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Maxio (formerly Chargify) Subscription Billing and Financial Operations

Maxio helps B2B SaaS companies manage billing workflows and revenue recognition. It supports both sales-led custom contracts and product-led self-service signups.

At a glance

Best for
B2B SaaS Companies, Subscription-based businesses, Finance teams managing recurring revenue, Companies with complex usage-based pricing
Pricing
The Grow plan starts at $599/month for up to $100k in monthly billings. The Scale plan is for over $100k in monthly billings and includes advanced revenue recognition and A/R management.
Key use cases
Managing Hybrid GTM Strategies, Usage-Based Revenue Tracking, Assisting Month-End Close, International Market Expansion
Integrations
QuickBooks, Xero, NetSuite, Salesforce, HubSpot
Official website
chargify.com
Screenshot of Chargify website

Maxio, previously known as Chargify, is a financial operations platform that supports the billing lifecycle for B2B SaaS businesses. It is designed to replace manual spreadsheets by automating invoicing and tracking recurring revenue.

The platform is built for SaaS companies using various pricing models, including fixed subscriptions and usage-based billing. It provides tools for managing product catalogs, handling multiple currencies, and managing the collections process through dunning rules.

In addition to invoicing, the platform offers revenue recognition and SaaS metrics reporting to assist finance teams with month-end closes. Buyers should confirm if the reporting modules and revenue recognition tools in the Scale plan align with their specific accounting requirements.

Key Features

Subscription and Usage-Based Billing

Supports fixed recurring billing and automated rating for metered, tiered, and stair-step usage models.

Revenue Recognition

Supports the order-to-revenue process with tools for scheduled and deferred revenue tracking.

Automated Invoicing and Collections

Generates invoices automatically and uses configurable dunning rules to help recover past-due payments.

Customer Billing Portal

A hosted portal where subscribers can update payment methods, change plans, or manage upgrades and downgrades.

SaaS Metric Reporting

Provides analytics on MRR, ARR, churn, and retention rates.

Customizable Signup Pages

Offers no-code hosted pages for customer signups that support coupons and custom fields.

Use Cases

Managing Hybrid GTM Strategies

Supporting both sales-led custom pricing for enterprise contracts and self-service signups for product-led growth.

Usage-Based Revenue Tracking

Automating billing based on actual product consumption or event-based triggers.

Assisting Month-End Close

Using revenue recognition tools to help reduce manual financial closing processes.

International Market Expansion

Handling multiple currencies and integrating payment gateways to support global customers.

Best For

B2B SaaS CompaniesSubscription-based businessesFinance teams managing recurring revenueCompanies with complex usage-based pricing

Integrations

QuickBooksXeroNetSuiteSalesforceHubSpotPipedrive

Pricing

The Grow plan starts at $599/month for up to $100k in monthly billings. The Scale plan is for over $100k in monthly billings and includes advanced revenue recognition and A/R management.

FAQ

What is the difference between the Grow and Scale plans?

The Grow plan is a flat fee for up to $100k in monthly billings. The Scale plan is for businesses exceeding $100k in monthly billings and includes advanced tools like A/R management, expense amortization, and multi-entity support.

Does Maxio support custom pricing for individual customers?

Yes, it allows users to create unique subscriptions or tailor pricing for specific customers without changing the base prices in the general product catalog.

Can customers manage their own subscriptions?

Yes, Maxio provides a hosted customer billing portal where subscribers can update credit cards, change plans, or process upgrades and downgrades.

Source category: Finance & Accounting

Source subcategory: Billing & Invoicing

Software Type:

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