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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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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 pros, cons and reviews insights

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?

Once everything is set up, there are many reports you can pull.

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

Starting from

38

Per month

Free trial
Free version
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Customer Support
PayPal logo

Starting from

0.09

Free trial
Free version
Ease of Use
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Customer Support
Abby logo

Starting from

0.01

Per month

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)

It would be useful if Shopmonkey could integrate with QuickBooks, as this would improve financial synchronization and reduce manual data entry. This integration could streamline accounting processes and make overall business management more efficient

VB

Vanessa B.

Bookkeeper

HubSpot CRM logo
HubSpot CRM

Integration rating: 4.5 (2)

Integration rating: 4.0 (1)

To keep track of where these leads and cases are coming from through our platforms!

LP

Laura P.

Online Advisor

GitHub logo
GitHub

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

Avalara logo
Avalara

Integration rating: 5.0 (1)

Great really good and easy to set up

DJ

Dean J.

IT manager

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.

A significant portion of users praise the support team's responsiveness and quick turnaround on questions or issues.

Broad user base finds the support staff knowledgeable, friendly, and genuinely invested in helping resolve problems.

Frequently reported by users that documentation and help resources are clear, making self-service support effective.

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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