Customer hierarchies

Customer hierarchies allow parent / child relationships to be created between customers, allowing for more accurate mapping of your customer relationships.

Advanced Revenue Summary

Summarize invoice, revenue, deferred revenue, long-term deferred revenue, unbilled A/R, and drill down into detailed journal entries needed to book revenue, liabilities, and assets related to your subscriptions.

A/R Aging

See your outstanding A/R by filtering and sorting your complete and current outstanding A/R list to summarize your full data set.

Contract Details

An audit report with detailed contract and item-level revenue, invoicing, and deferred revenue waterfall information.

Roll forwards

View the change in deferred revenue and accounts receivable during a specified time period.

Deferred revenue by transaction

Calculate deferred revenue and unbilled accrued revenue by transaction as of the report end period.

Contract Summary

Get valuable information about your contracts by customer contract or by customer.

Open Balance Diagnostic

Help with reconciliation by spotting potential variances between balances and the transactions created to offset the balances.

Payment Summary

A rundown of the invoice amounts, accounts receivable, and payments received for a specified span of time.

State Sales

Summarize either your revenue or invoices by state for Sales Tax reporting.

Expense Summary

See a summary of cash outflows vs accrual expense reporting to holistically address your financial planning and GAAP/IFRS needs.

A/R Aging Health Trend

Get additional insight into the risk profile of your unpaid invoice population to measure your A/R aging over time.

Days Sales Outstanding

Calculate DSO on a monthly, quarterly, or annual basis to supplement the way you build your financial forecasts.

Basic Financials

Generate analytics information about transactions. Perform computations on the amount, MRR/ARR, quantity, and more.

Projections

Predict future revenues by creating a set of virtual future projection transactions based on actual transaction data.

Top Customers

Get a list of your top customers by MRR, ARR, revenue, or invoices for the selected options and timeframes, displayed in your home currency.

Count

Count customers or contracts using actual revenue or invoices records.

Renewal Rate

Measure renewal rates by comparing transactions that expire in a reporting month with transactions that start in the same month.

Cohorts

Report by a number of different cohorts, including start date, item, state, and more.

Subscription Momentum

The mega-report we’re famous for! This reports shows your momentum (sometimes called ARR/MRR snowball) inclusive of Opening, New, Lost, Expansion, Contraction, and End of period balance. You can also configure the report to show other critical SaaS metrics such as Churn, Retention, CLV, and CAC.

20+ Payment gateways

Whether you’re a startup or seeking global expansion, choose your preferred payment gateway for flexible, streamlined payment processing.

Maxio Payments

Maxio Payments minimizes risk and bridges the gap in your payments workflow, giving you a complete solution for payment processing, automated reconciliations, and reporting on the details of how customers pay.