Maxio October 2026 Product Updates
AI-native has no founding date. It’s a mindset, and any company willing to rethink how it works can earn it. At Maxio, every leader builds with AI inside their own function, and we’ve transformed how we work across our product, processes, and people.
Doing that work ourselves taught us where AI earns its place in finance. It has to run on numbers the team already trusts, and it has to take on the work that fills most of the week, like chasing payments, checking orders against contracts, and tying out balances at close. Your team still makes the calls.
Maxio AI brings that approach to your billing, payments, and revenue data. This month’s updates to Wallets, renewal pricing, contract entry, revenue reporting, and Taxwire take on more of the manual work across billing and close.
In this month’s update
- Put seven specialist agents to work on your billing, payments, revenue, and usage data with Maxio AI
- Track prepaid balances, credits, and AI tokens in one ledger with Wallets
- Automate CPI-based renewal increases and turn signed contracts into sales orders
- Reconcile long-term deferred revenue and audit lock date changes faster
- Calculate US sales tax directly on Maxio invoices with Taxwire
- Export finance and SaaS metrics reports in one consistent format
- Give customers more ways to pay with Apple Pay and Google Pay
- Build integrations faster with new API docs, SDKs, and a single API token
Introducing Maxio AI
From financial insight to action, with your team in control.
AI is only useful in finance when you can trust the numbers behind it. Maxio AI introduces seven specialist agents that help your team understand performance, spot issues, and move work forward using your billing, payments, revenue, and usage data.
| Agent | What it helps your team do |
| Financial Analyst | Explain ARR changes, KPI shifts, and billing mix, with anomalies traced to their sources |
| Pricing | Compare discounting, churn, tiers, and bundles to understand how pricing performs |
| Utilization | Spot churn risks and expansion opportunities using your existing product analytics data |
| Close | Identify close blockers, diagnose causes, and review proposed fixes with an audit trail |
| Collections | Prioritize overdue accounts, approve outreach, and track payment commitments |
| Sync | Diagnose integration failures and rerun syncs once you approve the fix |
| Order Processing | Check uploaded order forms against contract and CRM data to catch mismatches before billing |
Every figure an agent shows you comes from Maxio reports, so the numbers match the ones your team already works from. Each action records the agent, the data it accessed, and who approved it. You set the limits, and agents learn from what you approve, edit, or reject.
Tokenization and Monetization
Keep every credit and token on the books.
Wallets: Track Prepaid Balances and Tokenized Credits in One Ledger
Prepaid commitments, credits, and AI tokens tend to end up in spreadsheets or custom databases that sit apart from billing. Wallets give each subscription a balance your customers fund, draw down, and replenish, with every token or credit tied to a ledger entry. Grants, expiration dates, and one-time credits are tracked automatically.
Subscription and Billing
Less data entry between the signed contract and the renewal.
Automate CPI-Based Renewal Pricing
CPI-linked increases usually mean looking up the latest index, calculating each increase, and updating renewal prices one at a time. CPI-based renewal pricing applies the latest CPI data using the rule you choose: CPI only, CPI plus a fixed percentage, or a capped increase. You can review every upcoming change in Maxio before it takes effect.
Turn Signed Contracts Into Sales Orders With AI Contract Ingestion
With AI Contract Ingestion, you drag and drop a signed sales agreement PDF and Maxio pulls the customer, contract, subscription, and invoice details into a sales order. Review what it captured, then process the order in a few clicks.
Advanced Revenue
Reconcile and audit close with less digging.
Drill Into Long-Term Deferred Revenue
You can now drill into long-term deferred revenue from the Advanced Revenue Summary to see the customers and contracts behind the balance.
Track Every Change to Closing and Lock Dates
Maxio now tracks every change to closing and transaction lock dates, showing who made the change, when they made it, and the values before and after. If something shifts after close, the edit is easy to find.
Third-Party Integrations
Keep sales tax inside your billing workflow.
Taxwire: Calculate US Sales Tax Directly in Maxio
The Taxwire integration calculates US sales tax and applies it directly to Maxio invoices. Your team no longer has to route invoices through another system or enter tax by hand.
Insights and Analytics
Board-ready data with less cleanup.
Export Finance and SaaS Metrics Reports in One Format
More than a dozen reports now share a consistent CSV export format, including Finance Summary, Finance Waterfall, Subscription Momentum, A/R Aging, and Rollforward. Amounts, percentages, and live links come out formatted the same way every time, so board prep starts with clean data.
Payments
More ways for customers to pay.
Apple Pay and Google Pay for Maxio Payments
Maxio Payments now supports Apple Pay and Google Pay. Customers can pay with a tap from the phones and browsers they already use, without typing in card details.
Learn more about Apple Pay. Learn more about Google Pay.
Developer Experience
A shorter path from docs to working code.
Maxio Core API Docs: Live Testing, Code Samples, and SDKs
Maxio Core API documentation now runs on APIMatic, with try-it-live requests, code samples, and auto-generated SDKs. Developers can test endpoints right in the docs and download a ready-made SDK to start building.
Summary
Your next close could look different. Maxio AI can flag the blockers, trace an ARR swing to its source, and line up overdue accounts for outreach, with your team approving the work. Wallets, CPI-based renewals, contract ingestion, and Taxwire clear out more of the manual steps in billing along the way.
See what your next close could look like. Book a demo.
