4.9/5 rating

Agentic accounting automation,
from record to report

Agentic accounting automation, from record to report

Agent-prepared, accountant-reviewed to eliminate month-end grind, delays and errors

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TRUSTED BY ICONIC PUBLIC AND PRIVATE ENTERPRISES

Trusted by iconic public and private enterprises

TRUSTED BY ICONIC PUBLIC AND PRIVATE ENTERPRISES

Scale AI

We’re closing two to three days faster with over 98% automation. It’s the closest thing to an 'easy button’ I’ve ever seen in accounting.”

CAO, Scale AI

Josh Waldron

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Vipin Sethi, Controller at Rippling
Jack Chalfant, Controller, SpotOn
Josh Waldron, SVP Finance & Accounting, Scale AI

Scale AI

We’re closing two to three days faster with over 98% automation. It’s the closest thing to an 'easy button’ I’ve ever seen in accounting.”

CAO, Scale AI

Josh Waldron

Dark Blue Background Illustration

Watch Video

Read Case Study

1

/

3

Top accounting teams use Maxima for

Top accounting teams use Maxima for

Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations

What it looks like
in production

Transaction volume processed

Transaction volume processed

$300B+

$300B+

Audit trail traceability

Audit trail traceability

100%

100%

Native bank & app integrations

150+

150+

What it looks like
in production

Transaction volume processed

$300B+

Audit trail traceability

100%

Native bank & app integrations

150+

Built for enterprise accounting at scale

Built for enterprise accounting at scale

Accurate by design Features

Accurate by design

Deterministic logic, continuous validations, and transaction-level lineage ensure every agent-prepared output is review-ready & audit-ready

Gradient Image Handles enterprise scale complexity
Gradient Image Handles enterprise scale complexity

Handles enterprise scale complexity

Process millions of transactions across entities, currencies, and systems without breaking workflows or controls

Integrates natively across your finance stack

Connect directly to your ERP, banks, payroll, billing, and data systems so agents can pull and prepare the work end-to-end

Integrates natively across your finance stack

Integrates natively across your finance stack

Connect directly to your ERP, banks, payroll, billing, and data systems so agents can pull and prepare the work end-to-end

Integrates natively across your finance stack

Real feedback from real closes

Real feedback from real closes

  • Kellen Croston

    “Seeing Maxima run in production for the first time felt like a glimpse into how accounting work should operate.”

    Kellen Croston

    Financial Systems Engineer

  • Headshot of Sandeep Kumar J., Senior Accountant

    “With Maxima, onboarding and scaling bank workflows has become systematic. Once accounts are set up, we can bring new banks live, apply rules, and handle recurring transactions without re-building the process every month”

    Sandeep Kumar Jedi

    Senior Accountant

  • Headshot of Tingting Fang, Accountant

    “Maxima took a lot of stress out of month-end by automating our most time consuming workflows like payroll and banking, which has made our team more efficient”

    Tingting Fang

    Accountant

  • Headshot of Alyssa Cao, Senior Accountant

    “Maxima feels like a true partner. We rely on it daily, and the added visibility across close dependencies is something we never had before”

    Alyssa Cao

    Senior Accountant

  • Headshot of Christine Yang, Head of Revenue Accounting

    “Maxima has materially helped us close the books faster. It’s intuitive, easy to use, and simplifies the work that usually slows accounting teams down.”

    Christine Yang

    Head of Revenue Accounting

  • Headshot of Mervyn Haw, Senior Accountant

    “With Maxima, we’ve automated full-cycle month-end close across cash, commissions, and investment accounting. It’s intuitive, built for real-world workflows and feels miles ahead of legacy accounting tools stuck in the past”

    Mervyn Haw

    Senior Accountant

  • Shelley Naperkoski

    “Maxima felt like a true partner. The team moved quickly, incorporated feedback, and delivered a workflow experience that aligned closely with how we actually operate.”

    Shelley Naperkoski

    Senior Manager, Revenue

  • Chris Chung

    "The breadth of integrations and workflows already supported gave us confidence we could operationalize automation quickly.”

    Chris Chung

    Assistant Controller

  • Neil Black

    "Maxima was intuitive enough that our team adopted it quickly without requiring extensive training or change management.”

    Neil Black

    Assistant Controller

  • Headshot of Eimear Culen, Technical Accounting Director

    "NetSuite drill-downs were slow, so flux used to mean a lot of manual work. Maxima syncs the data automatically and lets us investigate variances at the vendor level in seconds, which makes the review process meaningfully faster."

    Eimear Culen

    Technical Accounting Director

Real feedback from real closes

  • Kellen Croston

    “Seeing Maxima run in production for the first time felt like a glimpse into how accounting work should operate.”

    Kellen Croston

    Financial Systems Engineer

  • Headshot of Sandeep Kumar J., Senior Accountant

    “With Maxima, onboarding and scaling bank workflows has become systematic. Once accounts are set up, we can bring new banks live, apply rules, and handle recurring transactions without re-building the process every month”

    Sandeep Kumar Jedi

    Senior Accountant

  • Headshot of Tingting Fang, Accountant

    “Maxima took a lot of stress out of month-end by automating our most time consuming workflows like payroll and banking, which has made our team more efficient”

    Tingting Fang

    Accountant

  • Headshot of Alyssa Cao, Senior Accountant

    “Maxima feels like a true partner. We rely on it daily, and the added visibility across close dependencies is something we never had before”

    Alyssa Cao

    Senior Accountant

  • Headshot of Christine Yang, Head of Revenue Accounting

    “Maxima has materially helped us close the books faster. It’s intuitive, easy to use, and simplifies the work that usually slows accounting teams down.”

    Christine Yang

    Head of Revenue Accounting

  • Headshot of Mervyn Haw, Senior Accountant

    “With Maxima, we’ve automated full-cycle month-end close across cash, commissions, and investment accounting. It’s intuitive, built for real-world workflows and feels miles ahead of legacy accounting tools stuck in the past”

    Mervyn Haw

    Senior Accountant

  • Shelley Naperkoski

    “Maxima felt like a true partner. The team moved quickly, incorporated feedback, and delivered a workflow experience that aligned closely with how we actually operate.”

    Shelley Naperkoski

    Senior Manager, Revenue

  • Chris Chung

    "The breadth of integrations and workflows already supported gave us confidence we could operationalize automation quickly.”

    Chris Chung

    Assistant Controller

  • Neil Black

    "Maxima was intuitive enough that our team adopted it quickly without requiring extensive training or change management.”

    Neil Black

    Assistant Controller

  • Headshot of Eimear Culen, Technical Accounting Director

    "NetSuite drill-downs were slow, so flux used to mean a lot of manual work. Maxima syncs the data automatically and lets us investigate variances at the vendor level in seconds, which makes the review process meaningfully faster."

    Eimear Culen

    Technical Accounting Director

Real feedback from real closes

  • Kellen Croston

    “Seeing Maxima run in production for the first time felt like a glimpse into how accounting work should operate.”

    Kellen Croston

    Financial Systems Engineer

  • Headshot of Sandeep Kumar J., Senior Accountant

    “With Maxima, onboarding and scaling bank workflows has become systematic. Once accounts are set up, we can bring new banks live, apply rules, and handle recurring transactions without re-building the process every month”

    Sandeep Kumar Jedi

    Senior Accountant

  • Headshot of Tingting Fang, Accountant

    “Maxima took a lot of stress out of month-end by automating our most time consuming workflows like payroll and banking, which has made our team more efficient”

    Tingting Fang

    Accountant

  • Headshot of Alyssa Cao, Senior Accountant

    “Maxima feels like a true partner. We rely on it daily, and the added visibility across close dependencies is something we never had before”

    Alyssa Cao

    Senior Accountant

  • Headshot of Christine Yang, Head of Revenue Accounting

    “Maxima has materially helped us close the books faster. It’s intuitive, easy to use, and simplifies the work that usually slows accounting teams down.”

    Christine Yang

    Head of Revenue Accounting

  • Headshot of Mervyn Haw, Senior Accountant

    “With Maxima, we’ve automated full-cycle month-end close across cash, commissions, and investment accounting. It’s intuitive, built for real-world workflows and feels miles ahead of legacy accounting tools stuck in the past”

    Mervyn Haw

    Senior Accountant

  • Shelley Naperkoski

    “Maxima felt like a true partner. The team moved quickly, incorporated feedback, and delivered a workflow experience that aligned closely with how we actually operate.”

    Shelley Naperkoski

    Senior Manager, Revenue

  • Chris Chung

    "The breadth of integrations and workflows already supported gave us confidence we could operationalize automation quickly.”

    Chris Chung

    Assistant Controller

  • Neil Black

    "Maxima was intuitive enough that our team adopted it quickly without requiring extensive training or change management.”

    Neil Black

    Assistant Controller

  • Headshot of Eimear Culen, Technical Accounting Director

    "NetSuite drill-downs were slow, so flux used to mean a lot of manual work. Maxima syncs the data automatically and lets us investigate variances at the vendor level in seconds, which makes the review process meaningfully faster."

    Eimear Culen

    Technical Accounting Director

Powerful, trustworthy, transformative AI

Diagram showing Workday, Charles Schwab, Excel, Salesforce, and Stripe flowing into Maxima's unified accounting automation platform.
Diagram showing Workday, Charles Schwab, Excel, Salesforce, and Stripe flowing into Maxima's unified accounting automation platform.

The most complete view of your financial data

Disconnected finance systems scatter data and strip context.

Maxima’s finance graph unifies every source into a single model of context and lineage, powering true accounting automation.

Maxima AI interface showing automated bank reconciliation of JP Morgan accounts and journal entry preparation, with one-click approve or reject workflow.
Maxima AI interface showing automated bank reconciliation of JP Morgan accounts and journal entry preparation, with one-click approve or reject workflow.

Agent prepared accounting

Today's close is buried in manual, painful prep.

Maxima’s agents pull data from every system, apply your policies, and prepare entries, reconciliations, and variance explanations so accountants log in to work that’s done, and ready for review.

Maxima AI journal entry automation interface displaying PTO accruals audit log, agent draft with preparer notes, and source data linking accrued compensation to cost center 103 Engineering & Product.
Maxima AI journal entry automation interface displaying PTO accruals audit log, agent draft with preparer notes, and source data linking accrued compensation to cost center 103 Engineering & Product.

Evidence first automation

Blackbox AI hides the work and weakens trust.

Every Maxima agent prepared output includes lineage, inputs, and approvals within your controls, giving auditors a re-performable audit trail.

Built for enterprise accounting at scale

Works natively with your ERP and finance stack

Connect directly to your GL, banks, payroll, billing, and data systems.

Accurate by design

Deterministic logic, continuous validations, and transaction-level lineage keep every output review-ready and audit-ready.

Built for high-volume accounting

Handle millions of transactions across entities, currencies, and systems without breaking workflows.

Built for enterprise accounting at scale

Accurate by design Features
Accurate by design Features

Accurate by design

Deterministic logic, continuous validations, and transaction-level lineage ensure every agent-prepared output is review-ready & audit-ready

Gradient Image Handles enterprise scale complexity
Gradient Image Handles enterprise scale complexity

Handles enterprise scale complexity

Process millions of transactions across entities, currencies, and systems without breaking workflows or controls

Integrates natively across your finance stack

Connect directly to your ERP, banks, payroll, billing, and data systems so agents can pull and prepare the work end-to-end

Integrates natively across your finance stack
Integrates natively across your finance stack

Move closer to an audit-ready, real-time close

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Request demo

Dark Blue Background Illustration

Request demo

Dark Blue Background Illustration

Request demo