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Subscription billing
Manage even the most complex billing models with ease
Subscription management
Simply your customer lifecycle management, no matter how you bill
Revenue recognition
Automate your revenue recognition schedules to ensure GAAP compliance
Metrics & analytics
Leverage your billing, invoicing, and customer data for deep insights
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Subscription billing
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Subscription management
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Revenue recognition
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Maxio Platform
Your financial operations platform to manage subscriptions, billing, revenue recognition, and financial reporting.
Featured Modules
Advanced Billing
Automated recurring billing to power your product-led or self-service strategy
A/R Management
Reduce your A/R balance, drive down DSO, and get cash in the door faster
Advanced Revenue Management
GAAP/IFRS-compliant revenue recognition your auditors will love
Milestone-Based Projects
Bill customers and recognize revenue based on future events (i.e. implementations)
Expense Amortization
Expense accounting for prepaid expenses, fixed assets, and sales commissions
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Pricing
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Content Library
Get practical tips and tricks to improve your daily financial workflows
Blog
Level up your billing and finance knowledge, and keep up with the latest in SaaS
Podcast
Listen to engaging conversations with leading SaaS and finance experts
Maxio Institute
Get the latest insights into SaaS growth based on real companies’ billing data
Case Studies
Read real customer stories, and learn why B2B leaders love Maxio
SaaSpedia
The encyclopedia of SaaS finance terms and metrics
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Developers
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Maxio Platform
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Offer Management
Deliver the right offer, to the right customer, at the right time
Instant personalized offers within minutes
The one-offer-fits-all mentality doesn’t enable personalized customer relationships or scale. You need 1:1:1 billing, where one customer receives one offer with one unique price that changes over time. Within minutes, Rapid Offer Builder™ lets you turn your product catalog into differentiated offers that separate you from your competition, maximize customer acquisition, and retain revenue longer.
Monetize your offer portfolio
Mix and match pricing models to align your pricing strategy with how customers consume and extract value from your products.
- Configure frequencies: Bill annually, quarterly, monthly, or define custom periods
- Customize triggers: Offer free trials, collect setup fees, charge for overages, and more
- Package your offers: Upsell customers with add-ons or bundle offers at discounted rates
- Scale your pricing: Offer price breaks through tiered, volume-based, and stair-stepped pricing schemes
Make your pricing strategic
One-price-fits-all offers leave money on the table. Maxio provides the flexibility to customize pricing and test price elasticity without impacting existing offers or legacy customers.
- Custom Pricing: Get one-to-one with potential and existing customers with personalized pricing.
- Price Experiments: Find the optimal combination of packaging and price by spinning up tests in hours, not weeks or months.
- Segmented Pricing: Set differentiated pricing for different customer segments based on value.
- Price Changes: Effortlessly manage large-scale price changes and migrations with product versioning.
Drive acquisition and retention with targeted promotions
Create coupons and discounts to drive new acquisition and retain existing customers. We provide the control that marketing and sales teams need to be successful.
Choose the type
Choose whether your promotion is percentage-based or a fixed-dollar amount.
Choose the timing
Apply promotions at sign up, for a fixed period, or for the duration of a relationship.
Choose the logic
Decide if credits can apply to future charges when greater than the total due.
Choose the limits
Set expirations dates and define the number of times a promotion can be applied.
Choose the product
Eliminate misuse and gamification by restricting promotions to specific products.
Choose to stack
Define what promotions can be combined to create stacked promotions.
Gather insights into the offers driving the customer relationship
Offer-level reporting gives you visibility into how every element in your product catalog contributes to MRR and usage growth.
- Granular MRR & Usage Reporting: Get a detailed view of growth by isolating offers and the underlying products and components.
- Monitor Experiments: Compare the performance of different offers being tested.
- Track Upgrades/Downgrades: MRR Switch shows how revenue flows between offers.
Automate sales commission calculations
Associate revenue to reps for real-time, error-free insights that automate the most labor-intensive step of calculating sales commission programs where revenue events are rewarded.