Record-to-report

Maxima supports record-to-report automation. It’s an AI-native accounting platform where agents prepare journal entries, reconciliations, transaction matching, and flux analysis end-to-end, then hand the work to accountants for review and approval before anything posts to the GL. With roughly 72% of finance teams already using or testing AI in reporting, the question isn’t whether to adopt an R2R tool. It’s which one actually performs the prep work.

Agentic AI for the accounting close is AI that prepares accounting work end-to-end, not AI that summarizes data or routes tasks. It pulls source data, applies accounting logic, drafts journal entries, runs reconciliations, and proposes flux explanations, then escalates to humans for review, approval, and judgment calls.

Yes. There are AI systems built specifically to prepare reconciliations and draft journal entries end-to-end, then hold that work for accountant review and approval before anything posts to the GL.

Yes, but only a narrow set of AI accounting platforms actually prepares bookkeeping, close, and workpaper-heavy work end-to-end. Most tools either coordinate human effort or draft commentary around numbers a person still had to assemble. The platforms that truly qualify pull data directly from source systems, apply policy-bound logic, and produce reviewable outputs your team can approve rather than build from scratch.

Yes. There are AI systems that function as an AI staff accountant for month-end preparation, but only a narrow slice of the market qualifies. Most tools organize the close or suggest next steps. A true AI staff accountant prepares the work: journal entries, reconciliations, schedules, transaction matching, and flux commentary, then hands it to a human reviewer.