Maxio Announces Maxio AI, Putting Specialist Agents Inside the Billing Platform Where Finance Data Already Lives

Seven agents close the books, collect payments, explain ARR, and more, with a person approving every action

ATLANTA--(BUSINESS WIRE)--Maxio, the billing and financial reporting platform for B2B SaaS and AI companies, today announced Maxio AI with seven specialist agents that work from the contracts, invoices, payments, usage, and revenue data already in Maxio, find the work that needs doing, and prepare it for approval.

Finance teams lose time to work that should be routine. Pre-close checks often live in a few people’s heads, every customer gets the same payment reminder, including those who always pay on time, and a failed sync can quietly delay the close or throw off the numbers. Dashboards report these problems but leave the work to the team.

Maxio AI takes on that work. Its agents find what needs doing, recommend the next step, and learn how each team works over time. Each agent has one defined job:

• Close tells finance leaders each day whether the books could close today, what is blocking them, and what to fix first.
• Collections decides which accounts need a nudge today, drafts customized emails for approval, and leaves reliable payers alone.
• Financial Analyst explains what moved ARR, retention, and revenue, ties ARR to billings to revenue, and flags anomalies, with every figure linked to its source.
• Pricing shows where discounting tracks churn and where realized price drifts from list, with a what-if behind every recommendation.
• Order Processing checks each sales order against the contract and CRM before it reaches billing, and proposes fixes for the ones that don’t match.
• Utilization sets product usage beside ARR and renewal dates to flag renewal risk while there is still time to act.
• Sync finds broken integrations between Maxio and the systems finance runs on, proposes the fix, and re-runs it once a person approves.

“Finance sees the whole business through its numbers, yet too many teams spend their weeks reconciling the past,” said Branden Jenkins, CEO of Maxio. “Maxio AI gives them those weeks back. The agents do the checking, chasing, and fixing inside Maxio, on numbers finance already trusts, so finance leaders can step out of the close and into the decisions that shape where the company goes.”

Maxio AI is built on four principles:

• People stay in charge. An agent proposes, and a person approves. Nothing is written without approval, and customers decide how far each agent goes over time.
• The numbers are computed. Every figure comes from the reports already in your Maxio account and links back to its source. The agents never generate or alter a number.
• Everything is on the record. Every check, proposal, and approval is logged with who took it and why.
• Customer data stays theirs. Each company’s agents are its own and can only access its data, with no cross-customer benchmarking.

Maxio has spent 15 years in billing, revenue recognition, and collections. Maxio AI builds on that foundation to move from showing finance teams what happened to preparing what comes next.

Early adopters can join the waitlist now. Learn more at maxio.ai.

About Maxio

Maxio is the billing and financial reporting platform trusted by over 2,000 SaaS, AI, and subscription businesses worldwide. With $18B+ in billings under management, Maxio helps finance teams scale recurring revenue, automate quote-to-cash, and get the insight they need to grow. Learn more at maxio.com.