to-cash cycle. Because all of a company’s customer, contract, invoice, revenue, and payment data lives in one place, Maxio can connect it into a unified source of truth. Finance teams get faster closes, cleaner audits, and more reliable metrics all without the overhead of managing multiple vendors.

Yes. Maxio has bi-directional integrations with general ledgers like QuickBooks and Xero, ERPs like Sage Intacct, NetSuite, and Rillet, and CRMs like HubSpot and Salesforce. It also supports leading payment gateways like Stripe, Authorize.net, and others and tax providers like Avalara and Anrok for seamless recurring payments, refunds, and international currency and tax compliance. In total, Maxio offers 85+ built-in integrations, plus additional integrations through Zapier.

Maxio’s roots go back well over a decade. Chargify was founded in 2009 as a pioneer in subscription billing for SaaS companies. SaaSOptics was founded around the same time, focused on financial operations and revenue recognition. In April 2021, Battery Ventures brought the two companies together, and the new brand of Maxio was publicly unveiled in April 2022 as the combined platform. The company has continued to evolve since then, most recently acquiring RevOps.io in 2025 to extend its capabilities into CPQ and deal structuring.

Chargify was founded in 2009 and became one of the leading subscription billing platforms for B2B SaaS companies. In 2021, Chargify merged with SaaSOptics under Battery Ventures, and the combined company rebranded as Maxio in 2022. Chargify’s billing capabilities are now a core part of the Maxio platform.

SaaSOptics was one of the most widely used financial operations platforms for B2B SaaS, known for its revenue recognition and SaaS metrics capabilities. In 2021, SaaSOptics merged with Chargify under Battery Ventures, and the combined company rebranded as Maxio in 2022. SaaSOptics’ financial operations capabilities are now a core part of the Maxio platform.