The command center for the agentic close
Run a faster, more compliant close with agents preparing the work for your team to review
Request demo
Know exactly where the close stands of the close preparing reconciliations
See progress, blockers, workload, and risk across every task, entity, and account
Keep the close moving
Surface dependencies, overdue work, and bottlenecks early enough to act
Automate the work behind the checklist
Assign accounting work to agents that prepare it for your team to review
Track every task, owner, reviewer, entity, and status from one live checklist that updates as the underlying work gets done.
Run every entity from one checklist
Find what needs attention
Know if the close is on pace
Let progress update itself
See where the close is on track, where it’s at risk, and where your team needs to intervene.
See the health of the close at a glance
Catch blockers before they cost you a day
See where your team is stretched
Conduct post mortem analysis for your next close
Put agents to work across the close, preparing accounting work for your team to review.
Assign accounting work to Max
Automate recurring close work
Start with the work already prepared
Review the exceptions, not every step
Preparer-reviewer controls
Maintain clear ownership, review requirements, permissions, and separation of duties.
Complete audit trails
Retain task changes, agent actions, comments, approvals, and sign-offs with every period.
Evidence attached to the work
Keep supporting documentation connected to the task and accounting output it supports.
Transaction-level lineage
Trace balances and outputs back through the underlying transactions and source systems.
We’d seen plenty of close checklists. It wasn’t until the Max agent came along that things changed. That’s the game changer: the close isn’t just tracked anymore. The work actually gets done.”
Director of Accounting, Guild
Deborah Touron
How is Maxima different from traditional close management software?
Traditional close tools help teams coordinate accounting work with checklists, owners, due dates, and reminders. Maxima goes further by putting agents to work directly from the close, preparing reconciliations, journal entries, flux analysis, and other accounting work for your team to review.
Can Maxima replace our existing close checklist or close management tool?
Yes. Maxima gives you one checklist to manage tasks, owners, reviewers, dependencies, entities, supporting documentation, and close status. And because the checklist connects to the accounting work happening in Maxima, progress updates as the work gets done instead of relying on retrospective status updates.
Can we start with close orchestration and automate workflows over time?
Yes. You can start by running your existing close process in Maxima and introduce agents workflow by workflow. Human-owned and agent-owned tasks can live in the same close, so you can automate recurring work over time without redesigning everything at once.
How does Maxima support multi-entity closes?
Maxima enables accounting teams to run separate close processes by entity while seeing the entire close in one consolidated view. Teams can filter by entity, due date, owner, status, and other attributes, with permissions controlling who sees what.
What happens when a task is blocked or running late?
Maxima surfaces overdue tasks, dependencies, and blockers as the close progresses so teams can intervene before they create downstream delays. Close analytics also help identify recurring bottlenecks and where actual progress is falling behind plan.
How does Maxima maintain controls, evidence, and audit trails as agents perform more work?
Controls stay embedded in the workflow as more work is automated. Maxima supports preparer and reviewer assignments, sign-offs, task dependencies, supporting evidence, source links, and a complete audit trail, so teams can automate more without sacrificing review or auditability.
Which ERPs and accounting systems does Maxima integrate with?
Maxima connects directly to your ERP and the systems that feed your accounting workflows, including banks, payment processors, payroll, spend, and other financial systems. Data flows into Maxima for preparation and completed accounting work can flow back to your system of record.
How does Close Orchestration connect with Maxima's reconciliation, journal entry, transaction matching, and flux products?
They run on one connected platform. Transactions can be matched, reconciliations and journal entries prepared, variances analyzed, and close status updated as the underlying work gets done.
Can Maxima support work outside the month-end close?
Yes. Maxima's checklist can also manage recurring, annual, audit, and other accounting or finance projects, giving teams the same ownership, dependencies, review, and visibility beyond month-end.
Your team shouldn’t have to chase status updates to know where the close stands
See Maxima in action