# Maxio

Maxio (formerly SaaSOptics + Chargify) is a subscription billing and revenue analytics platform rated 4.3/5 on G2 (~360 reviews) and 4.3/5 on Capterra. Profile: pricing, funding, company history.

**Category:** Subscription billing / revenue analytics  
**Vendor:** Maxio, Inc.  
**Founded:** 2022 (as Maxio; SaaSOptics founded 2010, Chargify founded 2009)  
**HQ:** Atlanta, Georgia and Scottsdale, Arizona, US (dual headquarters)  
**Website:** https://www.maxio.com  


## About

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.

## Ratings

| Source | Score | Reviews |
|---|---|---|
| G2 | 4.3/5 | 360 |
| Capterra | 4.3/5 | 120 |
| Gartner Peer Insights | 4.2/5 | 45 |
| TrustRadius | 8.1/10 | 60 |

## Funding

~$140M total across both predecessor companies and post-merger rounds

| Round | Amount | Date | Lead |
|---|---|---|---|
| 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) |

## Viability

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.

## Pricing

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.

| 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 |

## What reviewers say

_~360 G2 reviews at 4.3/5 and ~120 Capterra reviews at 4.3/5, plus TrustRadius community_

**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

**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

## Compliance

- **SOC 2:** Yes (SOC 2 Type II)
- **GDPR:** Yes
- **HIPAA:** Not applicable (not a healthcare platform)
- **SSO:** Yes (SAML SSO on higher tiers)

## Integrations

- Salesforce
- HubSpot
- QuickBooks Online
- NetSuite
- Xero
- Stripe
- Avalara (tax)
- Slack
- Zapier
- REST API (custom integrations)

## 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

- [G2: Maxio reviews](https://www.g2.com/products/maxio/reviews): rating 4.3/5, ~360 reviews
- [Capterra: Maxio](https://www.capterra.com/p/maxio/): rating 4.3/5, ~120 reviews
- [TrustRadius: Maxio](https://www.trustradius.com/products/maxio/reviews): score 8.1/10, ~60 reviews
- [Maxio official website](https://www.maxio.com): product overview, pricing tiers, merger history
- [Crunchbase: Maxio](https://www.crunchbase.com/organization/maxio): funding history, founding, investors
- [LinkedIn: Maxio company page](https://www.linkedin.com/company/maxio/): employee count, HQ, specialties
- [PR: SaaSOptics and Chargify merger announcement](https://www.maxio.com/blog/saasoptics-chargify-merge-to-form-maxio): merger announcement and Maxio brand launch, 2022
- [Gartner Peer Insights: Maxio](https://www.gartner.com/reviews/product/maxio): rating 4.2/5, ~45 ratings