Maxio previously SaaSOptics
Maxio is a financial operations platform for B2B SaaS companies.
Built by - Maxio previously SaaSOptics
Installs - 500+ installs
Rating - 3.9(9)
Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Maxio previously SaaSOptics Subscription - HubSpot Integration plan
Overview
1/5 - Customize and configure your specific integration settings
Connecting Maxio + HubSpot closes the loop on your sales-to-finance handoff, ensuring new and renewal sales orders never slip through the cracks.
Features
A complete financial operations platform
Maxio is a complete financial operations platform that takes Closed Deals from HubSpot and creates GAAP-compliant revenue schedules, invoices, and subscription analytics.
Close the loop on your sales-to-finance handoff
Ditch your spreadsheets and use Maxio to manage contracts, billing, collections, and reporting. Save time by reducing errors in your financials. Connecting Maxio + HubSpot closes the loop on your sales-to-finance handoff, ensuring new sales orders never slip through the cracks.
Review Company financial data bi-directionaly
Get instant insights into individual Companies' health, allowing your organization to review the current status of your customer base.
Generate renewal deals directly from Maxio
Expedite your customer renewal process by generating renewal deals directly from Maxio ahead of time. This allows your team to always be up to date on current and future renewals.
App Functionality
Shared Data
Customer Financial Summary | ||
Customers | ||
Invoice Line Items | ||
Renewal Deals | ||
Transactions / Invoices |
Reviews
3.9
9
3.9
9
- Dec 19, 2024
On the verge of great.
This integration sped up our processes significantly. There are small things here and there that would improve it even more.
Johansen, S.
- Sep 16, 2024
10x better than Netsuite
The implementation was smooth and the tool creates value daily! We are thankful to be using Maxio.
Price, J.
Energy - 51 to 200 employees
Pricing
HubSpot Integration
$599
/monthStarting At:
Note - Requires subscription to Maxio previously SaaSOptics.
HubSpot Integration
$599
/monthStarting At:
Note - Requires subscription to Maxio previously SaaSOptics.
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/27/2025
More info
Built by - Maxio previously SaaSOptics
Installs - 500+ installs
Categories Languages this app is available in English
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