Become a Partner
Save your clients and portfolio companies from financial headaches
Our partners pass significant savings on to their clients and portfolio companies. Equip your clients and portfolio companies with better SaaS metrics and KPIs—while streamlining their financial operations.
Connect with us to learn more
Why Maxio?
For outsourced service providers
Create expansion and growth opportunities
We partner with CPA firms, fractional CFOs, financial services firms and technology consultants who provided services on general ledgers, ERP solutions, and other financial services applications.
Benefits to your firm:
Automate financial operations (and get rid of spreadsheets) so your team will have more time to take on more clients
Ensure accuracy and ASC-606 compliance with even the most complex subscription scenarios
Generate investor-grade SaaS metrics and KPIs in minutes
Accelerate due diligence processes
Introduce your clients to a solution that they won't outgrow
Implement a GL agnostic solution across your SaaS client base, whether they use Quickbooks, Xero, NetSuite, or Intacct
Offer Maxio to your clients at a discount
For VC and private equity firms
Bring financial excellence to your portfolio
We understand the risks that your firm takes. Modernizing your portfolio's financial operations with Maxio will give you accuracy, security, and control over your subscription records. Get real-time visibility to make strategic decisions necessary for growth.
Your firm will benefit from:
Modernizing your portfolio's financial operations for accuracy, security, and control over their subscription businesses
Rock-solid KPIs and analytics that provide confidence in valuations
Consistent reporting across portfolio companies for your firm, the board, and other stakeholders
Shorter and more cost effective implementations to get up and running quickly
General ledger agnostic integrations—swap out GLs as companies grow without jeopardizing their revenue streams
Single point of contact with white glove service for your firm
A Maxio discount for your portfolio companies