17 ans à aider les entreprises luxembourgeoises
à choisir le meilleur logiciel
Description de Maxio
Maxio est le produit d'une fusion entre SaaSOptics, un leader du secteur de la gestion des recettes récurrentes et de Chargify, un leader de la facturation SaaS.
Maxio aide les entreprises SaaS B2B à atteindre leurs objectifs de croissance. Sa plateforme d'opérations financières est conçue pour répondre aux défis financiers uniques du SaaS B2B, notamment la facturation, la gestion des abonnements, la reconnaissance des revenus et des dépenses, ainsi que les mesures et analyses du SaaS.
Qui utilise Maxio ?
Entreprises B2B utilisant une formule commerciale par SaaS ou abonnements avec des revenus récurrents annuels de 100 millions de dollars au maximum qui recherchent un moyen rentable de gérer les aspects financiers de leur activité par abonnement.
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Maxio
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Makes My Job 10 TIMES Easier!
Commentaires : Chargify has helped our support team be able to maintain transparency and integrity of our automation and billing process when its come into question. I cannot say enough wonderful things!
Avantages :
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.
Alternatives envisagées :
Solid product, good support, stable
Commentaires : Good solid stable software that simply works. Never have to worry that my recurring rev is going to be charged correctly and on time. Integrates with my other tools well. The dunning feature is critical for any recurring business and yours works well.
Avantages :
Good solid program, works well for Saas companies. Integrates well with payment processors. Good support. Manages products well.
Inconvénients :
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.
Future invoices, Tax options & Client Billing (info) Profiles
Commentaires :
I do enjoy how easy it is to raise credits/invoices & sync these transactions to Quick Books from SaaSOptics. It is also very easy to reverse revenue by raising the transaction from the contract. The main issues I have, however, with this software can be narrowed down to - Future invoices, Tax options & Client Billing (info) Profiles:
1. I keep a self-maintained spreadsheet with future invoice details due to the following: Future invoices are not always pulling when the date is current; they are not appearing in the order processing (ready to bill) list within SaaSOptics because the 'e-invoice queue' check mark is dropping off. To avoid errors, to ensure that the client receives their invoice when the date is current, I track this info on a spreadsheet outside of SaaS.
2. I keep a maintained spreadsheet with billing profile information for our clients due to the following: Inconsistencies on the billing profiles between SaaSOptics, Sales Force & Quickbooks. Billing information can not be trusted, ease of use could be improved to avoid syncing headaches. To avoid errors, to ensure that the client receives their invoice with correct billing info, I track this info on a spreadhsset, outside of Saas.
3. I keep a maintained spreadsheet with tax tables and user tax details due to the following: The inability to add multiple sales tax rates in SaaSOptics / Quickbooks. Ease of use could be improved by allowing multiple rates to be added into the system & allowing tax addresses to be saved in the system. I calculate tax outside of SaaS/QB, maintain this info for reporting purposes & manually enter tax details on the tax line in QB/SaaS. My other option would be to create line items for tax ( I have discussed this option with QB) but then it would pull into SaaSOptics as a product line (not tax) which would in turn throw the financial summary out of balance. Total invoice line items scheduled would increase by the tax amount which would not balance to the revenue.
4. I pull data & cross-compare SaaSOptics with Quickbooks to fix the tax errors due to the incorrect sales tax rate is generating on the invoice. If the sales tax is blank in Quick Books but is set to taxable in SaaSOptics, an "inactive" rate pulls onto the invoice which is not at the correct rate. At the same time, when I pull this info, I also cross-compare against my self maintained spreadsheet to correct errors on the billing profiles.
Thank you for your time!
Avantages :
Financial Summary - Overview of account
Inconvénients :
Tax options
Alternatives envisagées :
We rely heavily on Chargify for Platform
Commentaires : Customizing payment options and plans within one account for multiple different enterprises.
Avantages :
Our software is primarily a subscription based service with various enterprise clients that all have different needs for their representatives. This means we have to tailor the pricing models based on the services these clients are using. Chargify makes it easy to quickly ascertain our revenues and churn rates and also identify key areas of improvement. Chargify is a robust platform we have chosen to implement and will continue to support.
Inconvénients :
Due to the extensive features Chargify has, it can be quite daunting at first glance for someone not experienced with running different kinds of reports. However, once they get up and running, the process gets smoother, but it is an initially steep learning curve in my opinion.
Alternatives envisagées :
Chargify for a SAAS service
Commentaires : Very professional and responsive.
Avantages :
Ability to cope with complex billing scheduled and multiple price points. invoices look professional integration with xero and payment gateways sign up page capability responsive support
Inconvénients :
nothing really. what i need they are looking to provide shortly (ie multiple gateways in the one site)