# Maxio

> Maxio sells billing and financial operations software for B2B SaaS, AI, and subscription businesses. Built from Chargify and SaaSOptics, it connects quoting, subscription and usage billing, payments, revenue recognition, and recurring-revenue reporting with CRM and accounting systems.

- **Founded:** 2009
- **Headquarters:** Peachtree Corners, United States
- **Founders:** Clayton Whitfield (Co-founder of predecessor SaaSOptics), David Ryan (Founder and former COO of predecessor SaaSOptics), David Hauser (Co-founder of predecessor Chargify), Siamak Taghaddos (Co-founder of predecessor Chargify), Lance Walley (Co-founder of predecessor Chargify)
- **Products:** Advanced Billing, Financial operations and reporting, Maxio Payments, Maxio CPQ, Maxio MCP
- **Notable:** Launched the Maxio identity in April 2022 after bringing together Chargify and SaaSOptics., Reports 2,000+ customers and $20B annual billings on its current About page., Acquired RevOps.io in March 2025 and launched Maxio CPQ in July 2025.

## Products & services

- **Advanced Billing** — Chargify-derived subscription, usage, event-based, and hybrid billing, invoicing, renewals, and customer billing portals.
- **Financial operations and reporting** — SaaSOptics-derived revenue schedules, ASC 606 and IFRS 15 revenue recognition, ARR/MRR, retention, cohorts, and financial reporting.
- **Maxio Payments** — Integrated payment collection, reconciliation, and payment reporting; native surcharging announced in May 2026.
- **Maxio CPQ** — Configure, price, and quote tools with deal rules, approval workflows, structured contract data, and CRM synchronization; launched after acquiring RevOps.io.
- **Maxio MCP** — Governed connection between Maxio financial data and approved AI assistants, with OAuth, permissions, scoped tokens, and audit logging.
- **Entitlements** — Subscription-linked records of access rights, usage limits, and service commitments; announced generally available in August 2026.
- **Wallets** — Prepaid credit, token, and dollar balance tracking with funding, expiration, refill, usage, and ledger workflows.

## Achievements

- Launched the Maxio identity in April 2022 after bringing together Chargify and SaaSOptics.
- Reports 2,000+ customers and $20B annual billings on its current About page.
- Acquired RevOps.io in March 2025 and launched Maxio CPQ in July 2025.
- Stackline reports a two-day revenue close with Maxio and NetSuite; its complete financial package takes seven days.
- Retool reports contract error rates falling from about 50% to under 1% after CPQ implementation.

## Latest updates

- **2026-09** — September release notes document automatic wallet provisioning, wallet-backed features, metered wallet ledger settlement, Google Pay support, and entitlement-dialog corrections.
- **2026-08** — August product update announced Entitlements general availability, hybrid pricing, and expanded audit history.
- **2026-05** — Native surcharging announced for Maxio Payments.
- **2025-12** — Maxio MCP announced generally available on December 11.

## Links

- Website: https://www.maxio.com/
- LinkedIn: https://www.linkedin.com/company/wearemaxio
- Twitter/X: https://twitter.com/WeAreMaxio
- GitHub: https://github.com/maxio-com
- Instagram: https://www.instagram.com/WeAreMaxio/
- Facebook: https://m.facebook.com/WeAreMaxio/

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Profile page: https://yespress.io/maxio
Published by YesPress — https://yespress.io
Last updated: 2026-09-30