Maxio (formerly SaaSOptics and Chargify) Overview

Maxio consolidates financial operations for B2B SaaS companies, offering a unified platform that reveals essential financial insights. This tool facilitates growth by supporting subscription and usage-based billing, alongside streamlined subscription management. Maxio's capabilities extend to automatic, compliant revenue recognition, ensuring accuracy and compliance. With over 20 payment gateway integrations, it simplifies financial processes and enhances revenue management. The platform also delivers comprehensive SaaS metrics and financial reporting, enabling businesses to make informed decisions. A unique feature is its ability to integrate all critical systems, providing a seamless financial operations experience.

Use Cases

Customers recommend Contract Management, Social Media Analytics, Subscription Management, as the business use cases that they have been most satisfied with while using Maxio (formerly SaaSOptics and Chargify).

Other use cases:

  • Revenue Cycle Management
  • Workflow Management
  • Lifetime Value Management
  • Training & Onboarding
  • Order Management
  • Billing And Invoice Management
  • Forecasting
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Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Maxio (formerly SaaSOptics and Chargify).

Other priorities:

  • Increase Customer Life Time Value
  • Enter New Markets Internationally Or Locally
  • Improve ROI
  • Acquire Customers
  • Scale Best Practices
  • Manage Risk
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Maxio (formerly SaaSOptics and Chargify) Use-Cases and Business Priorities: Customer Satisfaction Data

Maxio (formerly SaaSOptics and Chargify)'s features include Calculator, Recording, Dashboard, etc. and Maxio (formerly SaaSOptics and Chargify) support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Maxio (formerly SaaSOptics and Chargify) analytics capabilities include Analytics, and Custom Reports.

Reviews

"After implementing SaaSOptics, the auditors had no comments about revenue at all, none." - Roza Anthony

Maxio (formerly SaaSOptics and Chargify), Chargebee Subscription Management, Mews, ChargeOver, Workiva, etc., all belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Maxio simplifies billing and financial operations for B2B SaaS, integrating core functions into one platform. It helps companies uncover financial insights and drive growth.

Popular Business Setting

for Maxio (formerly SaaSOptics and Chargify)

Top Industries

  • Computer Software
  • Computer & Network Security
  • Construction

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Maxio (formerly SaaSOptics and Chargify) is popular in Computer Software, Computer & Network Security, and Construction and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Maxio (formerly SaaSOptics and Chargify) Use Cases

How can Maxio (formerly SaaSOptics and Chargify) enhance your Contract Management process?

How can Maxio (formerly SaaSOptics and Chargify) enhance your Social Media Analytics process?

What solutions does Maxio (formerly SaaSOptics and Chargify) provide for Subscription Management?

How does Maxio (formerly SaaSOptics and Chargify) facilitate Revenue Cycle Management?

How does Maxio (formerly SaaSOptics and Chargify) address your Workflow Management Challenges?

25+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Maxio (formerly SaaSOptics and Chargify) solved their Revenue Management needs. Cuspera uses 1362 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Maxio (formerly SaaSOptics and Chargify) testimonial

Roza Anthony

Senior Accounting Manager

Repsly
After implementing SaaSOptics, the auditors had no comments about revenue at all, none. Testimonial By Roza Anthony
Maxio (formerly SaaSOptics and Chargify) testimonial

Nick Dulac

Director of Finance

Niche
I would absolutely recommend SaaSOptics to anyone else looking at software or comparable softwares. In all honesty, I don’t think we could be surviving right now if we hadn’t had this system in place for the past three years. Testimonial By Nick Dulac
Maxio (formerly SaaSOptics and Chargify) testimonial

Borrmann

CEO

Bizzabo
After the first call, I could see the potential of SaaSOptics to give us the freedom and flexibility we needed, Testimonial By Borrmann
CUSTOMERS TESTIMONIALS
Maxio (formerly SaaSOptics and Chargify) testimonial

Roza Anthony

Senior Accounting Manager

Repsly
After implementing SaaSOptics, the auditors had no comments about revenue at all, none. Testimonial By Roza Anthony
Maxio (formerly SaaSOptics and Chargify) testimonial

Nick Dulac

Director of Finance

Niche
I would absolutely recommend SaaSOptics to anyone else looking at software or comparable softwares. In all honesty, I don’t think we could be surviving right now if we hadn’t had this system in place for the past three years. Testimonial By Nick Dulac
Maxio (formerly SaaSOptics and Chargify) testimonial

Borrmann

CEO

Bizzabo
After the first call, I could see the potential of SaaSOptics to give us the freedom and flexibility we needed, Testimonial By Borrmann

Case Studies

Marketing and Advertising

CASE STUDY Rockerbox

Maxio helps Rockerbox make better marketing decisions with high-level reports and unified data. Before Maxio, Rockerbox spent hours on manual processes to get business insights. Now, they access reli...able revenue and KPI reports in minutes. Maxio integrates with Salesforce and gives teams deep and broad business views. Rockerbox’s CEO says Maxio helps with planning by showing historical data over months, quarters, and years.

Read more →
Computer Software

CASE STUDY Limble Solutions Inc.

Maxio Advanced Billing helped Limble Solutions Inc. improve financial reporting. Limble reduced reporting time from a month to just a few days. The team gained better insights into sales, deferred re...venue, and churn. Auditing reports are now easier to manage. Collections on outstanding invoices improved, saving time and reducing stress for the team.

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Information Technology and Services

CASE STUDY SolarWinds

Maxio Advanced Billing helps SolarWinds manage billing and product catalog across three company entities. SolarWinds uses the platform daily for invoicing, PO updates, billing address changes, and pl...an modifications. The system makes it easy to create new products and adjust the catalog, improving customer service. SolarWinds integrated acquisitions into one billing system, boosting operational efficiency and supporting business growth. Ryan Young from SolarWinds praises Maxio for its simplicity and adaptability.

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Education

CASE STUDY Niche

Maxio helps Niche match 4x more students with their ideal school. Niche uses Maxio to quickly run pre-saved reports for investors. This makes due diligence easier and impresses investors with detaile...d data. The Director of Finance says Maxio kept Niche afloat during tough years. Before Maxio, reporting was slow and hard using only Excel. Now, Niche earns praise from investors for their data quality.

Read more →
Information Technology and Services

CASE STUDY parcelLab

Maxio helped parcelLab automate and simplify their financial operations. parcelLab used Maxio Platform and Maxio Advanced Billing to streamline billing and reporting. The company now gets SaaS metric...s quickly and has accurate data. Reporting on ARR went from taking weeks to just a few clicks. This lets parcelLab act faster and with more confidence.

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Hospitality

CASE STUDY Pal USA (formerly SkyWire)

Maxio helped Pal USA (formerly SkyWire) fix financial operations problems. The company struggled with inaccurate journal entries and manual spreadsheets. Maxio's subscription management platform made... month-end close easy and accurate. The finance team now tracks revenue and renewals faster. They save half an hour a day on renewals. Maxio gives them more metrics with less effort.

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Frequently Asked Questions(FAQ)

for Maxio (formerly SaaSOptics and Chargify)

What is Maxio (formerly SaaSOptics and Chargify)?

Maxio (formerly SaaSOptics and Chargify) is a subscription management platform that provides subscription billing, revenue recognition and robust subscription analytics and metrics. It provides the ability to eliminate the dependency on spreadsheets and streamline financial operations and reporting.

Maxio delivers all the analytics required to run subscription businesses, including MRR, ARR, cohort, CLV, projections, renewal rates, and churn. Maxio integrates with all the key systems in the environment to improve the management of financial operations throughout all stages of growth.

Its features are managing and processing sales orders quickly and accurately, renewal management, automated A/R management helping to spend less time chasing down payments and more time on expanding the business, automated revenue recognition, financial reporting and generating SaaS metrics.

What is Maxio (formerly SaaSOptics and Chargify) used for?

Maxio (formerly SaaSOptics and Chargify) is a Revenue Management Software mainly used by its customers to Enhance Customer Relationships and Increase Sales & Revenue by Contract Management, Social Media Analytics and Subscription Management .

What are the top features of Maxio (formerly SaaSOptics and Chargify)?

Calculator, Recording and Dashboard are some of the top features of Maxio (formerly SaaSOptics and Chargify).

Who uses Maxio (formerly SaaSOptics and Chargify)?

Maxio (formerly SaaSOptics and Chargify) is used by Computer Software, Computer & Network Security and Construction among other industries.

What are Maxio (formerly SaaSOptics and Chargify) alternatives?

Chargebee Subscription Management, Mews, ChargeOver and Workiva are popular alternatives for Maxio (formerly SaaSOptics and Chargify).

Where is Maxio (formerly SaaSOptics and Chargify) located?

Maxio (formerly SaaSOptics and Chargify) is headquartered at 6575 The Corners Pkwy NW, 4th Floor, Peachtree Corners, Georgia 30092, US.
lightning

Peers used Maxio (formerly SaaSOptics and Chargify) for contract management and social media analytics

Maxio (formerly SaaSOptics and Chargify) Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.65/5 ★

Read Reviews (119)
Custom Reports

3.93/5 ★

Read Reviews (275)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.65/5 ★

Read Reviews (119)
Custom Reports

3.93/5 ★

Read Reviews (275)

Maxio (formerly SaaSOptics and Chargify) Integrations

Maxio (formerly SaaSOptics and Chargify) integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.53/5 ★

Read Reviews (72)
Data Import

4.10/5 ★

Read Reviews (278)

Clickdesk

4.01 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

QuotaPath

4.22 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

ChargeDesk

4.37 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for Maxio (formerly SaaSOptics and Chargify)

Overall Risk Meter

Low Medium High

Top Failure Risks for Maxio (formerly SaaSOptics and Chargify)

Maxio, Inc. Profile

Company Name

Maxio, Inc.

Company Website

https://www.maxio.com/

HQ Location

6575 The Corners Pkwy NW, 4th Floor, Peachtree Corners, Georgia 30092, US

Employees

51-100

Social

Facebook Linkedin Twitter

Financials

SERIES B