Maxio for finance teams

Remove the friction from your financial operations

Make processes like rev rec, collections, and reporting frictionless to multiply your team’s productivity without additional headcount.

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before Maxio

Before Maxio

  • Reconciling data from disconnected systems
  • Missed invoices from manual processes
  • Difficult or failed audits
with Maxio

With Maxio

  • One-click metrics & financial reporting
  • Faster cash through the door via automated collections and invoice management
  • Audit-ready financial reporting and audit trails

Hard to believe? See what our customers have to say

Rating Stars 4.3 (690 reviews)

Too much to do. Not enough resources and time.

Become hyper-efficient and maximize your team’s talent and abilities

Common challenges for finance teams

Long month-end close cycles
High Days Sales Outstanding metrics
Revenue leakage due to lost invoices
Maintaining spreadsheets for metrics and reporting

How Maxio helps SaaS finance teams

Reduce month-end close time up to 88%
Slash DSO up to 63%
Cut revenue leakage up to 87%
Decrease time dedicated to reporting up to 51%

How it works

 

Investor grade SaaS metrics and financial reporting

  • Generate key SaaS metrics like MRR, churn, LTV, and more.
  • Understand what is driving your business forward with drillable reporting.
  • Create financial reports auditors love.
Advanced Subscription Momentum Report

GAAP Compliant Revenue Recognition

  • Configure revenue schedules and automate your revenue recognition process.
  • Consolidate journal entries and sync directly to your general ledger.
  • Manage complex revenue schedules without an ERP.
revenue recognition software screenshot with classes and billing methods

Automate your Accounts Receivable process

  • Generate and send branded invoices with one click payment options.
  • Automate collections with custom dunning schedules.
  • Integrate directly with your CRM and General Ledger to process sales orders and sync invoices.
automatic cash collection methods

Integrate your financial tech stack

Reduce accounting errors and save time with Maxio’s bi-directional integrations. Automate tedious tasks like manual entries, reconciliation, and more.

Ready to reach zero-friction-finance?

  • Our team is able to report on flash bookings within two days of month end, and we are able to close revenue within five days as a result of implementing Maxio.

    Antonietta Ciccone

    Antonietta Ciccone, Extensiv

    Director of Corporate Revenue Accounting

  • Finance and accounting software FAQs

    Finance and accounting software is software purpose built for finance teams. This type of software automates historically manual accounting processes freeing teams to dedicate time on more strategic projects. Processes like revenue recogntion, producing SaaS metrics, reconciliation, collections, and more are handled by this type of software.

    Finance software helps ensure compliance with Generally Accepted Accounting Principles (GAAP) by streamlining the revenue reporting process specific to your own business model. Revenue recognition automation features ensure consistent and compliant revenue accounting within the specific requirements of IFRS 15 and ASC606 and other GAAP principles, so your finances are always in order and annual financial audits go smoothly.

    Most revenue recognition tools are able to integrate with other systems. These may include customer relationship management (CRM) platforms like Salesforce; enterprise resource planning (ERP) systems like Oracle NetSuite; and a range of project management and general ledgers/accounting software your organization may use.

    Integrating with these platforms streamlines workflows, allowing for real-time data synchronization, ensuring that all revenue-related activities, such as sales, renewals, and cancellations, are accounted for.

    Maxio’s advanced accounts receivable management software streamlines accounts receivable management by automating customer payments and collections management. It allows users to customize invoicing, implement automated dunning processes to recover past due payments, and manage customer accounts efficiently. These features help businesses reduce the time and effort spent on manual collections and improve cash flow.

    SaaS reporting tools enable decision-makers to access accurate, real-time data, displayed in easy-to-read graphs and reports, and clearly understand the status of each of their key performance indicators in relation to their KPI goals.

    By representing data in an understandable way, SaaS reporting tools enable business leaders to make informed decisions quickly, optimize strategies, and drive growth. This data-driven approach ensures that decisions are based on actual performance metrics, rather than assumed conclusions or gut feelings.

    See what Maxio can do

    Revenue recognition

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

    SaaS reporting tools

    Never lose sight of your business performance with accurate, reportable SaaS metrics.

    Subscription management

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

    Subscription billing

    Manage complex billing scenarios without cluttering your product catalog.