Pricing
contact sales
Best For
B2B SaaS companies between $5M-50M ARR needing billing plus financial reporting
Rating
7.3/10
Last Updated
Mar 2026
TL;DR
Maxio was born from the 2022 merger of Chargify (billing) and SaaSOptics (revenue recognition), and the combination is compelling for B2B SaaS companies. You get subscription billing with the financial reporting and RevRec that CFOs actually need — ARR/MRR tracking, deferred revenue, ASC 606 compliance, and SaaS metrics dashboards. It's particularly strong for companies between $5M-50M ARR that have outgrown basic billing but don't need Zuora. The downside is the merger left some integration seams, and the platform can feel like two products stitched together in places.
What is Maxio?
Two Products, One Platform
Maxio launched in 2022 when Chargify (subscription billing since 2009) and SaaSOptics (SaaS financial operations since 2009) merged. The idea makes sense on paper: combine a billing engine with financial reporting and revenue recognition into one platform for B2B SaaS. In practice, the integration is mostly there but you can still feel the seams in some workflows.
The Billing Side (ex-Chargify)
The billing engine handles complex B2B subscription models well. Component-based pricing lets you build hybrid models with base fees, metered usage, per-seat charges, and add-ons. Dunning workflows are configurable. The product catalog supports pricing experimentation. Where it stands out is handling mid-market B2B complexity — contract terms, proration rules, and upgrade/downgrade paths — without Zuora's implementation overhead.
The Finance Side (ex-SaaSOptics)
This is where Maxio differentiates. Revenue recognition compliant with ASC 606 runs natively, handling deferred revenue, contract modifications, and multi-element arrangements. The SaaS metrics dashboard gives CFOs the numbers they need — ARR, net revenue retention, gross margins, cohort analysis, and churn breakdown by segment. Financial reports map to your chart of accounts and sync with accounting systems.
Who It's Built For
Maxio targets B2B SaaS companies in the $5M-50M ARR range. That's companies with enough billing complexity that Stripe Billing breaks down, but not so much that they need Zuora's enterprise machinery. The sweet spot is companies preparing for or recently completing Series B/C funding rounds where financial reporting rigor becomes non-negotiable.
The Merger Growing Pains
The Chargify and SaaSOptics merger left visible seams. Some workflows require switching between modules that feel different. The unified API is improving but not fully mature. Documentation sometimes references the legacy products separately. Customer support varies by which "side" of the platform your issue falls on. These are improving with each release, but the platform doesn't feel like it was designed as one cohesive product yet.
Pros and Cons
Pros
- Combines subscription billing and revenue recognition in one platform — fewer integrations needed
- SaaS-specific financial metrics (ARR, NRR, cohort analysis) built for CFO-level reporting
- Component-based pricing handles complex B2B hybrid models without Zuora-level overhead
- ASC 606 revenue recognition is native and sophisticated for mid-market needs
- Purpose-built for B2B SaaS companies in the $5M-50M ARR growth stage
Cons
- Merger seams between ex-Chargify and ex-SaaSOptics are still visible in some workflows
- Unified API is improving but not fully mature — documentation references legacy products
- Platform can feel like two products stitched together rather than one cohesive design
- Pricing is not transparent — requires sales conversation for all plans
- Customer support quality varies depending on which side of the platform the issue involves
Maxio Pricing
Growth
- Core billing engine
- Subscription management
- Basic financial reports
- Dunning management
- Standard support
Scale
- Advanced billing
- Revenue recognition (ASC 606)
- SaaS metrics dashboard
- Multi-entity
- Priority support
Pricing last verified: March 25, 2026
Who is Maxio Best For?
- B2B SaaS companies between $5M-50M ARR needing billing plus financial reporting
- Companies preparing for Series B/C where CFO-level financial rigor is required
- Businesses that need ASC 606 revenue recognition without Zuora complexity
- Finance teams that want SaaS metrics and billing in a single platform
Technical Details
The Bottom Line
Maxio scores 7.3/10. It stands out for combines subscription billing and revenue recognition in one platform — fewer integrations needed. Best suited for b2b saas companies between $5m-50m arr needing billing plus financial reporting. Keep in mind that merger seams between ex-chargify and ex-saasoptics are still visible in some workflows.
Frequently Asked Questions
Based on editorial analysis