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Maxio

4.4
(247)

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Maxio is a financial operations platform for B2B SaaS compan

(4)

Maxio Pricing, Features, Reviews and Alternatives

Maxio FAQs

Q. Who are the typical users of Maxio?

Maxio has the following typical customers:
Mid Size Business, Small Business

These products have better value for money


Q. What languages does Maxio support?

Maxio supports the following languages:
English


Q. Does Maxio offer an API?

Yes, Maxio has an API available for use.


Q. What other apps does Maxio integrate with?

Maxio integrates with the following applications:
Sage Intacct, QuickBooks Online Advanced, Avalara, Pipedrive, NetSuite, Stripe, Salesforce Sales Cloud, Stax, Braintree, Xero, HubSpot CRM


Q. What level of support does Maxio offer?

Maxio offers the following support options:
Email/Help Desk, Knowledge Base

Maxio product overview

What is Maxio?

Maxio is the product of a merger between SaaSOptics, the industry leader in recurring revenue management, and Chargify, the leader in SaaS billing.

Key benefits of using Maxio

Maxio helps B2B SaaS companies:

-Automate billing and collections
-Maintain GAAP/IFRS compliance
-Access investor-grade SaaS metrics
-Reduce time-to-close
-Pass audits
-Speed up due diligence
-Reduce DSO
-Understand AR Health
-And more

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base

Training options

Webinars
Live Online
Documentation
Videos

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Maxio features

Functionality

4.1

/5

247

Total features

82

8 categories

Most valued features by users

Third Party Integrations
API
Reporting & Statistics
Reporting/Analytics
Data Import/Export
Alerts/Notifications
Compliance Management
Customizable Reports

Maxio users reviews

Overall Rating

4.4

/5

247

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.1/10
Rating distribution

5

4

3

2

1

135

85

16

2

9

Pros
The advanced recurring billing options for stacking (or not) coupons and discounts, ability to grandfather pricing, and the support team are fantastic.
Overall, Chargify is a must have for any business. I love how easy it is to navigate and how user friendly it is. I would recommend this product to everyone.
I really enjoy the product. The support team I have interacted with has been incredibly helpful, and have really gone out of there way with providing amazing support.
Cons
My business recently enrolled in SaaSOptics, a financial reporting service for SaaS business. Seldom have I encountered a user experience so bad.
Many of these customers would prefer to pay by check for the larger invoices and when they are autopay customers, we are constantly adjusting due dates to avoid an auto-charge.
Lack of analytical data available in Finance reports. Putting data in is still manual, which is okay for now but causes scalability issues.
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Shane R.

Enterprise sales

Computer Software, 51-200 employees

Review source

Overall Rating

Ease beginner Accounting System, needs some work on tier pricing options

Reviewed 3 years ago

Transcript

Shane: Hi, my name is Shane. I work at a technology company. I'm an enterprise account executive, and...

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Brock J.

Computer Software, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Fantastic Software

Reviewed 4 years ago

Very happy customer of almost 10 years.

Pros

Chargify is incredibly easy to use and flexible enough to meet the needs of our growing business.

Cons

Takes time to implement however docs and support team are fantastic.

SY
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Sasha Y.

Computer Software, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Revenue software!

Reviewed 3 years ago

SaaSOptics made a huge difference throughout our company, from sales order management (implementing process controls on the GTM team) through to collections and dunning (dropping our AR from 65 to 32 in 3 months). It's been great for our size of company. I'm sure there are more robust softwares out there that can do more, but all of those were out of our price range. I also enjoy the fact that SaaSOptics is continually pushing out new features that directly impact and improve every day processes, not just higher level reporting or UI. Both high level reporting and UI changes are important, but being able to deliver on all 3 fronts, rather than just 2 means that SaaSOptics has been a pretty good company to grow alongside.

Pros

Customizable revenue schedules that are significantly better than the previous excel spreadsheets. This software dropped periodic revenue reconciliation from 4-6 hours to 30 min as a result. The collections and dunning automation is a lifesaver for small accounting/Finance operations teams. If you're only software option for managing Sales Tax is the baked in option within QBO, their Avatax integration is significant improvement on QBO.

Cons

The reporting is not as intuitive to team members who are not active and continuous users. Makes a LOT of sense to me, but I notice there's a learning curve for non-SaaSOptics users to understand the reporting.

AB
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Alex B.

11-50 employees

Used monthly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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What were they thinking?!

Reviewed 7 years ago

UI, UI, UI. My business recently enrolled in SaaSOptics, a financial reporting service for SaaS business. Seldom have I encountered a user experience so bad. For starters, there is no link for user to log in on their home page. You actually need to navigate to an obscure link hidden away in an email. And the URL is not something easy to remember. Although they do this for security reasons, to reduce...

Pros

Still looking for a pro. Update: Within three business days of my review, I was contacted by a SaaSOptics employee with an offer to help. So I have now found a pro: their support seems to be attentive. I have found their leadership to be extremely attentive and helpful

Cons

The UI.

Vendor response

Thank you for your feedback and updating your review. Ensuring our customers have a positive experience is our priority and we're sorry you were dissatisfied. SaaSOptics manages complex B2B subscriptions including revenue recognition, one-off billing, and sophisticated analytics. As a result, we are upfront about the required online training throughout our sales and implementation process. When...

AR
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Verified reviewer

Internet, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Robust system, particularly for API usage

Reviewed 5 years ago

We came from a competing service where the tech support had devolved. We needed an API that was robust enough to let us convert our existing payment system quickly, which Chargify's did. The customer service and tech support along the way has been excellent. As PCI compliance became more rigorous, we moved to using their hosted public payment pages, which allows us to reduce/remove PCI compliance on our side. However, the public pages do come with some limitations in that customizing them requires knowledge of CSS and Javascript to control various elements. Overall, however, our transition to, and continued use of Chargify has been a great experience and I would recommend them to anyone looking for a merchant account payment processor.

Pros

- API functions to handle almost any processing request you can think of - Great tech support (actual knowledgeable techs, not script-readers) - System uptime seems stable and reliable - Hosted public payment pages helps reduce PCI compliance requirements

Cons

- Cost is a bit on the high side, but not outside the realm of its competition. - Geared strongly for recurring payments, lacking easy single-charge functions (in particular, scheduling a single charge on the future date). - Customizing the public payment pages could be easier with options to display/hide various components instead of relying on merchant to create CSS/Javascript to control them. - ACH support limited to only a couple of merchant account providers. In our case, this requires us to use a separate e-check payment processor, resulting it maintaining two distinct payment processes on our side.

Vendor response

We're glad that your experience with Chargify has been a great experience & appreciate the review. We are always looking to improve our service & value this feedback when prioritizing updates!

AR
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Verified reviewer

Marketing and Advertising, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Great Product, Don't Give a Hoot About Customers

Reviewed 4 years ago

We've been (sadly) a long-time user of Chargify. Eventually, we will switch to just using native Stripe. Chargify is just a GUI on top of native Stripe and native Stripe has come a long way over the last few years. Anyway, Chargify got new leadership a few years ago. Their CEO told me via email and on the phone that they would not raise our prices without an adequate heads-up. Well, they did. And...

Pros

- Ease of Use - Dunning management - Filtering of data

Cons

- Raise Prices 10x on Customers - Buggy - Analytics - Support - They don't care about their customers - As you grow, their logic of how they handle Products/Coupons is really, really poorly designed.

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