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
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.
Stay in the 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
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.
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.
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,
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
Revenue Operations
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.
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.
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.
Get a demo
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
Learn more about Maxio
Subscription billing
Manage complex billing scenarios without cluttering your product catalog.
Revenue recognition
Help your finance team sleep at night with revenue recognition built for the complexity of B2B SaaS.
Subscription management
Streamline every step of your customer's lifecycle, from onboarding to renewal and beyond.