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  • 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, GuideCX

    Founder and CEO of GuideCX

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Business Insights

The right decisions start with data

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View from 1,000 feet

Uncover hidden opportunities for growth with Maxio’s SaaS metrics and analytics dashboard.

No more gatekeeping spreadsheets

Let Maxio automate your complex financial reporting to eliminate the "one spreadsheet, one person" rule for good.

Metrics that haven’t gone stale

Skip weeks of report-building. Real-time access to your billing data means pulling the right numbers, right when you need them.

Reports investors can trust

A miscalculated SaaS metric could wreak havoc on your valuation. Automate financial reporting to navigate due diligence with ease.

Financial Reporting

Turn insights into opportunities

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Revenue

Get summary totals by account for invoicing, revenue, deferred revenue, and unbilled A/R. Pull detailed journal entries needed to book month-end revenue, liabilities, and assets.

Metrics and Analytics

SaaS metrics straight from your financial data set

Over 150 metrics at your fingertips

Maxio tracks hundreds of SaaS metrics including ARR/MRR, CLV, churn, and more.

Momentum reports

To make better decisions, you need better insights. Gain valuable insights into how your business segments and product lines are performing with subscription momentum reports.

Customer cohort analyses

Prevent churn and master customer retention with a deep understanding of what your customers value and the products they tend to use.

Single Source of Truth

Enable everyone to make data-driven decisions

Keep financial information flowing throughout your organization, so everyone speaks the same language.

From your CRM➔Maxio➔your GL

Generate financial records directly from your signed customer agreements and seamlessly sync this data to your connected GL.

Run your first financial report

Pull any one of Maxio’s pre-made reports, or configure your own. Rest assured that your financial reporting is being done correctly every time.

Quickly identify discrepancies

Catch mistakes before your auditor does. Maxio performs automated checks on each piece of data entered into the system to surface any potential errors or issues

Ready to achieve sustainable growth in today’s market?

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What are your biggest financial challenges?

Learn how Maxio can help streamline your financial operations, so you can maximize your revenue potential.