A new solution for modern finance teams. ⚡ Earlier this year, we announced our partnership with Rillet. Today, that collaboration comes to life with an AI-powered billing-to-ERP integration, now in early access. This connected experience gives finance teams a unified foundation that delivers automation, accuracy, and real-time visibility from billing through close. 💡 With Maxio + Rillet, finance teams can: • Streamline revenue → ledger workflows with confidence • Automate reconciliation and close faster • Maintain one trusted financial source of truth This integration goes beyond layering AI onto legacy workflows. It brings together a billing and revenue engine and an AI-native ERP into one connected foundation built for modern finance. 📅 See it live: Join our webinar on Nov 17 → https://lnkd.in/gyi5xXY7 🔗 Experience it firsthand: https://lnkd.in/gwzy3erC #Maxio #Rillet #AI #FinanceAutomation #ERP #BillingAutomation #FinOps #SaaSFinance
About us
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 and expense recognition, and SaaS analytics. We believe that in order for SaaS companies to unlock their next stage of growth, their financial operations tech stack must strike the right balance between flexibility, which allows them to pivot quickly in an ever-changing market, and complexity, which supports them as they scale their business, operations, and monetization strategies.
- Website
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https://www.maxio.com/
External link for Maxio
- Industry
- Software Development
- Company size
- 201-500 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
Products
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Maxio
Subscription Management Software
Maxio is the leading billing and financial operations platform purpose-built for B2B SaaS. We empower companies to unlock growth by eliminating the complexity of subscription billing, usage-based pricing, revenue recognition, and SaaS metrics, all from a single, investor-grade system. Growth in today's world requires more than flexibility. It requires financial systems built to scale. Maxio gives you the tools to adapt, expand, and monetize faster without the overhead of manual processes or disconnected tools. With Maxio, you can: ✔ Automate end-to-end billing for subscriptions and usage-based models ✔ Manage the full subscription lifecycle, from signup to renewal ✔ Ensure accurate, GAAP & IFRS-compliant revenue recognition ✔ Generate real-time insights on ARR, MRR, churn, and other key metrics ✔ Connect seamlessly to dozens of payment providers Maxio takes the friction out of finance, so your business can scale smarter, grow faster, and report with confidence.
Locations
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Atlanta, Georgia 30092, US
Employees at Maxio
Updates
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Scaling finance doesn’t always mean overhauling it. QuickBooks has carried countless companies from startup to scale, keeping teams lean, compliant, and in control. But as the business evolves, the finance function faces a new reality: • Pricing models that stretch beyond simple subscriptions • Metrics like ARR, churn, and CLV that outgrow spreadsheets • Systems that no longer sync as tightly as your investors expect That’s when leaders start asking the right question: Is it time for ERP, or is there a smarter way to prepare for it? The answer depends on timing, risk, and how much of your team’s energy is spent managing complexity instead of driving strategy. "Outgrowing QuickBooks: A Strategic Guide for SaaS CFOs Preparing for ERP" breaks down what that evolution looks like. You’ll find a clear framework for extending QuickBooks, automating revenue recognition, tightening reporting, and knowing exactly when ERP becomes the right next step. It’s a practical playbook for finance leaders ready to modernize on their own terms. 👉 Download the full guide → link in comments #SaaSFinance #ERP #FinancialReporting #SaaSGrowth
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The finance stack is going through a transformation. Companies want smarter automation, richer visibility, and tools that support new pricing models and growth motions without friction. Maxio CPO Chris Weber joined Fintech Wrap Up to dive into how finance leaders are building toward that future and how Maxio supports that evolution: automated revenue engine, integrated payments, live SaaS metrics, and AI that delivers operational value. A great look at the road ahead for finance-led growth.
A few days ago, I sat down with Chris, Chief Product Officer at Maxio, and our chat turned into one of those conversations that remind you why B2B finance is anything but boring. Maxio was born from the merger of SaaSOptics and Chargify — two platforms that powered thousands of SaaS companies. But what stood out to me was how they’ve evolved beyond billing or revenue recognition. Chris explained how Maxio helps growing SaaS teams see their entire revenue engine in one place — from billing and payments to analytics and recognition. And how they’re using AI not to replace accountants, but to make finance smarter — automating workflows, parsing unstructured data, and surfacing insights you’d never spot in a spreadsheet. It’s a great example of how the next wave of fintech isn’t just about faster payments — it’s about smarter financial visibility. #fintech #payments #ai Cassandra Branden Tracy Taryn
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What’s the real measure of SaaS health in 2026? ARR alone won’t tell the full story anymore. Retention is being redefined. Efficiency metrics are being rewritten. And investors are asking sharper questions than ever before. Join Ben Murray (The SaaS CFO) and Dan Owens (CFO, Maxio) for a live session on the metrics that will define SaaS performance in 2026 and how to turn your data into a credibility signal, not a vanity metric. What you’ll learn: → How top CFOs are reframing ARR for investor confidence → The new retention metrics that work in hybrid and usage-based models → How to measure operational efficiency in the age of AI 📅 Wednesday, November 12th, 1:00 PM ET 👉 Register for the webinar (link in comments)
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Not all churn shows up in your metrics. Some users drop off before they activate. Before they pay. Before they’re even counted. Why? ➡️ Your pricing didn’t make sense. ➡️ Your onboarding created friction. ➡️ Your first invoice caused distrust. The most pivotal stretch in your customer journey? The space between sign-up and first value. It’s where trust is won, expectations are set, and growth either accelerates, or quietly stalls. This blog unpacks how pricing, onboarding, and billing shape that moment. 👉 Read the blog (link in comments)
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Let’s be honest: most financial forecasts take way too long. Data everywhere. Spreadsheets breaking. And by the time it’s done, the market’s already changed. Now imagine doing it all in 30 minutes with AI. Join Nicolas Boucher for a live walkthrough on how AI makes that possible: ➡️ Build a complete financial forecast in 30 minutes ➡️ Spot revenue trends early with predictive models ➡️ Translate real-time data into strategic foresight ➡️ See a demo of Maxio’s newest AI workflows If you’ve ever wondered how finance leaders are using AI to move faster and forecast smarter, this is your chance to see it in action. 🎥 Save your seat → link in comments #AIinFinance #SaaSFinance #FinancialForecasting #Maxio
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Financial audits don’t have to be overwhelming. Join the Maxio team as we share preparation techniques honed through years of helping companies through thousands of audits. Whether you're facing your first audit or your twentieth, discover actionable steps to streamline your prep and walk away with a clear framework for your next Financial Audit.
From Prep to Pass: How to Nail Your Next Financial Audit
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Growth doesn’t just strain your systems. It also redefines what finance leadership looks like. QuickBooks has been your ally through early-stage growth. But as contracts, metrics, and reporting demands multiply, CFOs face a new challenge: how to scale without tripping over their own tools. The easy answer is ERP. The strategic answer is timing. This guide maps the path between where you are now and where your business is headed. It shows how to extend your current stack, build investor-grade reporting, and prepare for ERP on your terms. 👉 Get your copy for free → link in comments #SaaSFinance #CFO #QuickBooks #ERP
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🎓 Earn NASBA-approved CPE and IRS-approved CE credits through Earmark while learning how to make audit prep faster, cleaner, and a lot less painful. Join Maxio for "From Prep to Pass: How to Nail Your Next Financial Audit": a practical, finance-first session on building an audit process that runs smoothly, holds up under scrutiny, and scales with your business. You’ll learn how to: → Organize financial data for quick, confident answers → Anticipate auditor requests before they happen → Minimize team disruption → Apply a repeatable framework for every audit cycle 💡 Live attendees get early access to the on-demand QAS Self-Study course after the session. 📅 Thursday, October 30, 2025 · 12 PM ET ➡️ Register here: https://lnkd.in/gU4vjHxT #SaaSFinance #FinancialAudit #CPECredit
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The HYPE Awards celebrate teammates who bring Maxio’s core values to life through their work. Congrats to our October recipients and thank you for your valuable contributions. 🎉 #HYPEAwards #LetsGoMaxio