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Maxio previously SaaSOptics

Financial Operations for B2B SaaS

Overview

A complete B2B subscription management, CPQ & billing platform delivering subscription invoicing & payments, revenue recognition, subscription lifecycle management and robust subscription metrics & analytics. Integrates with Salesforce, QB, and Stripe.

See How Maxio previously SaaSOptics Works

Automate your financial processes to fit your needs: -Maintain your product catalog -Manage your customer lifecycle -Never miss another renewal -Automate your order-to-cash process
Complete Revenue Management with: - GAAP Compliant Revenue Recognition - Auto Deferred Revenue Management and Calculations - Revenue Recasting
Key Subscription Metrics & Analytics for Business Insight and Visibility: - MRR and ARR Momentum - Cohort Analysis - Customer Lifetime Value (CLV) - Churn - Projections - Customer Count

Maxio previously SaaSOptics provides complete subscription management, CPQ, billing, invoicing and payments, revenue recognition, renewals management and analytics for B2B SaaS and other subscription businesses. Maxio takes the overhead and risk out of financial management and reporting associated with B2B subscriptions, freeing you from cumbersome, complicated revenue and invoicing spreadsheets. Developed specifically for software, SaaS, and technology companies using Salesforce and QuickBooks, Maxio provides a seamless single integrated solution that gives you the same power and finance operations efficiency you get with high-end financial systems for a fraction of the cost and in a fraction of the time. Reporting and management of contracts, revenue, deferred revenue, and term subscriptions is made easy with Maxio. And, Maxio provides comprehensive subscription and SaaS metrics management and analysis - churn, MRR & ARR, CLV, Cohort and lots more. Ensure your organization is always ready with the kind of financial info needed for board meetings, bankers, investors, venture capitalists, and yes, acquisitions!