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Maxio, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Maxio account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Commerce
  • Connects with a key
  • 100 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Maxio is

Subscription billing and revenue management platform (formerly Chargify)

You paste in a key from your own Maxio account. It is kept encrypted, and you can withdraw it from inside Maxio whenever you like.

How a run works

One message in, the work done in Maxio.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Maxio. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Maxio account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

100 tools it already has

What it can do in Maxio

These are the ready-made tools your AI employee already has in Maxio. It is not limited to them, but it never has to be taught these.

  • Allocate ComponentCreates an allocation for a component on a subscription. Use when you need to allocate quantities of a metered, quantity-based, or on/off component to a subscription. This action i
  • Apply Coupons to SubscriptionApplies one or more coupons to a subscription. Use when you need to apply promotional discounts or coupon codes to an existing subscription. The coupon must be valid and not expire
  • Archive ComponentArchives a component to prevent new allocations. Use this action when you need to stop allowing new component allocations while keeping existing allocations active. This action is
  • Archive Component Price PointArchives a component price point, making it inactive. Use when you need to deactivate a price point that is no longer needed but should not be permanently deleted. Archived price p
  • Archive CouponArchives a coupon to prevent new uses. Use this action when you need to deactivate a coupon while preserving its redemption history. This action is irreversible — once archived, th
  • Archive OfferArchives an offer to prevent new subscriptions from using it. Use this action when you need to deactivate an offer while preserving existing subscriptions. This action is irreversi
  • Archive ProductArchives a product to prevent new subscriptions from being created. Use this action when you need to stop accepting new subscriptions for a product while keeping existing subscript
  • Archive product price pointArchives a product price point by its ID. Use when you need to deactivate and archive a price point that is no longer needed. Archived price points cannot be used for new subscript
  • Bulk Create Product Price PointsCreates multiple product price points in a single API call. Use when you need to set up several pricing options for a product at once, such as creating tiered pricing plans (e.g.,
  • Cancel Delayed CancellationCancels a scheduled cancellation on a subscription. Use when a user wants to undo a previously scheduled cancellation before it takes effect. This action is reversible only before
  • Clone Component Price PointClones an existing component price point to create a new one. Use this action when you need to duplicate a price point with all its pricing configuration, optionally providing a ne
  • Create ComponentCreates a new component within a product family in Chargify. Use when you need to add billing components like metered usage, quantity-based pricing, on/off toggles, prepaid usage,
  • Create Component Price PointCreates a price point for a component in Maxio Advanced Billing. Use this action when you need to define a new pricing configuration (such as per-unit, tiered, volume, or stair-ste
  • Create Coupon SubcodesCreates multiple subcodes for an existing coupon in Maxio Advanced Billing. Use when you need to add additional coupon codes for tracking, segmentation, or allowing multiple uses o
  • Create CustomerCreates a new customer in Maxio/Chargify with the required fields: firstname, lastname, and email. Use this action when you need to add a new customer to your billing system. Optio
  • Create InvoiceCreates a one-time invoice for a subscription with custom line items. Use when you need to bill a customer for a one-time charge or custom amount that is not part of their regular
  • Create MetadataCreates metadata values for a resource in Maxio/Chargify Advanced Billing. Use this action when you need to attach custom key-value metadata to customers, subscriptions, or sites t
  • Create MetafieldsCreates metafield definitions for a resource type. Use this action when you need to define custom fields that can be attached to resources like customers, subscriptions, or product
  • Create or Update Coupon Currency PricesTool to create or update currency prices for a coupon in Maxio. Use when you need to set or modify the pricing of a coupon across different currencies. This action is idempotent -
  • Create Payment ProfileCreates a new payment profile for a customer in Maxio (Chargify). Use when you need to add a new credit card or payment method to a customer's account. The payment profile stores c
  • Create Prepaid Usage ComponentCreates a prepaid usage component for pre-purchased units. Use when you need to create a component that allows customers to prepay for usage-based charges such as SMS credits, API
  • Create PrepaymentCreates a prepayment for a subscription. Prepayments allow customers to add funds to their account in advance, which are then applied to future invoices. Use this action when a cus
  • Create ProductTool to create a new product within a product family in Maxio. Use when you need to add a new subscription product to an existing product family for billing purposes. This action i
  • Create Product FamilyCreates a new product family in Maxio/Chargify. Product families are top-level containers used to organize products and related components. Use this action when you need to create
  • Create Product Price PointCreates a price point for a product in Maxio Advanced Billing. Use this action when you need to define a new pricing configuration (such as monthly, annual, or trial pricing) for a
  • Create Proforma InvoiceCreates a proforma invoice for a subscription. A proforma invoice is a preliminary invoice that shows the expected charges before a final invoice is generated. Use when you need to
  • Create Quantity Based ComponentCreates a quantity-based component for recurring units within a product family. Use when you need to add billing components that charge per unit based on quantity, such as user lic
  • Create Reason CodeCreates a new churn reason code in Maxio/Chargify Advanced Billing. Use this action when you need to define a new reason code to categorize why customers cancel or churn from your
  • Create Signup Proforma InvoiceCreates a proforma invoice for signup preview. A proforma invoice shows the expected charges for a new subscription before it is actually created. Use this action when you need to
  • Create SubscriptionCreates a new subscription in Maxio (Chargify) with specified product, customer, and payment details. Use this action when you need to create a new subscription for an existing or
  • Create Subscription Group With SignupCreates a subscription group with subscriptions and a shared payer in a single operation. Use this action when you need to create a subscription group that includes multiple subscr
  • Create Subscription NoteCreates a note on a subscription in Maxio/Chargify Advanced Billing. Use this action when you need to add a note or comment to a subscription, such as tracking customer communicati
  • Create UsageRecords usage for a metered component on a subscription. Use this action when you need to track and bill for usage-based consumption such as API calls, storage GB, emails sent, or
  • Create Webhook EndpointCreates a new webhook endpoint in Maxio Advanced Billing. Use when you need to register a new webhook endpoint to receive event notifications.
  • Deactivate Event Based ComponentDeactivates an event-based component on a subscription. Use when you need to disable event-based billing on a subscription, such as pausing usage tracking or stopping billing for a
  • Deduct Service CreditDeducts from a subscription's service credit balance. Use this action when you need to reduce or correct a customer's service credit balance, such as for refunds, billing correctio
  • Delete Coupon SubcodeDeletes a specific subcode from an existing coupon in Maxio Advanced Billing. Use this action when you need to remove a single subcode from a coupon. This action is irreversible —
  • Delete CustomerDeletes a customer from Maxio/Chargify. Use this action when you need to permanently remove a customer record. This action is irreversible — once deleted, the customer cannot be re
  • Delete Prepaid Usage AllocationDeletes a prepaid usage allocation from a subscription component. Use this action when you need to remove a specific prepaid allocation that was previously created. This action is
  • Delete Reason CodeDeletes a churn reason code from Maxio/Chargify Advanced Billing. Use this action when you need to permanently remove a reason code from your account. This action is irreversible —
  • Delete Subscription GroupDeletes a subscription group and all its associated data. Use this action when you need to permanently remove a subscription group from the system. This action is irreversible — on
  • Delete Subscription NoteDeletes a specific note from a subscription in Maxio Advanced Billing. Use this action when you need to remove a single note from a subscription. This action is irreversible — the
  • Delete Subscription Payment ProfileRemoves a payment profile from a subscription in Maxio Advanced Billing. Use when you need to unlink a credit card or payment method from a subscription, for example, when cleaning
  • Delete Unused Payment ProfilePermanently deletes an unused payment profile from Maxio/Chargify. Use when you need to remove a payment profile that is no longer associated with any active subscriptions or payme
  • Deliver Proforma InvoiceDelivers a proforma invoice to the customer via email. Use when you need to email a proforma invoice to the customer. By default, the invoice will be sent to the customer on the su
  • Enable WebhooksEnables or disables webhooks for the Maxio/Chargify site. Use this action when you need to turn webhook notifications on or off. This can be useful during maintenance windows, trou
  • Export InvoicesInitiates an invoices export job. Use when you need to start an asynchronous export of invoice data from Maxio/Chargify. The export runs as a background job and returns a batch job
  • Export Proforma InvoicesInitiates an asynchronous export of proforma invoices data. Use when you need to export a large set of proforma invoices for analysis, reporting, or backup purposes. The export job
  • Export SubscriptionsInitiates an asynchronous export of subscription data from Maxio/Chargify. Use this action when you need to export bulk subscription data for analysis, backup, or integration with
  • Get MRRReturns monthly recurring revenue data for the site. Use this action when you need to retrieve the current MRR (Monthly Recurring Revenue) for your Chargify site, including plan an
  • Initiate Delayed CancellationSchedules a subscription for cancellation at the end of its current billing period. Use when a customer requests to cancel their subscription but you want to allow them to continue
  • Issue Advance InvoiceIssues an advance invoice for a subscription. An advance invoice allows billing for upcoming charges in advance of the normal billing cycle. Use this action when you need to immedi
  • Issue InvoiceIssues a draft invoice for payment collection. Once issued, the invoice transitions from 'draft' to 'open' state and is ready to collect payment. Use when you need to finalize a dr
  • Issue Service CreditIssues a service credit to a subscription. Service credits are amounts that are added to a subscription's service credit balance and can be applied toward future invoices. Use this
  • List All Component Price PointsLists all component price points across the site. Use this action when you need to retrieve all price points for billing components, with optional filtering by type, date range, or
  • List All Product Price PointsLists all product price points across the site in Maxio Advanced Billing. Use when you need to retrieve all pricing configurations for products, including their billing intervals,
  • List AllocationsLists all allocations for a component on a subscription. Use this action when you need to retrieve the allocation history for a specific component attached to a subscription. This
  • List Chargify.js Public KeysLists all public keys for Chargify.js integration in Maxio Advanced Billing. Use when you need to retrieve available public keys for Chargify.js to securely tokenize payment inform
  • List Component Price PointsLists all price points for a component in Maxio Advanced Billing. Use this action when you need to retrieve all available pricing configurations (such as per-unit, tiered, volume,
  • List ComponentsReturns a list of all components across product families in Chargify. Use this action when you need to retrieve all billing components (metered, quantity-based, on/off, prepaid usa
  • List Components for Product FamilyLists all components within a product family in Maxio/Chargify. Use when you need to retrieve all billing components (metered, quantity-based, on/off, prepaid usage, or event-based
  • List Consolidated Invoice SegmentsLists segments of a consolidated invoice. A consolidated invoice combines charges from multiple subscriptions or components into a single invoice. Use when you need to retrieve the
  • List Coupon SubcodesLists all subcodes for an existing coupon in Maxio Advanced Billing. Use when you need to retrieve the subcodes associated with a coupon for verification, reporting, or administrat
  • List Coupons for Product FamilyLists all coupons within a product family. Use when you need to retrieve all available coupons for a specific product family, such as for displaying coupon options to customers or
  • List Credit NotesReturns a list of credit notes from Maxio/Chargify. Use this action when you need to retrieve credit notes for a subscription or across your entire site. Credit notes represent cre
  • List Customer SubscriptionsLists all subscriptions for a specific customer in Maxio Advanced Billing. Use this action when you need to retrieve all subscriptions associated with a customer, such as for displ
  • List CustomersReturns a list of customers with optional filtering and pagination. Use this action when you need to retrieve customers from your Chargify/Maxio billing system. Supports pagination
  • List EventsReturns a list of events for the site in Maxio Advanced Billing. Use this action when you need to retrieve events for audit purposes, monitoring activity, tracking subscription cha
  • List Exported InvoicesRetrieves a list of exported invoices for a specific invoice export batch. Use this action when you need to fetch the rows (invoice data) from a previously initiated invoice export
  • List Exported Proforma InvoicesLists exported proforma invoice rows from a previously initiated export batch. Use when you need to retrieve the actual data from a proforma invoices export, such as for analysis,
  • List Exported SubscriptionsLists exported subscriptions from a subscription export batch in Maxio/Chargify. Use this action when you need to retrieve the results of a previously initiated subscription export
  • List Invoice EventsLists all invoice events from Maxio/Chargify with optional filtering. Use this action when you need to retrieve invoice event history, such as tracking invoice status changes (crea
  • List InvoicesReturns a list of invoices with optional filtering and pagination. Use this action when you need to retrieve invoices from Maxio/Chargify, such as for displaying invoice history, g
  • List Metadata for Resource TypeLists all metadata definitions for a resource type in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all custom metadata field definitions available for
  • List MetafieldsLists all metafield definitions for a resource type in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all custom field (metafield) definitions configure
  • List MRR MovementsReturns MRR movement history showing changes in Monthly Recurring Revenue. Use this action when you need to retrieve the history of MRR changes for your Chargify site, such as for
  • List MRR Per SubscriptionReturns MRR broken down by subscription. Use this action when you need to retrieve MRR (Monthly Recurring Revenue) data for your Chargify site, including plan and usage breakouts s
  • List OffersReturns a list of all offers in Chargify. Use this action when you need to retrieve all offers from your Chargify site for reporting, analysis, or administrative purposes. Supports
  • List Payment ProfilesReturns a list of payment profiles in Maxio Advanced Billing. Use this action when you need to retrieve all payment profiles (credit cards, bank accounts, or other payment methods)
  • List PrepaymentsLists all prepayments for a subscription in Maxio Advanced Billing. Use this action when you need to retrieve all prepayments associated with a subscription, including their amount
  • List Product FamiliesReturns a list of all product families in Maxio/Chargify. Use this action when you need to retrieve product families from your Chargify/Maxio billing system. Product families are t
  • List Product Price PointsLists all price points for a product in Maxio Advanced Billing. Use this action when you need to retrieve all available pricing configurations (such as monthly, annual, or trial pr
  • List ProductsReturns a list of all products from Maxio (Chargify). Use this action when you need to retrieve all subscription products from your Chargify site. Supports pagination and filtering
  • List Products for Product FamilyLists all products within a product family in Maxio/Chargify. Use when you need to retrieve all subscription products associated with a specific product family, such as for display
  • List Proforma InvoicesLists all proforma invoices for a specific subscription in Maxio Advanced Billing. Use this action when you need to retrieve the proforma invoice history for a subscription, such a
  • List Reason CodesReturns a list of all churn reason codes in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all reason codes for churn reporting and analytics, such as a
  • List Service CreditsLists all service credits for a subscription in Maxio Advanced Billing. Use this action when you need to retrieve all service credits associated with a subscription, including thei
  • List Subscription ComponentsLists all components attached to a subscription in Maxio (Chargify). Use this action when you need to retrieve all billing components (metered, quantity-based, on/off, prepaid usag
  • List Subscription Components For SiteLists all subscription components for a site. Use this action when you need to retrieve all subscription components across all subscriptions in your Chargify/Maxio site. Supports p
  • List Subscription EventsReturns a list of events for a specific subscription in Maxio Advanced Billing. Use this action when you need to retrieve all events related to a subscription, such as for audit pu
  • List Subscription GroupsReturns a list of subscription groups with optional filtering and pagination. Use this action when you need to retrieve subscription groups from your Chargify/Maxio billing system.
  • List Subscription NotesLists all notes attached to a subscription in Maxio/Chargify Advanced Billing. Use this action when you need to retrieve all notes for a specific subscription, such as viewing cust
  • List SubscriptionsReturns a list of subscriptions with optional filtering and pagination. Use this action when you need to retrieve all subscriptions from your Chargify/Maxio billing system. Support
  • List UsagesLists all usage records for a component on a subscription. Use this action when you need to retrieve the usage history for a metered or prepaid component attached to a subscription
  • List Webhook EndpointsReturns a list of webhook endpoints configured in Maxio Advanced Billing. Use when you need to retrieve all registered webhook endpoints to check their current configuration, monit
  • List WebhooksReturns a list of webhooks configured in Maxio Advanced Billing. Use this action when you need to retrieve all webhooks to check their current configuration, monitor which webhooks
  • Migrate Subscription ProductMigrates a subscription to a different product in Maxio/Chargify Advanced Billing. Use when you need to change a subscription's product (e.g., upgrade, downgrade, or change the sub
  • Override SubscriptionOverrides cancellation settings of a subscription. Use when you need to update cancellation-related attributes on an existing subscription, such as adding a cancellation message to
  • Pause SubscriptionPauses an active subscription in Maxio (Chargify) Advanced Billing. Use when you need to temporarily suspend a subscription without canceling it, such as when a customer requests a
  • Promote Product Price Point to DefaultPromotes a product price point to be the default price point for a product. Use when you need to change which price point is automatically selected for new subscriptions to a produ
Access, and who is in charge of it

You stay the boss of your Maxio account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Maxio account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Maxio is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Maxio and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Maxio

Can an AI employee really work inside Maxio?
Yes. It signs in to your own Maxio account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Maxio?
No. Nothing moves and nothing is replaced. Your records stay in Maxio, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Maxio account?
You paste in a key from your own Maxio account. It is kept encrypted, and you can withdraw it from inside Maxio whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Maxio?
It has 100 ready-made tools in Maxio today, among them Allocate Component, Apply Coupons to Subscription and Archive Component. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Maxio and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Maxio and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Maxio?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Maxio is written down with what it did and when.