Maxio is a Subscription billing / revenue analytics by Maxio, Inc. This profile pulls together Maxio's ratings across the major review sites, its company and funding details, leadership, features, pricing, and the latest news, with every external source cited at the bottom.
About Maxio, Inc.
Maxio is a subscription billing and revenue analytics platform built specifically for B2B SaaS companies. It was formed in 2022 through the merger of SaaSOptics (a subscription management and revenue recognition platform founded in 2010 in Atlanta) and Chargify (a recurring billing platform founded in 2009 in Scottsdale). The combined company operates under the Maxio brand and targets growth-stage SaaS businesses that need automated billing, ASC 606/IFRS 15 revenue recognition, SaaS metrics reporting, and dunning management in one place. Maxio competes primarily with Chargebee, Zuora, and Recurly, and positions itself as the billing and finance layer purpose-built for the B2B SaaS motion rather than a general-purpose payments or ERP tool.
| Category | Subscription billing / revenue analytics |
| Company | Maxio, Inc. |
| Founded | 2022 (as Maxio; SaaSOptics founded 2010, Chargify founded 2009) |
| Headquarters | Atlanta, Georgia and Scottsdale, Arizona, US (dual headquarters) |
| Industry | Software Development · Subscription billing / SaaS financial operations |
| Team size | ~300 (estimated, 2026) |
| Ownership | Private |
| Founder / CEO | Tim McCormick (SaaSOptics co-founder) and Lane Lipscomb (Chargify CEO at merger); Matt Downs became CEO post-merger |
| Specialties | Subscription billing, recurring revenue management, ASC 606 revenue recognition, SaaS metrics, dunning and churn reduction, quoting, invoicing |
| Website | maxio.com |
Find Maxio on: Wikipedia · Crunchbase · LinkedIn · G2 · Capterra · producthunt.com
Maxio ratings across the web
Aggregated from the major review platforms. Each links to the source.
Also rated: TrustRadius 8.1/10 (60).
Rating breakdown
Per-category scores from G2 Maxio reviews (~360 reviews).
Who uses Maxio
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What people say about Maxio
Our synthesis across ~360 G2 reviews at 4.3/5 and ~120 Capterra reviews at 4.3/5, plus TrustRadius community. No fabricated quotes, this is the consistent pattern across reviews and third-party analyses.
Most praised
- Purpose-built ASC 606 revenue recognition is the top-cited strength: finance teams say it eliminates weeks of manual spreadsheet work each month and produces audit-ready schedules automatically
- SaaS metrics reporting (MRR, ARR, churn, expansion, LTV) is pre-built and accurate, which reviewers contrast favorably against generic BI tools that require custom modeling
- Customer support and onboarding quality score consistently above the category average; dedicated CSMs during implementation are cited repeatedly in positive reviews
Most cited complaints
- The learning curve is steep, especially for teams without a dedicated finance or RevOps person; the product assumes familiarity with SaaS billing concepts that non-finance users often lack
- Price is a friction point for early-stage companies: at $599/mo minimum, Maxio is priced for companies past initial traction, and smaller teams say they outgrew simpler tools too slowly to justify it
- Some UI flows feel dated compared to newer fintech products, and the migration process from legacy systems can be time-consuming without professional services support
What we found testing it
What's great
- Only billing platform in this comparison that ships a native NRR/GRR/ARR waterfall inside the billing engine; no BI tool required for investor reporting
- Native ASC 606 revenue recognition schedules on every contract, auto-generates deferred revenue journal entries with Salesforce CRM data sync
- Purpose-built for B2B SaaS contract models including multi-year commitments, ramp schedules, true-ups, and amendment workflows
Watch-outs
- Interface complexity draws consistent complaints; multiple G2 reviewers describe the navigation as 'labyrinth-like' once you have 50+ contract types configured
- Reporting customization is limited out of the box; ad hoc invoice filtering and bulk export workflows require workarounds that the platform's roadmap has been promising for two years
- Best-fit ARR band is $5M to $100M; below $5M ARR the platform cost-to-complexity ratio is hard to justify versus Chargebee
Maxio funding & ownership
| Round | Amount | Date | Lead investor |
|---|---|---|---|
| SaaSOptics Series A | $7M | 2019 | Fulcrum Equity Partners |
| SaaSOptics Series B | $25M | 2020 | Carrick Capital Partners |
| Chargify investment (Vista) | Undisclosed | 2017 | Vista Equity Partners |
| Post-merger growth equity | ~$100M+ | 2022 | Carrick Capital Partners (continued) |
Low risk for its target segment. Maxio is a well-funded private company with a clear niche: B2B SaaS billing and revenue recognition for growth-stage companies. The 2022 merger was strategically coherent, combining Chargify's billing engine with SaaSOptics' revenue recognition and reporting stack. Carrick Capital's continued backing and a focused ICP (Series A to Series C SaaS companies) keep the product roadmap tight. The realistic watch-item is whether Maxio can hold its position as Chargebee and Zuora push further into the mid-market and as larger ERP platforms extend native billing capabilities. For any SaaS company with more than $2M ARR that needs ASC 606 compliance, the product is purpose-built in a way that generic tools are not.
Maxio features & integrations
Security & compliance
| Standard | Availability |
|---|---|
| GDPR | Yes |
| HIPAA | Not applicable (not a healthcare platform) |
| SOC 2 Type II | Yes (SOC 2 Type II) |
| SSO / SAML | Yes (SAML SSO on higher tiers) |
Integrations: Salesforce, HubSpot, QuickBooks Online, NetSuite, Xero, Stripe, Avalara (tax), Slack, Zapier, and REST API (custom integrations).
Maxio leadership
Maxio pricing
| Plan | Price | Best for |
|---|---|---|
| Launch | $599/mo | SaaS companies past $500K ARR needing automated recurring billing and basic SaaS metrics |
| Growth | Custom (quote required) | Companies with more complex billing models, dunning workflows, and revenue recognition needs |
| Scale | Custom (quote required) | Higher-volume or multi-product SaaS businesses needing advanced analytics and integrations |
| Enterprise | Custom | Large SaaS operations needing custom contracts, dedicated support, and full ASC 606 automation |
The catch: Maxio starts at $599/month for the Launch plan, which covers core billing and basic metrics. Growth and Scale tiers add revenue recognition, advanced dunning, and deeper analytics at higher price points that Maxio quotes on a per-company basis. Enterprise pricing is fully custom. The $599 floor makes Maxio a hard sell below roughly $1M ARR; the math gets easier once billing complexity and ASC 606 compliance costs justify the software cost. Always request a pricing call because the published Launch price is the ceiling on only the entry tier, and contract length, volume, and integrations all affect the final number.
Maxio alternatives & where it appears
Head-to-head comparisons
Featured in our guides
Maxio product changelog
What Maxio has actually shipped, summarized from its own release notes and dated. Not auto-generated, updated as part of our freshness checks.
- July 15, 2026
Advanced SaaS metrics dashboard refresh
Maxio shipped an updated metrics dashboard with cohort-level MRR, expansion revenue drill-downs, and export-to-CSV for board reporting.
Source - May 20, 2026
Salesforce CPQ native connector GA
The native Salesforce CPQ connector reached general availability, allowing quote-to-cash workflows without middleware.
Source - March 10, 2026
Multi-currency billing enhancements
Maxio added support for real-time FX rates and per-customer currency overrides across subscription plans, addressing a top enterprise request.
Source - November 8, 2025
ASC 606 automation updates
Expanded automated revenue recognition rules to handle multi-element arrangements and contract modifications without manual journal entries.
Source
Latest Maxio news
Auto-pulled from Google News, refreshed on each deploy. Headlines link to the source.
- Maxio Launches the First Native Surcharging for B2B SaaS and AI Companies - Business WireWed, 27 May 2026
- Maxio Launches Native Entitlements, Making Access Part of the Subscription Record for B2B SaaS and AI - Business WireTue, 21 Jul 2026
- Maxio Launches Maxio MCP to Accelerate AI-forward Finance With Governed Access to Billing and Revenue Data - 01netThu, 11 Dec 2025
- SaaSOptics and Chargify Announce Merger, New Name - pymnts.comWed, 13 Apr 2022
- Maxio Drives Market Momentum with Recent Product Innovations and Key Executive Hires - Business WireTue, 30 Sep 2025
- A Chat with Randy Wootton, CEO at Financial Operations Platform: Maxio - techround.co.ukMon, 26 Sep 2022
Maxio FAQs
What is Maxio and what does it do?
Maxio is a subscription billing and revenue analytics platform for B2B SaaS companies. It handles recurring billing, invoicing, dunning, ASC 606/IFRS 15 revenue recognition, and SaaS metrics reporting (MRR, ARR, churn, expansion revenue) in one system. It was formed in 2022 from the merger of SaaSOptics and Chargify.
How much does Maxio cost?
The entry Launch plan starts at $599/month. Growth, Scale, and Enterprise tiers are priced by quote. Maxio is designed for companies with meaningful ARR (roughly $1M and up), and the price typically makes sense once billing complexity or audit requirements outgrow spreadsheets.
Is Maxio better than Chargebee or Zuora?
Maxio's edge is its ASC 606 revenue recognition depth and purpose-built SaaS metrics reporting, which were native to SaaSOptics before the merger. Chargebee has a broader feature surface and a lower entry price. Zuora targets larger enterprises with more complex quoting and contract needs. Maxio tends to win with growth-stage B2B SaaS companies where finance teams need ASC 606 compliance without building it in NetSuite.
Does Maxio handle revenue recognition automatically?
Yes. Revenue recognition under ASC 606 and IFRS 15 is a core feature. Maxio automates the recognition schedules, handles contract modifications, and produces audit-ready reports. This was inherited from the SaaSOptics lineage and is consistently the most praised capability in user reviews.
What companies is Maxio best for?
Maxio fits B2B SaaS companies in the $1M to $50M ARR range that sell subscription or usage-based products, need automated billing and dunning, and must comply with ASC 606 for audit or investor reporting. It is not a good fit for early pre-revenue startups (price is too high), pure e-commerce companies, or businesses that primarily sell one-time products.
Sources
Every external figure on this page traces to a public source, last collected on the dates shown.
- G2: Maxio reviews — rating 4.3/5, ~360 reviews (accessed 2026-08-30)
- Capterra: Maxio — rating 4.3/5, ~120 reviews (accessed 2026-08-30)
- TrustRadius: Maxio — score 8.1/10, ~60 reviews (accessed 2026-08-30)
- Maxio official website — product overview, pricing tiers, merger history (accessed 2026-08-30)
- Crunchbase: Maxio — funding history, founding, investors (accessed 2026-08-30)
- LinkedIn: Maxio company page — employee count, HQ, specialties (accessed 2026-08-30)
- PR: SaaSOptics and Chargify merger announcement — merger announcement and Maxio brand launch, 2022 (accessed 2026-08-30)
- Gartner Peer Insights: Maxio — rating 4.2/5, ~45 ratings (accessed 2026-08-30)