Maxio
NewBilling and financial reporting for B2B SaaS and AI
#19 of 48 in Accounting Software2,000 customers (per maxio.com)
Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 100%·next run
- Maxio ranks #19 of 48 in Accounting Software with an AI visibility score of 2.6 (SlateIndex, Nov 2, 2026).
- Maxio is most visible on Perplexity (3.7) and least on ChatGPT (1.7).
- AI engines name Maxio in 1 of the 30 Accounting Software buyer prompts SlateIndex tracks.
- dupple.com is the source AI engines cite most in answers about Maxio, with 2 citations.
About
Company details for Maxio
Maxio is a billing and financial operations platform for B2B SaaS and AI companies. It covers quote-to-cash, including CPQ, subscription and usage-based billing, payment collection, revenue recognition under ASC 606 and IFRS 15, and SaaS metrics reporting. Battery Ventures combined Chargify and SaaSOptics in 2021 to form Maxio. It ranks #19 of 48 in Accounting Software on SlateIndex and has a visibility score of 2.6 in the latest weekly run.
Its differentiator: purpose-built for B2B SaaS, covering quote-to-cash from CPQ through billing, revenue recognition and reporting in one platform.
- Website
- maxio.com
- Categories
- Accounting Software
- Company size
- 201–500 employees
- Headquarters
- Atlanta, Georgia, United States
- Company type
- Private, venture-backed
- Funding
- Leveraged recapitalization
- Customers
- 2,000 · per maxio.com
- Pricing
- $599 / mo · flat tiers
- Free trial
- —
- Deployment
- Cloud SaaS platform hosted on AWS
- Integrations
- 85+ native
- Compliance
- SOC 1 Type 2, SOC 2 Type 2, ISO/IEC 27001:2022, PCI compliant
Read from linkedin.com, maxio.com, g2.com, businesswire.com, pitchbook.com · refreshed Nov 2, 2026.
AI visibility
Latest weekly run · Nov 2 · next run Nov 9
Visibility score trend
Weekly runs over the last 60 days, with up to 7 competitors. Click a name to hide or show its line.
Changes appear after the second weekly run in Accounting Software. QuickBooks Online leads the category at 63%.
Media
Website and product screenshots for Maxio
AI mentions & citations
Recent answers that name Maxio
Top accounting software options for B2B SaaS companies
For most B2B SaaS companies, the strongest shortlist is Maxio, Sage Intacct, NetSuite, QuickBooks Online, Xero, Chargebee, and Stripe Billing with Revenue Recognition.
Top accounting software options for B2B SaaS companies
It handles standard income/expense tracking, basic tier invoicing, and connects cleanly via APIs to tools like Stripe, Chargebee, or Maxio to pull in monthly recurring revenue totals.
Top accounting software options for B2B SaaS companies
QuickBooks + Maxio – If you want to maintain a simpler accounting ledger while adding SaaS-specific billing and revenue recognition.
Products & features
What Maxio sells
Advanced Billing
Subscription, usage-based, milestone and fixed billing with invoicing, renewals and a product catalog.
Maxio CPQ
Quote and deal construction within the quote-to-cash flow.
Maxio Payments
Payment processing, automated reconciliations and reporting on how customers pay.
Metering
Real-time metering and rating for usage-based pricing.
Revenue recognition and reporting
ASC 606 and IFRS 15 revenue recognition, A/R, DSO and SaaS metrics reports.
Maxio MCP
Natural-language access to finance data and AI tool connection with governance controls.
Target market & buyers
B2B SaaS, AI and subscription businesses
Notable customers include Rockerbox, Extensiv, NinjaCat, parcelLab, Kahua, Stackline, Retool, VERO.
| Industry | Primary use case |
|---|---|
| AI and agentic software | Billing any pricing model, recognizing revenue as it is earned, and keeping financial reports current for AI products |
Funding & recent developments
Funding
| Round | Year | Amount |
|---|---|---|
| Seed | 2016 | $1M |
| Series A | 2018 | — |
| Series B | 2019 | — |
| Venture debt (SVB) | 2019 | — |
| Growth equity (Battery Ventures) | 2021 | — |
| Growth equity (Battery Ventures and Silversmith Capital) | 2022 | — |
| Growth equity (Battery Ventures) | 2022 | $150M |
| Leveraged recapitalization | 2023 | — |
| Latest known round | Total raised |
|---|---|
| Leveraged recapitalization | — |
Recent developments
- Dec 2025ProductMaxio MCP generally available
Maxio MCP reached general availability as an AI governance layer for finance teams.
- Dec 2025ProductMaxio Payments adds SEPA and EUR settlement
Maxio Payments added SEPA and EUR settlement for merchants in Ireland, France and Germany.
- Nov 2025PartnershipGlobal tax partnership with Anrok
Maxio announced a partnership with Anrok to simplify global tax compliance.
- Nov 2025PartnershipRillet ERP integration in early access
Maxio announced an AI-powered Rillet ERP integration in early access.
- Jul 2025ProductMaxio CPQ launched
Maxio launched its CPQ module, following the March 2025 acquisition of RevOps.io.
Competitive landscape
How Maxio compares with its top three alternatives
Maxio most often appears alongside QuickBooks Online, Xero, NetSuite in AI answers.
| Brand | Visibility | Share of voice | vs last week | Starting price |
|---|---|---|---|---|
| Maxio | 2.6% | 0.7% | New | $599 / mo |
| QuickBooks Online | 63% | 15% | New | Pricing not available |
| Xero | 52.2% | 13.3% | New | $27 / mo |
| NetSuite | 48.9% | 11.9% | New | Pricing not available |
| Sage Intacct | 27.9% | 9.4% | New | Pricing not available |
Pricing
Flat tiers pricing
Cite as: SlateIndex, “Maxio AI visibility profile”, https://slateindex.ai/brand/maxio, data of Nov 2, 2026. Licence: CC BY 4.0.