# Compare Maxio vs Zoho Books 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Zoho Books and Maxio based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/139751-163115/Maxio-vs-Zoho-Books --- # Zoho Books vs Maxio Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Zoho BooksMaxio2/4 selected [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.4 (672)](https://www.capterra.com/p/163115/Zoho-Books/reviews/) [Maxio](https://www.capterra.com/p/139751/Maxio/)[4.3 (255)](https://www.capterra.com/p/139751/Maxio/reviews/) [## Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.4 (672)](https://www.capterra.com/p/163115/Zoho-Books/reviews/) Starting Price $20.00/month Value-for-Money 4.4 Functionality 4.3 Ease of Use 4.4 Customer Service 4.2 Reviews Sentiment Based on [672 reviews](#user-reviews) Positive 600 Neutral 45 Negative 27 [## Maxio](https://www.capterra.com/p/139751/Maxio/)[4.3 (255)](https://www.capterra.com/p/139751/Maxio/reviews/) Starting Price $599.00/year Value-for-Money 4 Functionality 4.1 Ease of Use 4.1 Customer Service 4.3 Reviews Sentiment BN AL Based on [255 reviews](#user-reviews) Positive 225 Neutral 18 Negative 12 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 15,181 reviews from billing and invoicing software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 72%Fit Missing features Feature ratings Invoice Creation 4.7 Invoice Processing 4.6 Payment Processing 4.5 Credit Card Processing NA Quotes/Estimates 4.7 62%Fit Missing features Not enough reviews Feature ratings Invoice Creation 3.7 Invoice Processing 2.3 Payment Processing 3.3 Credit Card Processing 4.0 Quotes/Estimates NA User satisfaction User satisfaction 4.4 User reviews[672](https://www.capterra.com/p/163115/Zoho-Books/reviews/) Ease of use 4.4 Functionality 4.3 Value for money 4.4 Customer support 4.2 User satisfaction 4.3 User reviews[255](https://www.capterra.com/p/139751/Maxio/reviews/) Ease of use 4.1 Functionality 4.1 Value for money 4.0 Customer support 4.3 Price starts from Price starts from $20Other, Per Month - Free version - Free trial Price starts from $599Other, Per Year - Free version - Free trial Best for Best for Zoho Books caters to businesses of all sizes across multiple industries, such as legal, real estate, retail, wholesale, education, maritime, financial services, healthcare, manufacturing and more. Best for Maxio is a billing and financial operations platform for B2B SaaS or subscription-based companies that want a cost-effective way to manage all financial aspects. ## User reviews Pros & cons VR Verified Reviewer Growth Head - Sales > "It’s also one of the most widely used products out there and has really played a big role in transforming how businesses manage..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7122967) LT Luke T. Director and Tutor > "Another small problem is that it doesn't import your bank transactions until the day after the transaction has taken place,..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6829781) VR Verified Reviewer Gen Secretary > "Havent experienced any bug, there was one concern which was fixed immediately. and i'd recommend it for both small business as..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7058032) DS David S. Customer Service Representative > "The mobile app isn’t as functional as the desktop version, and while the reporting options are good, they could be better..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6692753) VR Verified Reviewer Gen Secretary > "Data management is so good, i am uploading all the invoices too in the application." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7058032) GK Girish K. Owber > "No desire to even show how a feature works." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___7076078) Raj Shekhar S. Cofounder > "Their has been no product failures or issues, and new features are regularly rolled out too." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7066801) GK Girish K. Owber > "Zoho support has no solution for this." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___7076078) BB Ben B. CEO > "Free plan for businesses under $50K in revenue is good and we use it with Zoho Expense and it works seamlessly." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256) SG Sally G. Customer Service Auditor > "Some features don't work if you are not in the US." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6861693) BB Ben B. CEO > "Favorite feature: automated invoicing and payment tracking." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256) DR Darren R. Director > "The only one annoyance is the search from some screens you need to know the exact customer name or item name to search. Where as..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5072227) Alfredo J. Consultant > "I was able to easily migrate after a bad experience with quickbooks and from there been able to slightly customize it for my needs." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6501659) AV Alisodai V. Proprietor > "They were unable to give any solution for my problem even after 7 months time." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7020672) ME Mohamed E. manager > "The best thing that has happened to me is the ease with which I can now complete all accounting activities with Zoho Books." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440) HD Haythum D. IT Engineer > "in Zoho Books can't customize more advanced financial reportsZoho Books is more costly compared to other accounting software..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4946352) VR Verified Reviewer COO > "I love the waste option of opportunities to adapt things like templates to automate as much as possible and safe time." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6648480) ME Mohamed E. manager > "Data migration is quite difficult for businesses with a lot of data." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440) ME Mohamed E. manager > "One of the easiest interfaces for creating estimates and invoices is Zoho Books." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440) MG Michael G. President > "does not integrate easily with Microsoft Office suite" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6559335) Dedre M. Owner > "Due to the fact that you can manager all financially transactions within your dashboard, including invoicing and billing, makes..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4808090) DS DAMON S. Director > "Uncleared notifications on the app that I just can’t seem to clear" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6466142) ME Mohamed E. manager > "The main benefit is that it offers a range of plans at reasonable prices to accommodate diverse business needs." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6423440) PB Phillip B. President > "For example, if you accidently add a wrong item you will have to cancel it out on the books with another entry." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6178338) NL Nzai L. project officer sanitation and hygiene > "i like the ability of the software to manage clients online through clients patrol and making recuring invoices payments , its..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4962668) MA Monica A. program manager > "the application is very hard to master mostly on how to handle recurring payments within your organization" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4983997) DS David S. Customer Service Representative > "It also offers great GST compliance features which are a big advantage for my business." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6692753) AM Alicia M. Accountant > "For example, in the UK a sales balance of -£100 means that the customer owes £100 pounds and has to pay." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6028821) DR Darren R. Director > "We love Zoho ability to access from anywhere and allows a business owner to monitor things even when they are not on site." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5072227) SK Stephen K. insurance manager > "it limits vendors list and once reached you have to pay additional amount first and its very difficult to learn basically how to..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4655805) Alfredo J. Consultant > "I enjoy how it integrates with their expense tracker and with PayPal." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6501659) SY Surjesh Y. Software Engineer > "Some users might discover that the software is not as customised as they would want. Although it has a variety of functions, there..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4628961) BB Ben B. CEO > "Mobile app is a plus, gives real-time access to financials." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256) RE Rajesh E. DIRECTOR > "expense print layout is against the income tax rules.. if any invoice is having more than 200 products the invoice will not..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___3567105) Juan B. CEO > "I am able to set up recurring billing for my clients, which has saved me a lot of time and helped me maintain a steady stream of..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4903814) SD Sharif D. Inventory analyst > "the software is expensive in case you are purchasing it once" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4980610) VR Verified Reviewer COO > "Zoho Books combines quoting, invoicing in a very efficient way." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6648480) HN Hilda N. Youth research advisor > "The application is mostly very slow when updating it and in the process you may lose your data and in the due course costimg you a..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4707361) AT Amy T. CFO > "Customization for our specific business was a huge game changer, as we didn't need to get outside help involved to make simple..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4982810) IL Immaculate L. Finance Director > "The bank connection doesn't always work nicely, sometimes it delay to update and end up sending incorrect statements to customers." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4604401) JK Jeethendra K. Founder & CEO > "The ease of using the zoho books across all the device since the data is stored in server rather than tally in which the data is..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#GetApp___5019964) Jared L. Business Development > "No need to wait for another person to send an invoice and possibly lose the customer to dead time from 'Yes' to the ability to pay" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___3859870) CS Connor S. Brokerage Operations Associate > "The invoices module in Zoho Books and very well laid out and easy to use for people who are new to these kinds of platforms." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6537888) WO William O. Manager > "So I am just going to find something else can consider all the work I have done in my account as a loss...." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#SoftwareAdvice___5078207) SG Sally G. Customer Service Auditor > "The interface is clean and clear." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6861693) MS Melissa S. CSR > "Gets very expensive to activate advanced features" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6002964) LL Lydia L. Blow Mold Operator > "It uses automations which allows us to eliminate the manual entry work and reduce the dependency on the repetitive tasks." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6006953) Kirti V. developer > "However, some users have reported issues with customer support and limited customization options." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4631918) JW Joel W. Program Manager > "I like the way the software allows us to reconcile various transaction hence eliminating errors in reporting." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6167413) Shyamal P. Founder > "They forced us to buy 12 months subscription saying migration won't be done unless we pay2." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4611027) WT Winnie T. Manager > "I've been able to manage the accountabilities while at my home by using this software to manage the accountabilities and project..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5012216) JV James V. Assistant Management Accountant > "Team collaboration related features of Zoho Books are not quite sufficient for our requirements." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4070417) VR Verified Reviewer Growth Head - Sales > "Customer service is also very prompt and helpful team." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___7122967) Becky F. Software Developer > "This is the trickiest part because I can't really think of anything I dislike; however, I do have some comment on the quality of..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4669391) Dedre M. Owner > "Zoho Books is helping our small business with financial reporting and keeping track of our income and expenses." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4808090) VR Verified Reviewer Software developer > "Limited customer support users can only access support via email or live chat,- limited user permissions" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4640276) WT Winnie T. Manager > "I use it for project planning and accounting While sitting in my dining room therefore it eased work for me" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5012216) Kirti V. developer > "Zoho Books offers limited support options, which may be frustrating for users who require immediate assistance." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4631918) VV Vikas V. Software Consultant > "Reports are a great way to break things down for more clarifity." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6685125) VR Verified Reviewer Land Surveyor > "There are also expenses that I incur on my own as an employee of the company that need to be assigned to me alone still using my..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#GetApp___3433842) KI Kalume I. Senior IT technician > "The software integrates with Zoho invoice which makes work of creating invoice easy and massive. " [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___5003016) DP Darshan P. Administrator > "It has more user restrictions and payroll service is not available." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4775876) Juan B. CEO > "I was able to easily and quickly track my income and expenses and generate financial reports in seconds." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4903814) BH Ben H. Manager > "Very little hand holding or clues for the average business user that doesn't have an accounting degree." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4622616) AT Amy T. CFO > "It is great for companies with project management, from estimate to sales order to purchase orders and Invoicing." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4982810) SV Shanmugam V. Article Trainee > "The data migration from our old software to Zoho was a bit difficult." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4601740) BB Ben B. CEO > "Cloud-based with a solid mobile app so good for being on the go." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6734256) FF Frank F. President > "When there is an update with the a financial institution Zoho Books takes forever to make that update causing issues with keeping..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___3503773) VK Vinit K. Backend developer > "The ability of Zoho Books to handle accounting chores like billing, expenditure tracking, and bank reconciliations is one of its..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4623050) TM Theresa M. CEO > "They forgot to tell you to click on Settings first, and THEN select Preferences." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4793501) GK Gatuko K. Accounting Manager > "It handles accounts payable and comes with lots of data security features" [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6174493) BC Briana C. Accounts Payable Manager > "Now that things are web-based when the wi-fi goes out I can't use the software." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4344049) HN Hilda N. Youth research advisor > "With Zoho book I have been able to manage customers and suppliers interaction using client protal and by sitting up payments..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4707361) Shyamal P. Founder > "This migration tool fails for unknown reasosns." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4611027) JU Judith U. Procurement officer > "It is great for small businesses and easy to use." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___6824666) MK Milena K. Bookkeeper > "Limitation of the functions and the customer service wasn't as expected." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4789839) SA Sayed A. Project Engineer > "It has automation capabilities, such as automatic bank feeds and recurring invoices, have been praised for saving time and..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4741271) Andre V. Director > "They do not fix old issues unless they are critical to the functioning of the software." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___3718664) TA Tarek A. Customer Service Specialist > "I get tasks related to real-time management, such as interval billing and invoicing, so ZohoBooks' features are practical for this..." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4602422) KF Kadeem F. IT Consultant > "Invoice customisation is really lacking." [See full review](https://www.capterra.com/p/163115/Zoho-Books/#Capterra___4780181) [View Reviews](https://www.capterra.com/p/163115/Zoho-Books/reviews/) BN Bolortuya N. Business Operations Manager > "Maxio allows us to integrate with our other core services like QBO and Hubspot, also it better tracks our yearly and monthly..." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___6324326) Tommy M. Growth Team > "It was an upgrade from managing subscriptions on stripe but ultimately things got really messy and the process with maxio wasn't..." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___6452722) AL Ashley L. Sr. Analyst > "we are a smaller business so ease of customer service support, issue remedying and security are TOP priority for us." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___7054603) DP Daniel P. CEO > "This made it impossible to indicate programmatically that there was no usage but should be a default bill, so I needed to send 1..." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___5016396) AH Alysia H. Assistant Controller > "I love the automated invoice reminders and that we can enter in both AP and AR information in one platform." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___6708851) CZ Charles Z. President > "Nobody has a phone number and ignores emails." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___6848679) AH Alysia H. Assistant Controller > "In my opinion, it can be a lot more user friendly, and there are lots of moving parts and areas to update." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___6708851) DP Daniel P. CEO > "We spent 10s of hours migrating customers individually and asking them to re-submit cc details because Maxio said bulk migration..." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___5016396) AZ Alexander Z. CEO > "It was fairly easy to get started, and interface made it easy to set up a payment page." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___6626875) DP Daniel P. CEO > "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..." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___5016396) AH Alysia H. Assistant Controller > "The reports are nice but can be complicated as well." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___6708851) AZ Alexander Z. CEO > "Cancelling was very complicated, and soured us on the solution." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___6626875) DP Daniel P. CEO > "The Maxio interface (excluding SaaSOptics) is clean.-" [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___5016396) AZ Alexander Z. CEO > "However eventually it just proved to be a very expensive solution and we switched to PayWhirl." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___6626875) LQ Lebohang Q. Human Resources > "It makes it easy for me to bill and send invoices to my clients." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___3539252) AG Alyson G. Senior Finance Manager > "Not easy to track things compared to NetSuite" [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___6724087) SF Stan F. CFO > "It works great, makes computing deferred revenue for GAAP easy" [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___3729514) DP Daniel P. CEO > "SaasOptics is a nightmare and QB integration is even worse." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___5016396) BW Becky W. Revenue Operations > "My favorite features are the smooth integrations with Salesforce and Quickbooks, the automatic email cadences for improved AR..." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2407494) DP Daniel P. CEO > "It effectively required building an unrelated system which we had no time for.9." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___5016396) LH Laura H. Operations Manager > "I like the organization of invoices, reporting, and the opportunity to create customizable dashboards and reports." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2406584) DO Danielle O. Finance > "A few of the newer features have some bugs, ie: Statements dont show CURRENT invoices, and they also dont reflect all payments made..." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2408701) BW Becky W. Revenue Operations > "This app is invaluable to our finance team as we are a small team for a growing start-up business and do not have the time to..." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2407494) DD Daniel D. CEO > "We ended up having to write numerous scripts on our own to try and import our data, and even then we were unable to get the system..." [See full review](https://www.capterra.com/p/139751/Maxio/#SoftwareAdvice___2585898) BS Bob S. VP-Finance > "We've also discovered that SaaSOptics as a company has a very strong commitment to customer success and that means we have access..." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2515355) ES Emil S. CEO > "I was a customer for more than 10 years for a now legacy app which didn't generate a big amount of MRR." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___3475770) DO Danielle O. Finance > "I like using transactions to drive invoice creation rather than relying on Quick Books memorized transaction lists to produce..." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2408701) DO Danielle O. Finance > "One of the biggest drawbacks is that the autopay feature is set at the CLIENT level. " [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2408701) BS Bob S. VP-Finance > "Like most start-ups, we moved from the subscription spreadsheet to the SaaSOptics platform so our initial need of having an..." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2515355) DD Daniel D. CEO > "Customization of invoices is also pretty limited." [See full review](https://www.capterra.com/p/139751/Maxio/#SoftwareAdvice___2585898) DD Daniel D. CEO > "They also have some interesting capabilities that are being released like event-based billing." [See full review](https://www.capterra.com/p/139751/Maxio/#SoftwareAdvice___2585898) ES Emil S. CEO > "I was a (small) customer for 10+ years and worth nothing in the eyes of Chargify." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___3475770) SY Sasha Y. Senior Accountant > "Customizable revenue schedules that are significantly better than the previous excel spreadsheets." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2413762) BL Brenda L. Director of Finance > "A customer record - why do I have to always scroll to the bottom to save. " [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2406628) DO Danielle O. Finance > "Using the Cadences has helped us bring old accounts up to date and chase our money! " [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2408701) DD Daniel D. CEO > "Also, looking back it seems that the sales team wasn't aligned with the actual product very well." [See full review](https://www.capterra.com/p/139751/Maxio/#SoftwareAdvice___2585898) MC Matt C. VP - Strategy and Analytics > "I am hoping they implement some of the invoicing customization/flexibility we need." [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2421815) MD Marcie D. Account > "i struggle with finding the correct report. " [See full review](https://www.capterra.com/p/139751/Maxio/#Capterra___2408537) [View Reviews](https://www.capterra.com/p/139751/Maxio/reviews/) ## User interface 4.39 (672) [Maxio](https://www.capterra.com/p/139751/Maxio/) 4.33 (255) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Accounting Integration 207 Important Activity Dashboard 150 Important AI Copilot 120 Important Zoho Books 23/50 - Accounting Integration - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Automated Receipt Matching - Backup and Recovery - Billing Portal - Bulk Send - Client Management - Compliance Management - Contact Database - Contingency Billing - Credit Card Processing - Credit Note - Customizable Branding - Customizable Invoices - Customizable Reports - Customizable Templates - Document Management - Dunning Management - Duplicate Detection - Dynamic Pricing - Email Management - Event Logs - File Encryption - File Sharing - Financial Management - Fraud Detection - Generative AI - Hourly Billing - Invoice Creation - Invoice History - Invoice Processing - Master Data Management - Mobile Payments - Multi-Currency - Multi-Language - Online Invoicing - Payment Processing - Process/Workflow Automation - Project Billing - Projections - Purchase Order Management - Purchasing & Receiving - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Recurring/Subscription Billing - Reminders [See all features](https://www.capterra.com/p/163115/Zoho-Books/#features) Maxio Top features 25/50 - Accounting Integration - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Automated Receipt Matching - Backup and Recovery - Billing Portal - Bulk Send - Client Management - Compliance Management - Contact Database - Contingency Billing - Credit Card Processing - Credit Note - Customizable Branding - Customizable Invoices - Customizable Reports - Customizable Templates - Document Management - Dunning Management - Duplicate Detection - Dynamic Pricing - Email Management - Event Logs - File Encryption - File Sharing - Financial Management - Fraud Detection - Generative AI - Hourly Billing - Invoice Creation - Invoice History - Invoice Processing - Master Data Management - Mobile Payments - Multi-Currency - Multi-Language - Online Invoicing - Payment Processing - Process/Workflow Automation - Project Billing - Projections - Purchase Order Management - Purchasing & Receiving - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Recurring/Subscription Billing - Reminders [See all features](https://www.capterra.com/p/139751/Maxio/#features) ### Recognition Zoho Books is recognized as a top-rated tool in 3 Capterra Shortlist reports No recognitions have been awarded to Maxio ### Deployment & support Zoho Books Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Maxio Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Zoho Books - By Zoho - Located in United States - Founded in 1996 Maxio - By Maxio - Located in United States - Founded in 2009 ## 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