# Maxio Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Maxio the right Subscription Management solution for you? Explore 255 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/139751/SaaSOptics/reviews --- Maxio 4.3 (255) [View alternatives](https://www.capterra.com/p/139751/Maxio/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Maxio Ease of use 4.1 Customer Service 4.3 ## Pros and Cons in Reviews BN Bolortuya N Business Operations ManagerComputer Software, 2 - 10 employeesUsed the software for: Less than 6 months. “Maxio allows us to integrate with our other core services like QBO and Hubspot, also it better tracks our yearly and monthly reoccurring revenue. “ May 30, 2024 Tommy M Growth TeamComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “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.“ August 21, 2024 AL Ashley L Sr. AnalystEducation Management, 51 - 200 employeesUsed the software for: 6-12 months. “we are a smaller business so ease of customer service support, issue remedying and security are TOP priority for us.“ December 2, 2025 DP Daniel P CEOEducation Management, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ September 8, 2023 AH Alysia H Assistant ControllerInformation Technology and Services, 11 - 50 employeesUsed the software for: 1-2 years. “I love the automated invoice reminders and that we can enter in both AP and AR information in one platform.“ February 26, 2025 CZ Charles Z PresidentAccounting, 51 - 200 employeesUsed the software for: 6-12 months. “Nobody has a phone number and ignores emails.“ July 3, 2025 AH Alysia H Assistant ControllerInformation Technology and Services, 11 - 50 employeesUsed the software for: 1-2 years. “In my opinion, it can be a lot more user friendly, and there are lots of moving parts and areas to update.“ February 26, 2025 DP Daniel P CEOEducation Management, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ September 8, 2023 ## Showing most helpful reviews Showing 1-25 of 255 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Loris D. Used the software for: 6-12 months ### "Best Till Date" November 4, 2016 5.0 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 AH Alysia H. Assistant Controller Information Technology and Services Used the software for: 1-2 years ### "Maxio Review" February 26, 2025 4.0 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. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) We wanted a more robust platform and Maxio offered more reporting and synced with HubSpot. Review Source CZ Charles Z. President Accounting Used the software for: 6-12 months ### "WORST CUSTOMER SUPPORT and FAULTY PRODUCT" July 3, 2025 1.0 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. Switched from [Recur360](https://www.capterra.com/p/220015/RECUR360/) Numerous reasons were needed to make swtich Review Source BN Bolortuya N. Business Operations Manager Computer Software Used the software for: Less than 6 months ### "Maxio review" May 30, 2024 5.0 It was a good experience, the implementation team was great and really helpful. Pros Maxio allows us to integrate with our other core services like QBO and Hubspot, also it better tracks our yearly and monthly reoccurring revenue. Cons Since the platform is massive it is hard to learn and navigate, a steep learning curve. Switched from [Stripe](https://www.capterra.com/p/123889/Stripe/) We needed a better revenue recognition tool that syncs with QBO. Review Source AL Ashley L. Sr. Analyst Education Management Used the software for: 6-12 months ### "10/10 for Maxio" December 2, 2025 5.0 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 Tommy M. Growth Team Computer Software Used the software for: 6-12 months ### "On the fence" August 21, 2024 3.0 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 Alternatives considered [Stripe](https://www.capterra.com/p/123889/Stripe/)[Chargebee](https://www.capterra.com/p/131433/Chargebee/) Reason for choosing Maxio In the end we migrated away from maxio and moved to chargebee Review Source DP Daniel P. CEO Education Management Used the software for: 1-2 years ### "10 months of an onboarding nightmare" September 8, 2023 1.0 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! Alternatives considered [BillingPlatform](https://www.capterra.com/p/184278/BillingPlatform/)[Gotransverse](https://www.capterra.com/p/140969/TRACT/)[CheddarGetter](https://www.capterra.com/p/122702/CheddarGetter/)[Chargebee](https://www.capterra.com/p/131433/Chargebee/) Reason for choosing Maxio Maxio (via information we found on their website and in the initial sales call) seemed like the most comprehensive fit at the time and we liked the interface. We eventually found out that there was a massive gap between what was promised us and what was actually delivered. Below is an excerpt to an email that we sent to the technical solutions consultant and sales rep: "I am, however, frustrated that a solution promised in the demo call ended up being a solution that was so cumbersome that 1) no one knew how to implement it except \[tech consultant\], who I was never able to get ahold of 2) it delayed our launch by two months and resulted in real frustration for my team and thousands of dollars in lost revenue and 3) brought more effort and annoyance to our customers than we were anticipating. I'm bringing this to your attention because I strongly feel that there has been a discrepancy between possible solutions and actual solutions. It is frustrating to make a purchase decision based on features discussed during a demo call, develop a plan of action based on what was discussed, and then have to iterate for months on end. It is also frustrating to hear that something is an "easy" solution by one team member and then hear it is "difficult and not recommended" by another." Switched from [SamCart](https://www.capterra.com/p/204117/SamCart/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) We still use SamCart and QBO but signed up for Maxio because we wanted 1) the ability to create custom contracts (duration and amount) with autobilling and PCI-compliant signup page options and 2) the ability to bill for our usage-based software. Review Source Allen H. Founder Computer Software Used the software for: 2+ years ### "It's their way, or the highway." September 13, 2019 1.0 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. Alternatives considered [CheddarGetter](https://www.capterra.com/p/122702/CheddarGetter/)[Stripe](https://www.capterra.com/p/123889/Stripe/)[Chargebee](https://www.capterra.com/p/131433/Chargebee/) Reason for choosing Maxio At the time, the fixed fee made chargify much cheaper than the alternatives. Since they have added on the % of revenue on top, they are as expensive, or more, and have less features than Stripe. Review Source AZ Alexander Z. CEO Arts and Crafts Used the software for: 2+ years ### "There are better options" December 16, 2024 3.0 We started with Maxio and grew our business for several years. It was easy to get started and the charts showing MRR were quite helpful. However eventually it just proved to be a very expensive solution and we switched to PayWhirl. Cancelling was very complicated, and soured us on the solution. Pros It was fairly easy to get started, and interface made it easy to set up a payment page. Cons Hard to cancel, high fixed fees. Customer service was not good. Review Source psY prahalad singh Y. CONNECTIONS ADMIN Telecommunications Used the software for: 6-12 months ### "maxio - Improvement needed" April 3, 2025 4.0 Pros its speed and smooth which makes it very easy to use Cons sometimes it gets stuck on one screen and does not move ahead. Review Source AG Alyson G. Senior Finance Manager Education Management Used the software for: 6-12 months ### "Maxio review" March 7, 2025 4.0 Pros Easy to export data and the UI/UX is pretty good Cons Not easy to track things compared to NetSuite Review Source AZ Andrei Z. CEO Information Technology and Services Used the software for: 2+ years ### "A fantastic and much-needed platform for growing SaaS businesses" August 28, 2018 5.0 Overall, I'd say that SaaSOptics has, after some up-front work to get it configured to our requirements, completely delivered on the lofty expectations we had for it. We have a two-person finance team managing a business that's doing >$15M of ARR. As you can imagine, these brave souls simply would not have time to pull together the sort of deep multi-faceted business intelligence reports and ongoing analytics that SaaSOptics gives us at basically the push of a button. It's been a very important tool for us as we manage growth and optimize our revenue streams. Pros SaaSOptics is incredibly flexible and the only solution of its kind that we've seen successfully integrate both Salesforce and Quickbooks in a way that actually dramatically saves time and improves data integrity. We test drove some competing solutions (all far more expensive) and, unfortunately, many of them actually created more issues for us than they solved. Cons The flip side of the incredible level of flexibility/customizability that SaaSOptics has is that it is not the simplest solution to learn to work with. While recent updates continue to simplify and enhance the UX, it's still a tool best suited for "power users" and takes some time to learn and use to its fullest extent. If you expect this to be "plug and play", you will be disappointed and not get the full value of the solution. With that said, it was certainly no more complex or challenging than implementing Salesforce.com for the first time, which is basically a rite of passage for most SaaS companies, so I would not let the learning curve deter you from investing in SaaSOptics. Our experience is that benefits of the time-saving workflows and powerful reporting far outweigh the time investment required to get ramped up. Their support has always been excellent and responsive as well, which makes a big difference with a more complex product like this. Review Source GD Grace D. Contract Billing Accounting Used the software for: Less than 6 months ### "Future invoices, Tax options & Client Billing (info) Profiles" March 17, 2017 2.0 I do enjoy how easy it is to raise credits/invoices & sync these transactions to Quick Books from SaaSOptics. It is also very easy to reverse revenue by raising the transaction from the contract. The main issues I have, however, with this software can be narrowed down to - Future invoices, Tax options & Client Billing (info) Profiles: 1. I keep a self-maintained spreadsheet with future invoice details due to the following: Future invoices are not always pulling when the date is current; they are not appearing in the order processing (ready to bill) list within SaaSOptics because the 'e-invoice queue' check mark is dropping off. To avoid errors, to ensure that the client receives their invoice when the date is current, I track this info on a spreadsheet outside of SaaS. 2. I keep a maintained spreadsheet with billing profile information for our clients due to the following: Inconsistencies on the billing profiles between SaaSOptics, Sales Force & Quickbooks. Billing information can not be trusted, ease of use could be improved to avoid syncing headaches. To avoid errors, to ensure that the client receives their invoice with correct billing info, I track this info on a spreadhsset, outside of Saas. 3. I keep a maintained spreadsheet with tax tables and user tax details due to the following: The inability to add multiple sales tax rates in SaaSOptics / Quickbooks. Ease of use could be improved by allowing multiple rates to be added into the system & allowing tax addresses to be saved in the system. I calculate tax outside of SaaS/QB, maintain this info for reporting purposes & manually enter tax details on the tax line in QB/SaaS. My other option would be to create line items for tax ( I have discussed this option with QB) but then it would pull into SaaSOptics as a product line (not tax) which would in turn throw the financial summary out of balance. Total invoice line items scheduled would increase by the tax amount which would not balance to the revenue. 4. I pull data & cross-compare SaaSOptics with Quickbooks to fix the tax errors due to the incorrect sales tax rate is generating on the invoice. If the sales tax is blank in Quick Books but is set to taxable in SaaSOptics, an "inactive" rate pulls onto the invoice which is not at the correct rate. At the same time, when I pull this info, I also cross-compare against my self maintained spreadsheet to correct errors on the billing profiles. Thank you for your time! Pros Financial Summary - Overview of account Cons Tax options Review Source SM Suzanne M. Accounting Manager Computer Software Used the software for: 2+ years ### "Great tool & great support" March 24, 2017 5.0 SaaS Optics does exactly what it's supposed to do & does it in a clean & clear way. Revenue recognition is complicated but they've made it so much less onerous. It's a very good idea to spend the time on the training so you can utilize the system fully - there are lots valuable tools that will save you time & confusion (ask me how I know this.) Support is on point, all the time. I never have to wait long for a response & they always address my questions or requests thoroughly. The software & site is very reliable & stable as well. Pros The Home screen! Love to have tons of information & links to information & processes all in one handy place. Also, they aren't wasting my time waiting for pages to load because they had to gussy it up with a lot of graphics. Cons There needs to be a way to set different user access levels. Also, I sometimes can't figure out how to get particular information from reports. Also, often auditors want to see the daily revenue recognition schedule & we can't seem to get that. I assume because it would be a gigantic report. I wish there were a few more embedded links. For instance, every time I change the closing date, it kind of drives me crazy that I can't just click on the date to update it, or click on "Closing Date" but instead have to click on "Update Settings." A bit more click-ficiency would be super appreciated. ;) Review Source VR Verified Reviewer Founder, CEO Marketing and Advertising Used the software for: 2+ years ### "Good software, but requires a lot of work" February 12, 2019 4.0 Overall we like Chargify, and love their support team. The product has gotten a lot more expensive since we started with them, but when everything is working it's really one of the best platforms I've ever used. Pros The ease of basic setup, integration with payment processors and basic product functions are great. The API is also very functional and pretty nice to work with. Cons The customization options are a bit hamfisted and difficult to work with. I like that Chargify gives the option of using their checkout page but I hate that it takes custom javascript to make basic text changes. Feel like the software generally does everything I need, but sometimes you need to call support and get a "cheat" to make it work. Unfortunately we have also had several incidents over the last few years where bugs in chargify's software have cost us money. Review Source MS Megan S. Strategic Social Media Marketing Marketing and Advertising Used the software for: 1-2 years ### "Hands down best product on the market. " July 10, 2018 5.0 The easiest billing software that I've come across. And I've encountered many. Pros Above all else, their instant online CHAT SUPPORT should be an industry standard. I have had some crazy, custom expert level scenarios with which I have tried to "stump the chump", and every time, they have not only helped me come up with a great solution, but walk me through how to implement it. Their support staff have real personalities, you can actually feel the ownership they have for the product when they assist you in the areas of the software that you need help with. They are fun, and professional at the same time. A client came to me with this already in place, and I'll recommend them to every client I have who needs this software, all day, every day. Cons Since there is a 100 character limit that I must fill, I'll just sit here and type whatever comes to mind. There isn't one con. Wait. Maybe one. Nope. Can't think of it. Review Source DO Danielle O. Finance Computer Software Used the software for: Less than 6 months ### "Very Good Product - Some features need fine tuning" September 23, 2020 4.0 We always struggled with the follow up on outstanding invoices. Using the Cadences has helped us bring old accounts up to date and chase our money! This has been an outstanding improvement to our overall business practices. Pros I like using transactions to drive invoice creation rather than relying on Quick Books memorized transaction lists to produce recurring charges. It's easier to make mid term changes and to track revenue growth as well as projecting future revenue based on transactions and auto-renewals. Cons A few of the newer features have some bugs, ie: Statements dont show CURRENT invoices, and they also dont reflect all payments made (it's a little glitchy). One of the biggest drawbacks is that the autopay feature is set at the CLIENT level. For monthly subscribers (on autopay) who purchase development time (which we give net 30 terms to), it's a headache to manage in order to ensure that they do not get charged when they dont' authorize it. Many of these customers would prefer to pay by check for the larger invoices and when they are autopay customers, we are constantly adjusting due dates to avoid an auto-charge. Changing this setting to a default client setting, with the option to turn it off on the invoice or even the contract level would be a FANTASTIC upgrade for us and I'm sure for many other users. Review Source AM Adrian M. Business Operations Analyst Telecommunications Used the software for: 2+ years ### "Solid for what it is supposed to do..." September 10, 2019 4.0 It's a good solution. I'd like the ability to pull full raw data from Chargify as well. I think being able to pull full raw data at the line level - all changes, etc. - can allow an organization to not just use Chargify reports and dashboards, but create their own based on their specific needs. Pros I like the ability to pull specific reporting like recurring revenue and sales data. The ability to see customer sales transactions and movement is great as well. Cons I'd like to see easier implementation with Salesforce. Now that Salesforce acquired Tableau, the reporting from Chargify can be used to pull into Salesforce for different reporting views that Chargify may not capture. Or, in some cases, Tableau is the norm for the company, not Chargify, so ease of use to share the data. Review Source JD Janelle D. Admin/Support Real Estate Used the software for: 2+ years ### "Reliable Billing System" September 5, 2019 5.0 Pros Chargify is easy to use for the most part. Dashboard's great, especially revenue comparisons between this month and last month. Our customers do not have direct access to their Chargify account, so I like being able to share a link via email so they can update their billing information. The "transactions" tab provides a quick view of the latest transactions which comes in handy. It's easy to setup new products and coupons. "Site activity" provides a great view of payment success/failure as well as sign up failures, etc. Support has been responsive when I've needed assistance. Cons I would like to be able to cancel a handful of Sponsored User accounts but cannot do it without affecting the churn rate. Review Source JP Justin P. Jack of All. Computer Software Used the software for: 1-2 years ### "A rock solid billing platform lacking just a few search related features. " February 19, 2019 4.0 Solid and extensible, which is what we wanted, but plenty of room for improvement in admin, search, and reporting areas. Pros The platform is fully featured as far meeting as our needs for recurring annual billing for software licenses. It has a fast interface, the API is solid for website related coding, and the Cons The admin area is lacking in features. No real ability to generate custom reports, though they have some details reports but the drill down is limited. The search/filter capabilities are poor in most screens. They recently added a global search ability, which is handy for simple account related detail, but presents only a short list, and can only select one account each time, so no good for bulk searches. The main list screens for transactions and subscriptions is severely lacking in searchable parameters. For example, searching transactions exposes only date range and a type. No other transaction data is available to search against. This lack of back end admin features appears in other areas too, such as the web hooks panel. Review Source SJ Sandra J. CSM Computer Software Used the software for: 2+ years ### "Great product. Easy to setup and use. " February 15, 2019 4.0 We have a self-serve SAAS service and Chargify helps us automate the charging and statements as well as providing customers with a way to manage their information, plan choices and payment details. Pros Chargify is a great product. Great for smaller business. I like that it's fairly simple and intuitive for setup and use. The UI is great and easy to navigate. Support are very responsive and friendly. They take initiative to help and advise customers through developments in subscription charging and often introduce useful new features to the tool. Always striving to improve. API is good too. Cons Some of the framework introduces complexities and complications. I've struggled a bit manging customers using invoice billing and also having customers manage information, statements etc in the billing portal. Though there are workarounds for any issues it can, occasionally, make things a little fiddly. Review Source Matthew S. Happiness Engineer Internet Used the software for: 6-12 months ### "Great and easy to use tool for billing" September 8, 2015 5.0 Chargify serves as our billing software for our company. I love it! It gives us a handy, intuitive way to track payments for our customers, allowing us to better serve them overall. Pros Roll-over invoices for those who don't pay a previous month (whether on purpose or by accident) is REALLY helpful. It allows us to make sure we're not losing money from month to month, and helps to keep customers accountable to pay what they've agreed to pay. Along those lines, it's super beneficial to have a way to track (in as great a detail as desired) a person's billing history to be able to verify and better handle what can otherwise be frustrating conversations with customers. Cons Sometimes it can be confusing when adding in check payments to keep track of where they come from. Perhaps a helpful reminder when adding in a check payment saying something along the lines of, "Hey! Looks like you didn't write a note here -- you might want to, just for future reference." Review Source Response from Maxio September 15, 2015 Thanks Matthew for the positive feedback! DO Dennis O. Account Executive - Team Lead Information Technology and Services Used the software for: 2+ years ### "Charify Subscription Service" September 5, 2019 3.0 It has been a good service that allows us to run a monthly subscription service on our Shopify website. It works well for our needs. Pros Allowing us to set up our products and promotions and then we do not have to worry too much. We promote our products and our customers come and sign up. Cons Reporting features are horrible. Not the easiest to understand We would like to see discount codes already in a customer account to be deactivated if... the customer cancels the account and the discount code expires, the code shouldn't be good when the customer reactivates the account. Reason for choosing Maxio It seemed to work and integrate well with Shopify. Review Source Brock J. COO Computer Software Used the software for: 2+ years ### "Fantastic Software" September 5, 2019 5.0 Very happy customer of almost 10 years. Pros Chargify is incredibly easy to use and flexible enough to meet the needs of our growing business. Cons Takes time to implement however docs and support team are fantastic. Review Source MS Marianne S. Accounting Manager Information Technology and Services Used the software for: 1-2 years ### "SaaSOptics is Great" March 17, 2017 5.0 Verify the information all the time and it is always perfect, never a flaw (on their part!). Whenever help is needed they have very explicit directions loaded so 98% of the time one only needs to click Help and the answer is there at your fingertips. I'm old fashioned so everything looks too expensive to me (including bread and fruit), but the system has proven invaluable for deferring income and all of it's reports and it's ability to sync with QuickBooks in a snap, perfectly every time. So, we do not let it go. Highly recommended as one of the perfect systems out there. Pros The only thing that tracks deferred income and gives fantastic reports, all accurately, while syncing with QuickBooks. Cons Don't have periods "locked", so that can "unlock" them to make a change and then lock again so reports stay consistent. In other words, would like the QuickBooks feature of being able to go back and see the December 2016 report within the system and have a track (transaction detail report) of what was changed after the end of the period. Review Source Similar Products Featured ## Related categories [Recurring Billing](https://www.capterra.com/recurring-billing-software/)[Subscription Management](https://www.capterra.com/subscription-management-software/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)