Maxio

Report by different cohorts including start date, item, state, and other dimensions

Count customers or contracts using actual revenue or invoice records

Calculate DSO on monthly, quarterly, or annual basis to supplement financial forecasts

Measure renewal rates by comparing transactions that expire with those that start in same month

Predict future revenues by creating virtual future projection transactions based on actual data

Track key SaaS metrics including MRR, ARR, churn, retention, CLV, CAC, and DSO

Track subscription changes including opening, new, lost, expansion, and contraction balances

Get list of top customers by MRR, ARR, revenue, or invoices displayed in home currency

Optional module for event-based billing models

Configure and manage free trial periods for subscription plans

Advanced metering and rating for usage-based billing scenarios

Support milestone-based billing models for project-based revenue

Offer customers multiple currency options for global operations

Automatically apply customer credit balances to renewal invoices

Create and manage subscription plans with customizable pricing, recurrence, taxation, and trial periods

Build usage-based pricing into custom price points with metered, tiered, stair-step, or event-based billing models

Get insight into risk profile of unpaid invoice population and measure A/R aging over time

View outstanding A/R by filtering and sorting to summarize complete outstanding A/R data

Handle complex revenue recognition scenarios with performance obligations, carveouts, and multiple revenue books

Summarize invoice, revenue, deferred revenue, unbilled A/R with drill-down into detailed journal entries

Generate analytics about transactions with computations on amount, MRR/ARR, quantity, and more

Audit report with detailed contract and item-level revenue, invoicing, and deferred revenue information

Get valuable information about contracts by customer contract or customer aggregate

Calculate deferred revenue and unbilled accrued revenue by transaction as of report end period

Compare cash outflows vs accrual expense reporting for financial planning and GAAP/IFRS compliance

Generate advanced financial reports including revenue summaries, A/R aging, and contract details

Help with reconciliation by spotting potential variances between balances and transactions

Rundown of invoice amounts, accounts receivable, and payments received for specified span

Automate revenue recognition built for the complexity of B2B SaaS with scheduled and deferred revenue tracking

View changes in deferred revenue and accounts receivable during a specified time period

Summarize revenue or invoices by state for Sales Tax reporting

Select and send multiple invoices at one time to save time on manual processes

Consolidate invoices across multiple subscriptions or entities

Electronic invoicing capabilities for digital invoice delivery

Generate and manage invoices at scale with customizable fields and automated creation triggers

Track invoice status to quickly see what has been paid and what remains outstanding

Generate proforma invoices for quotation and approval before final invoice creation