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Subscription billing
Manage even the most complex billing models with ease
Subscription management
Simply your customer lifecycle management, no matter how you bill
Revenue recognition
Automate your revenue recognition schedules to ensure GAAP compliance
Metrics & analytics
Leverage your billing, invoicing, and customer data for deep insights
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Maxio Platform
Your financial operations platform to manage subscriptions, billing, revenue recognition, and financial reporting.
Featured Modules
Advanced Billing
Automated recurring billing to power your product-led or self-service strategy
A/R Management
Reduce your A/R balance, drive down DSO, and get cash in the door faster
Advanced Revenue Management
GAAP/IFRS-compliant revenue recognition your auditors will love
Milestone-Based Projects
Bill customers and recognize revenue based on future events (i.e. implementations)
Expense Amortization
Expense accounting for prepaid expenses, fixed assets, and sales commissions
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Pricing
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Content Library
Get practical tips and tricks to improve your daily financial workflows
Blog
Level up your billing and finance knowledge, and keep up with the latest in SaaS
Podcast
Listen to engaging conversations with leading SaaS and finance experts
Maxio Institute
Get the latest insights into SaaS growth based on real companies’ billing data
Case Studies
Read real customer stories, and learn why B2B leaders love Maxio
SaaSpedia
The encyclopedia of SaaS finance terms and metrics
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Product Webinar
Maxio Payments – How deeper payment automations create seamless operations
Join this webinar to learn why Maxio customers are choosing to consolidate their financial tech stack with Maxio Payments — Maxio’s payment gateway.
Whether it’s from unlocking powerful automations or being supported by a team of payments specialists, Maxio customers are benefitting from choosing Maxio Payments.
When: October 17th at 1 PM ET
Reserve your seat for the live session
In this webinar you’ll discover:
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How Maxio Payments unlocks powerful automations not available with other gateways.
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What makes Maxio Payments different from other payment gateways.
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An in-depth demo of Maxio Payments.
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A sneak peak at Maxio Payment’s product roadmap.
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A live Q&A.
Seamless payments fuel your business
Choosing the right payment gateway is extremely important. If payments break, everything breaks. That’s why we launched Maxio Payments — a payment gateway purpose-built for Maxio customers. With Maxio Payments, you’ll have features and automations to create a more efficient payments process.
Maxio Live Product Demo
Join this live demo and Q&A to see how Maxio automates your billing, subscription management, collections, and reporting, so you can stop chasing dollars and focus on what’s next.
Next demo is: October 10 at 1 ET
Reserve your seat for the live session
See Maxio in action
See how Maxio can help you streamline your day-to-day billing and financial operations. Topics of the live demos vary, but can include demonstrations of:
- Self-service billing portal
- Usage-based billing
- Subscription management
- Order-to-cash automation
- SaaS metrics reporting
- Financial reporting
There is also live Q&A and chat to answer questions.
Lead your business with insights, not instincts
Sitting at the heart of your tech stack, Maxio connects all of your customer, contract, invoice, revenue, and payment details together into a single source.
This enables you to:
- Bill anyway you want
- Access and analyze all of your customer subscription and billing information to make truly data-backed decisions
- Run calculations with always up-to-date billing and invoicing records
- Generate trustworthy financial reports with just a few clicks
Webinar On-Demand
Effective Forecasting: Navigating Usage-Based Pricing Models
Join Paul Barnhurst, The FP&A Guy as he talks about the benefits of usage-based pricing models and shares thoughts on effectively managing and forecasting them.
Originally aired: September 25, 2024
On the webinar, Paul covered:
- The critical role of pricing with usage-based pricing models
- Identifying and tracking key business drivers and metrics for usage-based models
- Navigating common pitfalls of forecasting usage-based pricing models
- Interactive Q&A session
Webinar On-Demand
How to implement usage-based pricing with Maxio
Join Maxio — the leader in usage-based pricing and billing for SaaS companies — to go beyond the benefits of implementing usage-based pricing in theory and learn how to operationalize a usage-based pricing model in practice.
Originally aired: Thursday, September 19, 2024
Watch the webinar on-demand
Why usage-based pricing?
Usage-based pricing is a no-brainer for companies looking to:
- Align pricing with the value your customers receive from your services
- Increase NRR and make it easier to acquire new business
In fact, Maxio Institute data indicates companies with usage-based pricing have grown faster than their subscription-based counterparts since Q1 of 2023.
Operational complexities of usage-based pricing
Companies serious about implementing usage-based pricing know operationalizing it goes beyond identifying a value metric. You also need to think about:
- How you’ll capture usage events
- How to ingest, meter, and rate usage data
- How you’ll bill usage (up-front vs. in arrears)
- The downstream reporting impacts of your usage revenue stream
Webinar
Budgeting from the Front Line: Proven Tactics to Nail Your Annual Budget
Enter your 2025 budget season with confidence! Join finance leaders CJ Gustafson and Ben Murray for this hands-on master class as they share proven tactics for tackling budgeting.
Aired on August 21, 2024
Watch the webinar on-demand
Simplify your annual budget planning with these guides
Download the materials and templates referenced on this webinar including:
- The webinar deck
- Annual Budgeting Cheat Sheet
- Budget Process Overview
- Budgeting Department Excel template
- Budgeting Travel Excel template
Get ready to elevate your budgeting strategy with actionable insights and practical guidance.
Get the templates
About the experts
CJ Gustafson is a startup CFO by trade, and writer / podcaster at mostlymetrics.com at night. Before he became an operator, he worked in private equity and management consulting. CJ thinks it’s cool to be a fan of business, and discusses SaaS metrics at parties.
Ben Murray, known as The SaaS CFO, has over 25 years of experience in finance and accounting within the airline and software industries. He advanced from financial planning and analysis to serving as CFO for founder-owned and private equity-backed SaaS companies. Ben began his software journey in 2004 at a public healthcare tech company. In 2016, he started a blog on SaaS metrics and finance, which has grown into a popular newsletter with over 70,000 subscribers.
How to Avoid Order-to-Cash Mistakes
Join Maxio, the only billing and FinOps platform purpose-built for B2B SaaS, and Finvisor, the accounting, payroll, and CFO team, to learn about common order-to-cash mistakes and how to avoid them.
Originally aired: May 22, 2024
Featuring: Noah Hopton, Andrea Wunderlich
Is your order-to-cash process fragmented?
Then this webinar is for you.
With a combined 25 years of experience in catering to the back office needs of SMB B2B companies, Maxio and Finvisor are your trusted partners in order-to-cash success.
Watch this webinar to get:
- Advice from industry expert and CEO of Finvisor Noah Hopton
- A short demo of how Maxio automates the order-to-cash process
- An order-to-cash SOP document you can start using today
Ready to level up your order-to-cash process?
What is order-to-cash and why does it matter?
Order-to-cash refers to the process of creating sales orders, processing them, billing customers, and collecting payments.
For B2B SaaS companies, it’s the lifeblood of not just the finance and accounting function, but business operations as a whole.
Most companies have some sort of infrastructure in place to support the order-to-cash process, but few have mastered it completely.
Order-to-cash mistakes lead to:
- Revenue leakage
- Loss of investor/board confidence
- Failed M&A + valuation haircuts
- Failed financial audits
Signs of a fragmented order-to-cash process include:
Heavy dependence on Excel
Missed invoices
Inaccurate invoices
Long Days Sales Outstanding or “DSO”
Webinar
5 Myths of Market Sizing: Debunking Common TAM Misconceptions
Discover the critical mistakes companies make when calculating their market size and how these misconceptions can lead to strategic missteps.
Aired March 26, 2024
Featuring: Randy Wootton, CJ Gustafson
Discover the Truth Behind Common Misconceptions about Market Sizing
Debunk market sizing myths that could skew your business strategy and investment choices. In this webinar, we tackled the misconceptions head-on and provide you with clear, actionable insights on accurately assessing your market’s true potential.
Myth 1: "A Big Market Guarantees Success"
We debunk the dangerous assumption that a large TAM guarantees your venture’s success, highlighting why thorough market analysis matters more than size alone.
Myth 2: "Pre-Packaged TAM Figures Are Enough"
Discover why relying solely on third-party TAM estimates can lead your business astray. We’ll show you the importance of diving deep into market specifics to form a defensible, actionable TAM.
Myth 3: "Stolen TAM Valor"
Claiming a slice of the market without directly competing or offering a new value proposition leads to unrealistic TAMs. We tackle the fallacies behind adjacent market sizes and the illusion of market share.
Myth 4: "TAM and SAM Are the Same"
Gain clarity on the distinction between Total Addressable Market (TAM) and Serviceable Available Market (SAM), and why understanding both is crucial for setting realistic goals and strategies.
Myth 5: "TAM Is Static"
If you think your TAM is set in stone, think again. We explore how market dynamics shift and why regular reassessment is key to staying relevant and competitive.
Earmark CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Webinar
Forecast-Ready SaaS Metrics
SaaS revenue forecasting is hard. That’s why we need to go back to the basics. Your ARR/MRR waterfall is a key input in forecasts, so making sure your inputs are buttoned up has never been more important.
Aired February 21, 2024
You won’t want to miss this.
Learn why SaaS companies should forecast, and how Maxio customer, CFO, and finance consultant, Ben Murray (AKA The SaaS CFO) uses Maxio to produce quick and easy forecasts.
Ben has been a finance leader for the last 20 years and now helps lead as a fractional CFO for several SaaS companies. Take advantage of his forecasting experience to learn the best sources of data and general best practices when conducting a SaaS revenue forecast.
What we covered:
- The best “source of truth” data for forecasting SaaS revenue
- How to nail your ARR/MRR waterfall inputs before forecasting
- Ben Murray’s best practices for forecasting
Watch the webinar recording now
Discover best practices for SaaS revenue forecasting, along with a demonstration of how Ben Murray uses Maxio to pull quick and easy SaaS metrics. Plus, get a firsthand look at Maxio’s reporting capabilities.
Explore the #1 billing and finance platform for B2B SaaS
Get a customized demo to see how Maxio will help you:
- Streamline your order-to-cash process
- Reduce churn and stop revenue leakage
- Get cash in the door faster
- Drive strategic decisions with real-time SaaS metrics and analytics
Request a demo
Webinar
Insights from Maxio Institute’s 2024 Growth Index Report
We analyzed billing data from over 2,000 B2B SaaS companies to uncover current market trends. Join us for an exclusive first look at our newest Maxio Institute report, and learn what these findings mean for B2B SaaS in 2024.
Aired January 17, 2024
Featuring: Ray Rike, Jon Cochrane, Hillary Frost
Watch the webinar recording now
Join B2B SaaS experts as they explore the resilient growth of B2B subscription businesses amidst economic uncertainties. As we transition from the era of “growth at all costs” to “efficient growth,” discover how your company can not just weather the storm, but emerge stronger.
Earmark CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Webinar recording
Mind the Gap
While all retention is good, not all retention is equal. And the ratio between gross revenue retention and net revenue retention contains useful diagnostic information.
We call this “The Gap.”
Featuring: Chris Weber, Randall Lucas
Retention is king in SaaS, for both operators and lenders
While all retention is good, not all retention is equal. And the ratio between gross revenue retention and net revenue retention contains useful diagnostic information.
We call this “The Gap.”
While the math here is simple, The Gap is a rarely discussed metric that provides helpful insights into the continuing health of your SaaS companies and customers.
It’s not often discussed, but the GRR-NRR gap can be a useful “sanity check” on a SaaS company’s metrics, and when it falls outside of the usual range, can give a hint to operators and investors as to when something might need tweaking.
On this webinar, we discussed:
- Retention benchmarks from this year’s annual SaaS Capital survey
- Common ranges for The Gap
- What a narrow GRR-NRR Gap means (and ways to improve)
- What a wide GRR-NRR Gap means (and ways to improve)
*Earmark CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.