As SaaS companies face increasing pressure to scale revenue while managing financial complexity, this partnership delivers a smarter, more automated way to handle billing, revenue recognition, and metrics—all natively integrated into the Sage Intacct ecosystem.

By combining Sage’s trusted ERP foundation with Maxio’s advanced billing engine and investor-grade SaaS metrics, finance leaders replace manual processes, eliminate data silos, and accelerate their path to scale.

Key Benefits:

Modern SaaS companies demand more than spreadsheets and static reports. This integration bridges the gap between disconnected billing and accounting systems, turning financial operations into a strategic advantage.

Through this partnership, Sage Intacct customers can now:

• Automate any billing model, including hybrid, usage-based, or milestone billing
• Streamline AR and collections with SaaS-specific workflows
• Unlock 150+ metrics like ARR, retention cohorts, NDR, and expansion revenue
• Reduce time-to-close by 75%, freeing up finance to drive strategy
• Ensure audit readiness with real-time, GAAP-compliant revenue recognition

What You Get

Maxio’s integration with Sage Intacct empowers B2B SaaS businesses with bi-directional data flows that unify subscription billing, revenue recognition, and analytics within a single connected ecosystem.

• Two-way Syncing: Maxio integrates directly with key Sage Intacct objects like customers, sales orders, invoices, credit memos, payments, and adjustments. This creates a single source of truth across billing, revenue, and ARR reporting.
• Tailored to SaaS Needs: Go beyond Sage Intacct’s native capabilities with Maxio’s specialized support for usage-based billing, hybrid pricing models, and advanced contract modifications.
• Automated Workflows: Simplify complex AR processes, automate contract changes, and launch flexible pricing—without requiring developer support.
• Faster Time to Value: Customers like Vero reduced their time to close by 75%, while others have automated pricing launches, ARR reporting, and revenue workflows in days—not weeks.

How It Works

The Maxio + Sage Intacct integration is designed to seamlessly connect your CRM, billing, and financial systems, eliminating manual processes and accelerating your quote-to-cash operations. Choose the integration model that fits your business:

• Bi-Directional (Most Popular): Maxio acts as the primary bi-directional connector between your CRM and Intacct to automate your quote to deposit workflows and create all customer and billing records.
• One-Way to Sage Intacct: Maxio Metrics is designed to ingest data from Intacct to automate ARR reporting while leveraging Intacct for billing and rev rec.
• Disconnected with CRM Sync: Maxio may be connected to a CRM but can run disconnected from Intacct. A summary entry is recorded for revenue each month but no customers, invoices, or related records are directly created in Intacct from Maxio.

Core Functionalities
 

• Automate subscription invoicing, collections, and revenue recognition workflows.
• Configure usage-based pricing, milestone billing, or hybrid models with no-code flexibility.
• Sync payment data, contract terms, and financial metrics to remove manual reporting bottlenecks.
• Maxio Metrics ingests Sage Intacct data to deliver investor-grade SaaS analytics, including ARR, churn, and retention.

Learn more about the integration here: Maxio + Sage Intacct: The Ultimate Financial Operations Integration for SaaS

Requirements:

Integrating with this application requires you to use the tech partner’s SenderID. By using the tech partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier.

Price:
20% discount for Sage partners, additional discounts for Sage VAR's

Integration Approved Countries:
United States