Maxio previously SaaSOptics logo

Maxio previously SaaSOptics

By Maxio previously SaaSOpticsAccounting

Rating
4.7
Reviews
17
Pricing
Paid
From $599 per company per month
Listed since
2012

About Maxio previously SaaSOptics

Financial Operations for B2B SaaS

Maxio previously SaaSOptics provides complete subscription management, CPQ, billing, invoicing and payments, revenue recognition, renewals management and analytics for B2B SaaS and other subscription businesses.

Maxio takes the overhead and risk out of financial management and reporting associated with B2B subscriptions, freeing you from cumbersome, complicated revenue and invoicing spreadsheets.

Developed specifically for software, SaaS, and technology companies using Salesforce and QuickBooks, Maxio provides a seamless single integrated solution that gives you the same power and finance operations efficiency you get with high-end financial systems for a fraction of the cost and in a fraction of the time.

Reporting and management of contracts, revenue, deferred revenue, and term subscriptions is made easy with Maxio. And, Maxio provides comprehensive subscription and SaaS metrics management and analysis - churn, MRR & ARR, CLV, Cohort and lots more.

Ensure your organization is always ready with the kind of financial info needed for board meetings, bankers, investors, venture capitalists, and yes, acquisitions!

Highlights

  • Automate your financial processes to fit your needs: -Maintain your product catalog -Manage your customer lifecycle -Never miss another renewal -Automate your order-to-cash process
  • Complete Revenue Management with: - GAAP Compliant Revenue Recognition - Auto Deferred Revenue Management and Calculations - Revenue Recasting
  • Key Subscription Metrics & Analytics for Business Insight and Visibility: - MRR and ARR Momentum - Cohort Analysis - Customer Lifetime Value (CLV) - Churn - Projections - Customer Count

Screenshots

Salesforce Integration

Image 1 of 3

Salesforce Integration

Pricing

Paid, from $599 per company per month.

Maxio previously SaaSOptics plans
PlanPriceBilled
Default Plan$599 per companyMonthly

Maxio previously SaaSOptics' provides an optional plug and play connector for Salesforce.com See our web site for complete pricing details.

Compatibility

Requires
  • Sales Cloud
  • B2B Commerce Cloud
  • Revenue Cloud CPQ
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
Lightning Experience
Not supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on August 14, 2012
Industries
  • Financial Services
  • Healthcare & Life Sciences
  • High Tech
Languages
  • English

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