

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.
Supports fixed recurring billing and automated rating for metered, tiered, and stair-step usage models.
Supports the order-to-revenue process with tools for scheduled and deferred revenue tracking.
Generates invoices automatically and uses configurable dunning rules to help recover past-due payments.
A hosted portal where subscribers can update payment methods, change plans, or manage upgrades and downgrades.
Provides analytics on MRR, ARR, churn, and retention rates.
Offers no-code hosted pages for customer signups that support coupons and custom fields.
Supporting both sales-led custom pricing for enterprise contracts and self-service signups for product-led growth.
Automating billing based on actual product consumption or event-based triggers.
Using revenue recognition tools to help reduce manual financial closing processes.
Handling multiple currencies and integrating payment gateways to support global customers.
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.
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.
Yes, it allows users to create unique subscriptions or tailor pricing for specific customers without changing the base prices in the general product catalog.
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
Maxio (formerly Chargify) is a financial operations platform for B2B SaaS companies that supports subscription and usage-based billing. It helps businesses automate invoicing, revenue recognition, and SaaS metrics tracking. Advanced financial operations tools are available in the Scale plan.