AI TOOL PROFILE
Maxio (formerly Chargify) Subscription Billing and Financial Operations
- Finance and Accounting
- Billing and Invoicing
- 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.
At a glance
- Best for
- B2B SaaS Companies, Subscription-based businesses, Finance teams managing recurring revenue, Companies with complex usage-based pricing
- 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
- Visit Chargify official website
How AI is used
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.
Integrations
- QuickBooks
- Xero
- NetSuite
- Salesforce
- HubSpot
- Pipedrive
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
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