Finance & accounting
Maxio for your Agent
Flow can read invoices, payments and accounts in Maxio and use the figures in your bids.
It asks for your approval before it changes anything in Maxio. Connect with an API key from your Maxio account.
Connect Maxio in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Maxio.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Maxio.
What Flow can do depends on what Maxio offers through its API and on the access you choose.
Things to ask
Type these to Flow once Maxio is connected.
- Maxio
Pull our turnover for the last three years from Maxio for the financial standing section.
- Maxio
List unpaid Maxio invoices from public buyers.
About Maxio
Maxio is a subscription billing and revenue management platform for B2B SaaS. It helps teams automate invoicing, payments, usage billing, and revenue insights.
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