Maxio Platform is a finance‑operations system built specifically for B2B SaaS businesses. It automates key finance and accounting processes—including billing, subscription management, revenue recognition, and SaaS metrics & analytics—to help CFOs, finance teams, and product managers simplify workflows, reduce revenue leakage, and improve financial visibility.
Find a series of in‑depth videos about Maxio Platform here.
These are the core pillars of our product. The application addresses the unique pain points B2B subscription‑based businesses experience across finance and operations.
Maxio supports your evolving monetization strategy with a flexible billing engine built for B2B needs. It allows you to align your pricing model with your product’s value and remain competitive. The billing engine offers extensive options for monetizing products and services to adapt to diverse customer and market requirements.
Whether you enter sales orders manually or via CRM integration, Maxio automates invoice creation and collections through our Advanced AR Management function. This automation helps reduce the risk of missed renewal invoices. Proper setup and oversight remain essential for accuracy.
Maxio helps eliminate manual spreadsheets for revenue recognition by enabling accrual‑based revenue using start and end dates for GAAP / IFRS‑compliant reporting. Accurate configuration and data entry are critical for compliance.
For complex scenarios or re‑allocations under ASC 606, use RevenueBooks. For milestone‑based revenue or invoicing, use Projects.
Maxio not only supports compliant GAAP / IFRS reporting but also delivers forward‑looking SaaS metrics—such as ARR, MRR, and cohort analysis—on investor‑friendly dashboards.
For clarity, we strongly recommend reviewing the Glossary of Terms before proceeding with advanced features.
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 distributors and resellers. Each Customer can have Contracts that hold Transactions, revenues, Invoices, and payments. |
| Contract | Contracts serve as containers for key records such as 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 representing a contract element in Maxio Core. You add and manage Transactions to record subscriptions and non‑recurring purchases, producing revenues and Invoices as a byproduct. |
| Invoice | Invoices are groupings of Invoice Line Items assembled by Maxio Core based on Customer and invoice date. Invoices represent the accounts receivable aspect of Transactions and enable payment collection through e‑invoicing. |
| Invoice Line Item | Invoice Line Items are the individual elements that Maxio Core groups into Invoices. They represent individual lines on an Invoice. |
System Navigation
When you log into Maxio Core, the home page surface key navigation elements.
Main Menu
The main menu appears on the left and displays menu items based on your role and account configuration.
Click a sidebar option to reveal additional menu choices.
History
The History bar below the search bar shows recent screen links from this session, letting you jump back quickly by clicking on a breadcrumb.
Dashboard
Maxio Core includes a powerful Dashboard builder. You can create multiple dashboards by selecting widgets and reports on a configurable canvas, tailored to your role and tasks.
To make a dashboard your home page, click “Set as my home page” in the top-right corner of the configuration screen.
Administrators can define a default dashboard for users without a personal one. Go to Account Settings in the Admin menu, and select a default dashboard in the Reports section.
List Views & Filters
List Views are the primary method for locating objects and records in Maxio Core. You access corresponding list views via the navigation bar.
Customize your list view by selecting filters, columns, sort order, and layout. Then you can:
- Perform bulk editing or exporting of records via available actions.
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Save customized views for quick reuse (views are user‑specific unless shared via permissions).
To filter records with precision
- Click the Select Filters button on any List or Home page.
- Add one or more criteria—there’s no limit to filter quantity, but more filters narrow results.
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For example, filter the Invoice List to show sent e‑invoices over $10,000 that the customer hasn’t clicked or paid.
You can learn more by visiting:
Notifications
Notifications alert you to key account events. The User Notifications screen displays current alerts with timestamps, descriptions, and types like integration sync issues, system updates, or data errors.
Learn more in the Notifications help article.
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