How much does Maxima AI cost?

Pricing is not published and is quoted through enterprise sales, typically scoped to entities, transaction volume, and the workflows automated. There is no public self serve tier.

Does Maxima AI have SOC 2, SSO and role based access control?

Full under the Agentic Index verification standard. Maxima AI publishes public evidence of enterprise security and identity controls, covering a compliance posture such as SOC 2 or ISO 27001, single sign on (SSO or SAML), and role based access control (RBAC). Evidence basis: Attested compliance and a documented access surface, both on the security page. Compliance posture: SOC 1 Type II and SOC 2 Type II certified with reports available under NDA on request, ISO 42001 certified, ISO 27001 marked coming soon, pl. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Does Maxima AI give you tracing and observability into agent runs?

Full under the Agentic Index verification standard. Maxima AI publishes public evidence of tracing, observability and audit logging into agent runs, so a team can see what an agent did and why. Evidence basis: Every action is captured in an immutable audit trail with source to output lineage that auditors can re-perform and controllers verify, and the security page lists immutable audit logs and transparency by design as standing features. Across. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Does Maxima AI require human approval before an agent acts?

Full under the Agentic Index verification standard. Maxima AI publishes public evidence of human approval steps and guardrails, so an agent action can be held for review before it executes. Evidence basis: The vendor's own approval surface is architecturally enforced: no journal entry, reconciliation or adjustment reaches the general ledger without explicit human sign off, approval gates and segregation of duties are enforced within the produ. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

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Maxima AI

Q: Who is Maxima AI for?

enterprise, mid-market, finance teams

Q: What are the best alternatives to Maxima AI?

Based on documented capability coverage across the Agentic Index 14 point taxonomy, the closest alternatives to Maxima AI among enterprise operations agents are Basis, Alloy.ai, Docyt, Nominal. Each is graded on the same public evidence, and no vendor pays for placement.

Also known as: Maxima, Indus AI Technologies, Max, maximahq.com

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Enterprise operations agentindependentVerified 2026-09-07

Entry priceContact for pricingFull pricing detail

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, built so agents prepare the books and accountants review them. It runs as an intelligence layer on top of a company's existing ERPs rather than replacing them, connecting natively to more than a hundred financial systems including banks, billing, payroll, business intelligence and the general ledger.

Five modules can be bought alone or together: journal entry automation, where no code logic templated by product, bank, subsidiary or account is defined once and reused every period to generate entries at scale with built in validations; account reconciliations, which certify accounts across banks, ERPs and subledgers, compute ending balances and roll uncleared items forward, clearing anything inside a materiality threshold automatically; transaction matching at one to one, one to many and many to many across vendors, entities and departments, with round the clock ingestion normalizing messy files; flux analysis, which scans balances for fluctuations above a threshold, pivots to the variance driver, drills to the source transaction and drafts the explanation for a reviewer to edit; and a Close Command Center that maps task dependencies, assigns owners and due dates, surfaces blockers and syncs status back to the ERP.

Max, its 24 hour accounting agent, breaks a request into steps, proposes a plan for approval before complex work begins, and escalates rather than assuming when judgment is required. Control is architectural: nothing reaches the general ledger without explicit human sign off, approval gates and segregation of duties are enforced in the product, and every action carries inputs, logic, lineage and approvals in an immutable trail an auditor can re-perform.

Maxima is SOC 1 Type II, SOC 2 Type II and ISO 42001 certified with ISO 27001 in progress, offers SSO and multi factor authentication with role and attribute based access control, encrypts at rest and in transit, and hosts customer data only in United States data centers. Founded in 2024 in San Mateo by Yogi Goel with Akshaya Srivatsa and Jack Liao, it raised $41 million from Redpoint Ventures, Kleiner Perkins and Audacious Ventures, and counts Zendesk, Rippling, Scale AI, SpotOn, Gorgias, Roofstock and Rewst among its customers. Pricing is a platform fee plus per module fees, quoted on request. It does not offer customer chosen models, a public API, or deployment outside its US cloud.

Vendor details

Canonical URL

https://www.maxima.ai

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

month end close automationjournal entry and reconciliation automationfinancial anomaly detection and flux analysisSOX ready audit documentation

Target customers

enterprisemid-marketfinance teams

Deployment options

SaaScloud

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

https://www.maxima.ai/articles/maxima-seed-series-a-agentic-ai-accounting https://www.businesswire.com/news/home/20251118400802/en/ https://www.businesswire.com/news/home/20260122445710/en/ https://www.crunchbase.com/organization/maxima-ai-a6b7

Agentic Index coverage score

8.0 / 14 capabilities · 57%

Integrations & Tool Calling	Full
The platform is ERP agnostic and connects natively to more than 100 financial systems including banks, billing, payroll, BI and ERP or GL, and agents act in them rather than only reading: prepared journal entries post directly to the ERP after approval, with the worked example showing sales commissions aggregated, reviewed and posted to NetSuite, and close task statuses, due dates and completions syncing back to the ERP. Universal inputs read Excel, PDFs and Google Sheets and connect to third party storage. SourceMaxima, maxima.ai/productread 2026-09-07
Workflow Orchestration	Full
Work runs multi step across the record to report flow: agents pull transactions from bank, billing, payroll, BI and ERP, normalize messy files with parsing, joins and lookups, generate journal entries against reusable templated logic, match GL to subledger one to one, one to many and many to many, compute ending balances and reconciliation status with uncleared items rolling forward, detect variances and draft narratives, then route each output to reviewers. The Close Command Center orchestrates the whole close, mapping task dependencies, surfacing handoffs and blockers, assigning owners and due dates and syncing status to the ERP; the Max agent breaks a complex request into steps, pulls templates and source context and sequences the work before executing. SourceMaxima, maxima.ai/product and maxima.ai/maxread 2026-09-07
Knowledge Grounding & RAG	Full
The finance graph unifies every source into a single model of context and lineage, which the vendor names as what powers the automation, and agents reason against it with the customer's own accounting policies and GL mappings applied, plus no code logic templated by product, bank, subsidiary or GL and reused every period. The graph persists across periods, scales past any one run and stays queryable for drill down to source transactions with lineage. SourceMaxima, maxima.ai and maxima.ai/productread 2026-09-07
Human Oversight & Guardrails	Full
The vendor's own approval surface is architecturally enforced: no journal entry, reconciliation or adjustment reaches the general ledger without explicit human sign off, approval gates and segregation of duties are enforced within the product, and when an agent meets ambiguity, missing data or an out of threshold value it flags an exception for human review rather than proceeding. Outputs route to reviewers with change logs and preserved evidence, exceptions carry owners and SLAs, and the Max agent proposes a step by step plan for approval before complex work begins and escalates judgment calls instead of assuming. Configurable materiality thresholds decide what clears automatically and what is held. SourceMaxima, maxima.ai/security, maxima.ai/product and maxima.ai/maxread 2026-09-07
Security, Identity & Governance	Full
Attested compliance and a documented access surface, both on the security page. Compliance posture: SOC 1 Type II and SOC 2 Type II certified with reports available under NDA on request, ISO 42001 certified, ISO 27001 marked coming soon, plus independent penetration testing and a defined incident response. Access surface: SSO and multi factor authentication, permissions enforced through role based and attribute based access controls with regular access reviews, approval gates and segregation of duties enforced within the product, and data deletion on demand. Immutable audit logs are listed too. SourceMaxima, maxima.ai/securityread 2026-09-07
Observability & Auditability	Full
Every action is captured in an immutable audit trail with source to output lineage that auditors can re-perform and controllers verify, and the security page lists immutable audit logs and transparency by design as standing features. Across the product each module carries the same shape: source data and prepared entries side by side with transaction level drill down, timestamps for each match with reviewer comments and walkthrough evidence, change logs on every variance, and evidence preserved for SOX aligned review. Re-performance on demand reconstructs why an output exists rather than reporting that it does, and it is the vendor's own record rather than logs from the customer's systems. SourceMaxima, maxima.ai/security and maxima.ai/productread 2026-09-07
Memory & State Persistence	Not documented
Beyond the plan Max proposes within a single request, no session state is described, and no memory layer with a stated scope and lifetime is documented. The continuously updated financial state is the general ledger picture the product exists to maintain, part of the application's data model and the finance graph; retained company policies are configuration the customer writes, not memory the agent accumulates; and uncleared items rolling forward between periods is accounting carry forward, not agent state. Whether Max keeps any context between requests is not published. SourceMaxima, maxima.ai/product and maxima.ai/maxread 2026-09-07
Deployment & Data Residency	Not documented
Hosted in one fixed region. The security FAQ states customer data is processed and stored in Google Cloud Platform data centers located in the United States and is not transferred or hosted outside the U.S., which the page also carries as a headline feature, US only data hosting. Nothing is offered for the customer to choose: no customer environment, self hosted or on premises option and no selection surface is documented anywhere on the site. SourceMaxima, maxima.ai/securityread 2026-09-07
Prebuilt Agents, Templates & Packs	Full
Each module can be bought alone: the vendor states use any module on its own, or consolidate them all. The set is named and each member does its own job when selected, journal entry automation, account reconciliations, transaction matching, flux analysis and the Close Command Center, with separate product pages for journal entry automation and cash accounting and the Max agent sold as its own offering. Remove one and the others remain whole products a buyer can adopt. SourceMaxima, maxima.ai/productread 2026-09-07
Triggers & Channel Coverage	Full
Three trigger classes are documented. Continuous ingestion: 24 hour data preparation with parsing, joins and lookups, continuous matching and continuous journal preparation as transactions arrive from bank, billing, payroll, BI and ERP. Threshold and state events: real time monitoring raises alerts when balances move, flags anomalous transactions and fires notifications when a fluctuation breaches a materiality threshold, with exception routing to owners under SLAs. Schedule and period: templates reused every period, due dates and completions tracked in the Close Command Center with notifications on missed steps. Events, schedules and continuous inbound feeds together cover how work reaches the agent. SourceMaxima, maxima.ai/productread 2026-09-07
Model Flexibility & Routing	Not documented
Providers are disclosed but not chosen by the customer. The security FAQ states Maxima holds contractual agreements with OpenAI, Anthropic and Google prohibiting training, fine tuning or retention of customer data, with all model usage limited to inference only and configured for zero data retention. Nothing documents customer or admin selection of the model, per workflow or otherwise, and the arrangement is described as the vendor's own contractual posture rather than a routing surface the buyer controls. SourceMaxima, maxima.ai/securityread 2026-09-07
APIs, SDKs & MCP Extensibility	Not documented
Calling Maxima from outside has no published route, with no API, SDK or MCP server and no developer surface on the site. The Integrations page describes the platform connecting outward to more than 100 financial systems, which is the opposite direction. SourceMaxima, maxima.ai/productread 2026-09-07
Testing, Debugging & Optimization	Not documented
Validation runs per output rather than over a change under test. Generated entries get built in validations and checks, real time validations run before posting, materiality thresholds clear what is within tolerance, and re-performance of an entry is available on demand; each of those gates an individual result. No evaluation harness, scored test cases, release gate over a change to templates or agents, or controlled post deployment loop is documented. The published article on model accuracy in accounting is a benchmark of the vendor's own rather than an evaluation surface a customer can run. SourceMaxima, maxima.ai/productread 2026-09-07
Browser & Computer Use	Not documented
The security page states agents are scoped only to accounting workflows and perform defined tasks against structured financial data, a positive statement that bounds the agents away from operating interfaces. Reach is through native connections to financial systems and through ingestion of Excel, PDFs and Google Sheets, which is file parsing rather than a screen being driven, and no browser, desktop or remote computer control is documented anywhere on the site. SourceMaxima, maxima.ai/security and maxima.ai/productread 2026-09-07

The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded

Pricing

Contact for pricing

platform fee sized to business size, plus per module fees, tailored to transaction volume, number of entities and system complexity

What is public

The structure but not the amounts. The product FAQ states pricing includes a platform fee based on business size along with per module fees depending on the workflows needed, tailored to transaction volume, number of entities and system complexity, with every route a demo request.

Billing mechanics

Two part: a platform fee scaled to the size of the business, plus per module fees for the workflows adopted. Tailored to transaction volume, entity count and system complexity, quoted through sales.

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

Cost has two axes, so a quote for one module does not indicate the cost of the full close; the vendor sells modules separately and consolidated.

Sales call required

Yes, required for paid access

Free / trial

Request a demo on every route; no free tier or trial published

Lowest paid plan

Not published

Key ambiguities

The billing structure is published and the amounts are not.

Missing data

No amounts are published for either the platform fee or any module; no tier list, minimum or contract length is stated.

Agentic Index verified 2026-09-07

Official pricing page

Related vendors

Alternatives to Maxima AI

The closest documented capability profiles to Maxima AI among enterprise operations agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.

Basis7.5 / 14A lighter documented profile than Maxima AI
Alloy.ai8.0 / 14Adds documented APIs, SDKs & MCP Extensibility
Docyt7.0 / 14A lighter documented profile than Maxima AI
Nominal7.0 / 14A lighter documented profile than Maxima AI
Orbio9.0 / 14Adds documented Deployment & Data Residency and Testing, Debugging & Optimization
Rillet9.0 / 14Adds documented APIs, SDKs & MCP Extensibility

Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded

Compare Maxima AI with other vendors →Compare all enterprise operations agents →See where Maxima AI ranks →

Data confidence: high

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