Leverage Maxio to improve your sales order processing and subscription management workflow, ingesting new orders from your CRM to generate complete customer and contract records, GAAP-revenues, invoices and reporting. Or keep your subscription management process in your ERP and sync records into SaaSOptics for best-in-class subscription metrics and analytics, allowing you to automate critical subscription analytics, like churn, net retention, CLV, cohorts and MRR growth.
We have two integration solutions to meet your needs.
Find Out Which Integration Is Right for You
Maxio is intuitive and flexible to complex subscriptions, helping you better manage sales-negotiated terms and contract changes. Plus, you get improved invoicing and a complete suite of dashboards, metrics and analytics that are built specifically for B2B SaaS and subscription businesses.
SaaSOptics for Subscription Metrics & Analytics
Maxio integration with NetSuite for analytics leverages a one-way sync with NetSuite, pulling the elements into Maxio that allow us to generate the subscription records that are filtered into our detailed metrics and analytics reporting. You continue operating your subscription management workflow in NetSuite and use Maxio to get access to the trends, reporting, projections and dashboards you need to see in real-time, without having to export data and manage spreadsheets. After integrating Maxio into your NetSuite account, you can begin generating comprehensive reports in less than one hour.
SaaSOptics for Your Subscription Management Workflow
As your system of record for subscription management and GAAP-compliant financials and metrics, Maxio will ingest all new sales orders from your CRM to generate complete customer, contract, transaction, revenue and invoice schedules. Because we’re built specifically for B2B subscription businesses, we’re flexible to contract changes, revenue recognition scenarios, billing activities and subscription analytics. You get security and accuracy in your financial without being handcuffed to complicated controls.
Where a SaaSOptics integration with NetSuite can help:
GAAP-compliant revenue recognition
Invoice scheduling and highly customizable e-invoicing
Milestone-based revenue and invoice management
Out-of-the-box subscription metrics and analytics
Accounts receivables and collections management