---
title: "Maxio Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Maxio Software - reviews, pricing plans, popular comparisons to other Subscription Management products and more."
source_url: "https://www.capterra.com/p/139751/Maxio/"
page_type: "product"
language: "en"
publication_date: "2026-10-21"
---

# 

 Maxio Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 21, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Maxio

## What is Maxio?

Maxio is an automated subscription management, billing & financial reporting platform for B2B SaaS & AI companies. Turn your complex billing headaches into critical financial insights and pave the way for your next stage of revenue growth. Whether you’re PLG, SLG or both, Maxio’s flexible billing automation (usage-based, hybrid, tiered, seats, etc), revenue recognition solutions and investor-grade metrics & reporting were purpose built for you.

## What is Maxio used for?

[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Subscription Management](https://www.capterra.com/subscription-management-software/)[Recurring Billing](https://www.capterra.com/recurring-billing-software/)

Overall rating

Based on 255 user reviews

Reviews sentiment

Positive

88%

Neutral

7%

Negative

5%

Pros & cons

Responsive and knowledgeable support

Flexible subscription billing tools

Feature limitations and usability issues

Starting price

$599

Other, Per Year

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Maxio alternatives

Highest Rated

[PayPal Payments](https://www.capterra.com/p/207944/PayPal/)

[4.6 (26,828)](https://www.capterra.com/p/207944/PayPal/reviews/)

Starting price

$0.29

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/207944/PayPal/)

[4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/139751/Maxio/alternatives/)

## FAQs about Maxio

Overview

### What problems does Maxio solve?

Maxio solves recurring billing, subscription management, and revenue accounting problems by automating charges, invoices, renewals, payment reminders, collections, and revenue schedules. It gives finance teams reliable deferred-revenue and GAAP reporting, while billing, customer support, and SaaS operations teams can manage customer accounts, plan changes, payment details, and subscription metrics without relying on spreadsheets.

Answer based on 191 reviews

Overview

### Which roles and teams benefit most from Maxio?

Maxio is most used by finance and accounting teams managing subscription billing, invoicing, payments, and revenue reporting. Operations leaders and executives monitor recurring revenue and business performance, while software, sales, customer success, and support teams manage customer accounts, plan changes, renewals, and billing issues across SaaS businesses.

Answer based on 244 reviews

Overview

### What company size and industries is Maxio built for?

Maxio is built for small B2B SaaS and AI companies, with 87% of reviewers from small businesses and Computer Software its top industry at 30%. It also serves midsize businesses (9%) and enterprises (4%), especially in Information Technology and Services (12%) and Marketing and Advertising (8%) for subscription management, billing, and financial reporting.

Answer based on 255 reviews

Features and Usability

### What are the key features of Maxio?

Maxio includes core recurring/subscription billing, automated invoicing, credit card and ACH payment processing, and dunning management. Its differentiating finance capabilities include GAAP revenue recognition, deferred revenue calculations, and recurring revenue reporting. Integrations with QuickBooks, Salesforce, and its API support order, customer, and payment data workflows.

Answer based on 94 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Maxio offers the Grow plan from $599 per year and includes a free trial. Grow includes automated invoicing, custom billing, payment gateway integrations, and SaaS metrics. Reviewers report mixed pricing experiences: some find it cost-effective, while others cite percentage sales fees, price increases, and high costs for low-volume startups.

Answer based on 32 reviews

Integrations

### Which third-party tools and platforms does Maxio integrate with?

Maxio integrates with over 30 third-party tools, including HubSpot CRM, NetSuite, Avalara, Gmail, Google Sheets, GitHub, Mailchimp, and ActiveCampaign. Its catalog spans CRM, accounting and tax, email marketing, developer, and reporting-related platforms, supporting connections across billing, customer data, and operational workflows.

Answer based on 24 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Maxio?

Maxio offers live online training, webinars, documentation, and videos to support team onboarding. Reviewers find basic navigation manageable for everyday users after initial guidance, while admins, finance teams, and developers need more time for reporting, integrations, and complex billing setups. Thorough training and realistic implementation planning are important for advanced use cases.

Answer based on 31 reviews

Getting Started and Support

### What customer support options does Maxio offer, and how do users rate the experience?

Maxio offers email/help desk support and a knowledge base. Users often describe documentation as clear and support staff as responsive, knowledgeable, and helpful, with detailed answers to complex questions. Some users report onboarding and complex billing issues can require repeated follow-up, delayed escalation, or inconsistent guidance.

Answer based on 72 reviews

Customer payment

### How does Maxio handle customer payments?

Maxio supports recurring billing with customer self-service portals, invoices, card and ACH payment options, and payment history tracking. Subscription businesses value flexible plan configuration, dunning, and visibility into transactions. Some small teams report invoice delivery errors, limited payment-method flexibility, customization constraints, and difficult troubleshooting during implementation or account issues.

Answer based on 94 reviews

## Pros and Cons

Responsive and knowledgeable support

88% positive reviews out of 64

Most reviewers indicate customer support is prompt, attentive, and provides thorough, helpful guidance for complex issues.

Feature limitations and usability issues

41% negative reviews out of 49

Some reviewers report features are missing, search tools are limited, and certain functions are difficult to locate or use.

Flexible subscription billing tools

82% positive reviews out of 33

Most reviewers describe subscription management as versatile, supporting various billing cycles, renewals, and payment integrations.

Intuitive and simple navigation

86% positive reviews out of 29

Most reviewers find the user interface straightforward, easy to learn, and efficient for daily subscription management tasks.

## Features

AI summary

Based on 742 Subscription Management reviews

Capterra data shows that buyers of subscription management software rank the following features as their top priorities:

-   **Billing & Invoicing** (**68%** of reviewers rated this feature as critical)
-   **Recurring/Subscription Billing** (**67%**)
-   **Subscription Plan Management** (**66%**)

Maxio supports all three of the features reviewers rate most highly: **Billing & Invoicing**, **Recurring/Subscription Billing**, and **Subscription Plan Management**. Together, these capabilities help businesses manage ongoing charges accurately, maintain flexible subscription offerings, and keep invoicing organized, allowing teams to handle the full subscription lifecycle more efficiently.

Recurring/Subscription Billing

4.3 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Subscription Plan Management

4.0 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Manage the subscription plans of all active members

Electronic Payments

4.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Electronically collect payments for goods or services

Credit Card Processing

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Accept and process credit card transactions

Billing & Invoicing

4.4 (16)

100.00% of 16 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Payment Processing

3.3 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Accept, record, and reconcile financial transactions

Maxio 73 features

### All Features
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Billing Portal: Gateway through which end users can view past bills and pay current invoices
- Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional
- Cancellation Management: Allow customers to cancel their subscription remotely.
- Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
- Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Credit Card Processing: Accept and process credit card transactions
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Accounts: Record customer information, purchase history, and other notes
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer Profiles: Record customer information, purchase history, and other notes
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Data Visualization: Graphical representation of data
- Deferred Billing: Buyer isn't billed until the period is up without any interest charges
- Discount Management: Track products that are for sale at a reduced price or part of coupon promotions
- Dunning Management: Process of automatically notifying clients when payments fail to ensure invoices are paid
- Electronic Payments: Electronically collect payments for goods or services
- Email Reminders: Reminders sent via email
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- Financial Reporting: Generate reports to assess the financial performance of an organization
- Invoice Creation: Create invoices from scratch or have recurring invoices
- Invoice History: Store and view prior invoices for each account/client
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made
- Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location
- Multi-Currency: Manage and handle various international currencies
- Multi-Period Recurring Billing: Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit
- Multiple Payment Options: Process payments via multiple modes directly through the application
- Online Invoicing: Create, send, and view electronic invoices
- Order Management: Manage and track customer orders for goods, investments, or any other purchases
- Payment Processing: Accept, record, and reconcile financial transactions
- PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
- Product Catalog: Present a catalog of inventory that customers can view
- Project Billing: Business model that bills clients an amount based on the project/task/job performed
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Data: Receive data and information in real time
- Real-Time Reporting: Active reporting of data and metrics
- Recurring Invoicing: Generate recurring invoices
- Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service
- Refund Management: Oversee the process of issuing refunds
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue
- Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
- Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Self-Service Reporting: Allow users to create their own reports and financial statements
- Subscription Management: Process of managing customer subscription lifecycle for a recurring service or a product
- Subscription Plan Management: Manage the subscription plans of all active members
- Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
- Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
- Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources

---

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Features

4.1 (252)

4.1

Based on 252 reviews

## Pricing

Value for money

4.0 (192)

Free Trial

[View pricing plan details](https://www.capterra.com/p/139751/Maxio/pricing/)

Grow

$599.00

Other,Per Year

It includes:

-   Custom Product Catalog
-   Custom Billing & Invoicing
-   Payment Gateway Integrations
-   Automated invoicing
-   Drill down capability
-   Custom dashboard
-   SaaS metrics

Scale

Custom Quote Available

It includes:

-   AR Management
-   Revenue Recognition
-   Expense amortization
-   Milestone-based billing
-   Multi-entity support

Value for money

4.0 (192)

4.0

Based on 192 reviews

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Trello](https://www.capterra.com/p/211559/Trello/)[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

GitHub](https://www.capterra.com/p/129067/GitHub/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Stripe Payments](https://www.capterra.com/p/123889/Stripe/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)

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.

## Support, customer service and training options

Customer Service

4.3 (211)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.3 (211)

4.3

Based on 211 reviews

## User reviews

Overall rating

4.3

Based on 255 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(136)

4(89)

3(18)

2(2)

1(10)

Mentioned topic

Recent reviews first, then most helpful

RE

Reviewer

Sr. Analyst

Used the software for: Less than 1 year

### "10/10 for Maxio"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 3, 2025

Overall experiencing was incredible. I would be remise to not highlight how seamless integration was. Customer support is top tier and we walk around from every session knowing more than when we began.

Pros

we are a smaller business so ease of customer service support, issue remedying and security are TOP priority for us. We would pay double for the ease of mind Maxio provides. It has made all our jobs much easier.

Cons

We only wish we implemented sooner! Maxio was so easily and is now so pivotal to our organization in so many ways.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Used the software for: Less than 1 year

### "Best Till Date"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 5, 2016

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.

Pros

Chargify’s Revenant billion answer is ideal for small scale and midsize growing corporations. It offers mobile dedicated app for iPhone and for iPad device users, not like different similar tools. The client support of Chargify offers phone, on-line and mail support for users. The Revenant charge platform supports integration with Salesforce not like different similar tools. The Revenant billion answer offers yearly, quarterly and monthly charge cycles feature. Chargify doesn’t supply any mobile dedicated app for robot smartphone and pill users.

Cons

The continual charge resolution doesn’t supply intelligent funds routing feature like different similar tools. The customer-bound mail feature of Chargify isn't extremely customizable like different similar tools.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Assistant Controller

Used the software for: 1-3 years

### "Maxio Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

2.0

2.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

February 28, 2025

Overall, I think Maxio is a beneficial platform once you spend lots of timing training and learning the system. In my opinion, it can be a lot more user friendly, and there are lots of moving parts and areas to update. The reports are nice but can be complicated as well.

Pros

Once everything is set up, there are many reports you can pull. I love the automated invoice reminders and that we can enter in both AP and AR information in one platform.

Cons

Very timely to set up and many of the dedicated support reps were not extremely knowledgeable with complex set ups. Reports can be touchy but once set up and customizations are set, they are very helpful. Not extremely user friendly in the beginning since there are so many moving parts in many different areas, but once you get use to everything it is nice.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

President

Used the software for: Less than 1 year

### "WORST CUSTOMER SUPPORT and FAULTY PRODUCT"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

July 7, 2025

See above the experience from maxio has been terrible from start to finish. They are threating the livelihood of my business due to errors in their own product. They refuse to do anything to fix it just want to play hot potato with the issue and never resolve it,

Pros

Nothing, the sales process lied about the functionality of the product. Really poor product for invoicing in high volume is suited for small business.

Cons

Maxio has consistent errors created by themselves that do not allow you to send invoices. This is impacting my ability to collect on customer payments for my business. Customer support is NON - EXISTANT. They do not have a phone number and can never give an ETA on providing fixes to errors in their own software. I am paying for a product that does not work and nobody at Maxio will talk to you and get on a call. Nobody has a phone number and ignores emails.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

VP-Finance

Used the software for: Less than 1 year

### "SaaSOptics - The Perfect Fit for our Subscription Needs"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 18, 2020

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.

Pros

Pretty much everything, and I'm not kidding. It's a fairly complex software to gain proficiency with but once we did we were continually amazed by the additional functionality we discovered on an almost weekly basis. The flexibility of the invoicing system, the crazy extensive reporting capabilities and integrations with our Salesforce and QBO accounts make our work experience so much better. Plus our Board loves the data coming out of the solution. The other thing I love about the software is their customer support team. Wow, they are some of the best support people I've ever encountered. Totally worth signing up for that aspect by itself.

Cons

It is a complex system to learn and I didn't have proper expectations set going into the UAT. I was frustrated that it wasn't more intuitive but having learned how to use the software I now realize that it would've gone much better earlier if I had just committed to learning the system earlier. One good thing about this is that I can make mistakes and undo them when I do.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Senior Accountant

Used the software for: 3-5 years

### "Great Revenue software!"

4.0

September 28, 2020

SaaSOptics made a huge difference throughout our company, from sales order management (implementing process controls on the GTM team) through to collections and dunning (dropping our AR from 65 to 32 in 3 months). It's been great for our size of company. I'm sure there are more robust softwares out there that can do more, but all of those were out of our price range. I also enjoy the fact that SaaSOptics is continually pushing out new features that directly impact and improve every day processes, not just higher level reporting or UI. Both high level reporting and UI changes are important, but being able to deliver on all 3 fronts, rather than just 2 means that SaaSOptics has been a pretty good company to grow alongside.

Pros

Customizable revenue schedules that are significantly better than the previous excel spreadsheets. This software dropped periodic revenue reconciliation from 4-6 hours to 30 min as a result. The collections and dunning automation is a lifesaver for small accounting/Finance operations teams. If you're only software option for managing Sales Tax is the baked in option within QBO, their Avatax integration is significant improvement on QBO.

Cons

The reporting is not as intuitive to team members who are not active and continuous users. Makes a LOT of sense to me, but I notice there's a learning curve for non-SaaSOptics users to understand the reporting.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Tommy M.

Growth Team

Used the software for: Less than 1 year

### "On the fence"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

2.0

2.0

Likelihood to Recommend

5/10

August 23, 2024

It was an upgrade from managing subscriptions on stripe but ultimately things got really messy and the process with maxio wasn't automated enough for what we needed. It also took a long time for us to get in touch with our rep about issues we had

Pros

Ability to make parent/child accounts and manage add-ons was a nice upgrade from stripe.

Cons

Implementation was an issue from the start and we never got things working the way we needed to or intended to. The maxio team wanted to charge additional hours to fix the issues on top of our yearly subscription price, it ended up being easier to move to another platform

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DP

Daniel P.

CEO

Used the software for: 1-3 years

### "10 months of an onboarding nightmare"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

1/10

September 12, 2023

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 first 6 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 negligent Maxio 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.

Pros

\- The Maxio interface (excluding SaaSOptics) is clean.- Our experience was so bad that it pushed us to find another solution and we found Chargebee. They have been amazing and have accomplished in 4 weeks what took Maxio 10 months.

Cons

\- We are a small company and the onboarding process took over 10 months to complete- Our developer is a former Google dev and expressed that he has never been more frustrated with a company than he was with Chargify/Maxio. His points below:1. No Golang API.2. Their API was poorly documented and things had to be guessed.3. Everyone is enrolled in everything, just use a non-zero usage to activate. This made it impossible to indicate programmatically that there was no usage but should be a default bill, so I needed to send 1 when 0 was the usage AND I needed to remember which service the customer was using4. Time zones never did get figured out. Eventually we abandoned recording usage on the first & last day of the month5. highest-day-billed is not an available feature set, which meant yet another thing our billing integration had to take care of.6. There was little time to verify the bills before they went out. It did not appear configurable7. Consultants seemed to struggle with their own system.8. There was effectively no way to 'dry-run' without changing all the parameters for a shorter time period which then work differently. It effectively required building an unrelated system which we had no time for.9. Negative usages horror: you can't correct something day-by-dayMore below!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Consultant

Used the software for: 3-5 years

### "I wish I found this sooner"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 16, 2019

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.

Pros

The customer service at Chargify is unmatched. While within your account you can choose to chat with a representative who is competent and will quickly solve whatever issue or question you have. They are able to provide direct links within your account to help you navigate and set up whatever you are trying to do. Chargify allows you to set up several different billing strategies easily and efficiently. The possibilities are endless. The support center is extremely detailed and helps you gain a full working knowledge of all the available features so that you can be sure to take advantage of them.

Cons

You get what you pay for and the steep price of this comes with steep rewards and benefits. If you paid less you still wouldn't get half of what they have to offer.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Founder

Used the software for: 3-5 years

### "It's their way, or the highway."

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

0/10

September 16, 2019

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.

Pros

They are slowly implementing features I've been asking about for a long time.

Cons

I dislike that Chargify decided it was Ok to add a % of income fee on top of monthly fee they initially charged. Our costs increased 5-fold and the value did not increase. I also dislike that when applying existing payments to invoices, the money paid by our customer can disappear, and must be manually adjusted. There's literally no excuse for this.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/139751/Maxio/reviews/)

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