Maxio
Maxio is a private financial-operations platform for B2B SaaS and AI companies, combining subscription billing, revenue recognition, payments, AR, CPQ, and AI-data governance into one integrated system used by 2,000+ businesses managing over $18 billion in billings.
- Company typePrivate
- Founded2009
- HeadquartersNorcross, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What Maxio does
Maxio is a privately held financial operations platform purpose-built for B2B SaaS and AI companies, operating as a holding company (Maxio LLC) with wholly-owned subsidiaries SaaS Optics LLC, Chargify LLC, and Keen LLC. Founded in 2009 and headquartered in Peachtree Corners, Georgia, with offices in Atlanta, San Antonio, Krakow, and Dublin, Maxio combines subscription billing, usage-based metering, revenue recognition, payment processing, accounts receivable management, configure-price-quote, and investor-grade SaaS metrics into a single integrated system. The platform manages over $18 billion in customer billings across more than 2,000 SaaS and subscription businesses worldwide and supports complex pricing models (flat-rate, usage-based, tiered, volume, hybrid) with real-time metering up to 100,000 events per second and automated ASC 606 / IFRS 15 compliance.
The underlying technology stack is cloud-native SaaS with full-featured REST APIs, event-driven webhooks, a sandbox environment, and a community-contributed JavaScript SDK. Maxio integrates natively with 85+ systems including Salesforce, HubSpot, Oracle NetSuite, Sage Intacct, QuickBooks, Xero, Avalara, Anrok, Stripe, PayPal, Braintree, and GoCardless, plus 6,000+ additional workflows via Zapier. Differentiated proprietary capabilities include the Maxio MCP governance layer (a Model Context Protocol implementation for secure AI access to financial data), native B2B surcharging inside Maxio Payments, and multi-entity management from a single control plane across 150+ currencies and 20+ payment gateways. The platform is SOC 1/2, ISO 27001, PCI DSS Level 1, GDPR, and EU-U.S. Data Privacy Framework compliant, positioning it for enterprise-grade security and data protection requirements.
Maxio monetizes through a tiered subscription model with standard pricing starting at $5,000 annually based on trailing twelve-month billing volume, complemented by transaction-based payment processing fees via Maxio Payments and interchange-plus pricing. Revenue streams include subscription platform fees, usage-based billing charges that scale with customer consumption, and payment processing economics including credit-card surcharging. Distribution runs through three layered motions: self-serve product-led growth with no-code configuration for SMB and mid-market, inside sales for mid-market B2B SaaS companies, and enterprise field sales targeting finance leaders and CFOs at large B2B SaaS and AI deployments. Maxio holds multiple G2 Leader positions in 2025 across subscription billing, usage-based billing, and subscription management categories.
Maxio firmographics
Firmographics- Name
- Maxio
- Legal name
- Maxio LLC
- Website
- https://maxio.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Maxio is a private financial-operations platform for B2B SaaS and AI companies, combining subscription billing, revenue recognition, payments, AR, CPQ, and AI-data governance into one integrated system used by 2,000+ businesses managing over $18 billion in billings.
- Ownership category
- akta.pro rank
Maxio industry classification
Industry- Product category
- Subscription Billing and Financial Operations Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)
- akta.pro secondary industry
- Billing, Payments & Subscription Support (BPAAABAC)
Keywords
Where Maxio is headquartered
LocationHeadquarters
- HQ city
- Norcross
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Maxio business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Billing Platform: Core subscription billing and revenue management platform. Pricing based on trailing twelve-month billing volume with standard pricing starting at $5,000 annually. Supports flat-rate, usage-based, tiered, volume-based, and hybrid pricing models.
- Usage-Based Billing: Usage-based and metered billing for AI and SaaS companies. Charges based on actual consumption metrics like API calls, data usage, or custom units. Revenue scales with customer usage.
- Payment Processing (Maxio Payments): Built-in payment processing with Interchange Plus Pricing. Supports credit card surcharging to offset processing costs. Revenue from payment processing fees on transactions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard tier for growing B2B SaaS companies |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Maxio product offering
Product offeringCore offering
Maxio provides a unified financial operations platform for B2B SaaS and AI companies that combines subscription billing, usage-based metering, revenue recognition, payment processing, accounts receivable automation, configure-price-quote (CPQ), subscription lifecycle management, and investor-grade SaaS metrics into one system. The platform manages over $18 billion in billings for more than 2,000 customers and is sold as a SaaS subscription starting at $5,000 annually with tiered usage-based and transaction-fee revenue streams.
Product overview
Maxio is a unified financial operations platform for B2B SaaS and AI companies, combining billing automation, revenue recognition, payments, subscription management, and AI governance into a single integrated system. The platform comprises core products including Maxio Billing for subscription and recurring billing, Maxio Payments for payment processing with native surcharging, Maxio Revenue Recognition for ASC 606/IFRS 15 compliance, Maxio Subscription Management for customer lifecycle automation, and Maxio Metrics and Reporting for investor-grade analytics. Supporting modules include Maxio CPQ for quote-to-cash workflow, Maxio Usage-Based Billing for metered pricing models, Maxio Metering for real-time usage tracking, Maxio AR Management for collections automation, and Maxio MCP for AI governance layer connecting financial data to AI tools. The platform integrates with 85+ native integrations plus 6,000+ Zapier connections, manages over $18 billion in billings for 2,000+ customers worldwide, and serves finance teams, product teams, sales leaders, and developers across B2B SaaS and AI companies.
Differentiator
Problem solved
Functional benefit
Products and services
- Maxio Billing
- Maxio CPQ Configure, Price, Quote software that standardizes quoting, automates approval workflows, and syncs contract data across the billing platform and CRM. Eliminates rework, automates pricing, and accelerates revenue with a quote-to-cash workflow.
- Maxio Payments SaaS payment processing and management platform that handles the entire payment lifecycle. Supports ACH, credit cards, debit cards, Apple Pay, and digital wallets with built-in surcharging, fraud detection, dispute management, and multi-currency capabilities.
- Maxio Usage-Based Billing Usage-based billing software that meters, rates, invoices, and processes payments for flexible pricing models. Supports real-time metering up to 100K events per second with per-unit, tiered, volume, stair-step, flat-rate, credit burndowns, and hybrid pricing models.
- Maxio Revenue Recognition Automated revenue recognition software for ASC 606 and IFRS 15 compliance. Manages complex revenue scenarios including multiple revenue streams, carve-outs, and revenue reallocation with audit trails and journal entries.
- Maxio Subscription Management Subscription management software that automates signups, upgrades, renewals, and cancellations with self-service billing portals. Manages product catalogs, pricing tiers, and customer lifecycle with PCI-compliant forms.
- Maxio Metrics and Reporting Investor-grade SaaS reporting tools providing real-time visibility into MRR, ARR, NRR, churn, DSO, and revenue waterfalls. Includes custom dashboards, cohort analysis, and audit-ready financial reports.
- Maxio AR Management Accounts receivable software that automates collections, invoicing, and payment reminders. Features custom dunning cadences, DSO tracking, AR aging reports, and automated retry workflows.
- Maxio MCP (Model Context Protocol) Model Context Protocol governance layer for AI integration with financial data. Provides secure, governed access to billing and revenue data for AI tools, with role-based permissions, audit logging, and data protection ensuring financial data remains within Maxio's environment.
- Billing for AI Specialized billing automation solution for AI companies, supporting evolving monetization models including usage-based and AI-driven pricing with flexible pricing models.
Quantifiable outcome
- 90% faster financial reporting
- +7 more outcomes
Companies that use Maxio
Customer profileNamed customers10 records
Segments1 record
Ideal customer profiles2 records
Maxio technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration24 records
AI capability4 records
Feature6 records
Maxio partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core.
- AbacumcoreStrategic partnership integrating Maxio's billing and revenue data with Abacum's AI-native financial planning platform. Connects real-time billing performance to planning models, eliminating manual reconciliation and accelerating month-end close processes. Extends Maxio's vision beyond billing into financial planning layer.
- AnrokcorePartnership to streamline global tax compliance for modern finance teams. Automates tax calculations and compliance across jurisdictions for subscription businesses.
- RilletcoreAI-powered finance integration in early access. Automates billing, reconciliation, and financial close by connecting Maxio's billing data directly with Rillet's ERP system for real-time data flow and reduced manual effort.
- SalesforcecoreNative CRM integration enabling bi-directional sync of billing, revenue recognition schedules, and customer data between platforms.
- NetSuitecoreNative ERP integration ensuring billings and revenue recognition are always in sync with Oracle NetSuite.
- Sage IntacctcoreNative integration with Sage Intacct for automated financial data synchronization and multi-entity support.
- HubSpotcoreBi-directional CRM integration automatically generating and syncing invoicing and revenue recognition schedules with HubSpot.
- QuickBookscoreNative integration with QuickBooks Online and Desktop for seamless accounting workflow automation.
- XerocoreNative integration with Xero for accounting and financial reporting synchronization.
- AvalaracoreSales tax automation integration for accurate tax calculation and VAT compliance using Avalara's AvaTax.
- StripecorePayment gateway integration with Stripe for payment processing and subscription billing.
- PayPalcorePayment gateway integration with PayPal for alternative payment processing options.
- BraintreecorePayment gateway integration with Braintree for credit card and PayPal processing.
- GoCardlesscoreDirect debit payment integration with GoCardless for ACH and bank transfer support.
- RevOpscoreAcquired RevOps.io to automate quote-to-cash process by seamlessly converting closed deals into structured sales orders, contracts, and invoices.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Maxio competitors and assessment
Company assessmentDirect peers
- Stripe Billing: Stripe Billing offers subscription and usage-based billing tightly integrated with Stripe Payments, directly competing with Maxio Billing and Maxio Payments across B2B SaaS customers.
- Chargebee: Chargebee is a subscription billing and revenue management platform for SaaS and subscription businesses, directly overlapping Maxio's core billing, subscription management, and revenue recognition capabilities.
- Recurly: Recurly provides subscription billing and management for SaaS, consumer subscription, and usage-based businesses, competing head-to-head with Maxio in mid-market and enterprise subscription billing.
- Zuora: Zuora is a subscription economy platform spanning billing, revenue recognition, and monetization, overlapping Maxio's revenue recognition, subscription management, and SaaS metrics modules.
- Paddle: Paddle is a merchant-of-record billing and tax platform for SaaS companies, directly competing with Maxio Payments and Maxio's tax/compliance integrations for global subscription billing.
- Stax Bill (formerly Fusebill): Stax Bill provides subscription billing and invoicing for SaaS and usage-based businesses, with overlapping mid-market positioning and feature parity with Maxio Billing.
- Maxio (legacy brands SaaSOptics, Chargify, Keen): Maxio itself historically competed as three separate subscription-billing vendors (SaaSOptics, Chargify, Keen) before being consolidated, illustrating the addressable competitive set in this category.
Broad incumbents
- Oracle NetSuite: Oracle NetSuite is a broad ERP/finance suite with subscription billing capabilities, integrating natively with Maxio but also offering overlapping billing, rev rec, and AR functionality as part of a much wider platform.
- Salesforce Revenue Cloud: Salesforce Revenue Cloud (formerly Salesforce CPQ/Billing) bundles quoting, billing, and revenue management into the CRM platform, overlapping Maxio CPQ and revenue recognition from a broader incumbent position.
- Sage Intacct: Sage Intacct is a cloud financial management suite with subscription billing and revenue recognition features, broadly comparable in its finance-team buyer profile even as it operates as a larger incumbent.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Maxio social profiles
Digital presenceMaxio compliance and trust
Trust signalCompliance7 records
Maxio financial estimates
Financial estimateRevenue estimate
Valuation estimate
Maxio leadership team
Management profileNumber of profiles
Profiles5 records
Maxio subsidiaries and ownership
Company hierarchySubsidiaries3 records
Maxio funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Maxio M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Maxio
What does Maxio do?
Maxio provides a unified financial operations platform for B2B SaaS and AI companies that combines subscription billing, usage-based metering, revenue recognition, payment processing, accounts receivable automation, configure-price-quote (CPQ), subscription lifecycle management, and investor-grade SaaS metrics into one system. The platform manages over $18 billion in billings for more than 2,000 customers and is sold as a SaaS subscription starting at $5,000 annually with tiered usage-based and transaction-fee revenue streams.
Is Maxio a public or private company?
Maxio is a private company. It is classified as unknown and is currently operating.
When was Maxio founded?
Maxio was founded in 2009. It employs 251 to 500 people.
Where is Maxio based?
Maxio is headquartered in Norcross, United States, in the North America region.
How does Maxio make money?
Three revenue lines are on record. Subscription Billing Platform is the primary driver. The others are usage-Based Billing and payment Processing (Maxio Payments).
Who are Maxio's main competitors?
Direct peers on record are Stripe Billing, Chargebee, Recurly, Zuora, Paddle, Stax Bill (formerly Fusebill) and Maxio (legacy brands SaaSOptics, Chargify, Keen). Broad incumbents are Oracle NetSuite, Salesforce Revenue Cloud and Sage Intacct.
Does Maxio have an API?
Yes. Maxio provides full-featured REST APIs with community-contributed wrappers for major languages, event-driven webhooks for automating actions across systems when billing events occur, and a sandbox testing environment. The platform also offers Maxio MCP (Model Context Protocol) for connecting governed financial data to AI tools using the open Model Context Protocol standard. Developer documentation is at developers.maxio.com/http/getting-started/how-to-get-started.
What industry is Maxio in?
Maxio's product category is Subscription Billing and Financial Operations Software. Its primary akta.pro industry code is CRAFAIAB, Software/SaaS Subscriptions (Consumer & Prosumer), with a secondary code of BPAAABAC, Billing, Payments & Subscription Support. Its NAICS code is 513210 and its SIC code is 7372.