Maxio

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.

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

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

• Subscription billing software
• Usage-based billing
• Revenue recognition software
• B2B SaaS financial operations
• Scalable payment processing

Headquarters

HQ city

Norcross

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. 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.
2. 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.
3. 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

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core 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

Named customers10 records

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration24 records

AI capability4 records

Feature6 records

Partnerships

15 partnerships are on record, tiered core.

• AbacumcoreTechnology or Integration · 19 March 2026Strategic 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.
• AnrokcoreTechnology or Integration · 18 November 2025Partnership to streamline global tax compliance for modern finance teams. Automates tax calculations and compliance across jurisdictions for subscription businesses.
• RilletcoreTechnology or Integration · 7 November 2025AI-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.
• SalesforcecoreTechnology or IntegrationNative CRM integration enabling bi-directional sync of billing, revenue recognition schedules, and customer data between platforms.
• NetSuitecoreTechnology or IntegrationNative ERP integration ensuring billings and revenue recognition are always in sync with Oracle NetSuite.
• Sage IntacctcoreTechnology or IntegrationNative integration with Sage Intacct for automated financial data synchronization and multi-entity support.
• HubSpotcoreTechnology or IntegrationBi-directional CRM integration automatically generating and syncing invoicing and revenue recognition schedules with HubSpot.
• QuickBookscoreTechnology or IntegrationNative integration with QuickBooks Online and Desktop for seamless accounting workflow automation.
• XerocoreTechnology or IntegrationNative integration with Xero for accounting and financial reporting synchronization.
• AvalaracoreTechnology or IntegrationSales tax automation integration for accurate tax calculation and VAT compliance using Avalara's AvaTax.
• StripecoreTechnology or IntegrationPayment gateway integration with Stripe for payment processing and subscription billing.
• PayPalcoreTechnology or IntegrationPayment gateway integration with PayPal for alternative payment processing options.
• BraintreecoreTechnology or IntegrationPayment gateway integration with Braintree for credit card and PayPal processing.
• GoCardlesscoreTechnology or IntegrationDirect debit payment integration with GoCardless for ACH and bank transfer support.
• RevOpscoreTechnology or IntegrationAcquired 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

Direct 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

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

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

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

M&A3 records

Investments

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

Frequently asked questions about Maxio