Case study
Pal USA gets FinOps Right with Maxio
Built for Sales-Negotiated Subscriptions
Pal USA runs subscription management, revenue recognition, and reporting on Maxio, with financial reports tied directly to contract terms.
Flexible by Deal
Variable invoicing dates, revenue events, and subscription terms are tracked per contract, so sales-negotiated orders don’t need workarounds.
Straightforward Month-End
Close journal entries, reports, and revenue tracking run from one place, and the finance team trusts the numbers.
Reports Tied to Contract Terms
Real-time GAAP revenues and invoice schedules come straight from contract terms, so the books close faster and cash projects more accurately.
Automatic QuickBooks Sync
Customer, revenue recognition, and invoice data syncs to QuickBooks, so the finance team always works from current data.
Renewal Visibility
Get insights across the subscription journey from order to renewal replaces manually sifting a spreadsheet, saving half an hour a day.
We bought into a popular subscription management platform that didn’t live up to the hype. When our financial metrics were off, we knew it was time for a change. I wish we had found Maxio from the beginning, although it was definitely worth the wait.
Mindy Drue
Financial Controller, Pal USA
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