How to Build Your Own Maxio

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

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

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

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

Manage accounts receivable with collections tools, message templates, and statements

Keep accounts active or restrict access based on payment status and dunning resolution

Message templates and statements for collection management

Recover past due payments and retain customers with automated dunning and retry capabilities

Set dunning cadence globally or per product with custom retry and past due notice rules

Collect payments automatically from a payment method on file when an invoice is issued

In-house payment processing with automated reconciliations, batch reporting, and GL integration

Integrate with 20+ payment gateways for flexible payment processing options

Collect initial prepayments to fund usage-based services with suspension or auto-replenishment options

Allow customers to remit payment on invoices via credit card, check, or bank draft

Define carveouts for revenue recognition exceptions and special cases

Maintain multiple revenue recognition books for different accounting standards

Track and manage performance obligations for complex revenue scenarios

Track and report on recognized revenue for financial reporting

Manage standalone selling prices for revenue allocation

Comprehensive REST API documentation with code samples and wrappers

Developer sandbox for testing system compatibility with billing, pricing, and integrations