--- description: Review of Maxio Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Maxio | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Revenue Recognition Software](/directory/4493/revenue-recognition/software) > [Maxio](/software/74928/maxio) # Maxio Canonical: https://www.softwareadvice.co.nz/software/74928/maxio Page: 1 / 11\ Next: [Next page](https://www.softwareadvice.co.nz/software/74928/maxio?page=2) > Maxio is the product of a merger between SaaSOptics, the industry leader in recurring revenue management, and Chargify, the leader in SaaS billing. At Maxio, we help B2B SaaS companies unlock their next stage of growth. Our financial operations platform is designed to meet the unique financial challenges of B2B SaaS, including billing, subscription management, revenue \& expense recognition, and SaaS metrics \& analytics. > > Verdict: Rated **4.3/5** by 255 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 255 Reviews | | Ease of Use | 4.1/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Maxio - **Founded**: 2009 ## Commercial Context - **Starting Price**: US$599.00 - **Pricing model**: Other (Free Trial) - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, Ireland, New Zealand, United Kingdom, United States ## Features - ACH Payment Processing - API - Accounting - Accounting Integration - Alerts/Notifications - Bank Reconciliation - Billing & Invoicing - Billing Portal - Billing Rate Management - CRM - Cancellation Management - Cash Flow Management - Cash Management - Compliance Management - Consolidation/Roll-Up - Contact Database - Credit Card Processing - Customer Accounts - Customer Database - Customer Profiles ## Integrations (34 total) - ActiveCampaign - Avalara - BigCommerce - ChargeDesk - Churn Buster - ChurnZero - ClickDesk - Codat - Drip - Geckoboard - GitHub - Gmail - Google Sheets - Heroku - HubSpot CRM ... and 19 more integrations ## Support Options - Email/Help Desk - Knowledge Base ## Category - [Revenue Recognition Software](https://www.softwareadvice.co.nz/directory/4493/revenue-recognition/software) ## Related Categories - [Revenue Recognition Software](https://www.softwareadvice.co.nz/directory/4493/revenue-recognition/software) - [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software) - [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software) - [Recurring Billing Software](https://www.softwareadvice.co.nz/directory/3324/recurring-billing/software) - [Subscription Management Software](https://www.softwareadvice.co.nz/directory/3792/subscription-management/software) ## Alternatives 1. 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[Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3273 reviews) ## Reviews ### "Solid App for Recurring Revenue Businesses" — 4.0/5 > **Michael** | *22 March 2016* | Information Technology & Services > > **Pros**: - Wide flexibility to create different recurring revenue offers (trial/no-trial, credit card/no credit card, monthly/quarterly/annual, coupon and discount codes, etc.) - Integration with a large number of payment gateways - Robust API's - Broad flexibility (via CSS) for styling public-facing pages - Takes care of all the messy details of maintaining credit cards - Referral codes and links - Good, comprehensive documentation > > **Cons**: - Reporting is weak, especially on metrics for managing recurring revenue businesses, such as MRR (monthly recurring revenue), churn rates, ARPA (average revenue per account), etc; must use 3rd party applications to get these, using imported Chargify data - Email notifications are primitive - Coupons cannot be assigned to individual products > > We use Chargify as the transactional backbone of our recurring revenue businesses. It is solid in its capabilities, adequately flexible for our needs, and has a very good set of API's that have allowed us to incorporate Chargify's system into our software platform. Chargify's reporting and email functions are very basic and don't give us the detailed SaaS metrics we need in order to keep a good handle on the business. However, a robust ecosystem of complementary tools such as, for example, ChartMogul, have evolved to add much more precision to Chargify's reporting. ----- ### "SaaSOptics - The Perfect Fit for our Subscription Needs" — 5.0/5 > **Bob** | *17 November 2020* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: Pretty much everything, and I'm not kidding. It's a fairly complex software to gain proficiency with but once we did we were continually amazed by the additional functionality we discovered on an almost weekly basis. The flexibility of the invoicing system, the crazy extensive reporting capabilities and integrations with our Salesforce and QBO accounts make our work experience so much better. Plus our Board loves the data coming out of the solution. The other thing I love about the software is their customer support team. Wow, they are some of the best support people I've ever encountered. Totally worth signing up for that aspect by itself. > > **Cons**: It is a complex system to learn and I didn't have proper expectations set going into the UAT. I was frustrated that it wasn't more intuitive but having learned how to use the software I now realize that it would've gone much better earlier if I had just committed to learning the system earlier. One good thing about this is that I can make mistakes and undo them when I do. > > Like most start-ups, we moved from the subscription spreadsheet to the SaaSOptics platform so our initial need of having an automated system in place was solved immediately. Since then it's only gotten better. It was kind of like not realizing we had a headache until it went away. The more we use the SaaSOptics platform the more we find out it can give us, from ARR to Churn to Invoicing, to collections and more. We've also discovered that SaaSOptics as a company has a very strong commitment to customer success and that means we have access to people who really know the product and can advise us on how to achieve our goals for using the platform. ----- ### "Relationship invoicing has constant bugs, can't rely on Chargify" — 1.0/5 > **Dave** | *30 September 2019* | Automotive | Recommendation rating: 1.0/10 > > **Pros**: Good fit for monthly SaaS, if not using the buggy relationship invoicing/customer hierarchies > > **Cons**: Relationship invoicing and customer hierarchies have been continuously buggy. Basic features like partial refunds were missing at first, or partially functional. Support response is quick, but unhelpful. Escalation takes a while for a permanent fix. We're having to add a secondary system for managing our customer subscriptions to work around all of the errors in Chargify. We have ongoing retraining of our employees for bug work-arounds. > > There has been a LOT of ongoing frustration on as they slowly fix bugs. We signed up and used some very new features of Chargify that weren't ready for prime-time. They didn't tell us we'd be guinea pigs when signing us up for a service with a $$$$ premium price tag. Hopefully anyone that follows will benefit from our testing of the software. Obviously Chargify isn't doing sufficient testing internally. I regret choosing Chargify, but don't have the time to drop them yet. ----- ### "Great Revenue software\!" — 4.0/5 > **Sasha** | *25 September 2020* | Computer Software | Recommendation rating: 8.0/10 > > **Pros**: Customizable revenue schedules that are significantly better than the previous excel spreadsheets. This software dropped periodic revenue reconciliation from 4-6 hours to 30 min as a result. The collections and dunning automation is a lifesaver for small accounting/Finance operations teams. If you're only software option for managing Sales Tax is the baked in option within QBO, their Avatax integration is significant improvement on QBO. > > **Cons**: The reporting is not as intuitive to team members who are not active and continuous users. Makes a LOT of sense to me, but I notice there's a learning curve for non-SaaSOptics users to understand the reporting. > > SaaSOptics made a huge difference throughout our company, from sales order management (implementing process controls on the GTM team) through to collections and dunning (dropping our AR from 65 to 32 in 3 months). It's been great for our size of company. I'm sure there are more robust softwares out there that can do more, but all of those were out of our price range. I also enjoy the fact that SaaSOptics is continually pushing out new features that directly impact and improve every day processes, not just higher level reporting or UI. Both high level reporting and UI changes are important, but being able to deliver on all 3 fronts, rather than just 2 means that SaaSOptics has been a pretty good company to grow alongside. ----- ### "I wish I found this sooner" — 5.0/5 > **Allison** | *13 September 2019* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **Pros**: The customer service at Chargify is unmatched. While within your account you can choose to chat with a representative who is competent and will quickly solve whatever issue or question you have. They are able to provide direct links within your account to help you navigate and set up whatever you are trying to do. Chargify allows you to set up several different billing strategies easily and efficiently. The possibilities are endless. The support center is extremely detailed and helps you gain a full working knowledge of all the available features so that you can be sure to take advantage of them. > > **Cons**: You get what you pay for and the steep price of this comes with steep rewards and benefits. If you paid less you still wouldn't get half of what they have to offer. > > I use Filemaker pro. I used to have to keep track of client information such as billing period and contact them to get the authorization to charge them each period. It was really ridiculous. Now everything is completely automated. Chargify does everything and sends me notifications to let me know how things are going. My experience has been a ten and I hope Chargify does more marketing so that more business can be sure to find them. ----- Page: 1 / 11\ Next: [Next page](https://www.softwareadvice.co.nz/software/74928/maxio?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/74928/maxio) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data