Maxio, the billing automation and revenue management platform for B2B SaaS, introduced Maxio MCP, a secure AI governance layer built specifically for finance teams.
The new solution utilises the Model Context Protocol (MCP), an open standard that connects AI assistants—such as Claude and ChatGPT—to the systems where business data resides. This integration allows finance professionals to use natural language to explore metrics, generate reports, and execute controlled actions, all while maintaining strict data security and compliance.
Bridging the gap between AI and financial data
While the adoption of generative AI has surged across many sectors, finance teams have often been hesitant to fully embrace public AI models due to concerns over data privacy, accuracy, and security. Maxio MCP aims to bridge this gap by providing a “governance layer” that acts as a safeguard.
The tool connects Maxio’s billing and revenue data, along with its underlying financial logic, to approved AI tools. Crucially, it ensures that sensitive data remains protected within Maxio’s environment and is not sent to train public AI models.
Chris Weber, chief product officer at Maxio, explained the strategic necessity of the launch:
“Maxio MCP is giving finance teams new efficiency and speed to get their work done. AI becomes genuinely useful in finance only when it’s grounded in trusted, governed data. MCP brings that vision to life. By connecting AI tools people already use to Maxio’s financial logic and controls, we’re giving finance teams a safeguarded way to automate everyday work and move faster without sacrificing compliance.”
Key capabilities for the modern CFO
Maxio MCP introduces several features designed to meet the rigorous standards of financial operations:
- Role-based permissions: Utilising OAuth authentication to ensure controlled AI access.
- Auditability: Scoped tokens and audit logging to maintain full transparency and compliance.
- Data Protection: Ensuring proprietary financial data is queried securely without leaving the governed environment.
Early users of the technology report significant operational improvements. Drew Weik, revenue operations manager at Ingage, commented: “The new Maxio MCP has dramatically cut the time I spend on reporting. I’ve been using Maxio MCP with Claude, and I can just ask for the data I need, and it does all the heavy lifting. I get everything I need in seconds instead of digging through multiple screens.”
The tool is available immediately to all customers of Maxio, a platform that currently manages over $18billion in billings for more than 2,000 SaaS and subscription businesses worldwide.