Maxio

Pros

Chargify’s Revenant billion answer is ideal for small scale and midsize growing corporations.
It offers mobile dedicated app for iPhone and for iPad device users, not like different similar tools. The client support of Chargify offers phone, on-line and mail support for users.
The Revenant charge platform supports integration with Salesforce not like different similar tools.
The Revenant billion answer offers yearly, quarterly and monthly charge cycles feature.
Chargify doesn’t supply any mobile dedicated app for robot smartphone and pill users.

Cons

The continual charge resolution doesn’t supply intelligent funds routing feature like different similar tools.
The customer-bound mail feature of Chargify isn't extremely customizable like different similar tools.

Pros

Once everything is set up, there are many reports you can pull. I love the automated invoice reminders and that we can enter in both AP and AR information in one platform.

Cons

Very timely to set up and many of the dedicated support reps were not extremely knowledgeable with complex set ups. Reports can be touchy but once set up and customizations are set, they are very helpful. Not extremely user friendly in the beginning since there are so many moving parts in many different areas, but once you get use to everything it is nice.

Pros

Ability to make parent/child accounts and manage add-ons was a nice upgrade from stripe.

Cons

Implementation was an issue from the start and we never got things working the way we needed to or intended to. The maxio team wanted to charge additional hours to fix the issues on top of our yearly subscription price, it ended up being easier to move to another platform

Alternatives Considered

Stripe and Chargebee

Reasons for Switching to Maxio

In the end we migrated away from maxio and moved to chargebee

Pros

It was fairly easy to get started, and interface made it easy to set up a payment page.

Cons

Hard to cancel, high fixed fees. Customer service was not good.

Pros

Maxio allows us to integrate with our other core services like QBO and Hubspot, also it better tracks our yearly and monthly reoccurring revenue.

Cons

Since the platform is massive it is hard to learn and navigate, a steep learning curve.

Pros

- The Maxio interface (excluding SaaSOptics) is clean.- Our experience was so bad that it pushed us to find another solution and we found Chargebee. They have been amazing and have accomplished in 4 weeks what took Maxio 10 months.

Cons

- We are a small company and the onboarding process took over 10 months to complete- Our developer is a former Google dev and expressed that he has never been more frustrated with a company than he was with Chargify/Maxio. His points below:1. No Golang API.2. Their API was poorly documented and things had to be guessed.3. Everyone is enrolled in everything, just use a non-zero usage to activate. This made it impossible to indicate programmatically that there was no usage but should be a default bill, so I needed to send 1 when 0 was the usage AND I needed to remember which service the customer was using4. Time zones never did get figured out. Eventually we abandoned recording usage on the first & last day of the month5. highest-day-billed is not an available feature set, which meant yet another thing our billing integration had to take care of.6. There was little time to verify the bills before they went out. It did not appear configurable7. Consultants seemed to struggle with their own system.8. There was effectively no way to 'dry-run' without changing all the parameters for a shorter time period which then work differently. It effectively required building an unrelated system which we had no time for.9. Negative usages horror: you can't correct something day-by-dayMore below!

Alternatives Considered

BillingPlatform and Chargebee

Reasons for Choosing Maxio

We still use SamCart and QBO but signed up for Maxio because we wanted 1) the ability to create custom contracts (duration and amount) with autobilling and PCI-compliant signup page options and 2) the ability to bill for our usage-based software.

Switched From

SamCart and QuickBooks Online

Reasons for Switching to Maxio

Maxio (via information we found on their website and in the initial sales call) seemed like the most comprehensive fit at the time and we liked the interface. We eventually found out that there was a massive gap between what was promised us and what was actually delivered. Below is an excerpt to an email that we sent to the technical solutions consultant and sales rep: "I am, however, frustrated that a solution promised in the demo call ended up being a solution that was so cumbersome that 1) no one knew how to implement it except [tech consultant], who I was never able to get ahold of 2) it delayed our launch by two months and resulted in real frustration for my team and thousands of dollars in lost revenue and 3) brought more effort and annoyance to our customers than we were anticipating. I'm bringing this to your attention because I strongly feel that there has been a discrepancy between possible solutions and actual solutions. It is frustrating to make a purchase decision based on features discussed during a demo call, develop a plan of action based on what was discussed, and then have to iterate for months on end. It is also frustrating to hear that something is an "easy" solution by one team member and then hear it is "difficult and not recommended" by another."

Pros

Pretty much everything, and I'm not kidding. It's a fairly complex software to gain proficiency with but once we did we were continually amazed by the additional functionality we discovered on an almost weekly basis. The flexibility of the invoicing system, the crazy extensive reporting capabilities and integrations with our Salesforce and QBO accounts make our work experience so much better. Plus our Board loves the data coming out of the solution. The other thing I love about the software is their customer support team. Wow, they are some of the best support people I've ever encountered. Totally worth signing up for that aspect by itself.

Cons

It is a complex system to learn and I didn't have proper expectations set going into the UAT. I was frustrated that it wasn't more intuitive but having learned how to use the software I now realize that it would've gone much better earlier if I had just committed to learning the system earlier. One good thing about this is that I can make mistakes and undo them when I do.

Alternatives Considered

Recurly and Zuora

Reasons for Switching to Maxio

It came down to functionality, 100%. SaaSOptics did a much better job of giving us the information we needed for our specific subscription billing/reporting needs. We've never regretted making the choice to implement SaaSOptics.

Pros

Customizable revenue schedules that are significantly better than the previous excel spreadsheets. This software dropped periodic revenue reconciliation from 4-6 hours to 30 min as a result. The collections and dunning automation is a lifesaver for small accounting/Finance operations teams. If you're only software option for managing Sales Tax is the baked in option within QBO, their Avatax integration is significant improvement on QBO.

Cons

The reporting is not as intuitive to team members who are not active and continuous users. Makes a LOT of sense to me, but I notice there's a learning curve for non-SaaSOptics users to understand the reporting.

Pros

The customer service at Chargify is unmatched. While within your account you can choose to chat with a representative who is competent and will quickly solve whatever issue or question you have. They are able to provide direct links within your account to help you navigate and set up whatever you are trying to do.

Chargify allows you to set up several different billing strategies easily and efficiently. The possibilities are endless. The support center is extremely detailed and helps you gain a full working knowledge of all the available features so that you can be sure to take advantage of them.

Cons

You get what you pay for and the steep price of this comes with steep rewards and benefits. If you paid less you still wouldn't get half of what they have to offer.

Alternatives Considered

SAP S/4HANA Cloud and Recurly

Reasons for Choosing Maxio

Filemaker is so tedious.

Switched From

Claris FileMaker

Reasons for Switching to Maxio

It had the best price for features. Also included features other products didn't. Also the api and integrations.

Pros

They are slowly implementing features I've been asking about for a long time.

Cons

I dislike that Chargify decided it was Ok to add a % of income fee on top of monthly fee they initially charged. Our costs increased 5-fold and the value did not increase.

I also dislike that when applying existing payments to invoices, the money paid by our customer can disappear, and must be manually adjusted. There's literally no excuse for this.

Alternatives Considered

Stripe and Chargebee

Reasons for Switching to Maxio

At the time, the fixed fee made chargify much cheaper than the alternatives. Since they have added on the % of revenue on top, they are as expensive, or more, and have less features than Stripe.

Pros

- API functions to handle almost any processing request you can think of
- Great tech support (actual knowledgeable techs, not script-readers)
- System uptime seems stable and reliable
- Hosted public payment pages helps reduce PCI compliance requirements

Cons

- Cost is a bit on the high side, but not outside the realm of its competition.
- Geared strongly for recurring payments, lacking easy single-charge functions (in particular, scheduling a single charge on the future date).
- Customizing the public payment pages could be easier with options to display/hide various components instead of relying on merchant to create CSS/Javascript to control them.
- ACH support limited to only a couple of merchant account providers. In our case, this requires us to use a separate e-check payment processor, resulting it maintaining two distinct payment processes on our side.

Pros

My favorite features are the smooth integrations with Salesforce and Quickbooks, the automatic email cadences for improved AR management, and the reporting functionality, both for financial and metric reporting.

Cons

In the way that we use SaaSOptics (with Salesforce and Quickbooks), I have no complaints! The syncs work smoothly and easily. However, we did have some issues with the Intacct integration and the recording of payments from Stripe. While the payment recording is seamless in Quickbooks, in Intacct custom automation had to be built in Intacct in order to match the partial Stripe deposits from SaaSOptics to payments and mark the invoices as fully paid while writing off the credit card fee.

Pros

Still looking for a pro. Update: Within three business days of my review, I was contacted by a SaaSOptics employee with an offer to help. So I have now found a pro: their support seems to be attentive. I have found their leadership to be extremely attentive and helpful

Cons

The UI.

Pros

Using Chargify has saved us hundreds of hours of custom development, and half a dozen hours each month of maintenance and administrative effort. It let us accomplish nearly everything we wanted to do with our monthly based pricing model.

Cons

It would be nice to have features to send one-off charges to existing clients, where you don't want them to recur.

Pros

Ease of use.
Price point.
Flexible depending on business case (high volume, low dollar vs low volume, high dollar)

Cons

Lack of analytical data available in Finance reports.
Putting data in is still manual, which is okay for now but causes scalability issues.
For Auto-Process feature when syncing, user should be able to choose what data is okay to make this workable.
Once a transaction has been brought over through the syncing process, it shouldn't be brought over again (creates a duplicate issue that also makes Auto-Process feature unusable).

Pros

It is intuitive to use. While there is a learning curve at the beginning, once you understand the general layout, Chargify is easy to use. They've expanded on their analytics, making the application more instrumental in business decisions backed by real data. Their API and webhooks allow for integrations that suit my company's workflow. Instead of disrupting or working around Chargify, the software pairs well with our pre-established setup.

Cons

The coupon set up can be limiting for some of our promos. More coupon options would be ideal.

Pros

It is easy to edit and store profiles.
Your customer support is usually kind and they do their best, but there's a lot of issues they can't fix because the tech is so clunky.

Cons

- Customers have a hard time editing their own items
- once they do edit something we aren't notified
- using the software on our end is very difficult to run orders off of. You can't download a list or have notes on a profile. We have to have a separate google doc that we load up with everything and keep track of orders. It would be so nice to have a way to keep track of when an order was sent, order notes etc..
- It's tough to figure out who your new users are for a monthly subscription
- You should be able to customize the downloadable lists
- We have a problem because we send it out once a month on a standard day, we can't just have those people sign up and then get charged on a certain date so they get recharged, or their billing is off until we change their charge date.

Pros

This software is easy to use and easy to implement. Once everything is set up, its incredibly simple to search for clients by company name or name etc. and the same goes for viewing and editing customers.

Cons

No complaints, even their support was great.

Pros

The billing through this software is a breeze and it makes it very easy to track AR.

Cons

Reports can be made more interactive and functionality should be improved to make the user comfortable in constructing their own reports.
Also I personally saw that 1 customer can only have 1 currency attached to it. I would suggest this should change and multiple currencies should be allocated to a customer. The currency freeze can be at a contract level. With organisational structures now it is important to have this organisational hierarchy feature in SaaS Optics

Pros

Our external auditors were included in the evaluation and selection process for a GAAP compliant revenue recognition package. During the audit, I was able to use SaaSOptics to quickly and easily provide revenue recognition reports and deferred revenue calculations that were reviewed and approved by our auditors. With the help of the SaasOptics implementation team, we were able to import 5 years of detail invoicing activity from QuickBooks and build a supportable balance sheet and approved revenue history. The result was a successful audit followed by the ability to provide all of the revenue reporting and analytics that our investors requested in a timely manner. SaaSOptics gave me the ability to provide deep insights into our customers, revenue patterns and our business almost instantaneously because of the reporting and analytic tools that are an integral part of the package.

Cons

I would like to the month end financial accounting interface to be more automated. It is still a manual process to prepare the necessary reports and input the month end transactions into QuickBooks.

Pros

Flexible and easy to use. It has the right combination of flexibility and ease of setup. Price points are a great feature. And - most of all - they've really worked hard to improve it over the last several years.

Cons

There are still some UX issues, like the way the "Catalog" page is built in the admin: if you have a lot of products, components, and coupons, it becomes quite difficult to use. The reporting area used to be very limited, but it has been improved dramatically. It still needs some additional work to make it more robust, but they're on the right path.

Pros

Allowing us to set up our products and promotions and then we do not have to worry too much. We promote our products and our customers come and sign up.

Cons

Reporting features are horrible. Not the easiest to understand
We would like to see discount codes already in a customer account to be deactivated if...
the customer cancels the account and the discount code expires, the code shouldn't be good when the customer reactivates the account.

Pros

Chargify is incredibly easy to use and flexible enough to meet the needs of our growing business.

Cons

Takes time to implement however docs and support team are fantastic.

Pros

The only thing that tracks deferred income and gives fantastic reports, all accurately, while syncing with QuickBooks.

Cons

Don't have periods "locked", so that can "unlock" them to make a change and then lock again so reports stay consistent. In other words, would like the QuickBooks feature of being able to go back and see the December 2016 report within the system and have a track (transaction detail report) of what was changed after the end of the period.

Pros

The software fits the bill for what our business needs. Easy to use and navigate.
Customer service is superior!

Cons

The only ad on I would like is to get notified when a customer updates their payment portal without having to call on my IT to create a webhook to do the job.

Pros

Easy to export data and the UI/UX is pretty good

Cons

Not easy to track things compared to NetSuite

Pros

It has an amazing level of features and functionality.

Cons

It is a bit clunky in some areas that I’ve used.

Pros

- Ease of Use
- Dunning management
- Filtering of data

Cons

- Raise Prices 10x on Customers
- Buggy
- Analytics
- Support
- They don't care about their customers
- As you grow, their logic of how they handle Products/Coupons is really, really poorly designed.

Pros

SaaSOptics is incredibly flexible and the only solution of its kind that we've seen successfully integrate both Salesforce and Quickbooks in a way that actually dramatically saves time and improves data integrity. We test drove some competing solutions (all far more expensive) and, unfortunately, many of them actually created more issues for us than they solved.

Cons

The flip side of the incredible level of flexibility/customizability that SaaSOptics has is that it is not the simplest solution to learn to work with. While recent updates continue to simplify and enhance the UX, it's still a tool best suited for "power users" and takes some time to learn and use to its fullest extent. If you expect this to be "plug and play", you will be disappointed and not get the full value of the solution. With that said, it was certainly no more complex or challenging than implementing Salesforce.com for the first time, which is basically a rite of passage for most SaaS companies, so I would not let the learning curve deter you from investing in SaaSOptics. Our experience is that benefits of the time-saving workflows and powerful reporting far outweigh the time investment required to get ramped up. Their support has always been excellent and responsive as well, which makes a big difference with a more complex product like this.

Pros

We are grandfathered into older pricing which is amazing. It's less expensive than many other rebilling platforms.

It is easy for a developer to customize to your businesses needs. It's a simple program and not a one size fits all approach.

Cons

The dashboard isn't accurate and there's a discrepancy between the main dashboard KPIs and the insights. The data isn't populating correctly and it throws off the numbers. Doesn't take into account certain things like when someone pauses, cancels and is reactivated, etc.

No paypal option if you choose Stripe bc they only allow for one payment gateway.

Pros

Good fit for monthly SaaS, if not using the buggy relationship invoicing/customer hierarchies

Cons

Relationship invoicing and customer hierarchies have been continuously buggy. Basic features like partial refunds were missing at first, or partially functional. Support response is quick, but unhelpful. Escalation takes a while for a permanent fix. We're having to add a secondary system for managing our customer subscriptions to work around all of the errors in Chargify. We have ongoing retraining of our employees for bug work-arounds.

Pros

The advanced recurring billing options for stacking (or not) coupons and discounts, ability to grandfather pricing, and the support team are fantastic.

Cons

Every plan is a new subscription to be manually created. We use their hosted signup form and have to create 1:1 for every product in the catalog - too hard. Can't customise the css of the statement.

Alternatives Considered

WooCommerce, Recurly, Stripe Billing and Chargebee

Reasons for Switching to Maxio

Looked for NZ currency and Xero integration

Pros

Financial Summary - Overview of account

Cons

Tax options

Pros

-Easy to process charges in a matter of seconds
-Reviewing and sending out billing statements is quick and simple
-Updating payment information is easy to do over the phone or by sending a "self service link"
-Processing refunds takes moments

Cons

-Not being able to update contact information on billing statements after a charge has been processed

Pros

- Wide flexibility to create different recurring revenue offers (trial/no-trial, credit card/no credit card, monthly/quarterly/annual, coupon and discount codes, etc.)
- Integration with a large number of payment gateways
- Robust API's
- Broad flexibility (via CSS) for styling public-facing pages
- Takes care of all the messy details of maintaining credit cards
- Referral codes and links
- Good, comprehensive documentation

Cons

- Reporting is weak, especially on metrics for managing recurring revenue businesses, such as MRR (monthly recurring revenue), churn rates, ARPA (average revenue per account), etc; must use 3rd party applications to get these, using imported Chargify data
- Email notifications are primitive
- Coupons cannot be assigned to individual products

Pros

Meets all legal standards
Hosts transactions
Accepts payments outside US
Handles Dunning
Reliable
Many useful features like step-tiered billing
Helpful support

Cons

Cost has been raised several times since we started
Rate limiting on API is pretty low
Wish it had more hosted payment page/email templates/customizations
Locked in once you choose them as your payment provider, no real migration path to other service.

Pros

The Home screen! Love to have tons of information & links to information & processes all in one handy place. Also, they aren't wasting my time waiting for pages to load because they had to gussy it up with a lot of graphics.

Cons

There needs to be a way to set different user access levels. Also, I sometimes can't figure out how to get particular information from reports. Also, often auditors want to see the daily revenue recognition schedule & we can't seem to get that. I assume because it would be a gigantic report. I wish there were a few more embedded links. For instance, every time I change the closing date, it kind of drives me crazy that I can't just click on the date to update it, or click on "Closing Date" but instead have to click on "Update Settings." A bit more click-ficiency would be super appreciated. ;)

Pros

We use Chargify for all things billing like processing subscription charges. We've also been able to automate invoicing/statements, failed credit card payments, subscription state, customized billing, etc... and can we talk API? Their API was very easy to integrate with and use has shown to be very valuable when regarding disputes and verification of integrity of our customer accounts. We couldn't be any happier! Plus, their support team is and has ALWAYS been helpful when anyone from our team reaches out.

Pros

Chargify makes it very easy to run a subscription based business. We offer various monthly plans with configurable options and Chargify has a ton of features which allows us to configure and adjust products, plans, prices and options. It is extremely flexible and has saved us hundreds of hours managing our clients payment process - especially with self service pages and dunning.

Cons

Not sure if this is a configuration issue, however I recently saw a list of "unpaid" customers. I think Chargify can do a better job of notifying me if a customer has an unpaid balance which is growing. After 4 attempts of failed dunning, Chargify needs to send alert to me.

Alternatives Considered

Stripe Billing, QuickBooks Online and Lendio

Reasons for Choosing Maxio

PayPal did not make it easy to update CC info when expired.

Reasons for Switching to Maxio

Gave it a trial and was simple to use and liked the self service pages

Pros

The reporting that comes from SaaSOptics is a game changer. It gives our management the information they need to understand the health of our subscription business and make critical strategic decisions. It also allows us to present our business in the most valuable light to outside parties evaluating our business.

The subscription management features of the business are very helpful in managing renewals.

The people at SaaSOptics are great to work with

Cons

The implementation was more challenging than we expected We had a lot of data that was not necessarily structured for a seamless import into SaasSOptics. this added a lot of time and resource to our implementation.

The invoicing is not as flexible as we would like.

Alternatives Considered

Sage Intacct, ProfitWell and Stax Bill

Reasons for Switching to Maxio

Reporting capabilities and Salesforce.com integration.

Pros

The ability to flexibly manage our subscription products. Our previous management system for direct debits did not offer the flexibility other than to set up and cancel a direct debit subscription. Chargify now allows us to administer multiple things including placing accounts on hold, changing billing date, changing amounts etc.

Cons

We started using the software, integrating with GoCardless. We were one of the first to use this new integration and there were and still are a few limitations. However, the customer support has been excellent and they are very receptive to accommodating our enhancements and feature requests.

Alternatives Considered

Chargebee

Reasons for Choosing Maxio

Lack of flexibility to manage subscriptions via GoCardless, plus this system was not able to manage communications to customers. We still use GoCardless as our payment merchant, but use Chargify to make the management of our direct debit subscriptions more elastic!

Switched From

GoCardless

Reasons for Switching to Maxio

Better sales and customer service from Chargify, and they clearly demonstrated the product and how it would fit our needs. Chargebee system seemed too complex.

Pros

Good APIs
Easy setup
Simple UI
Lots of analytics
Good at monthly subscriptions with credit card billing

Cons

Non-monthly subscriptions are not handled well and not incorporated into MRR/ARR properly when there are mid-cycle change
Revenue recognition severely lacking for anything but monthly, credit card subscriptions
Invoice handling severely lacking
Integration capabilities for quickbooks are inadequate for anything but monthly credit card subscriptions
Webhooks almost there but key data points are missing from key webhooks, like a customer ID on an invoice generated or invoice payment

Alternatives Considered

Recurly, Zuora and Chargebee

Reasons for Choosing Maxio

Grow out of the old product

Reasons for Switching to Maxio

Blend of features and simplicity, unfortunately some of the features I hoped we would have did not pan out

Pros

Chargify was a great app back in 2010 when we first deployed it

Cons

Chargify keeps on moving existing features to higher paying plans which forces you to upgrade. They do not help with the actual money transaction which puts the business at risk.

Pros

The ease of basic setup, integration with payment processors and basic product functions are great. The API is also very functional and pretty nice to work with.

Cons

The customization options are a bit hamfisted and difficult to work with. I like that Chargify gives the option of using their checkout page but I hate that it takes custom javascript to make basic text changes. Feel like the software generally does everything I need, but sometimes you need to call support and get a "cheat" to make it work. Unfortunately we have also had several incidents over the last few years where bugs in chargify's software have cost us money.

Pros

- Easy to use
- Easy to implement in your system
- Not too expensive
- Good value for money if you don't need additional features

Cons

- Invoices are too expensive.
- Not possible to create "customized" pricing structure.
- Only trial/active stages, no additional stages.
- Limited in features
- Should have more innovation

Pros

Daily update on the MRR in each currency is invaluable. I can quickly see how we performed that day. And tale corrective action or congratulate dependent on the country and numbers for that day.
Includes; New Business, Expansion, Reactivation, Contraction and Churn.

Cons

I recied a separate e-mail for each currency. I would like to receive just one.

Pros

Good solid program, works well for Saas companies. Integrates well with payment processors. Good support. Manages products well.

Cons

Needs a clone feature for products. Needs upsell/downsell feature. Was suprised when you initiated a percentage fee on sales when it was inititally a monthly set cost.

Alternatives Considered

PayKickstart

Reasons for Choosing Maxio

Stability and security

Reasons for Switching to Maxio

I didnt I own both because I need the upsell feature.

Pros

The ease of use was my favorite feature as billing can always be difficult. Setting up new accounts are a breeze. When I had any questions, or issues, their support team was very responsive and helpful.

Cons

I did experience an issue where it would log me out quite often when opening a 'self-service page' to send to our customers. This appears to have been fixed and works well now.

Pros

Above all else, their instant online CHAT SUPPORT should be an industry standard. I have had some crazy, custom expert level scenarios with which I have tried to "stump the chump", and every time, they have not only helped me come up with a great solution, but walk me through how to implement it.

Their support staff have real personalities, you can actually feel the ownership they have for the product when they assist you in the areas of the software that you need help with. They are fun, and professional at the same time.

A client came to me with this already in place, and I'll recommend them to every client I have who needs this software, all day, every day.

Cons

Since there is a 100 character limit that I must fill, I'll just sit here and type whatever comes to mind. There isn't one con. Wait. Maybe one.

Nope. Can't think of it.

Pros

Satisfies general needs for a subscription management service, supports long list of payment gateways, plans are highly configurable

Cons

It’s impossible to handle multiple currencies, tax regions or payment gateways in a single Chargify site. This necessitates to create separate sites for all combinations of the aforementioned settings, which is a huge administrative and integration effort. In fact, we decided to abandon Chargify for our flagship product for this very reason.