Sage Intacct
Maxio + Sage Intacct: The Ultimate Financial Operations Integration for SaaS
Unify your billing, revenue, and reporting workflows with a purpose-built integration designed for growth-stage B2B SaaS and software companies. Automate complex billing, eliminate data silos, and unlock investor-ready insights—all within your existing Intacct environment.
Why Maxio + Sage Intacct?
In today’s fast-scaling SaaS landscape, financial operations are no longer just a cost center—they’re a growth catalyst. This integration bridges the gap between disconnected billing and accounting systems, turning financial operations into a strategic advantage.
Why this matters:
- Accelerated Growth: SaaS companies with unified financial systems grow 34% faster than those using fragmented tools.
- Operational Efficiency: Maxio eliminates manual quote-to-cash steps that slow down go-to-market execution.
- Strategic Visibility: With real-time metrics and cohesive data flows, finance leaders can make confident, data-driven decisions.
- Audit-Ready: Automate revenue recognition and reduce risk ahead of fundraising, diligence, or global expansion events.
What You Get
Maxio’s integration with Sage Intacct empowers B2B SaaS businesses with bi-directional data flows that unify subscription billing, revenue recognition, and analytics within a single connected ecosystem.
- Two-way Syncing: Maxio integrates directly with key Sage Intacct objects like customers, sales orders, invoices, credit memos, payments, and adjustments. This creates a single source of truth across billing, revenue, and ARR reporting.
- Tailored to SaaS Needs: Go beyond Sage Intacct’s native capabilities with Maxio’s specialized support for usage-based billing, hybrid pricing models, and advanced contract modifications.
- Automated Workflows: Simplify complex AR processes, automate contract changes, and launch flexible pricing—without requiring developer support.
- Faster Time to Value: Customers like Vero reduced their time to close by 75%, while others have automated pricing launches, ARR reporting, and revenue workflows in days—not weeks.
How It Works
The Maxio + Sage Intacct integration is designed to seamlessly connect your CRM, billing, and financial systems, eliminating manual processes and accelerating your quote-to-cash operations. Choose the integration model that fits your business.
Maxio acts as the primary bi-directional connector between your CRM and Intacct to automate your quote to deposit workflows and create all customer and billing records.
“Maxio Metrics” is designed to ingest data from Intacct to automate ARR reporting while leveraging Intacct for billing and rev rec.
Maxio may be connected to a CRM but can run disconnected from Intacct. A summary entry is recorded for revenue each month but no customers, invoices, or related records are directly created in Intacct from Maxio.
Core Functionalities
Automate subscription invoicing, collections, and revenue recognition workflows.
Configure usage-based pricing, milestone billing, or hybrid models with no-code flexibility.
Sync payment data, contract terms, and financial metrics to remove manual reporting bottlenecks.
Maxio Metrics ingests Sage Intacct data to deliver investor-grade SaaS analytics, including ARR, churn, and retention.