# Compare Maxio vs Refrens 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Maxio and Refrens based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/139751-204191/Maxio-vs-Refrens --- # Maxio vs Refrens Features and Cost Comparison Last updated June 22nd, 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: MaxioRefrens2/4 selected [Maxio](https://www.capterra.com/p/139751/Maxio/)[4.3 (255)](https://www.capterra.com/p/139751/Maxio/reviews/) [Refrens](https://www.capterra.com/p/204191/Refrens/)[4.9 (225)](https://www.capterra.com/p/204191/Refrens/reviews/) [## 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 AH AL Based on [255 reviews](#user-reviews) Positive 225 Neutral 18 Negative 12 [## Refrens](https://www.capterra.com/p/204191/Refrens/)[4.9 (225)](https://www.capterra.com/p/204191/Refrens/reviews/) Starting Price Contact vendor Value-for-Money 4.7 Functionality 4.8 Ease of Use 4.8 Customer Service 4.7 Reviews Sentiment Based on [225 reviews](#user-reviews) Positive 223 Neutral 1 Negative 1 ## 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. ## Summary * * * Key features rated by users Features selected based on 15,533 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 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 83%Fit High performer Feature ratings Invoice Creation 4.8 Invoice Processing 4.9 Payment Processing 4.8 Credit Card Processing 4.3 Quotes/Estimates 4.6 User satisfaction 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 User satisfaction 4.9 User reviews[225](https://www.capterra.com/p/204191/Refrens/reviews/) Ease of use 4.8 Functionality 4.8 Value for money 4.7 Customer support 4.7 Price starts from Price starts from $599Other, Per Year - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Maxio is an automated subscription management, billing & financial reporting platform for B2B SaaS & AI companies. Turn your complex billing headaches into financial insights & revenue growth. Best for MSMEs, SMEs, Small Business, Consultancy, Agencies. Startups, Service Industry Businesses, Manufacturing Businesses, Traders, Wholesalers, ## User reviews Pros & cons 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) 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) 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) 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) 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 > "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) 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) 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 > "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) 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) 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) 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 > "SaasOptics is a nightmare and QB integration is even worse." [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) 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) 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) 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) 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) 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/) KM Kenneth M. Manager > "The platform saves time and keeps everything organized in one place, making daily business operations smoother. While there is room for improvement in..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7166048) KA Kashish A. CMO > "I've tried multiple accounting/invoicing software in past and major issue have been either limitation to create invoice in multiple currencies and the..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7162552) RA Riyaz A. Owner > "It simplifies the creation of quotations and invoices, and offers clear visibility of due dates, which makes tracking and follow-ups much more efficient." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7141826) Charan P. Founder > "At times, the mobile app navigation feels less intuitive, occasional loading delays happen when handling multiple clients, and customer support response..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7140199) Shiv M. Founder > "The ability to generate real-time reports like P&L, balance sheet, and cash flow gives clear visibility into financial health." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7117674) SS Santosh S. Manager > "Good, Additionally, advanced integrations and deeper financial customizations remain limited compared to larger platforms, and the reporting features are..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7174901) NM Nitin M. CEO > "Being cloud-based, it allows our team to access data from anywhere, and the automation features save a significant amount of manual work." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7165379) Alouis M. Director of Marketing > "The paid subscription can feel costly, particularly for small businesses or freelancers who only need a few more features than the free version offers." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7100319) Sanket J. VP-Business Development > "Its primary strength lies in its simplicity and speed—you can generate professional, GST-compliant invoices in under a minute and share them instantly via..." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7132715) MI Mukama I. MANAGING DIRECTOR > "The paid subscription can feel costly, particularly for small businesses or freelancers who only need a few more features than the free version offers." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7109335) Alex Owusu A. Electrical engineering services > "I particularly use it’s invoice generation feature much, as it help prepare a professional invoice for my clients" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7144123) RL Rebecca L. Owner > "Sometimes I end up recreating the same invoice multiple times before it finally saves successfully, which can be frustrating." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7113443) Debadri N. Partner > "Also the Refrens associates are very efficient in resolving my issues related to my request for a customised plan tailored for my workflow." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7090029) CT Chirag T. Business Development > "I was unable to add HSN codes in the quotation, which limited detailed tax classification thats it r" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7089416) SS Santosh S. Manager > "Clean, User-Friendly Interface: The dashboard is highly intuitive, making it easy for users with no accounting background to generate professional..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7174901) SS Santosh S. Manager > "Finally, a few premium features are locked behind paid plans, which can feel restrictive for growing businesses." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7174901) KM Kenneth M. Manager > "I also appreciate the ability to track payments, manage clients, and access records from anywhere through the cloud." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7166048) RL Rebecca L. Owner > "I wish it were more user-friendly, as it tends to crash frequently. While I wouldn’t necessarily call them “bugs,” there are definitely stability issues." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7113443) HO Happiness O. Founder > "It makes creating professional invoices fast and helps keep client accounts organized without any hassle." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7162570) MA Michael A. Procurement officer > "I least liked the limited customization options and occasional delays in receiving updates, which might affect my business." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7026318) PRP Praveen Raj P. WEDDING PHOTOGRAPHER > "lead capturing feature is very much helpful for me to track my leads and send quotation & invoices instantsly." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7115205) Kapil A. IT > "Offline Functionality: If you often work in areas with poor internet connectivity, the reliance on an internet connection for using Refrens on your phone..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___6396076) Aryan S. Aerial Cinematographer > "My experience with refrens has gone very smoothly and it gets my work faster and when clients need the invoices i can quickly generate it or quotation" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7140049) BA Benard A. Sales and Marketing > "Before 2023, I struggled with inconsistent quotation formats." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7075273) Balint Istvan S. Managing Partner, CCO > "Customer service is responsive and helpful when questions come up, which adds a lot of confidence when using the platform for business invoicing." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7082851) NA Nimit A. Co-Founder > "Newer freelancers might find the reliance on testimonials a hurdle, and some advanced features of larger platforms are currently lacking." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___6780601) Nicolas L. Director > "We moved away from using generic spreadsheets and over-complicated enterprise ERPs to Refrens because it specifically addresses the needs of service-based..." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7113001) SB Stephan B. Self Employed > "Can't put any deductions in the main field, you have to use a special field for that which does not make cense." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___6768395) KB Karthik B. Proprietor > "It was life saver, I only spend a very little time of billing and other paper works and it helps in reminding me the due invoices which I find is helpful" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7085030) RS RAMKESH S. CEO > "As i am one of the early users there were alot of minor glitches that I faced sometimes also we cannot have more customization options" [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___6791940) VR Verified Reviewer Owner > "It also makes managing clients and payments in one place extremely convenient, making my workflow more organized and efficient." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7124459) MM Mario M. Mr > "Lack of customization, time zone difference for agents" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___6568866) MF Mohd F. Business owner > "The clean interface and useful features like client management and tracking make it a great tool for small businesses.”" [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7126812) Marius W. Owner > "A lot of menu points are a bit confusing sometimes." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___6768233) RL Rebecca L. Owner > "The platform is simple to navigate, which allows me to quickly create and send invoices without spending a lot of time figuring things out." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7113443) Kamal T. CEO > "There isn't the french language, i need it most of the time to show a better looking Invoice, most of my clients don't speak english." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___4986653) Adam I. Exec > "Creating invoices, tracking payments, and managing clients can be done quickly without confusion." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7132699) Mohd S. Web Designer > "I tried writing on support chat from the dashboard as well but the message fails to send everytime." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___6136795) NM Nitin M. CEO > "The GST support, customizable templates, and client management features are particularly useful." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7165379) SC Suhel C. Store Manager > "As I have mentioned that when I put item wise discount while I am preparing a quotation it gives a wrong calculation." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___5019695) Shiv M. Founder > "What stands out the most is how automated the entire system is right from invoice generation to bookkeeping and payment tracking." [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___7117674) Mohd S. Web Designer > "Scammers!!!" [See full review](https://www.capterra.com/p/204191/Refrens/#GetApp___6136795) AU Abrar U. Support cordinator > "Overall, Refrens is reliable, efficient, and perfect for freelancers or small businesses who want a simple yet powerful invoicing solution without..." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___7123807) BG Bharat G. Managing Director > "Minor field changes are sometimes difficult." [See full review](https://www.capterra.com/p/204191/Refrens/#Capterra___4711102) [View Reviews](https://www.capterra.com/p/204191/Refrens/reviews/) ## User interface 4.33 (255) [Refrens](https://www.capterra.com/p/204191/Refrens/) 4.88 (225) ## 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 Maxio 26/50 - 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 - Project Billing - Projections - Purchase Order Management - Purchasing & Receiving - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Recurring/Subscription Billing - Reminders - Reporting & Statistics [See all features](https://www.capterra.com/p/139751/Maxio/#features) Refrens Top features 41/50 - 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 - Project Billing - Projections - Purchase Order Management - Purchasing & Receiving - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Recurring/Subscription Billing - Reminders - Reporting & Statistics [See all features](https://www.capterra.com/p/204191/Refrens/#features) ### Recognition No recognitions have been awarded to Maxio Refrens Best Value Billing and InvoicingSoftware (2023)  ### Deployment & support 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 Refrens 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 Maxio - By Maxio - Located in United States - Founded in 2009 Refrens - By Refrens Internet - Located in India - Founded in ## 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