Modern subscription businesses live and die by the precision of deferred-revenue schedules, contract renewals, and customer insights, yet many finance teams still piece those numbers together with spreadsheets after exporting data from disconnected tools. Maxio changes that dynamic with a financial-operations platform built expressly for B2B SaaS companies and a native Xero integration that unifies the entire order-to-cash flow.
By connecting once, a company can create invoices, record payments, issue credit memos, and trigger compliant revenue recognition inside Maxio—all of which post automatically to Xero without manual intervention. Customer contacts, product details, and journal entries synchronize in both directions, giving stakeholders one source of truth and eradicating the transcription errors that creep in when data is rekeyed.
The linkage is more than a simple handoff of invoices. Maxio allows configuration of sync cadence—hourly, every four hours, or nightly—through an intuitive settings panel, so controllers decide how fresh the ledger must be without overloading downstream reports.
Each run pushes complete journal entries that reflect contract terms, usage data, and applied taxes, ensuring that Xero’s books capture the granularity auditors require. For businesses that operate across borders, the integration honors multi-currency transactions as long as the same currencies exist in both systems, giving finance teams visibility into localized revenues while still rolling results into consolidated statements.
Maxio unifies billing, revenue, and analytics so SaaS teams drop spreadsheets, gain insight, and scale responsibly. Our Xero partnership turns finance into an engine for growth rather than a bottleneck. — Branden Jenkins, CEO
Maxio’s engineers designed the connector to anticipate the real-world complexity of SaaS catalogs. When a finance manager creates or updates a product, service, or tax rate in Maxio, the integration automatically mirrors that profile in Xero, preserving consistent item codes and descriptions.
When performing bulk imports, the system can send generic invoice lines through a placeholder item so that data lands cleanly even when products are being rationalized. Address mapping, set on the product level, also maintains consistency between where customers are billed and shipped based on both platforms, which is vital for tax calculations, as well as renewal reminders.
Finance continues to retain tight control. Date filters allow the admin to control which transactions will sync, so one-time migrations or historical corrections will never overwrite closed periods. In terms of tax, Maxio can map your tax tables to Xero’s system rates for tax compliance, so there’s no reconciliation pain at the end of the year. All configuration resides inside Maxio, meaning there is no need to maintain custom middleware or write code, yet developers retain the option to extend functionality through Maxio’s open APIs when specialized reporting or analytics are required.
The daily impact is tangible. Remember the old routine of downloading a CSV, cleaning it up, and re-uploading it? Maxio makes that busywork disappear. Every invoice you raise during the day slides into Xero on the next sync, with cash entries in rows, so the books are tidy long before you start reconciling the bank feed.
If a customer scales back or walks away, Maxio quietly sends the credit memo to Xero, sparing you the revenue leaks and keeping deferred-revenue schedules on point. It also builds the journals for proration, contract tweaks, and those tricky ASC 606 rules, turning month-end from a mad scramble into a quick check.
With the grunt work gone, finance leaders can spend their time on bigger questions—running growth scenarios, testing price points, polishing investor decks—knowing the numbers underneath are rock solid. Sales and customer-success teams get the same benefit: one real-time view of receivables and revenue, so no one waits for an end-of-day spreadsheet to see where an account stands.
The platform’s help guides are refreshingly clear, walking you through setup, sync frequency, tax mapping, and multi-currency tips in plain language. If something changes, a few clicks in the settings panel fix it—no IT ticket, no downtime.
By weaving everything from billing to revenue recognition straight into Xero, Maxio gives fast-growing SaaS firms an accounting backbone that keeps up from first contract to IPO. It guards accuracy, speeds up closes, and lets finance teams lead the strategy instead of chasing numbers.