Maxio (formerly SaaSOptics + Chargify)
Subscription billing with SaaS financial operations (revenue recognition, metrics, forecasting) in one platform. Born from the merger of SaaSOptics (SaaS metrics) and Chargify (billing), built for finance teams at small to mid-market SaaS companies. The niche choice when you need billing plus SaaS metrics in one tool and do not want to stitch together Stripe Billing, ChartMogul, and a revenue recognition system.
Why it ranks here
- Combines billing, revenue recognition, and SaaS metrics (MRR, churn, LTV) in one platform; eliminates the ChartMogul or Baremetrics layer.
- Built for finance teams, not engineering teams; configuration is UI-based and does not require API integrations.
- ASC 606 revenue recognition is native, so finance teams can automate revenue schedules without manual spreadsheets or NetSuite plugins.
Where it sits
- Stripe Billing is cheaper and more developer-friendly, but Maxio includes SaaS metrics and revenue recognition that Stripe does not.
- Zuora handles enterprise-grade billing and revenue recognition better, but Maxio is faster and cheaper for small to mid-market SaaS companies.
- Chargebee has simpler billing automation, but Maxio includes financial operations and SaaS metrics that Chargebee lacks.
How GTM Systems teams use it
- Finance configures subscription plans, revenue recognition schedules, and SaaS metric dashboards in Maxio; board decks and investor reports pull directly from the platform.
- RevOps integrates Maxio with Salesforce or HubSpot for subscription sync and order-to-cash automation.
- Accounting teams use Maxio for ASC 606 revenue recognition, then export GL entries to QuickBooks or NetSuite.
- Leadership tracks MRR, churn, LTV, and cash flow forecasts via Maxio dashboards without building custom BI reports.
In-depth notes
- Annual platform fee scales with subscription volume; mid-market SaaS companies face low-to-mid-five-figure yearly costs.
- The platform is billing-first, not CPQ; teams must use a separate CPQ tool (Salesforce Revenue Cloud, DealHub) or build quoting workflows in Salesforce.
- Usage-based billing is supported but limited; Maxio handles simple metered pricing but not complex tiered or hybrid models.
- The SaaS metrics dashboard is useful for finance teams, but most RevOps teams prefer a dedicated BI tool (Omni, Looker) for custom reporting.
- Maxio is niche; fewer pre-built connectors and smaller community support than Stripe Billing or Zuora.
Best for
Small to mid-market SaaS finance teams that need billing, revenue recognition, and SaaS metrics in one platform and do not want to manage separate tools for each.
Avoid if
You need complex enterprise billing, usage-based pricing, or prefer a developer-led API-first approach like Stripe Billing.
The rest of CPQ & billing
Salesforce Revenue Cloud Leader Native Salesforce quote-to-cash platform; successor to Salesforce CPQ with usage-based billing and revenue recognition. #2 
Nue Leader Usage and subscription CPQ plus billing; common Salesforce CPQ replacement for consumption-based pricing and automated invoicing. #3 
Zuora Strong Enterprise subscription billing and revenue recognition; strong for complex recurring revenue models and ASC 606 compliance. #6 
Chargebee Situational Mid-market subscription billing with native dunning, tax automation, and payment gateway integrations; faster than Zuora for standard SaaS pricing. #7 
Subskribe Situational Adaptive billing for complex B2B SaaS pricing; handles hybrid subscription plus usage models and mid-term contract changes. #12 
Ordway Niche Billing and revenue automation for finance teams; replaces spreadsheet-based revenue recognition and invoicing workflows. #13 Cacheflow Niche No-code quoting and checkout for B2B SaaS; handles self-serve pricing pages and sales-assisted deals without CPQ complexity. #14 Learning guide
Setup
Configure subscription plans, revenue recognition schedules, and SaaS metric definitions (MRR, churn, LTV) in Maxio UI. Connect payment gateway and CRM for data sync.
First thing to build
Create a subscription with monthly and annual plans, enable ASC 606 revenue recognition, generate the first invoice, and view MRR and churn metrics in the Maxio dashboard.
What actually matters
- Subscription plan catalog and pricing tiers
- ASC 606 revenue recognition schedules for multi-year contracts
- SaaS metrics definitions (MRR, ARR, churn, LTV, cohort analysis)
- CRM and accounting system sync for order and GL data
Watch out
Maxio combines billing and metrics in one platform; teams that already have a BI tool may find the metrics dashboard redundant and prefer a pure billing tool.