Maxio Launches AI Governance Layer to Give Finance Teams Secure, Practical AI Access
Maxio MCP is a new governance layer that connects AI assistants like Claude and ChatGPT to Maxio's billing and revenue data using the open Model Context Protocol (MCP). Finance teams can ask for metrics, build reports, and trigger controlled actions in natural language-without sending sensitive data outside of a governed environment.
Here's the key idea: AI becomes useful for finance when it's grounded in trusted data and tight controls. That's the gap Maxio is closing.
Why this matters for finance
Many finance teams have held back on public AI tools over privacy, accuracy, and security concerns. Maxio MCP gives them a way forward by keeping proprietary data within Maxio, enforcing permissions, and preventing data from being used to train public models.
As Chris Weber, chief product officer at Maxio, put it: "AI becomes genuinely useful in finance only when it's grounded in trusted, governed data. 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."
How it works
MCP serves as the connective tissue between AI assistants and Maxio's financial logic. Finance users can query revenue metrics, build cohort views, or generate forecast-ready reports in plain English, while access is constrained by roles and scopes.
Everything is authenticated, permissioned, and logged. Data stays in Maxio. The AI assistant only receives the specific, scoped results it's allowed to see.
Key capabilities
- Role-based permissions: OAuth-based access so only the right users and assistants can query the right data.
- Auditability: Scoped tokens and comprehensive audit logs for full transparency and compliance review.
- Data protection: Proprietary financial data is queried within a governed environment and not used to train public models.
If you want the technical backdrop, see the open standard behind this approach: Model Context Protocol (MCP).
Early results from users
Teams are already reporting faster reporting cycles. Drew Weik, revenue operations manager at Ingage, shared: "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."
What CFOs and controllers can do now
- List the questions you ask weekly: MRR, churn, ARR bridges, cohorts, DSO, deferred revenue, cash collections. Turn them into repeatable natural-language prompts.
- Set guardrails first: roles, scopes, and approval rules aligned to SOX and privacy policies.
- Run a controlled pilot with a small group using Claude or ChatGPT, then expand based on audit logs and QA reviews.
- Standardize prompts for recurring reports, and attach the output to your monthly close checklist.
- Review logs weekly, tighten scopes as needed, and document exceptions for auditors.
Availability and scale
Maxio MCP is available now to all Maxio customers. Maxio currently handles over $18 billion in billings for more than 2,000 SaaS and subscription businesses worldwide.
Evaluating where AI can add value across FP&A, revenue operations, and billing? Explore a curated list of finance-focused tools here: AI tools for finance.
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