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
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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1
/
3
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
Watch Video
Read Case Study
1
/
3
Top accounting teams use Maxima for
Top accounting teams use Maxima for
Powerful, trustworthy, transformative AI
Powerful, trustworthy, transformative AI
Powerful, trustworthy, transformative AI
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.
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.
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.
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+
Built for enterprise accounting at scale
Built for enterprise accounting at scale
Accurate by design
Deterministic logic, continuous validations, and transaction-level lineage ensure every agent-prepared output is review-ready & audit-ready
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
Connect directly to your ERP, banks, payroll, billing, and data systems so agents can pull and prepare the work end-to-end
Real feedback from real closes
“Seeing Maxima run in production for the first time felt like a glimpse into how accounting work should operate.”
Kellen Croston
Financial Systems Engineer
“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
“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
“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
“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
“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
“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
"The breadth of integrations and workflows already supported gave us confidence we could operationalize automation quickly.”
Chris Chung
Assistant Controller
"Maxima was intuitive enough that our team adopted it quickly without requiring extensive training or change management.”
Neil Black
Assistant Controller
"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
“Maxima helped us operationalize complex workflows like payroll journals and commissions amortization, with enterprise-grade accuracy and control”
Kenny Tran
Head of Business Transformation
“Seeing Maxima run in production for the first time felt like a glimpse into how accounting work should operate.”
Kellen Croston
Financial Systems Engineer
“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
“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
“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
“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
“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
“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
"The breadth of integrations and workflows already supported gave us confidence we could operationalize automation quickly.”
Chris Chung
Assistant Controller
"Maxima was intuitive enough that our team adopted it quickly without requiring extensive training or change management.”
Neil Black
Assistant Controller
"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
“Maxima helped us operationalize complex workflows like payroll journals and commissions amortization, with enterprise-grade accuracy and control”
Kenny Tran
Head of Business Transformation
Move closer to an audit-ready, real-time close
Request demo
Request demo
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