Maxima AI
Also known as: Maxima
Agentic AI platform for enterprise accounting that automates the month end close as an intelligence layer on existing ERPs, with agents preparing the books and humans reviewing.
Maxima is an agentic AI platform for enterprise accounting that automates the month end close, positioning itself as the first system where AI agents prepare the books and humans review them. Founded in 2024 in San Mateo by Yogi Goel, a two decade accounting and finance veteran of EY, Citigroup, Barclays, and Rubrik, alongside engineers Akshaya Srivatsa, who built AI infrastructure at Meta, and Jack Liao, who built the reconciliation and billing systems behind Netflix, the company raised forty one million dollars in combined seed and Series A funding in November 2025. The round was led by Redpoint Ventures, Kleiner Perkins, and Audacious Ventures, with backing from former BlackLine executives, the CFOs of Rubrik and Vanta, and Joe Montana. Since launching in late 2025 it reports processing more than two hundred fifty five billion dollars in accounting volume across two hundred fifty million transactions.
The platform operates as an intelligence layer on top of a company's existing ERPs rather than replacing them, giving each team a set of always on AI teammates: some handle daily preparation tasks while others continuously monitor the books and flag issues early. Its specialized agents coordinate across systems to pull data, transform it into accounting entries, apply the company's own policies, prepare journal entries, perform reconciliations, and surface anomalies with written commentary, all the way through to flux analysis. When accountants log in, the work is already prepared, validated, and documented, ready for review and approval, which is how Maxima keeps humans firmly in control of judgment and sign off while removing the repetitive grind.
Because accounting is quantitative, policy bound, and audit scrutinized, Maxima leans hard into accuracy and auditability, targeting a SOX ready, real time close with full documentation and control, and it reports up to eighty percent faster closes and ninety five percent automation of manual work for customers like Scale AI, Rippling, SpotOn, and Bilt Rewards. It is purpose built for one function, so it does not offer choice of underlying model or general purpose agent tooling. For a finance organization drowning in month end reconciliations and journal entries that wants continuous, auditable close automation without ripping out its ERP, Maxima is a strong option; a small business with simple books may find a standard close checklist sufficient.
Vendor details
Canonical URL
https://maxima.ai
Category
Enterprise operations agent
Subcategory
Enterprise accounting automation
Funding status
Independent, headquartered in San Mateo, California, founded in 2024 by Yogi Goel, Akshaya Srivatsa, and Jack Liao. Raised forty one million dollars in combined seed and Series A funding announced in November 2025, led by Redpoint Ventures, Kleiner Perkins, and Audacious Ventures, with participation from former BlackLine executives Andres Botero and Eric Borrmann, Rubrik CFO Kiran Choudary, Vanta CFO David Eckstein, and Liquid 2 managing partner Joe Montana. Named to Redpoint's inaugural AI64 list, and reports processing more than two hundred fifty five billion dollars in accounting volume across two hundred fifty million transactions since launching in late 2025, with customers including Scale AI, Rippling, SpotOn, and Bilt Rewards.
Company status
independent
Use cases & customers
Primary use cases
Target customers
Deployment options
Integrations
Operates as an intelligence layer on top of a company's existing ERPs rather than replacing them, coordinating across accounting systems, bank accounts, and multiple legal entities and currencies to pull data, prepare entries, and reconcile. Its agents transform source data into accounting entries, apply company policies, and write documentation back for review, connecting the record to report workflow end to end.
In practice
Your accounting team works sixteen hour days for two weeks every month just to close the books. Maxima's agents prepare journal entries, reconciliations, and commentary continuously, so accountants arrive to work already done and ready for review.
You cannot rip out your ERP, but the close is still full of manual data pulls and spreadsheet reconciliations. Maxima runs as an intelligence layer on top of your existing ERP and automates the preparation work across systems.
Auditors demand a clear trail for every entry and restatements are a real risk. Maxima delivers a SOX ready close with every entry prepared, validated, and documented for full auditability.
Sources & related URLs
Research sources
Research notes
Added via Crunchbase agentic discovery CSV, enriched full fidelity 2026-07-07. Brand is Maxima (maxima.ai); slug maxima-ai to disambiguate from other Maxima entities.
Capability coverage
10.0 / 14 capabilities · 71%
| Integrations & Tool CallingCoordinates across a company's existing ERPs, bank accounts, and multiple legal entities and currencies to pull source data and act on it as an intelligence layer, Maxima docs 2026-07-07 | Full |
|---|---|
| Workflow OrchestrationSpecialized agents are embedded into every step of the close, orchestrating a multi step record to report flow from data pull through transformation, journals, reconciliation, and commentary, Maxima docs 2026-07-07 | Full |
| Knowledge Grounding & RAGApplies each company's own accounting policies and grounds preparation in its financial records and evidence, producing documented, policy consistent entries, Maxima docs 2026-07-07 | Full |
| Human Oversight & GuardrailsThe core model is agents prepare and humans review, keeping accountants in complete control of validation, approval, and judgment before anything is finalized, Maxima docs 2026-07-07 | Full |
| Security, Identity & GovernanceTargets a SOX ready close with internal controls and complete auditability over sensitive financial data under strict audit and regulatory scrutiny, Maxima docs 2026-07-07 | Full |
| Observability & AuditabilityDelivers one hundred percent auditability with every entry prepared, validated, and documented, plus monitoring agents that continuously watch the books and flag anomalies with commentary, Maxima docs 2026-07-07 | Full |
| Memory & State PersistenceMaintains a continuously updated real time financial state and retains company policies, but a distinct agent memory that learns per user over time is not documented, Maxima docs 2026-07-07 | Partial |
| Deployment & Data ResidencyDelivered as cloud SaaS that layers on existing ERPs, but on premise or explicit customer controlled residency options are not documented, Maxima docs 2026-07-07 | Partial |
| Prebuilt Agents, Templates & PacksShips a set of always on prebuilt AI teammates, some for daily preparation tasks and some for continuous monitoring, purpose built for accounting close steps out of the box, Maxima docs 2026-07-07 | Full |
| Triggers & Channel CoverageRuns always on toward a continuous real time close, with monitoring agents reacting to new transactions and flagging issues early rather than only at month end, Maxima docs 2026-07-07 | Full |
| Model Flexibility & RoutingRuns on its own AI native stack and does not document customer choice of underlying model or routing across external model providers, Maxima docs 2026-07-07 | Unable to verify |
| APIs, SDKs & MCP ExtensibilityIntegrates with ERPs and accounting systems, but a broad public developer SDK, API, or MCP surface is not documented as a first class capability, Maxima docs 2026-07-07 | Partial |
| Testing, Debugging & OptimizationValidates prepared work and detects anomalies before human review, a form of output validation, but a dedicated agent testing, evaluation, or debugging surface is not documented, Maxima docs 2026-07-07 | Partial |
| Browser & Computer UseActs through ERP and system integrations rather than driving a browser or operating a computer interface, Maxima docs 2026-07-07 | Unable to verify |
Pricing
Not public; enterprise pricing quoted through sales, scoped to entities and transaction volume
enterprise subscription scoped to entities, transaction volume, and workflows
What is public
No list pricing. Maxima quotes through enterprise sales with a demo path and no self serve tier.
Billing mechanics
Enterprise subscription sized to legal entities, transaction volume, and the scope of close workflows automated, layered on top of existing ERPs.
Cost watchouts
Complex multi entity, multi currency environments and high transaction volumes can raise the tier, and initial ERP integration may be a separate cost.
Variable cost rationale
Sold as an enterprise subscription likely scoped to legal entities, transaction volume, and automated workflows, so cost tends to grow with accounting complexity and the number of entities and transactions processed.
Additional watchouts
With no public rate, confirm how pricing scales with entities, currencies, and transaction volume, and what implementation onto existing ERPs costs.
Sales call required
Yes — required for paid access
Free / trial
Demo on request; no public free tier
Key ambiguities
No public rate is published, and whether pricing is per entity, per transaction, or flat enterprise is not disclosed.
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