Customer Story

NinjaCat saves time and money with Maxio

NinjaCat is an AI-enabled data and analytics platform made for marketing. With a comprehensive product catalog and complex billing, NinjaCat needed a billing solution that could seamlessly integrate with its product while understanding its unique needs. Maxio Advanced Billing can do just that.

Combining Advanced Billing with Maxio Platform and Maxio Payments has allowed NinjaCat to have a single financial operation system to rely on. The automation and integrations provided have saved NinjaCat days each month previously taken by manual billing processes and reconciliations.

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According to Trevor Swim, Director of Finance at NinjaCat, it was a no-brainer to utilize the full suite of Maxio products for a seamless and end-to-end financial operation, allowing NinjaCat to:

  • Bill directly out of Maxio Advanced Billing, a “set it and forget it billing solution.”
  • Use Maxio Platform for their reporting and analytical needs, gaining back days of time from previously manual processes.
  • Collect invoices paid via credit card using Maxio Payments and are easily able to keep track of each account’s status.

NinjaCat utilizes Maxio Payments as their payment gateway.

Prior to Maxio, NinjaCat was using another gateway to collect over 50% of its invoices, which required manual processes such as ACH updating and reconciliation. Now, with Maxio, it can automate those processes. Trevor Swim credits Maxio with saving them multiple days a month in reconciliation alone.

NinjaCat has consolidated their financial operations from five disparate systems to just Maxio and one spreadsheet.

Maxio saves NinjaCat headcount on their Finance team

We truly consider Maxio a headcount for the Finance department. We have such efficient processes in place that Maxio is basically a Senior Accountant running our complex billing.

Swim attributes Maxio’s automation and accuracy for saving NinjaCat from having to hire a senior accountant. Maxio is a “set it and forget it” billing platform companies can rely on.

Knowing that Maxio is running correctly in the background saves Swim the time and energy needed to review the numbers for accuracy. By utilizing Maxio, he eliminates a single point of failure and the possibility of human error.

  • Maxio is a software that you can rely on, but more than that, there are people behind it in support that actually come with a solution instead of just putting you in a ticket queue. The support is phenomenal.

    Trevor Swim, NinjaCat

    Director of Finance

  • There is no better time than the present to get into a system like Maxio. If you want to continue to grow, you will need a system in place, do it now before your historical data becomes overwhelming. The devil you know is not always better than the devil you don’t.

    Trevor Swim, NinjaCat

    Director of Finance

    Meet other SaaS companies who love Maxio

      What are your biggest financial challenges?

      You can’t expect to build a highly profitable SaaS company through manual processes alone—especially when it comes to managing your finances.

      This guide shows you how Maxio automates accountants, controllers, and SaaS finance leaders’ day-to-day workload, and how it can eliminate your financial headaches for good.

      Customer Story

      How Workbuzz uses Maxio and Mosaic to respond to CEO’s questions in seconds

      WorkBuzz is HR’s secret weapon. It helps companies gather real-time feedback from their people, track employee wellbeing, and make more informed data-driven people decisions.
      WorkBuzz offers a simple, flexible, actionable way to engage your everyday heroes—your employees.

      Designed for HR leaders with deskless, hybrid, and remote workforces, WorkBuzz lets you ask the right questions at the right time with traditional annual or regular pulse surveys.

      Read the Story
      workbuzz logo

      The Challenge: Stuck in the mud—the challenge before Maxio and Mosaic

      Vicky’s tenure as a finance leader at a burgeoning tech company was fraught with the challenges of manual processes. Forecasting, board reporting, and scenario analysis were mired in spreadsheets as was the manual nature of tracking ARR, revenue recognition, and customer billings. The labor- intensive, error-prone nature of these tasks took Vicky and her team dozens of hours each week. This was compounded by an excel-based model that was inherited from predecessors and never quite felt like their own, something far too many finance professionals have to endure. This made financial planning and operations an onerous task.

      For example, Vicky used spreadsheets to calculate and track ARR, billings, and revenue recognition. But the data almost instantly became stale, the formulas were complicated and prone to breaking, and ultimately made the team question the reliability of one of their most important metrics.

      When it came to preparing for the board meeting—always a stressful and high-stakes exercise— Vicky spent hours pulling all the information together and checking it was correct, meaning there was little time left to develop any extra insight beyond the standard charts. Plus, the visual aesthetics of the final output were fairly basic.

      The inefficiency reached its peak in meetings with the CEO for what-if scenario analysis, where manipulating variables for strategic decisions—such as ‘how many AEs do we need to hire to hit this ARR goal?’—led to multiple live spreadsheet versions, confusion on final numbers, and lack of clarity on next steps.

      It’s never fun leaving a meeting and spending the next hour trying to pull elements of five different excel scenarios into another ‘final’ scenario. Going back and forth trying out different variables meant it was easy to lose track of what we had actually agreed upon.

      Finally the breaking point came during a quarterly reforecasting exercise when the balance sheet refused to balance and Vicky couldn’t figure out why (after many hours of investigation), forcing her to go back to an old version where it did balance and doing the forecasting again from scratch.

      Vicky was determined to find new tools that could eliminate the manual headaches and inefficiencies and enable the team to respond swiftly to business demands with reliable and actionable insights.

      The Solution: Choosing Maxio and Mosaic

      After evaluating numerous tools, Vicky and her team chose Maxio for its revolutionary approach to billings and revenue recognition. And they chose Mosaic for its intuitive BI reporting tools, impressive forecasting capabilities, and robust data integrations.

      Vicky and her team are using Maxio to manage billings and collections, revenue recognition, and the single source of truth for ARR. The integration with HubSpot ensures that contracted ARR data is accurate and easily accessible, and then Maxio does the heavy lifting of calculating ARR and revenue recognition schedules across time to figure out when customers need to be invoiced. It allows them to leave their manual spreadsheet for tracking behind.

      Maxio has revolutionized how we do everything. Before Maxio, we managed everything in spreadsheets—when to invoice customers, how to track deferred revenue based on billing schedules, and when to recognize revenue. Now with Maxio, everything is so smooth, so easy. I’ve forgotten what life was like before Maxio.

      Workbuzz uses Mosaic as their trusted source of truth for board reporting and real-time analytics, handling everything from ARR, NRR, logo retention, CAC by marketing channel, ACV, Pipeline, Aged AR Receivables, and more. And then surfacing this information in beautiful, board-ready dashboards and reports.

      The board LOVES our presentations out of Mosaic. Our CFO has described our board pack as the best he has seen and a blueprint for how to present KPIs to investors.

      They also use Mosaic to build financial forecasts with ease and accuracy, and run what-if scenario analyses on the fly whenever they get tricky questions from the business. Mosaic’s headcount and income statement modeling tools, combined with direct integrations to both their accounting and HRIS systems, give Vicky and her team real-time OPEX spend data, headcount rosters, and salary updates, and the ability to quickly analyze the financial impacts of dialing headcount up and down based on different strategies and goals.

      Headcount planning in Mosaic is a dream!

      Two peas in a pod—Maxio and Mosaic

      Mosaic and Maxio have proved to be perfect complements. Maxio handles the specifics of billings, revenue recognition, and ARR calculations, while Mosaic takes these inputs to further refine financial planning, reporting, and analysis.

      For example, through an automated integration, Mosaic takes the ARR data from Maxio and uses it to forecast things like billings renewals, net revenue retention, and headcount needs.

      The synergy also enables users to pair trusted ARR and related revenue metrics from Maxio with supplemental financial and operational metrics in Mosaic to round out other mission-critical FP&A workflows like data visualizations and financial statement reporting for executives and board members.

      Together, they provide a comprehensive suite of tools for the modern strategic finance team.

      The Impact: A bright new future

      The implementation of Mosaic and Maxio has revolutionized Workbuzz’s finance operations. The board presentations, now powered by Mosaic, have been highly praised by both the board and the CEO. The ability to conduct what-if analysis live in executive meetings has completely changed the conversation around strategic issues and decisions, providing instant answers and fostering data-driven decision-making.

      Our ability to do what-if analysis live in executive meetings has opened up so many new conversations. Now we can ask questions like ‘what would the model look like if we raised or lowered our ARR target’, or ‘what’s the cash impact if we do X instead of Y?’, or ‘is the pipeline build strong enough to hit next quarter’s targets?’…and I instantly have those answers at my fingertips. It has changed everything.

      And perhaps the biggest testament to Workbuzz’s success is how it has enabled Vicky and her team to demonstrate what a world-class finance team can do when liberated from archaic and inefficient tools. And how it can turn finance from a reactive function barely keeping up to a strategic powerhouse that drives the future direction and success of the business.

    • Our ability to do what-if analysis live in executive meetings has opened up so many new conversations. Now we can ask questions like ‘what would the model look like if we raised or lowered our ARR target’ or ‘what’s the cash impact if we do X instead of Y?’…and I instantly have those answers at my fingertips. It has changed everything.

      Vicky Magill, Workbuzz

      Finance Director

      workbuzz logo
    • Meet other SaaS companies who love Maxio

        What are your biggest financial challenges?

        You can’t expect to build a highly profitable SaaS company through manual processes alone—especially when it comes to managing your finances.

        This guide shows you how Maxio automates accountants, controllers, and SaaS finance leaders’ day-to-day workload, and how it can eliminate your financial headaches for good.

        Customer Story

        Enmark Systems well positioned to scale into the future with Maxio

        Enmark Systems is an ERP purpose-built for the Metal Service Center industry. Their software was developed exclusively to address their user’s specific needs to give them a competitive edge in the marketplace.

        Prior to utilizing Maxio, Enmark was heavily reliant on manual processes that could not provide real-time insights or the scalability needed to optimize their business. Now with Maxio, Enmark has successfully utilized functions and features such as recurring billing and a multitude of metrics and insights available to track KPIs.

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        Enmark logo

        Enmark was looking for a tool that could give them real time insights into ARR and retention metrics. Maxio helps Enmark by:Enmark was looking for a tool that could give them real time insights into ARR and retention metrics. Maxio helps Enmark by:

        • Creating automation around recurring revenue recognition and deferred revenue schedules
        • Executing real-time insights into key metrics
        • Providing flexibility around recurring billing systems that integrate at a detailed level with invoicing and payments

        Enmark Systems credits Maxio with setting up their company with innovative processes as they continue to grow

        Maxio is going to help us scale into the future. As Enmark continues to grow, we won’t have to spend a lot of additional cost on overhead because Maxio takes care of so many of the functions and features that used to take a lot of manual effort to achieve.

        According to Enmark’s CFO, Debbie Williams, Maxio stands out compared to competitors thanks to the ease of implementation provided by the highly attentive and knowledgeable implementation consultants. Thanks to the processes that were put in place, Enmark’s DSO improved and the automation added to collections helps to increase overall efficiency around the monthly invoices.

        After the smooth implementation process, Enmark has been able to streamline revenue and retention reporting at month end, as well as, gain efficiencies in their daily processes around invoicing and collections. Also, thanks to integrations such as Salesforce, EnMark has improved communication and processes throughout the whole organization and are able to get real time insights to other departments within the company.

      • Without Maxio, we would be heavily reliant on spreadsheets. Processes would take much longer and we’d find ourselves looking at a lot of different places in order to get the information that we need.

        Debbie Williams, EnMark Systems

        Chief Financial Officer

        Enmark logo
      • Meet other SaaS companies who love Maxio

          What are your biggest financial challenges?

          You can’t expect to build a highly profitable SaaS company through manual processes alone—especially when it comes to managing your finances.

          This guide shows you how Maxio automates accountants, controllers, and SaaS finance leaders’ day-to-day workload, and how it can eliminate your financial headaches for good.

          Download the Guide

          Customer Story

          Maxio’s Finance Team Implements NetSuite in Just Four Weeks

          Maxio is a billing and financial operations platform purpose-built for B2B SaaS companies. We automate billing, subscription management, collections, and reporting to help our customers stop chasing dollars and focus on what’s next.

          At Maxio, we utilize our own platform to run our financial operations, and we use the same integrations as our customers.

          Similar to many of our customers, as we continued to grow, we saw the need to upgrade our general ledger from QuickBooks to NetSuite.

          Because we kept billing, revenue recognition, and reporting in Maxio, utilizing NetSuite as a general ledger only, our finance team was able to implement our new GL in four weeks.

          Read the Story

          According to Maxio’s VP of FP&A Tina Christofferson and Staff Accountant Schael Scenti, our transition from QuickBooks to NetSuite was seamless due to:

          • Already having Maxio implemented internally and using it daily
          • The Maxio implementation team’s vast NetSuite experience
          • Our financial data was well organized within both QuickBooks and Maxio

          Integrating Maxio with NetSuite has numerous benefits

          Similar to many of our customers, Maxio’s finance team chose to leverage NetSuite as a general ledger for greater financial control and better visibility into entities and business lines. When paired with Maxio, we’re able to see SaaS metrics and analytics and really drill down into business performance.

          According to Christofferson, using the two systems together has sped up our reporting time significantly. NetSuite’s financial reporting and Maxio’s SaaS metric reporting enable us to estimate future expansion and contraction, giving us a better idea of future cashflows and which levers we can pull to drive future growth.

          • So that really helps us manage cash properly and make sure we have insight into what’s gonna happen in the next three months along with what’s gonna happen over the next year with the ARR reporting.

            Tina Christofferson, Maxio

            VP of FP&A

          • We actually were able to complete our implementation into Netsuite within about four weeks…I think that one of the most valuable parts of that was that we already had Maxio implemented. Our revenue is done throughout the Maxio system, so it was pretty seamless to get GL information uploaded into Netsuite.

            Shael Scenti, Maxio

            Staff Accountant

            Meet other SaaS companies who love Maxio

              What are your biggest financial challenges?

              You can’t expect to build a highly profitable SaaS company through manual processes alone—especially when it comes to managing your finances.

              This guide shows you how Maxio automates accountants, controllers, and SaaS finance leaders’ day-to-day workload, and how it can eliminate your financial headaches for good.

              Download the Guide

              Customer Story

              parcelLab Simplifies their Financial Operations with Maxio

              parcelLab is a post-purchase software provider, enabling brands to increase top-line revenue, decrease operational costs, and optimize the customer experience.

              Maxio has helped parcelLab automate and simplify their financial operations by utilizing both Maxio Platform and Maxio Advanced Billing.

              Read the Story

              According to parcelLab’s head of finance, Jean-Thomas Cock, they have benefited greatly from Maxio’s easy-to-use platform. parcelLab has been able to get:

              • Straightforward billing processes
              • Saas Metrics at the push of a button
              • Accurate data they can trust

              Implementing Maxio Core and Maxio Advanced Billing gives parcelLabs better insights

              Thanks to the cross-platform integration between Maxio Core and Advanced Billing, parcelLab is able to automate previously manual tasks, cutting down their month-end time-to-close and having complete confidence in their numbers.

              One of the biggest benefits to parcelLab, besides the seamless integration, is the ability to drive efficiency with deferred revenue entries and drill down capabilities. Reporting on ARR used to take two or three weeks—now it takes a few clicks, allowing parcelLab to be agile and take action if need be.

            • The billing is quite straightforward in terms of a product and frequency, but the real added value for us was on the reporting side

              Jean-Thomas Cock, parcelLab

              Head of Finance

            • Meet other SaaS companies who love Maxio

                What are your biggest financial challenges?

                You can’t expect to build a highly profitable SaaS company through manual processes alone—especially when it comes to managing your finances.

                This guide shows you how Maxio automates accountants, controllers, and SaaS finance leaders’ day-to-day workload, and how it can eliminate your financial headaches for good.

                Request a demo

                Customer Story

                Optimizing Business Operations with Maxio Advanced Billing at SolarWinds

                SolarWinds offers full-stack hybrid and multi-cloud observability, IT service management, and database performance management in one easy-to-manage platform.

                They utilize Maxio Advanced Billing to aid their business expansion and enhance operational efficiencies across three company entities.

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                Ryan Young, a seasoned member of SolarWinds’ finance department, sheds light on his experience using Maxio Advanced Billing to manage the company’s product catalog and streamline day-to-day operations.

                • Streamlined product management with increased ease of creating new products, sites, and catalog adjustments for enhanced customer service
                • Daily use of Advanced Billing to handle various tasks such as invoicing, PO updates, billing address changes, plan modifications, adjusting payment terms, and managing customer data
                • Advanced Billing’s simplicity and adaptability supports the company’s growth strategy, exceeding expectations in product integration and business expansion

                A seamless path to financial efficiency and business growth

                Initially, we were only using Advanced Billing for our Pingdom customers, but after we bought two additional companies, we were able to seamlessly integrate them within Advanced Billing.

                Ryan underscores the user-friendliness and convenience of Maxio Advanced Billing, expressing satisfaction with its simplicity and comprehensive functionality. His positive experience with the platform, particularly in managing diverse financial tasks, serves as a strong recommendation for others considering the product.

                By leveraging Advanced Billing, SolarWinds successfully integrated multiple products into a unified billing system, fostering operational efficiency and aiding in the company’s growth and expansion.

              • Being someone who uses upwards of around 10 different systems per day, Maxio is definitely one of my favorites to use and the one I prefer using the most.

                Ryan Young, SolarWinds

                Global Order Management Team Lead

                SolarWinds
              • Meet other SaaS companies who love Maxio

                  What are your biggest financial challenges?

                  You can’t expect to build a highly profitable SaaS company through manual processes alone—especially when it comes to managing your finances.

                  This guide shows you how Maxio automates accountants, controllers, and SaaS finance leaders’ day-to-day workload, and how it can eliminate your financial headaches for good.

                  Request a demo

                  Customer Story

                  Sendspark’s 180° flip from “not being able to charge customers” to immediate revenue

                  Sendspark helps their users connect to customers through personalized video to drive engagement, increase email conversions, and build human relationships.

                  With Maxio, Sendspark is able to quickly test and launch competitive pricing models that connect the dots between what they charge and what their customers value.

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                  Sendspark was facing a pricing dilemma

                  Co-founder and CEO at Sendspark, Bethany Stachenfeld, didn’t want to charge per user because she believed it “turned every new user into a purchase decision.” But she didn’t have the dev resources to build a subscription billing engine in-house. Maxio was the answer.

                  • Implementing Maxio’s Advanced Billing allowed Sendspark to charge users without building a subscription engine in house
                  • Maxio’s flexible billing and pricing models made it possible to design tailor-made pricing for individual users and personalize customer relationships at scale
                  • Maxio completely automated Sendspark’s dunning and collection procedures, so they didn’t have to chase down late payments

                  A “plug ‘n play” approach to pricing

                  With Maxio, we are able to test different pricing models just by talking to customers and proposing different plans. We could see what made sense, what was too high, what was too cheap, and what really resonated with our customers.

                  As Co-Founder and CEO at Sendspark, Bethany is tasked with steering the ship and building a following of loyal customers. However, without the dev resources to design user-specific pricing and subscription tiers, all of Sendspark’s users would be charged the exact same way.

                  Maxio’s Advanced Billing allowed Bethany and her team to hit the ground running.

                  Instead of wasting time and money on an in house billing engine, they could use Maxio to start charging users instantly and align their pricing strategy with how their customers use Sendspark.

                  No more chasing down late or unpaid invoices

                  Bethany and her team used Maxio’s cadences and dunning features to enhance their collections communications with personalized, automated messages that can be sent in custom time frames. Gone are the days of keeping up with collections in a spreadsheet, sending out one-off emails, and covering their desks in Post-It note reminders.

                  “Something that works behind the scenes for us is the dunning feature. If someone’s credit card expires, Maxio is going to send out emails on our behalf that remind people to update their credit card. As soon as we got started with Maxio, we went from not being able to charge users, to fully automated processes.”

                  Flexible billing and pricing that just works

                  Bethany and the Sendspark team haven’t always had the best experience with setting up billing in house. Maxio lets them skip the grunt work and start charging users right away.

                  “I first heard of Maxio Advanced Billing when working at a different company where we didn’t have a billing system, and it was such a big problem. The thing that stands out the most about Maxio is that it just works.”

                • With Maxio, we are able to test different pricing models just by talking to customers and proposing different plans. We could see what made sense, what was too high, what was too cheap, and what really resonated with our customers.

                  Bethany Stachenfeld, Sendspark

                  Co-founder and CEO

                • Meet other SaaS companies who love Maxio

                    What are your biggest financial challenges?

                    You can’t expect to build a highly profitable SaaS company through manual processes alone—especially when it comes to managing your finances.

                    This guide shows you how Maxio automates accountants, controllers, and SaaS finance leaders’ day-to-day workload, and how it can eliminate your financial headaches for good.

                    Customer Story

                    Extensiv grows ARR by 250% with Maxio

                    Extensiv (formerly 3PL Central) is a technology leader focused on creating the future of omni-channel fulfillment. They enable modern 3PLs and brands to fulfill demand with superior flexibility and scale without painful platform migrations.

                    Since implementing Maxio in 2019, Extensiv’s ARR has grown 250%, and they simplified their financial operations into an efficient and effective enterprise.

                    Read the Story
                    Extensiv logo

                    Extensiv has made major strides while maintaining a small finance and accounting team thanks to Maxio and our wide array of integrations. Since 2019 they have:

                    • Migrated three acquisitions and standardized billing
                    • Integrated Maxio with NetSuite and Salesforce
                    • Integrated Avalara for sales tax and Strike as their payment gateway

                    SaaS-based metrics at the push of a button

                    Extensiv requires a complex revenue billing management system to keep up with their fast-growing customer base and multitude of product offerings. Extensiv utilizes Maxio modules like Advanced A/R management to report on delinquent accounts and decrease DSO.

                    Extensiv’s relies heavily on a multitude of Maxio reports such as Net Revenue Retention and Advanced Subscription Momentum to view monthly product performance and sales performance. They have also automated billing and subscription renewals and simplified collections, as customers are able to self-manage payments through e-invoices without credentialing.

                  • Our team is able to report on flash bookings within two days of month end, and we are able to close revenue within five days as a result of implementing Maxio.

                    Antonietta Ciccone, Extensiv

                    Director of Corporate Revenue Accounting

                  • Meet other SaaS companies who love Maxio

                      What are your biggest financial challenges?

                      You can’t expect to build a highly profitable SaaS company through manual processes alone—especially when it comes to managing your finances.

                      This guide shows you how Maxio automates accountants, controllers, and SaaS finance leaders’ day-to-day workload, and how it can eliminate your financial headaches for good.

                      Download the Guide

                      Customer Story

                      Blue Ridge migrates from QBO to NetSuite in seven weeks, thanks to Maxio

                      Blue Ridge Solutions is a data-driven, AI-powered supply chain planning software that helps companies accurately forecast demand across organizations.

                      Since 2011, Maxio has been helping Blue Ridge improve their work processes, close the books in just five days (down from 12), and scale—all while maintaining profitable growth.

                      Read the Story
                      Blue Ridge Solutions logo

                      Blue Ridge integrated Maxio with NetSuite to achieve targets

                      Before Financial Controller Charles Dye joined Blue Ridge, the company was only using Maxio for revenue recognition and some limited reporting.

                      They were outgrowing Quickbooks (their GL at the time), and wanted to make the switch to NetSuite. They needed an integration that could push all their customer data, such as open invoices, customer legal names, and billing information, directly from Maxio into their new GL, NetSuite.

                      Thankfully, Maxio can do that.

                      Dye also helped Blue Ridge optimize Maxio to handle their sales order process, enable e-invoicing, collection cadences, sales tax management, and prepaid and fixed asset management.

                      According to Dye, the most valuable reporting function for Blue Ridge is the subscription momentum report, which allows them to drill down into their active ARR, segment new business, expansion, contraction, churn, and lost ARR. They can also look at the FX gains or loss on any of their customers they bill in a foreign currency.Blue Ridge integrated Maxio and Netsuite in just seven weeks

                      Thanks to the seamless integration between the two systems, Blue Ridge was able start pushing customer data from Maxio into NetSuite in record time. Blue Ridge now uses NetSuite for all their GL needs, while Maxio handles their revenue recognition, reporting, invoicing, CRM integration, sales tax management and more.Integrating the two systems has increased overall data accuracy, saving the finance team time and enabling them to focus on more strategic areas of the business.

                      Maxio’s robust 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 of the business to help make strategic decisions to achieve the overall company targets.

                    • We decided to go with the NetSuite and Maxio integration because there is a lot of customizability. We feel very confident that as our business grows, this integration can support any of our future use cases.

                      Charles Dye, Blue Ridge Solutions

                      Blue Ridge Solutions logo
                    • Meet other SaaS companies who love Maxio

                        What are your biggest financial challenges?

                        You can’t expect to build a highly profitable SaaS company through manual processes alone—especially when it comes to managing your finances.

                        This guide shows you how Maxio automates accountants, controllers, and SaaS finance leaders’ day-to-day workload, and how it can eliminate your financial headaches for good.

                        Download the Guide

                        Customer Story

                        Niche inspires investor confidence during due diligence with gold-star-worthy data

                        Niche helps students, from K-12 all the way to grad school, discover the best schools for them.

                        In the years since they’ve become Maxio customers, Niche.com has been able to match 4x more students with their ideal school.

                        Read the Story
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                        Years ago, growth wasn’t even possible

                        According to Director of Finance Nick Dulac, maintaining that level of growth without Maxio in place would have been, ‘a disaster.’

                        • Thanks to Maxio, Niche can run pre-saved reports to quickly answer investor queries
                        • Niche has since earned a “gold star” from investors
                        • Director of Finance credits Maxio for Niche’s ability to stay afloat over the past few years

                        Niche can stop cramming for rounds of due diligence

                        In addition to soothing the growing pains of a rapidly scaling business, Nick says Maxio has been extremely valuable during their due diligence process.

                        Niche credits Maxio with saving their SaaS

                        With Maxio, pulling this kind of data for investors is as simple as running a set of pre-saved reports and passing those along to investors.

                        Niche’s investors are impressed with the level of detail in the data they are able to provide. According to Nick, “I’ve always heard [investors] say that we get a gold star across their portfolio.”

                        “I would absolutely recommend Maxio to anyone else looking at software or comparable softwares. In all honesty, I don’t think we could be surviving right now if we hadn’t had this system in place for the past three years.”

                      • [Investors] want to see revenue or MRR broken out by customer, and having to do that purely run through Excel, which is what we were doing before Maxio, was difficult and time-consuming to keep up to date.

                        Nick Dulac, Niche

                        Director of Finance

                      • Meet other SaaS companies who love Maxio

                          What are your biggest financial challenges?

                          You can’t expect to build a highly profitable SaaS company through manual processes alone—especially when it comes to managing your finances.

                          This guide shows you how Maxio automates accountants, controllers, and SaaS finance leaders’ day-to-day workload, and how it can eliminate your financial headaches for good.

                          Download the Guide