Maxio (formerly SaaSOptics and Chargify): Use-Cases, Insights and Reviews | 2025 Cuspera

Maxio and Mosaic helped WorkBuzz fix slow, manual finance work. Before, the team spent hours on spreadsheets for ARR, revenue recognition, and board reports. Maxio automated billings, collections, an...d revenue schedules, making data accurate and easy to access. Mosaic gave real-time analytics, board-ready dashboards, and fast scenario planning. Now, WorkBuzz answers CEO questions in seconds and impresses the board with clear, reliable reports.
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Maxio helped VERO, a multifamily rental platform, simplify financial operations during rapid growth. VERO faced billing errors and slow monthly closes using QuickBooks. With Maxio’s Rapid Start Imple...mentation, VERO migrated data in two weeks and sent their first invoice by day two. Monthly close time dropped from four weeks to one. VERO scaled client billing threefold without adding finance staff. Maxio enabled smooth data sync, reduced errors, and supported VERO’s growth.
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Maxio Advanced Billing helped Sendspark move from not being able to charge customers to generating immediate revenue. Sendspark used Maxio to quickly test and launch new pricing models without buildi...ng a subscription engine in-house. The platform automated dunning and collections, ending manual invoice tracking and late payment chasing. Sendspark could personalize pricing and automate billing, making it easy to align charges with customer value. The team saw instant improvements in billing efficiency and customer engagement.
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Maxio CPQ helped Retool fix their sales quoting process. Before, sales reps used Word templates, causing contract errors and missing data. Maxio CPQ brought structure, automated approvals, and clean ...Salesforce sync. Contract errors dropped from about 50% to under 1%. Reporting and forecasting became easier. The sales team now works faster and with fewer mistakes.
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Maxio Advanced Billing helped Gravity Forms make customer sign up easier. Gravity Forms used Maxio's self-service checkout page to collect customer and payment details. The no-code billing portal let...s customers view invoices and update subscriptions. Gravity Forms can now create and edit products, add coupons, and manage pricing with less catalog bloat. This made the sign-up and billing process smooth for their users.
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Maxio Metrics helped Boomi improve its SaaS metric reporting and analytics. Boomi used Maxio to create custom dashboards and reports, making data easier to understand. The platform allowed Boomi to t...ailor metrics for different business needs. Boomi’s leadership praised the clarity and speed of insights. Maxio Metrics became a key tool for better decision-making at Boomi.
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