Maxio Platform is a finance operations system tailor-made for B2B SaaS businesses. We provide a number of helpful features to assist you in simplifying and automating several finance and accounting processes, such as billing, subscription management, revenue recognition, and metrics & analytics.
You can find a series of in-depth videos about Maxio Platform here.
These are the core pillars of our product. Our application was designed to solve the unique pain points experienced by B2B subscription-based businesses when trying to operate in each space.
Maxio supports your evolving monetization strategy with a flexible billing engine built for your B2B needs. Gain a competitive edge by aligning your pricing model with your product’s value. Our flexible billing engine gives you unlimited ways to monetize products and services.
How quickly can you process your sales orders and receive payment from your customers? Whether you enter them manually or through a CRM integration, Maxio automates the creation of your invoices and your collections through our Advanced AR Management function.
Ever miss a renewal invoice? We'll help you make sure that never happens again.
Your revenue spreadsheet will forever be a thing of the past. Maxio was built to handle all of your revenue recognition needs. Out-of-the box, we'll help you move from invoice (cash) to accrual based revenue recognition with the proper start and end dates needed for GAAP / IFRS compliant reporting.
Have more complex needs or need to perform re-allocations due to ASC 606? Our RevenueBooks functionality has you covered. Milestone-based revenue or invoicing? Projects will solve those pain points.
Key Terminology
The key to learning any system is understanding what objects are called, how they work, and how they relate to one another. You can also learn more by checking out our full Glossary of Terms.
| Object | Definition |
|
Customer |
Customers are the entities that subscribe to and purchase your products. Customers can also be your distributors and resellers. Each customer can have contracts that hold transactions, revenues, invoices, and payments. |
| Contract |
Contracts serve as containers for key records like transactions and invoices. A customer can have one or more contracts and each contract can hold one or more transactions and invoices. |
| Transaction | The transaction is a specific type of financial record that represents a contract element in Maxio Platform. You add and manage transactions to record subscriptions and non-recurring purchases and, in so doing, produce revenues and invoices as a byproduct. |
|
Invoice |
Invoices are fundamentally groupings of invoice line items, which Maxio Platform assembles based on their customer and invoice date. Invoices represent the accounts receivable aspect of transactions and provide the means of collecting payment from the customer (via e-invoicing). |
| Invoice Line Item | Invoice line items are the individual elements that Maxio Platform groups together to make invoices. They are essentially individual lines from an invoice. |
System Navigation
When you first log into Maxio Platform, you will see the system's home page, which contains the following elements that allow you to navigate the system.
Main Menu
The main menu appears on the left of the screen and contains menu items based on your role and account configuration.
You can click an option on the sidebar navigation to extend additional options.
History
A limited number of screen links from your present session are available in the History bar just under the search bar. With this breadcrumb trail, you can quickly jump back to a previous page you were viewing, by clicking on a link.
Dashboard
Maxio Platform includes a powerful Dashboard builder that enables you to build as many dashboards as you like by selecting from pre-defined widgets and from your reports. You select what you like on a configurable canvas to create dashboards optimized for your role and your work.
Each user can use a personalized dashboard as their home page by clicking the "Set as my home page" link in the top-right corner of the dashboard configuration screen.
Additionally, an administrator user can define one Dashboard as the default for all users who have not otherwise created or selected their own Dashboard to use on the home page. To set a default for all users, open the Account Settings from the Admin menu. Then, select a default home page dashboard in the Reports section of settings.
You can learn how to create and manage Dashboards by checking out the following help article:
List Views & Filters
The primary way you locate objects and records in Maxio Platform is by using List Views. List views display data and are geared to help you find specific records with specific conditions. Most Maxio Platform components have a corresponding list view that you can access from the Maxio Platform navigation bar.
You customize list views by setting a combination of filters, columns, column order, and column sorting. With list views, you can quickly identify records to take action on (like bulk editing or exporting).
Once you’ve configured the list view, you can save it for easy access. And list views are user-specific, so you are the only user in your account that will see the list views you create. And you can create as many list views as you want.
List filters exist to ensure users have the ability to achieve ultimate specificity when searching for records. A single filter could return exactly the records you need to review, edit, export, etc. Or maybe a more sophisticated search with multiple filters will do the trick. List filters are widely available throughout Maxio Platform. After navigating to a List or Home page, simply click on the Select Filters button to create a filter.
A pop-up then appears that allows you to apply one or more filters. There is no limit to the number of filters that can be applied to a single search but the more filters applied, the more specific the search. Here is an example from the Invoice List that will show all sent e-invoices with an amount over $10,000 that the customer has not clicked or paid.
Please check out the following help articles to learn more about List Views and Filters:
Notifications
Notifications alert you of key things that occur in your account. These messages are conveniently listed in the User Notifications screen, which lists all the current alerts, including when they happened, their description, and their notification type (in this case, the sync issues between integrations).
You can learn more about Notifications by checking out this help article: Notifications