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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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Metrics & analytics
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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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Quickstart guides
Everything your team needs to get up and running with Maxio
API documentation
Integrate with many environments and programming languages via our REST API
SDK code libraries
Available for JavaScript, Python, Java, Ruby, PHP, TypeScript, and .Net
Webhook documentation
Send HTTP POST requests for easy parsing in almost any programming language
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Maxio Platform
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Referrals
Grow your business through referrals
A well-executed referral program has been proven to boost signups by as much as 25%. Maxio’s out-of-the-box referral feature can help you achieve similar results.
Incentivize and Reward Referrals
A successful referral program is a two-way stree
Reward referring customers
Provide an account credit for the referrer—such as $25 for every new signup—through the customer’s referral code.
Incentivize new customers
Provide a discount to anyone signing up through the referral code, such as 10% off for 6 months, or $50 off the first month.
Referral communication
Spread the word about referrals
Communication about your referral program is key. Once enabled, every customer will receive a unique referral code that they can distribute. Sharing referral codes and instructions can be done through various mediums:
Use {{subscription.referal_code}} in any Maxio system email to dynamically display your customer’s unique referral code.
You can export your customer list, with referral codes, to use email marketing services like MailChimp for communication.
Pass referral codes to systems like Intercom and use in-app messaging to promote your referral program.
Custom workflow
You decide how referrals are redeemed
Tailor the way referral codes are redeemed to match your desired workflow.
Similar to coupon codes, referral codes can be manually entered on Maxio public sign up pages when the option is enabled.
Create a unique signup URL by adding ?=referral_code to the end of any Maxio public signup page URL
For a completely customized solution, Maxio’s API can be used to build the desired experience.
Track referral performance
Referral reports let you track how your referral program is performing. View a list of new referral signups that show you the original referrer, the recipient (new customer), referral code used, and signup date. See who your biggest advocates are!