Answer the "big" questions
Help your top-level executives gain a full picture of your business health without getting lost in the financial details.
Save time in meeting prep
Pull the information your board and executive team want to see, and rest assured it’s always accurate and up to date.
Answer questions instantly
Don’t keep your executive team waiting. The drillable data at your fingertips allows you to answer even the most complex questions in minutes.
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
It’s critical to find a system that will scale. You’re not investing too early. It’s always better to find the right system in the early stages of growth because spreadsheets won’t work long-term and won’t provide the insights you need to grow the business.
Erik Lepke, Profitero
ee at Profitero
[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
A lot of my duties specifically with the series B was getting the reporting for the investors. Raising our series B without Maxio would definitely be a huge pain because we wouldn’t have all the data in one spot.
Scott Haney, Chili Piper
SaaS metrics reports
Stop manually building reports for every question when all you have to do is click.
Generate analytics information about transactions. Perform computations on the amount, MRR/ARR, quantity, and more.
Predict future revenues by creating a set of virtual future projection transactions based on actual transaction data.
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 customers or contracts using actual revenue or invoices records.
Measure renewal rates by comparing transactions that expire in a reporting month with transactions that start in the same month.
Report by a number of different cohorts, including start date, item, state, and more.
Be ready with always up-to-date revenue numbers when your auditor comes knocking.
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.
See your outstanding A/R by filtering and sorting your complete and current outstanding A/R list to summarize your full data set.
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.
An audit report with detailed contract and item-level revenue, invoicing, and deferred revenue waterfall information.
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.
Days sales outstanding
Calculate DSO on a monthly, quarterly, or annual basis to supplement the way you build your financial forecasts.
Get valuable information about your contracts by customer contract or by customer.
A rundown of the invoice amounts, accounts receivable, and payments received for a specified span of time.
Open balance diagnostic
Help with reconciliation by spotting potential variances between balances and the transactions created to offset the balances.
See a summary of cash outflows vs accrual expense reporting to holistically address your financial planning and GAAP/IFRS needs.
Summarize either your revenue or invoices by state.
Learn more about Maxio
Manage complex billing scenarios without cluttering your product catalog.
Help your finance team sleep at night with revenue recognition built for the complexity of B2B SaaS.
Streamline every step of your customer's lifecycle, from onboarding to renewal and beyond.