See how Maxima automates high-volume bank reconciliation, from matching transactions and investigating exceptions to preparing account reconciliations for review.

Built for accounting teams that own the cash close

This demo is for Controllers, Accounting Managers, and accounting teams that are:

• Reconciling high transaction volumes across multiple banks and entities

• Spending hours investigating transactions that fall outside existing matching rules

• Preparing bank reconciliations and supporting workpapers in Excel

• Looking to accelerate the cash close while maintaining audit-ready controls

See it across your reconciliation workflows

• Bank-to-GL matching: Reconcile high transaction volumes across multiple banks, accounts, and entities.

• Complex transaction matching: Handle expense batches, processor settlements, and intercompany transfers.

• Account reconciliations: Prepare reconciliations with supporting evidence, reconciling items, and review workflows.

What you'll see

• Connect your bank and GL data. Bring bank transactions, NetSuite GL activity, and settlement data into one workflow, automatically normalized and ready for matching.

• Match transactions at scale. Automate one-to-one, one-to-many, and many-to-one matching, including complex expense batches, processor settlements, and intercompany transfers. Deterministic rules execute the matches, while Max proposes new rules for your approval.

• Investigate and resolve exceptions. See unmatched transactions flagged for review, investigate discrepancies, and manage outstanding reconciling items.

• Prepare bank reconciliations automatically. Bring bank and GL balances together, track reconciling items, and prepare reconciliations with supporting evidence and updated variances.

• Review and sign off. Review completed reconciliations, resolve review notes, and sign off with segregation of duties and a complete audit trail.

Bank reconciliation shouldn't take days of manual work

Most teams already match straightforward transactions automatically. The real work is in the exceptions: expense batches, processor payouts net of fees, intercompany transfers, and unmatched transactions that require manual investigation.

As transaction volumes grow, so does the effort required to match activity, resolve discrepancies, and prepare reconciliations. See how Maxima combines deterministic matching with AI agents to automate bank reconciliation workflows at scale, while keeping your accountants in control.

High-volume bank reconciliation, proven in production

Scale AI

98% Of cash transactions reconciled automatically across 5 banks and 10+ data sources.

Rippling

2.6 million bank transactions processed monthly across 150 accounts.

SpotOn

Millions of transactions matched monthly, with continuous reconciliation across banks and payment processors.