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Investor-grade SaaS metrics in minutes

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Insights you can't get anywhere else

Maxio connects all of your customer, contract, invoice, revenue, and payment details together into a single source.

This enables you to:

  • 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

  • Segment your financial data by associated customers and invoices

  • Generate trustworthy financial reports with just a few clicks

A workflow image showing the data flow between Maxio and your CRM, payment processor, application, and general ledger.

Audit-friendly financial reporting

Financial reports

Produce accurate, reportable revenue with just one click. Finance reports use revenue and invoice data associated with customer contracts to run the calculations you need to close out your month and paint a clear picture of your business's financial health.

SaaS metrics reports

Keep track of your where your business stands today and build comprehensive, forward-looking projections. Get the insights you need to make strategic decisions and instill your investors with confidence.

An example of Maxio's Days Sales Outstanding report, looking at the EMEA region. The image shows both a table of information and a bar chart visualization of the data.

Stay up-to-date with custom dashboards

Keep the different players in your company in the loop with easy access to the metrics they care about most. All Maxio reports are available as widgets on customizable dashboards. With an unlimited number of both dashboards and Maxio seats, it’s easy to:

  • Help your CEO understand churn across customer cohorts

  • Let your A/R accountant stay laser-focused on DSO and accounts receivable

  • Give your auditor "view only" access to review revenue records

A representation of one of Maxio's custom dashboards, featuring an A/R Aging Health Trend report, Invoicing Summary, and Days Sales Outstanding for the EMEA region

Know where the money is coming from

Identify how individual transactions are affecting your recurring revenue metrics at even the most granular levels. Pinpoint the drivers of expansion and contraction, whether it be certain industries, products, or other fields you’ve created. What would take weeks to figure out in spreadsheets can be built in seconds with Maxio’s Advanced Subscription Momentum report.

Advanced Subscription Momentum_Consolidated Legal Entities

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.

The most powerful SaaS metrics report on the market

Enriched with customer data

Review your revenue trends using actual billing data enriched by additional customer details like cohort, industry, and ICP scores.

Configured the way you want

Your Advanced Subscription Momentum report offers almost limitless options for gaining deep business insight. Slice and dice the data any way you need to answer the tough questions about your subscriber activity.

Multi-entity breakdowns

Understand your business performance as a whole. If you operate under multiple legal entities, offer separate product lines, or serve various business sectors, combine all your entity data into one report to dig deeper into the contraction and expansion across all arms of your business.

A depiction of Maxio's FX Gain/Loss by Currency report
  • 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 Systems logo
  • 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

    Profitero logo
  • [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

    Niche logo
  • 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

    Revenue Operations

    Chili Piper logo

    SaaS metrics reports

    Stop manually building reports for every question when all you have to do is click.

    Basic financials

    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.

    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 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.


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

    Financial reports

    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.

    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.

    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.

    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.

    Days sales outstanding

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

    Contract summary

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

    Payment summary

    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.

    Expense summary

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

    State sales

    Summarize either your revenue or invoices by state.

    Lead your business with insights you can't get anywhere else

    Get a customized product demo to learn how Maxio can help you ace audits and reach your next stage of growth.

    "Maxio gave our investors an understanding of the business, so there was no need to formalize or process additional information. They had more confidence in our business because of Maxio."

    Peter Ord, Founder and CEO of GuideCX

    Get a demo

    Learn more about Maxio

    Subscription billing

    Manage complex billing scenarios without cluttering your product catalog.

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    Revenue recognition

    Help your finance team sleep at night with revenue recognition built for the complexity of B2B SaaS.

    Explore revenue recognition →

    Subscription management

    Streamline every step of your customer's lifecycle, from onboarding to renewal and beyond.

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