Billing and payments · Available
Maxio for Claude, ChatGPT and Copilot
Board week at a SaaS company means questions about MRR, churn and expansion, and Maxio already has the numbers. Finance and customer teams can ask Claude, ChatGPT or Copilot about them, as well as a customer’s subscription, components and usage, invoices due or overdue, and revenue recognition schedules. Billing, revenue and metrics sit behind separate roles. Billing and revenue scope for Maxio is agreed during a guided pilot.
- Status
- Available
- Setup
- Guided pilot with your team
- AI assistants
- Claude, ChatGPT, Copilot Studio
- Access
- By role, view only or with approvals
Ask in a sentence
What can your team ask Maxio?
Questions from saaS CFO, revenue accountant, billing specialist and others, answered from live Maxio data and only for the people allowed to see them.
Records it works with
- Customers
- Subscriptions
- Components
- Invoices
- Products
- Revenue schedules
- SaaS metrics
- SaaS CFO
“What was net revenue retention for customers over $50,000 ARR in the last four quarters?”
- Revenue accountant
“How much deferred revenue remains on the Ellery Health contract at month end?”
- Billing specialist
“Which invoices over $10,000 are more than 30 days overdue?”
- Customer success director
“Which accounts contracted their seat component this quarter, and by how much MRR?”
- Board reporting analyst
“Break ARR movement last quarter into new, expansion, contraction and churn.”
- Account manager
“How much metered usage did Quillon Data report this month against their allowance?”
Changes, governed
What the assistant can prepare in Maxio
The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.
- 1 Prepare The assistant drafts the change from the request.
- 2 Preview and confirm The person sees exactly what will change.
- 3 Approve Above your limits, a second person decides.
- 4 Saved and logged Written to Maxio under a named person.
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Change the quantity on a subscription component
Reductions above $1,000 MRR need the customer success director.
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Issue a credit against an invoice
Credits above $500 need a finance approver, and any refund needs a second person.
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Update the billing contact on a customer
A new billing contact moves no money, so the account manager confirms it alone.
Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.
Why it needs care
Governance built for Maxio
Maxio holds the subscription and revenue figures a SaaS company reports to its board and investors, so a quiet contraction changes the story. Account teams see billing details but not revenue schedules. Each change shows its MRR impact in the preview, and reductions over $1,000 MRR go to the customer success director.
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Sign-in by work email
Only people you invite, with a one-time code. No shared logins.
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Roles per tool
Each role reaches only the Maxio records it needs.
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View only, if you prefer
Admins can keep a connection to lookups with one switch.
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A preview first
Every change is shown in full before anything is saved.
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Approval rules
Above your limits, a second person approves the change.
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One audit log
Every request tied to a named person, ready for review.
Setup
How Maxio gets connected
We connect Maxio for your team in a guided pilot, on the same gateway every app uses. No code on your side.
- 01
Agree the questions
We list the Maxio questions and changes your team needs, and who may use each.
- 02
Connect with your admin
Your Maxio administrator creates a dedicated integration user with only that access.
- 03
Test with your people
A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.
- 04
Roll out with rules
Roles, approval limits and the audit log are in place before everyone joins.
Then people use it from the assistant they already have
Maxio questions
Can the assistant answer SaaS metrics questions?
Yes. Finance can ask about MRR, ARR, churn, expansion and retention by segment or period, using the metrics Maxio already calculates, so board figures match what finance reports each month.
Does it work with both billing and revenue in Maxio?
Yes, under separate roles. Billing staff work with subscriptions, components and invoices, while revenue accountants ask about schedules and deferred revenue. We confirm your Maxio setup and scope during the pilot.
Can account managers see revenue schedules?
Only if their role allows it. Many teams let account managers see subscriptions, components and usage while keeping revenue schedules, deferred revenue and company metrics with the finance team alone.
Does mcpbizapps keep a copy of our Maxio data?
No. When someone asks a question, mcpbizapps reads the answer live from Maxio through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.
Maxio is a trademark of its owner. mcpbizapps is not affiliated with Maxio; the name describes the connection only.
Related
Often connected alongside Maxio
Part of Finance and accounting: Ledgers, planning, spend, billing, tax and cash.
Start
Bring Maxio into your AI assistant
Tell us how your team uses Maxio, and we will plan a guided pilot around your own questions.
- We agree the tools and approval rules with you
- Your admin creates the integration user; no code
- Business data is read live and not stored
Thank you
We received your request and will reply by email to find a time.
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