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Subscription billing
Manage even the most complex billing models with ease
Subscription management
Simply your customer lifecycle management, no matter how you bill
Revenue recognition
Automate your revenue recognition schedules to ensure GAAP compliance
Metrics & analytics
Leverage your billing, invoicing, and customer data for deep insights
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Subscription billing
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Subscription management
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Revenue recognition
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Maxio Platform
Your financial operations platform to manage subscriptions, billing, revenue recognition, and financial reporting.
Featured Modules
Advanced Billing
Automated recurring billing to power your product-led or self-service strategy
A/R Management
Reduce your A/R balance, drive down DSO, and get cash in the door faster
Advanced Revenue Management
GAAP/IFRS-compliant revenue recognition your auditors will love
Milestone-Based Projects
Bill customers and recognize revenue based on future events (i.e. implementations)
Expense Amortization
Expense accounting for prepaid expenses, fixed assets, and sales commissions
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Pricing
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Content Library
Get practical tips and tricks to improve your daily financial workflows
Blog
Level up your billing and finance knowledge, and keep up with the latest in SaaS
Podcast
Listen to engaging conversations with leading SaaS and finance experts
Maxio Institute
Get the latest insights into SaaS growth based on real companies’ billing data
Case Studies
Read real customer stories, and learn why B2B leaders love Maxio
SaaSpedia
The encyclopedia of SaaS finance terms and metrics
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Developers
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Maxio Platform
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Subscription Analytics
Reliable subscription analytics and insights
Say goodbye to dated spreadsheets and wild guesses with real-time, reliable SaaS insights.
Your source of truth
Because Maxio is the system of record for all recurring revenue transactions, we are uniquely positioned to better understand when, what, and why charges happen more accurately than third-party reporting tools.
Deeper insights
As your product catalog becomes more sophisticated, so do your reporting needs. Use offer-lever filtering to better understand adoption, retention, price elasticity, and much more across your portfolio.
Understand every part of recurring revenue
MRR and usage analytics provide management, product, marketing, and sales teams a comprehensive view into the movements that drive MRR and metered usage growth.
Dynamic views
Constant change requires dynamic views
Customer movements
Understand both MRR and usage growth trends over time and organized by customer—drill down to see individual movements for each subscription.
Offer movements
Filter your catalog to see how products and components drive growth over time. Isolate and analyze how revenue switches between offers through plan changes.
Revenue recognition
Extract the underlying transactional data to automate ASC-606/IFRS-15 compliant revenue recognition. Your finance team will thank you.
Daily email snapshot
Get daily summaries of revenue movements that include week and month-to-date performance for convenient, constant updates.
Subscriber Growth
Keep a close eye on the health of your customer base, a.k.a. your “subscribers.” See movements of paying subscribers that convert (New Business), cancel (Churn), and return (Reactivate), and switch between offers. A visual snapshot shows breakdowns and historical trends for any given period of time.
Churn analysis
Quickly access and analyze:
- Customer/Subscriber Churn: Churn Count / Start of Period Count
- MRR Churn: Churn MRR / Start of Period MRR
- Gross MRR Churn: Churn MRR + Contraction MRR
- Net MRR Churn: Retention overtime grouped by signup date
- Retention Cohorts: (Churn MRR + Contraction MRR) / Start of Period MRR
Monitor subscription changes and revenue movements
With Revenue Alerts, you can define thresholds for revenue changes that trigger real-time emails and in-app notifications, allowing you to keep closer tabs on high-value conversions, expansion/contraction revenue, and potential churn risks.
Revenue retention analysis
Get insights into the effectiveness of your revenue recovery strategy (a.k.a “dunning”). Constantly optimize your efforts to maximize results. Get visibility into:
- At-risk subscriptions that have entered dunning
- Revenue successfully recovered
- Revenue lost
- Effectiveness cohorts
Automate sales commission calculations
Associate revenue to reps for real-time, error-free insights that automate the most labor-intensive step of calculating sales commission programs where revenue events are rewarded.
Finance reporting
Eliminate the need for time-intensive ad hoc reporting to consolidate total revenue, define the subcategories of revenue, and reconcile all transactions at the end of the month. Your finance and accounting team will love the granular view into:
- Total Revenue: All the subcategories of sales, discounts, and credits/voids that make up total revenue
- Total Billed: Total Revenue plus applicable taxes
- Payments: Understand all payments collected vs. expected vs. uncollected
- Net Revenue: Total Revenue minus any refunds towards previously received payments
Tax History Reporting
Access the subcomponents of tax collections by each tax type, jurisdiction, rate, and amount. Take the pain out of filing taxes.
Data Exports
Filter and sort customer, subscription, and transactional data. Export any view in a CSV format for further analysis or record keeping.