Billing and Financial Reporting Software

Maximize Your B2B Recurring Revenue

Simplify recurring billing, streamline subscription management, ensure compliance, and gain critical financial insights—all in one platform.

Billing and Financial Reporting Software

Grow Revenue 
14% by Optimizing  Subscription & Usage-Based Billing

Usage-based billing
Usage-based
billing
Subscription management
Subscription
management
Financial reporting
Financial
reporting
Revenue recognition
Revenue
recognition
Collections
Collections
Pricing strategy
Pricing
strategy
Get a Demo
Hero dashboard
All-In-One SaaS Subscription Management
Streamline subscription and contract billing. Automate invoicing. Stay GAAP & IFRS compliant.
Usage-based billing
Usage-based billing

Sync product usage with billing for accurate invoicing. No more spreadsheets and manual reconciliation.

Charge based on license quantity, usage beyond prepaid capacity, or run a meter. Supports per unit, volume-based, tiered, and stairstep pricing schemes. No code.

Subscription management
Subscription management

Create subscription plans and individual contracts in minutes. Set prices. Enable setup fees, coupons, add-ons, and upsells.

Let users get custom pricing by filling out a PCI-compliant form. Auto-generate invoices for self-service billing. Sync customer data with Salesforce, HubSpot, and other CRMs.

Revenue recognition & reporting
Revenue recognition & reporting

Create revenue recognition rules based on your ASC 606/IFTS 15 policies. Or use premade recognition methods for fast results.

Automate schedules, run calculations, and identify deviations. Visualize data with unlimited custom dashboards. Drill down. Generate 1-click reports. ARR summary, DSO, and 30+ others.

Integrations
Integrations

Integrate with dozens of payment providers, including Stripe, Braintree, and Authorize.net. Or use our in-house payment solution.

CUSTOMER STORIES
See why customers love Maxio
90% faster
reporting
Maxio is a great tool to give you the data that you need to really ensure you're making the right decisions for a business.
Ron Jacobson
Ron Jacobson
CEO at Rockerbox
50% of invoicing processes
automated
Maxio is basically a Senior Accountant running our complex billing. If you want to continue to grow, there's no better software.
Trevor Swim
Trevor Swim
Director of Finance, NinjaCat
90% less time spent
on AR reporting
It's become the single source of truth for all of our AR reporting. AR used to be complex for us in the past. Maxio has made it very, very easy.
Jean-Thomas Cook
Jean-Thomas Cook
Head of Finance, parcelLab
3+ hours saved per
closed deal
Instantly helpful. Incredible ease of access. Everything's there and you're confident in the numbers. Turns anything you're doing in Excel into one simple application.
Taylor McPherson
Taylor McPherson
Fmr. Business Operations Specialist, Adeptia
250% growth
in ARR
We've been able to automate billings and subscription renewals. We close revenue in 5 days. And it provides us with SaaS-based metrics at the push of a button.
Antonietta Ciccone
Antonietta Ciccone
Dir. Corporate Revenue Accounting, Extensiv
58% faster
close
Maxio’s reporting allows us to better manage our goals. We gain a lot of time and efficiency. Now we can leverage our finance team in different areas to help achieve the overall company targets.
Charles Dye
Charles Dye
Financial Controller, Blue Ridge Solutions
Features
Offers
Offers
Build personalized offers in minutes. Easily include add-ons, upsells, bundle offers, and usage-based pricing options.
Billing
Billing
Automate recurring, usage-based, and event-based invoicing. Set renewal timing. Charge the full amount, prorate, or delay the transaction.
Cash collection
Cash collection
Automate payment reminders & dunning cadences. Track past-due, expected collections, and DSO. Reduce delinquent payments & increase cash flow.
Multi-entity support
Multi-entity support
Allow users to create multiple sites for each company entity. Includes unique product catalogs, settings, payment gateways, etc.
Self service
Self service
Accept signups and trials. Offer self-service portals. Let users manage subscriptions, pay invoices, update billing info, and upgrade plans.
PLG & SLG support
PLG & SLG support
Simplify hybrid growth strategies. Manage enterprise deals and self-serve subscriptions in one seamless system.

Integrate all your critical systems

85+ integrations including Hubspot, Salesforce, NetSuite, Quickbooks, Xero, Stripe, etc. Get 6,000+ additional integrations through Zapier like Excel and Calendly.
Integrations
Integrations
Chili Piper logoStack Overflow logo

Subscription and usage-based billing

Launch and scale flexible pricing models without building or maintaining billing infrastructure. Built for B2B SaaS and flexible enough for any recurring revenue business, we’ll handle your:

  • Usage-based billing
  • Recurring invoicing and collections
  • Data ingestion and metering
  • Complex term contracts
example invoice from the maxio platform
  • When we started to build out the sales-led product and customer base, there were a few things that Stripe Billing couldn’t handle. Maxio has all the things we need like rev rec and the ability to handle mid-term contract changes. It gave us the confidence that Maxio is the tool we are not going to outgrow.

    Bethany Stachenfeld

    Bronson Yoder, CPA

    Controller at Jasper

  • Streamlined subscription management

    Test new pricing models and manage your product catalog, renewals, and customer activity directly within Maxio.

    • Declutter your product catalog
    • Avoid contract sprawl
    • Tailor invoicing
    • Drive down DSO
    • Streamline upgrades and renewals
    product catalog

    SaaS metrics and financial reporting

    With access to your complete set of billing, invoicing, and customer data, Maxio creates accurate, comprehensive financial and SaaS metric reports, including:

    • One-click reports
    • Configurable dashboards
    • Out-of-box metrics
    • Advanced drill-down reporting
    Advanced Subscription Momentum Report
  • With Maxio, we are able to test different pricing models just by talking to customers and proposing different plans. We could see what made sense, what was too high, what was too cheap, and what really resonated with our customers.

    Bethany Stachenfeld

    Bethany Stachenfeld, Sendspark

    Co-founder and CEO

  • Automatic, compliant revenue recognition

    Automate your revenue recognition schedules to ensure GAAP and IFRS-15 compliance, reduce risk inherent in manual processes, and pass your audit with flying colors.

    • Manage multiple schedules
    • Compare old vs new schedules
    • Handle carve outs and revenue reallocations
    • Integrates with your CRM and GL
    revenue recognition software screenshot with classes and billing methods

    Integrate all your critical systems

    CRM Integrations like Hubspot and Salesforce empower Sales to hit quota. Financial integrations like NetSuite, Quickbooks, and Xero enables Finance to close the books reliably. Zapier and our third party integrations ensure your entire team has up-to-date information in their preferred system.

    Integrate your key systems with Maxio. Avalara, hubspot, xero, sage intacct, netsuite, quickbooks, stripe, and salesforce.

    Over 20 payment gateways to choose from

    Maximize Your B2B Recurring Revenue

    Choose Maxio to:

    • Streamline your subscription management
    • Handle complex billing scenarios
    • Integrate your order-to-cash process
    • Gain critical financial insights
    • Get cash in the door faster

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