What SaaSOptics does

SaaSOptics, now operating as Maxio LLC following a 2026 rebrand that merged the company with Chargify, is a private B2B SaaS subscription management platform headquartered in Norcross, Georgia. The company automates the order-to-cash process for software businesses, sitting between order capture and the general ledger to deliver subscription management, usage-based and sales-negotiated billing, GAAP/IFRS-compliant revenue recognition, accounts receivable management, configure-price-quote (CPQ), payments, and SaaS metrics reporting (ARR/MRR, cohorts, cash projections). Its platform is offered via a hybrid go-to-market combining enterprise field sales with self-service billing portals, and integrates natively with HubSpot, Salesforce, AWS, Zapier, Avalara, and Twilio SendGrid, with TaxJar, Numeral, and Sphere tax-compliance integrations in beta.

Maxio sells primarily to mid-market B2B SaaS finance and operations teams, with named customers spanning e-commerce analytics (Profitero), supply chain management (Extensiv), and energy systems (Enmark Systems). Pricing is quote-based and not publicly disclosed, though a public pricing page has been introduced under the Maxio brand; revenue is recurring subscription. The company has raised approximately $18.4M in disclosed equity funding across rounds from Techstars, Fulcrum Equity Partners, and Battery Ventures (2021), with a Silicon Valley Bank credit facility in 2019, and operates with 51-100 employees. Recent strategic activity includes the Chargify combination, launch of a Model Context Protocol integration and a dedicated 'Billing for AI' module, and five G2 Winter 2026 leadership and mid-market badges.

Name

SaaSOptics

Legal name

Maxio LLC

Website

https://saasoptics.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

51–100 employees

Short description

SaaSOptics (now Maxio) is a private B2B SaaS subscription management platform that automates billing, revenue recognition, and SaaS metrics reporting for mid-market software companies via a hybrid sales-led and self-service go-to-market model.

Ownership category

akta.pro rank

Product category

SaaS Subscription Billing & Financial Operations

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions (HDAEAFAK)

Keywords

• SaaS subscription billing
• Revenue recognition software
• Usage based billing
• SaaS financial operations
• Accounts receivable management

Headquarters

HQ city

Norcross

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription Management Platform: SaaS subscription management platform providing billing, revenue recognition, and SaaS metrics reporting. Supports multiple billing models including subscription, usage-based, and hybrid approaches.

Pricing tiers

Distribution channels3 records

Marketing channels10 records

Core offering

SaaSOptics (now Maxio) sells a SaaS financial-operations platform that handles subscription billing, usage-based billing, revenue recognition, CPQ, accounts-receivable management, payments, and SaaS metrics/reporting for B2B software companies. The platform is built as a modular suite (Billing, Subscription Management, Revenue Recognition, Metrics & Reporting, CPQ, AR Management, Payments, MCP, Billing for AI) sold via subscription to SaaS finance, RevOps, and operations teams.

Product overview

Maxio (formerly SaaSOptics, now unified with Chargify) operates as a platform-plus-modules architecture offering subscription management, billing, and revenue intelligence. The core Billing platform handles subscription management, usage-based billing, and self-service portals. Supporting modules include Revenue Recognition (GAAP/IFRS compliant), Metrics and Reporting (ARR/MRR, cohort analysis), CPQ (configure/price/quote), AR Management, Payments, and Model Context Protocol for AI integrations. The platform sits between order capture and the general ledger, automating the order-to-cash process with CRM and GL/ERP integrations.

Differentiator

Problem solved

Functional benefit

Products and services

• Billing Billing is the flagship subscription billing product of SaaSOptics, designed to invoice and collect recurring revenue from B2B SaaS customers. It targets SaaS finance and operations teams running recurring revenue models.
• Usage-Based Billing Usage-Based Billing enables SaaS companies to meter, price, and invoice consumption-based usage (API calls, seats consumed over time, data, transactions) on top of subscriptions. It is intended for B2B SaaS firms adopting hybrid or pure consumption pricing.
• Subscription Management Subscription Management handles the full lifecycle of B2B SaaS subscriptions, including plan changes, upgrades/downgrades, renewals, and churn, sold as a standalone product within the SaaSOptics suite for SaaS customer success and RevOps teams.
• Revenue Recognition Revenue Recognition automates compliant revenue accounting (ASC 606 / IFRS 15) for SaaS contracts, including multi-element arrangements, deferrals, and recognized-vs-deferred reporting for SaaS finance and accounting teams.
• Metrics & Reporting Metrics & Reporting delivers SaaS financial and operational KPIs (MRR, ARR, churn, customer lifetime value, cohort analyses) for SaaS finance, RevOps, and investor reporting.
• CPQ (Configure-Price-Quote) CPQ supports SaaS sales teams in configuring complex subscription deals, applying pricing and discount rules, and producing quotes that flow directly into billing and revenue recognition.
• AR Management AR Management automates accounts-receivable workflows, including collections, dunning, and cash application, for SaaS finance teams managing large subscription invoice volumes.
• Payments Payments provides integrated payment processing, retry logic, and stored payment-method management for SaaS subscription invoices, sold as a standalone offering within the SaaSOptics suite.
• MCP (Model Context Protocol) MCP exposes the SaaSOptics billing and revenue platform through a Model Context Protocol interface, allowing AI agents and external systems to query and act on subscription, billing, and revenue data.
• Billing for AI Billing for AI is a SaaSOptics product line purpose-built for AI vendors and AI-augmented SaaS, supporting metered/usage pricing, model-cost pass-through, and invoicing of AI-driven SKUs.

Quantifiable outcome

• Flash bookings reported within 2 days of month end
• +1 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core.

• HubSpotcoreTechnology or IntegrationIntegration partnership providing HubSpot CRM connectivity for seamless sales and subscription data synchronization between platforms.
• SalesforcecoreTechnology or IntegrationNative Salesforce integration enabling bidirectional sync of customer and subscription data with the Salesforce CRM platform.
• AWScoreTechnology or IntegrationAmazon Web Services cloud infrastructure partnership supporting platform deployment and operations on AWS.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Zuora: Zuora is a subscription monetization platform for B2B and B2C recurring revenue businesses, offering billing, revenue recognition, and subscription management—directly overlapping Maxio's core order-to-cash and SaaS metrics functionality for B2B SaaS customers.
• Chargebee: Chargebee is a subscription billing and revenue management platform for SaaS and subscription businesses with strong product-led growth billing capabilities; it was merged with SaaSOptics to form Maxio, but historically has been the most direct peer in PLG-focused subscription billing.
• BillingPlatform: BillingPlatform is an enterprise subscription billing and revenue management platform for B2B SaaS, with CPQ, usage-based billing, and revenue recognition capabilities that directly compete with Maxio's module portfolio.
• Recurly: Recurly provides subscription management and billing for recurring revenue businesses, with flexible pricing models (subscription, usage-based, hybrid) and revenue recognition—closely comparable to Maxio's billing and SaaS metrics offering.
• Aria Systems: Aria Systems is a cloud-based subscription billing and customer relationship management platform for enterprises with complex monetization needs, including usage-based and hybrid billing models—comparable to Maxio's mid-market and enterprise subscription billing use cases.
• Stax Bill (formerly Fusebill): Stax Bill is a subscription billing and revenue management platform serving B2B SaaS, with automated billing, revenue recognition, and SaaS metric reporting that map closely to Maxio's core platform capabilities.
• Stripe Billing: Stripe Billing is a developer-first subscription billing product within Stripe's payments platform, supporting recurring, usage-based, and hybrid billing models—directly competing for the same SaaS billing workloads that Maxio targets.

Broad incumbents

• Salesforce Subscription Management / Industries: Salesforce bundles subscription and usage-based billing into its broader CRM and Industries Cloud platform, allowing it to compete with Maxio as part of a much larger enterprise software suite rather than as a billing specialist.
• Oracle NetSuite: Oracle NetSuite is a cloud ERP suite that includes subscription billing and revenue management modules, allowing Oracle to bundle subscription management into broader finance and ERP sales and compete with Maxio for the same SaaS finance buyer.
• SAP: SAP provides subscription billing and revenue management as part of its broader enterprise application portfolio, competing with Maxio at the high end of the market where buyers prefer a single-vendor ERP-plus-billing solution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/saasoptics
• Facebookfacebook.com/saasoptics
• LinkedInlinkedin.com/company/wearemaxio
• Instagraminstagram.com/WeAreMaxio

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds5 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SaaSOptics