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Maxio Logo

Maxio is a financial operations platform for B2B SaaS compan

Table of Contents

Maxio - 2026 Pricing, Features, Reviews & Alternatives

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Maxio 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.

At Maxio, we help B2B SaaS companies unlock their next stage of growth. Our financial operations platform is designed to meet the unique financial challenges of B2B SaaS, including billing, subscription management, revenue & expense recognition, and SaaS metrics & analytics.

Starting price

599 /
per year

Alternatives

with better value for money


Pros & Cons

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Report and Reporting

Customer Support

SaaSOptics

Customer Payment

Refund and Cancellation

Features

Maxio’s user interface

Ease of use rating:

Maxio review summaries overview

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(12)
3-4(107)
5(136)

What do users say about Maxio?

Users say Maxio streamlines recurring billing, subscription management, and revenue recognition, helping them automate complex processes and save significant time. They appreciate its flexibility for different billing scenarios, robust reporting, and integration with tools like QuickBooks and Salesforce, which improves financial visibility and decision-making. They find customer support responsive and helpful, and value the platform’s ease of use for most day-to-day tasks.

Some report challenges with setup, navigation, and customizing features or invoices, and mention that reporting and search functions could be more intuitive. They feel pricing is on the higher side, especially for startups, and note occasional bugs or limitations with advanced billing needs.

Select to learn more


Who uses Maxio?

Based on 255 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Education Management
Computer Software
Accounting
Telecommunications
Others

Use cases

Billing and Invoicing
Recurring Billing
Financial Reporting
Subscription Management
Payment Processing

Maxio's key features

Most critical features, based on insights from Maxio users:

Recurring/Subscription billing
Dunning management
Subscription plan management
Self service portal
Discount management

All Maxio features

Features rating:

Accounting
Accounting integration
ACH payment processing
Alerts/Notifications
API
Bank reconciliation
Billing & invoicing
Billing portal
Billing rate management
Cancellation management
Cash flow management
Cash management
Compliance management
Consolidation/Roll-Up
Contact database
Credit card processing
CRM
Customer accounts
Customer database
Customer profiles
Customizable branding
Customizable fields
Customizable invoices
Customizable reports
Customizable templates
Dashboard
Data import/export
Data visualization
Deferred billing
Discount management
Dunning management
Electronic payments
Email reminders
Financial analysis
Financial management
Financial reporting
Invoice creation
Invoice history
Invoice management
Invoice processing
Multi-Company
Multi-Currency
Multi-Period recurring billing
Multiple payment options
Online invoicing
Order management
Payment processing
PCI compliance
Product catalog
Project billing
Projections
Real-Time analytics
Real-Time data
Real-Time reporting
Recurring invoicing
Recurring/Subscription billing
Refund management
Reminders
Reporting/Analytics
Reporting & statistics
Revenue management
Revenue recognition
Sales tax management
Search/Filter
Self service portal
Self-Service reporting
Subscription management
Subscription plan management
Summary Reports
Tax calculation
Tax management
Third-Party integrations
Transaction history
Usage tracking/analytics

Maxio alternatives

Maxio logo

Starting from

599

Per year

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Xero logo
visit website

Starting from

25

Per month

Free trial
Free version
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NetSuite logo
visit website

Starting from

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No pricing info

Free trial
Free version
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Value for Money
Customer Support
PayPal logo

Starting from

0.09

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Maxio pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Grow

599

Per year

Features included:

  • Custom Product Catalog
  • Custom Billing & Invoicing
  • Payment Gateway Integrations
  • Automated invoicing
  • Drill down capability
  • Custom dashboard
  • SaaS metrics

Scale

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • AR Management
  • Revenue Recognition
  • Expense amortization
  • Milestone-based billing
  • Multi-entity support

User opinions about Maxio price and value

Value for money rating:

To see what individual users think of Maxio's price and value, check out the review snippets below.

“The maxio team wanted to charge additional hours to fix the issues on top of our yearly subscription price, it ended up being easier to move to another platform”
Verified reviewer profile picture

Tommy M.

Growth Team

“I would be remise to not highlight how seamless integration was.”
AL

Ashley L.

Sr. Analyst

Maxio integrations (33)

Integrations rated by users

We looked at 255 user reviews to identify which products are mentioned as Maxio integrations and how users feel about them.

Integration rating: 5.0 (2)

We are still working this integration

EB

Erin B.

Executive Director

Integration rating: 4.5 (2)

Integration rating: 4.0 (1)

GitHub logo
GitHub

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

recording donations to our ministries

DF

Debbie F.

Financial Secretary

Avalara logo
Avalara

Integration rating: 5.0 (1)

Makes sales tax reporting a breeze

functions how you would expect - set up was difficult for our consultants at armanino

BB

Becky B.

Finance Director

1/2

Maxio customer support

What do users say about Maxio customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of Maxio customer support.

Widespread user sentiment highlights the support team's quick, thorough, and consistently responsive assistance.

A significant portion of users praise the knowledgeable, personable, and professional support staff.

Frequently reported by users, help articles and documentation are detailed and often resolve issues without direct contact.

A large number of users value the team's willingness to go above and beyond, including follow-up calls and proactive guidance.

A limited number of users mention some support reps lack expertise with complex setups or provide unhelpful responses.

Support options

Email/help desk
Knowledge base

Training options

Webinars
Live online
Documentation
Videos

To see what individual users say about Maxio's customer support, check out the review snippets below.

“They always get back to me within a day, leave detailed instructions, and are willing and available for a quick call if I'm still having trouble.”

LH

Laura H.

Operations Manager

“It was a good experience, the implementation team was great and really helpful.”

BN

Bolortuya N.

Business Operations Manager

“Consultants seemed to struggle with their own system.8.”

DP

Daniel P.

CEO

“You have to hover over the "hamburg" icon and select Process usually easy enough. But, to exclude the screen is so small I can't find with out scrolling - that seams stupid to me. ”

BL

Brenda L.

Director of Finance

Maxio FAQs

Q. Who are the typical users of Maxio?

Maxio has the following typical customers:
Small Business, Mid-size Business, Large Enterprises

These products have better value for money


Q. What level of support does Maxio offer?

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

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