Maxio
Ron Jacobson
The 2026 B2B Growth Report by Maxio is here. Maxio helps SaaS businesses uncover the critical financial insights they need to run an efficient SaaS business today while preparing for whatever comes tomorrow. Despite the evolution FinTech has seen over recent years, too many growing B2B SaaS companies still rely on spreadsheets and disconnected systems to manage their billing and stay compliant. They simply can’t handle their increasingly complex financial operations without sacrificing the agility they need to execute their go-to-market strategy. Seeing this need, seasoned investment firm Battery Ventures made a joint investment in two industry-leading SaaS billing and finance solutions. Their goal? Combine the best technology already on the market together to create a unified financial operations solution for B2B SaaS companies. Chargify was the leader in billing and subscription management for B2B SaaS. Specializing in complex usage and multi-attribute billing, payment collections, and business analytics, Chargify empowered businesses with the tools they need for sustainable growth. SaaSOptics specialized in automating the financial operations of B2B SaaS companies by streamlining the order-to-revenue process. Through automated revenue recognition, comprehensive A/R management, and detailed financial metrics, SaaSOptics provided companies with the tools they need to maximize revenue. Maxio brings these core functionalities together under one roof. No matter how complex a business’s billing requirements are, Maxio automates all financial operations—from rating and invoicing to reporting and analysis—all in a single, unified system. Our mission is to equip B2B SaaS businesses with the tools they need to achieve flexible, sustainable growth in an ever-changing market. Whether your business is product-led or sales-led, a $1M ARR company or $100M+, Maxio helps you unlock your next stage of growth. The revenue recognition is unparalleled in other systems. It has cut our month-end close down from 15 days to 5 days. Great platform and support! A value adding billing and revenue tool. Streamlined billing and dunning, and better revenue tracking enables more detailed and thorough analysis. The Best Tool of Its Kind for SaaS Businesses. The overall ease of use and database/reporting clarity is phenomenal. It also improved our collections metrics substantially. Battery Ventures, a global, technology-focused investment firm led a combined growth-equity investment of more than $150 million in Maxio (previously Chargify and SaasOptics). Battery partners with exceptional founders and management teams to develop category-defining businesses in markets including software and services, enterprise infrastructure, online marketplaces, healthcare IT, and industrial technology. AI, Financial Operations, FinOps Tech Stack “Maxio and Abacum partner to connect billing automation with AI-native financial planning for faster, more accurate forecasting.” “Ana
Orb
Design, execute, and operate revenue with usage-based billing. Orb helps modern software companies adapt pricing as products, usage, and costs evolve.
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Maxio
Orb
Maxio
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Orb
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Orb
Maxio
Orb