Maxio

Chargify and SaaSOptics have united to form Maxio – the FinOps foundation B2B SaaS companies rely on to enable future growth. Maxio eliminates scale-up bottlenecks for B2B SaaS companies, whether through subscription billing or financial reporting, all in a single platform. 🧭 Navigate through your next inflection point with ease 📈 Optimize and scale your financial operations ⬆️ Increase product performance across the board Take a tour now to see Maxio in action. 🚀 https://lnkd.in/gVFc-tHD

🚨 Don’t miss it–FREE webinar on Mastering Annual Planning for B2B SaaS Dive into the secrets of effective budgeting and forecasting with Christian Wattig, Director of the Wharton School’s FP&A certificate program, in a FREE webinar sponsored by Maxio! This is your chance to access expert techniques generally reserved for premium trainings: - Create decision-focused budgets - Leverage driver-based planning - Unlock the full potential of scenario planning 📅 Thursday, October 24  ⏰ 12 PM ET | 9 AM PT   Click here to register: https://lu.ma/treizeva 🎥 Can't make it live? No worries! Register and you'll receive the recording to watch at your convenience.

How fast are SaaS companies really growing in 2024? We’ve got the answers! 💡 Our VP of Strategy, Jonathan Cochrane, CPA 🚀, sat down with CJ Gustafson on the Run the Numbers podcast to break down the insights from the latest Maxio Institute B2B Growth Report—featuring data from 2,000+ subscription businesses and $15B in annualized billing. Here’s what they unpacked: - The impact of usage-based vs. fixed pricing models on growth strategies - Which industries are thriving and which are struggling in 2024 - How consumer sentiment and B2B trends are reshaping the SaaS landscape Get actionable takeaways that will help you refine your 2025 strategy with data-driven insights grounded in real billing trends from the fastest-growing SaaS companies. 🎧 Catch the full conversation here: https://lnkd.in/guZ2bX8m

Are you delivering on the #SaaS promise? 🎯 Tami Reiss, Founder and CEO at The Product Leader Coach, cuts to the heart of SaaS success: constant improvement is not just an expectation—it's a commitment. Subscribers believe that with every payment, they're not just buying a service as is, but investing in its evolution. 🔑 Why do your users subscribe? They expect their challenges to be met progressively, with each update and iteration of your product. That's the contract you sign with every subscription renewal. 📺 Watch this episode of the SaaS Expert Voices podcast here: https://lnkd.in/gi9NHHcz

🎉 Another successful SaaStock has come to an end—this time in Dublin! 🍀 The event was a hotspot of innovation, bringing together some of the coolest startups and incredible people. Maxio's Alan F. was right in the mix, connecting with innovators and exploring fresh trends that are pushing the boundaries of SaaS. We’re so excited to bring back a slew of new ideas and insights! Grateful for the connections we made! And looking forward to what's next.👏 Tekpon Front Beefree UserGuiding Allegrow Customerly #SaaStock2024

Assigning the right cadence to the right customer is key to effective collections. This video covers how to automatically and manually assign customers to specific cadences, ensuring your reminders are always relevant and timely. ⏱️ ⚙️ Setting up a default cadence for new customers ensures that no one falls through the cracks. Tailor your approach and watch your collection rates soar! 👉 Maxio’s Advanced AR Management module is now available and designed to guide you through the fundamentals of our collections and dunning features. Access it here: https://lnkd.in/gmffnztz 

🌐 SaaStock Dublin has kicked off with everything that makes SaaS exciting— building real connections, uncovering powerful insights, and exploring effective scaling strategies. Day 1 featured thought-provoking sessions on AI, highlighting its role in enhancing operational capabilities, serving as an augmentative tool—not a replacement—and how the synergy between human intuition and AI leads to unmatched team efficiency. 👥 Alan F. is right in the thick of it, absorbing the latest in SaaS innovations, ready to network and exchange insights. Chat with Al to discuss how Maxio can simplify your billing and elevate your scaling efforts! #SaaStock2024

Ever heard of 9A+3F? It’s a forecasting approach for finance teams, as discussed by CJ Gustafson and Ben Murray in a recent Maxio webinar. Here’s how it works: Take 9 months of actuals, add 3 months of forecast, and you’ve got a solid foundation to build your next budget. This model helps ensure your year-over-year variance analysis stays clean, accurate, and easy to explain. 📊 Who else uses this model and what do you call this approach in your org? 📽 Watch the full session here: https://lnkd.in/dYQggEfU

Ready to turn budgeting into your competitive edge? 💡 With 2025 on the horizon, now is the time for SaaS finance teams to refine their budgeting process. Budgeting isn’t just about managing expenses, but also an opportunity to set your business up for lasting success. In this article, we break down five strategies shared by finance experts CJ Gustafson and Ben Murray to help you craft a more effective and resilient budget for the year ahead. 🔗 Link in comments

Say goodbye to manual follow-ups! 🔄 In this video, we’ll show you how to create cadences in Maxio using the message templates you’ve built. These cadences enable you to automate your collections process, sending tailored reminders to your customers based on their specific needs. 🛠️ By segmenting your customer base and setting up automated email sequences, you can improve your collections efficiency and reduce the time spent chasing payments. 👉 Maxio’s Advanced AR Management module is now available and designed to guide you through the fundamentals of our collections and dunning features. Access it here: https://lnkd.in/gmffnztz