
Financial operations platform unifying billing and revenue management for B2B SaaS
Maxio is a financial operations platform purpose-built for B2B SaaS, combining subscription billing with revenue recognition, SaaS metrics, and financial reporting in a single platform. Born from the merger of Chargify (billing leader) and SaaSOptics (revenue management leader), Maxio bridges the gap between billing operations and finance teams — handling everything from invoicing to ASC 606 compliance.
Support for flat-rate, usage-based, tiered, volume, and hybrid pricing models with automated invoicing
Automated ASC 606 and IFRS 15 compliant revenue recognition with deferred revenue scheduling
One-click ARR, MRR, net revenue retention, churn, and cohort analysis with drill-down capability
Automated financial statements, journal entries, and audit-ready reports for month-end close
Customizable dunning cadences per product with automated retry logic and customer notifications
Native connections to Salesforce, HubSpot, NetSuite, QuickBooks, Xero, Stripe, and more
Full lifecycle management including trials, upgrades, downgrades, amendments, and renewals
Series A+ SaaS companies needing unified billing, revenue recognition, and SaaS metrics
Companies preparing for audits or IPO that need automated ASC 606/IFRS 15 compliance
Finance teams tracking ARR, MRR, churn, and cohort analysis without manual spreadsheets
Best for Series A+ B2B SaaS that need billing and GAAP-compliant revenue recognition unified — the only platform where your CFO and billing team share a single source of truth.
Best for B2B SaaS finance teams — Maxio's dunning integrates with revenue recognition and SaaS metrics, giving finance teams complete visibility into how failed payments impact financial reporting and forecasts.
No per-seat charges — entire finance and billing teams can access the platform at no extra cost