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Revenue VelocityFounded 2021 · 5 yrs

Maxio

Quote-to-cash billing, revenue recognition and investor-grade SaaS metrics in one platform.

By Maxio · 4.2/5 verified-buyer score

Positioning guardrails

Best for

  • B2B SaaS and AI companies with hybrid subscription, usage-based or token/wallet pricing that has outgrown spreadsheets and point tools.
  • Finance teams that need automated ASC 606 / IFRS 15 revenue recognition and a faster month-end close.
  • CFOs and RevOps leaders who want ARR, NRR, churn and DSO reporting from a single source of truth.
  • Multi-entity and multi-currency businesses needing consolidated invoicing and per-subsidiary catalogs.
  • Companies that want governed, auditable natural-language access to billing and revenue data via MCP.

Ideal size: 50-1,000 employees people · Scale-up B2B SaaS or AI company with a dedicated finance/RevOps function

Not for

  • Very early-stage startups that only need simple, low-cost recurring billing.
  • Businesses with one-off or project invoicing and no recurring revenue model.
  • Teams without a dedicated finance/accounting function to configure revenue recognition and reporting.
  • Buyers expecting fully self-serve signup and public list pricing at enterprise scale.

Value metrics scorecard

Time-to-Value

~2 weeks with Rapid Start

~14 days to first production value

Total Cost of Ownership

$30,000/yr

Starts at $7,188 · Tiered annual subscription priced by monthly billings volume: Grow is $599/month up to $100k in monthly billings, Scale is custom-quoted. Users are unlimited at no extra charge.

Implementation Friction

3/5

Engineering + admin effort required

Buyer Score

4.2

out of 5 · verified buyers

Full cost breakdown

Mandatory implementation fee

None

Seat tiers

No per-seat pricing; unlimited users on every plan, with tiers set by monthly billings volume.

Add-on costs

  • Advanced revenue management
  • A/R management
  • Expense amortization
  • Milestone-based projects
  • Multi-entity
  • Event-based billing
  • EU hosting

Company & support

Who is behind Maxio, and how your team gets help once it is live.

Company

Founded
2021 · 5 yrs in business
Headquarters
Not recorded

How you get support

  • PhoneNot listed
  • EmailNot listed
  • Live chatNot listed
  • Support portal / ticketsNot listed
  • Community forumNot listed
  • Help centre / docsAll plans
  • Dedicated account managerNot listed
  • In person / on-siteNot listed
Hours
Not recorded
Response time
Not stated

Maxio Help Center at maxio.com/docs is a searchable self-serve help centre with product release notes. No support phone line, support email address or published SLA appeared on the pages reviewed.

“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.

Market position

Where Maxio sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.

Quadrant view

Typical annual cost × Time-to-value

$2k/yr$8k/yr$27k/yr$35k/yr$45k/yr6d9d14d16d18dAnnual TCO ← betterDays to value better →Quick & CheapQuick & PriceySlow & CheapSlow & PriceyMaxioCommon RoomChili PiperGoldcastWalnutUserGuiding

The lines cross at the median of the solutions shown, so about half sit on each side of each line. A dashed ring marks an outlier pinned to the edge; hover for its value.

Maxio is outlined. Click any dot to open its dossier.

Companies on the chart 6 / 10

  • Maxio
  • Common Room
  • Chili Piper
  • Goldcast
  • Walnut
  • UserGuiding
Add or change companies

Up to 10 companies including Maxio. Listed closest first.

Stack fit signal

Compatibility with standard B2B ecosystems.

MCPNative

Ships an official MCP server. Connects to Claude Code, Claude Desktop, ChatGPT connectors and Cursor out of the box.

SalesforceNative
AWSIntegration
SnowflakeNot supported
HubSpotNative
Google WorkspaceNot supported
Microsoft 365Not supported
SAPNot supported
SlackIntegration

AI & MCP readiness

What Maxio ships in AI, and what it asks of your ecosystem.

AI features shipped

AI searchAgentic workflowsAI governance tooling

Maxio MCP provides governed natural-language access to billing, subscription and revenue data and can prepare approved actions such as sales orders. Existing permissions are enforced and every interaction is authenticated and logged. No source states how the underlying model or key is supplied.

In your ecosystem

AI connection
Official MCP server
Model key
Not recorded
AI usage audit
Full audit trail

Compliance attestations

SOC 2 ISO 27001 GDPR HIPAA — not heldFedRAMP — not heldISO 42001 — not heldIAPP AIGP* — not held

* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.

Bottom line

Maxio is a quote-to-cash billing and financial operations platform for B2B SaaS and AI companies. It unifies CPQ, entitlements, subscription and usage-based billing, payments, collections, ASC 606 / IFRS 15 revenue recognition and investor-grade SaaS metrics in one system, sitting between CRM and the general ledger. Maxio reports 2,000+ customers, 85+ built-in integrations and a native MCP server for governed natural-language access to financial data. Plans start at $599/month for up to $100k in monthly billings.

Frequently asked questions

What does Maxio cost?

Most teams start on Grow at $599/month, which covers up to $100k in monthly billings and includes usage-based billing, subscription management, collections and dunning, and 20+ payment gateways. Above that threshold Maxio quotes a custom Scale plan. Users are unlimited at no extra charge, while advanced revenue management, A/R management, multi-entity, event-based billing and EU hosting are optional modules. Annual payment is the default, with premium monthly or quarterly options.

How long does implementation take?

Maxio runs a 'Rapid Start Implementation' programme, and one published customer (VERO) went live in two weeks. Larger multi-entity or advanced revenue management rollouts typically take longer. No mandatory implementation fee is published; scope is discussed on a demo call.

Does Maxio handle both subscription and usage-based billing?

Yes. Maxio supports recurring subscriptions, add-ons, quantity-based charges, metered and event-based usage, prepaid usage and tokens/wallets, plus hybrid models, with proration across upgrades, downgrades and mid-term changes.

Is Maxio compliant with SOC 2 and ISO 27001?

Yes. Maxio's security page states annual SOC 1 Type 2 and SOC 2 Type 2 audits, ISO/IEC 27001:2022 certification, PCI DSS 4.01 compliance for Maxio Payments and Advanced Billing, and GDPR support including EU-U.S. Data Privacy Framework certification.

What is Maxio MCP and can I use my own AI assistant?

Maxio MCP is a vendor-built Model Context Protocol server that connects governed Maxio financial data to approved AI tools. It enforces existing permissions and authenticates and logs every interaction, and can prepare items such as sales orders for review. Maxio does not publish how the underlying model is supplied, so key-management terms should be confirmed with the vendor.

Who is Maxio best for?

B2B SaaS and AI companies that have outgrown basic billing tools - typically scale-ups with a finance or RevOps function managing hybrid subscription and usage pricing, multi-entity consolidation and ASC 606 / IFRS 15 revenue recognition.