Maxio Reviews

Anna U.Finance Specialist

5.0

Customer Support is super fast and always helpfull Review collected by and hosted on G2.com.

Kait K.Small-Business(50 or fewer emp.)

5.0

We were using Chargify before the merger to become Maxio. I used the live chat regularly for support on accomplishing different things, as this is my first experience with SaaS billing. Everyone I chatted with was wonderfully helpful and friendly, and their responses were so fast! I have never had to wait in a queue to connect with someone. They helped me find a solution quickly, and I value that more than anything! A product is only as good as its support. Review collected by and hosted on G2.com.

Crystal H.Mid-Market(51-1000 emp.)

5.0

Impletmentation went smoothly and quickly. They were able to help us with a custom way to track our undelivered professional services and a way to upload the completed revenue for the PS each month. This was the main reason we decided to go with Maxio as no other billing solution was able to track this. What they came up with is a work around using flags but it works. Invoice creation and integation with Hubspot was easy and is working great. Customer service has been very helpful. Review collected by and hosted on G2.com.

Verified User in Information Technology and ServicesMid-Market(51-1000 emp.)

0.0

from their reporting, their highly unresponsive support team and their account executives. There are too many competitors in this space, I recommend you choose any other than Chargify. Review collected by and hosted on G2.com.

Ian S.Director

0.0

The main problem for me was the ridiculously complicated way of configuring simple subscriptions and the fact that integrations the made with other platforms such as Xero did not function properly. To make this worse they do not take responsibility for their tech not functions properly. Review collected by and hosted on G2.com.

Wayne D.Manager, Finance & Accounting

0.0

It doesn't track annual subscriptions and calculates MRR based on billing instead of contract. Review collected by and hosted on G2.com.

Raul G.Research

5.0

Ayuda a las empresas tanto grandes como de mediano tamao a gestionar su facturacin y sus finanzas en general.

Vasilis A.Higher Education

5.0

very powerful software with a lot features but the best is the support team . The guys helps you understand everything

Stan F.Computer Software

5.0

It works great, makes computing deferred revenue for GAAP easy

Jodi ShawManager, Operations

10.0

Stave first looked into SaaSOptics so that we could accurately record deferred revenue and our subscription services. The integration with QBO and HubSpot has extended our use of the product from just being an accounting tool to being a tool for our sales and customer success staff. SaaSOptics allows reporting not only on subscription metrics but also on revenue, customer and project metrics, which has proven to be extremely beneficial.
Reports on subscription services Reports on revenue deferrals Integrations Invoicing

Andrew ChristiansonController

10.0

We use SaaSOptics as a single source of truth for all our contracts. It is a primary function of our Operations team but used to inform other departments such as Sales and Customer success. SaaSOptics helped us gain clarity and certainty into our customer contracts and solidify our revenue recognition to GAAP standards. In addition to revenue, it has streamlined our reporting for SaaS economics, Invoicing, and AR.
The software was built by a SaaS company for SaaS companies. This comes through in the user experience and training. Integration with Avalara was very important and appreciated. The subscription momentum reporting is amazing. Almost every meaningful SaaS metric in one place.

Verified UserC-Level Executive

10.0

I am an outsourced controller and selected SaaSOptics for my client who sells software as a service on a subscription basis. After attempting to track deferred revenue using an Excel spreadsheet, I knew that there had to be a better way. SaaSOptics allows us to track our contracts, automate billing and payment and generate very useful financial and analytic reports that allow us to better manage the business. It's also taken a huge burden off me as a controller when it comes to generating financial statements using Revenue Recognition.
Tracks revenue recognition and provides journal entries, simplifying the accounting process Provides monthly and annual revenue recognition reports and analytics that allow us to manage the business more easily Maintains all of our relevant contract info, including attachments Automates recurring billing and payments

Daniel P.CEO

1.0

Overall: I didn't have enough room for all of the cons:Onboarding checklist in Guide CX had items with no resources and wasn't even applicable to our business. We found it nearly impossible to get in touch with management when our implementation consultant for the first6 months was negligent. The only way anything got done is if WE took meeting notes and emailed action items to the Maxio team. We spent 10s of hours migrating customers individually and asking them to re-submit cc details because Maxio said bulk migration was clunky and not recommended. Product catalog was built incorrectly due to negligentMaxio employee and had to be completely rebuilt. No revenue visibility for 8 months other than lump sum. SaasOptics is a nightmare and QB integration is even worse. Simple revenue report not included in our $600/month plan. Javascript required for any signup page customization. For more complicated products with multiple components or billing scenarios, testing was limited. With an API as complicated as Maxio's, we really needed a feature like Chargebee's "time machine" to ensure proper functioning. The only way to triage our clients' tech issues was by asking them to complete technical tasks beyond their understanding (screenshotting their browser console). We weren't instructed that we needed to enable 3D Secure in Braintree, which lead to a host of client issues with the public signup pages, multiple support tickets dragged out over weeks, and thousands in lost revenue.

Bob S.VP-Finance

5.0

Overall: Like most start-ups, we moved from the subscription spreadsheet to the SaaSOptics platform so our initial need of having an automated system in place was solved immediately. Since then it's only gotten better. It was kind of like not realizing we had a headache until it went away. The more we use the SaaSOptics platform the more we find out it can give us, from ARR to Churn to Invoicing, to collections and more. We've also discovered that SaaSOptics as a company has a very strong commitment to customer success and that means we have access to people who really know the product and can advise us on how to achieve our goals for using the platform.

allison C.consultant

5.0

Overall: I use Filemaker pro. I used to have to keep track of client information such as billing period and contact them to get the authorization to charge them each period. It was really ridiculous. Now everything is completely automated. Chargify does everything and sends me notifications to let me know how things are going. My experience has been a ten and I hope Chargify does more marketing so that more business can be sure to find them.

Allen H.Verified LinkedIn UserFounder

1.0

Overall: Chargify has been a royal pain ever since implementation. It's possible that the people in our team didn't follow some of the best practices, however we've encountered many bugs along the way to trying to make peace with the product. There are some major areas where the product is too inflexible, and I regret implementing it in the first place.

Loris D.Verified LinkedIn User

5.0

Overall: It is a great app. I can totally rely on it. Compare to other apps, it's quick, efficient, I love how easy it is to manage the funds with it! Also, it integrates really well with the other tools we use. It has quick responsive services. Must say this is great service. Very relaxing and easy.

Ed N.Managing Director

5.0

Overall: Overall very good. The software is quite complex to fully understand and the sales process could be a bit more transparent.