QX Labs
All integrations
Maxio
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Finance

Let agents run your Maxio billing on autopilot

QX creates subscriptions, issues invoices, allocates components and tracks revenue inside Maxio—so finance teams close the books faster and stop firefighting billing exceptions.

@QX Anything off in billing this week I should know about?
QX
MRR dipped 2.3% — three enterprise accounts (Acme, Northwind, Globex) downgraded seats and two invoices over $40k are 9 days past due. Want me to draft dunning emails and flag the CSMs?
Maxio
Maxio
Salesforce
Salesforce
Slack
Slack

Stop fighting subscription changes, missed dunning, and end-of-month invoice chaos. Hand it to an agent.

Subscriptions

Plan changes without the chaos

Upgrades, downgrades, add-ons and coupon applies all get handled in Maxio the moment they're approved—no more tickets sitting in finance's queue for days.

Collections

Overdue invoices, chased automatically

An agent watches every open invoice, sends the right dunning message at the right time, escalates to the account owner when it matters, and logs every touch.

Revenue

MRR and churn, always current

Pull MRR, expansion, contraction and churn straight from Maxio on demand—routed to the right Slack channel or board doc, with the anomalies already explained.

Maxio

Real workflows, built for your team

Build complex workflows in minutes that chain Maxio together with the rest of your stack. Trigger them on specific events, on schedule, or on demand.

Sales: Turn a closed-won deal into a live subscription

Opportunity marked Closed-Won

Opportunity marked Closed-Won

Triggered in Salesforce

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Read deal terms & contract

Agent step

Maxio

Create or match the customer

in Maxio

Contract signed
Maxio

Create subscription with components

in Maxio

Discount approved
Maxio

Apply negotiated coupons

in Maxio

Notify CSM in #new-customers

Notify CSM in #new-customers

Alert via Slack

QX agents can create subscriptions, issue invoices, allocate components, track MRR—and a lot more

CREATECreate a customer
CREATECreate a subscription
CREATECreate an invoice
SENDDeliver a proforma invoice
UPDATEAllocate components on a subscription
UPDATEApply coupons to a subscription
CREATERecord metered usage
QUERYGet MRR and revenue metrics

+ 169 more actions

About Maxio

Maxio (formerly Chargify and SaaSOptics) is the subscription billing and revenue management platform built for B2B SaaS. It handles complex pricing, metered usage, dunning and revenue recognition at scale, with a deep API that makes it a natural fit for automating finance and billing operations end-to-end.

About QX Labs

QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.

See Maxio working inside your stack

Want an AI co-worker that runs your subscription billing for you? Book a demo call to walk through your use cases, or get started for free.

Book a demo