BILLING AND FINANCIAL REPORTING SOFTWARE

One Source of Truth for Billing and Reporting

Connect your key systems. Integrate your finance tech stack and ensure your data is standardized.
Bill without bottlenecks. Automate invoicing, renewals, and collections and ensure revenue never slips through the cracks.
Stay audit-ready, all the time. Auto-generate GAAP revenue and deferred revenue waterfalls.
Lead with certainty. Access hundreds of out-of-the-box investor-grade SaaS metrics so you can answer every board, investor, or CEO question with confidence.

BILLING AND FINANCIAL REPORTING SOFTWARE

One Source of Truth for Billing and Reporting

Integrates with:

How Finance scales smarter, without additional headcount

Say goodbye to fragmented systems and data. Connect your entire quote-to-cash process from CRM to GL.

Integrated CPQ

Auto-Approvals

CRM and Billing Integration

Standardized Templates

Sales and customer icons are connected by lines. Text includes "Approval Topics," "Net 60," "Non standard Terms," "25% Discount," "Create Quote," "Invoice," and "Paid." Blue and green colors dominate.

Auto-Approvals

CRM and Billing Integration

Standardized Templates

Standardize quoting, automate approvals, and keep contract data perfectly in sync between your CRM and billing platform. With pricing automation and connected workflows, companies can close deals faster and keep even your most creative sales people in line.

Make the sales-to-finance handoff the easiest part of your day with streamlined sales order processing, auto-generated invoices, and one-click GAAP revenue.

Billing without bottlenecks

Usage billing

Easily Manage Pricing

Term Contracts

Usage billing

Easily Manage Pricing

Term Contracts

Ensure your billing is a growth lever. Not a bottleneck. Bill the way your business runs, from simple subscriptions to complex usage and hybrid models. Launch and iterate on any billing model with low to no code.

Subscription management at scale

Self-Serve Billing Portals

Flexible Product Catalog

Renewal Management

Self-Serve Billing Portals

Flexible Product Catalog

Renewal Management

Scale your subscription business without adding complexity. Create plans and contracts in minutes, automate billing and renewals, and connect customer data across your CRM, Maxio, and your general ledger.

From setup fees to upsells, Maxio keeps every change flowing cleanly through your quote-to-cash process.

Revenue recognition & reporting

Custom Dashboards

Drill-Down Reports

Audit Prep

Deferred Revenue Waterfalls

Custom Dashboards

Drill-Down Reports

Audit Prep

Deferred Revenue Waterfalls

Lead with certainty. Maxio unifies revenue recognition, reporting, and SaaS metrics in one governed system—so every number ties back to the source. Automate revenue and deferred revenue schedules, visualize performance in custom dashboards, and surface insights that keep finance, product, and investors aligned.

Payment integrations

Automatic Deposit Reconciliation

Multi-Currency

Automatic Credit Card & ACH Retries

20+ Gateways

Automatic Deposit Reconciliation

Multi-Currency

Automatic Credit Card & ACH Retries

20+ Gateways

Automate deposit reconciliation and sync payments into billing workflows to reduce tedious manual work with Maxio Payments, or integrate with dozens of payment providers, including Stripe, Braintree, and Authorize.net.

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CUSTOMER STORIES

See why customers love Maxio

25+

hours saved
every month

Our biggest time savings has definitely been in revenue scheduling. We used to have three or four people meet every month to review transactions which took hours. Now, everything’s handled right in Maxio. Switching from spreadsheets to a real system of record has easily saved us around 25 hours a month.

Danna Leahy

COO, Zingtree

50%

of invoicing processes
automated

Maxio is basically a Senior Accountant running our complex billing. If you want to continue to grow, there’s no better software.

Trevor Swim

Director of Finance, NinjaCat

90%

less time spent
on AR reporting

It’s become the single source of truth for all of our AR reporting. AR used to be complex for us in the past. Maxio has made it very, very easy.

Jean-Thomas Cock

Head of Finance, parcelLab

hours saved per
closed deal

Instantly helpful. Incredible ease of access. Everything’s there and you’re confident in the numbers. Turns anything you’re doing in Excel into one simple application.

Taylor McPherson

Fmr. Business Operations Specialist, Adeptia

250%

growth
in ARR

We’ve been able to automate billings and subscription renewals. We close revenue in 5 days. And it provides us with SaaS-based metrics at the push of a button.

Antonietta Ciccone

Dir. Corporate Revenue Accounting, Extensiv

58%

faster
close

Maxio’s reporting allows us to better manage our goals. We gain a lot of time and efficiency. Now we can leverage our finance team in different areas to help achieve the overall company targets.

Charles Dye

Financial Controller, Blue Ridge Solutions