Maxima connects to your ERP, banks, payroll, procurement, billing, spreadsheets, and supporting documents so agents can prepare accounting work end-to-end
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Connect once and ensure every workflow stays in sync
Quickly connect your systems
Native integrations make deployment fast and straightforward, with agents continuously working from live financial data and transaction context
Built around your system of record
Your ERP remains the source of truth as Maxima reads live financial data, prepares accounting work, routes it for approval, and posts approved JEs with complete audit lineage
Designed for reliability
Keep millions of transactions continuously synchronized across banks, entities, and currencies, ensuring every accounting workflow runs as complete, up-to-date data
NetSuiteRead the GL, subledgers, and reports directly, and post approved JEs back with audit lineage.
Sage IntacctSync live financials and post agent-prepared journal entries with full traceability.
SAPConnect live ERP data so agents can prepare accounting work end-to-end.
Oracle ERPRead live financial data and post approved entries back to Oracle ERP.
WorkdaySync financial and workforce data for agent-prepared accounting.
JPMorgan ChaseContinuously sync deposits, wires, ACH activity, fees, and balances.
Goldman SachsPull transaction feeds for automated cash reconciliations.
Silicon Valley BankSync bank activity so agents can prepare cash journal entries.
Wells FargoContinuous transaction feeds for matching, recs, and cash JEs.
QuilttBanking network coverage across thousands of institutions.
CoupaProcurement accruals and AP reconciliations from live spend data.
ZipIntake and procurement context for agent-prepared accruals.
BrexCard transactions and spend data for automated matching.
NavanTravel and expense data for accruals and reconciliations.
RampSpend transactions synced for matching and close tasks.
StripeRevenue reconciliations and deferred revenue schedules.
ChargebeeBilling and subscription data for revenue accounting.
AdyenPayment activity synced for revenue reconciliations.
WorkdayPayroll data for journal entries and accruals.
RipplingPayroll journal entries and payroll accruals.
ADPPayroll registers synced for JEs and accruals.
DeelGlobal payroll data for agent-prepared entries.
HiBobHR data to support payroll accounting workflows.
SnowflakeQuery governed warehouse data for reconciliations at scale.
DatabricksUnified lakehouse data for transaction-level matching.
Google BigQueryWarehouse-scale data for reconciliations and analysis.
Amazon RedshiftConnect warehouse tables for transaction context.
DropboxWorkpapers and supporting files linked to entries.
BoxSupporting documents with complete traceability.
SFTPSecure file feeds and scheduled imports.
Google DriveWorkpapers and supporting schedules.
SharePointEnterprise documents for close evidence.
ExcelSpreadsheets as structured accounting inputs.
Google SheetsLive spreadsheet data for close tasks.
PDFsStatements, invoices, and transaction evidence.
SlackApproval context and supporting commentary.
EmailApprovals and documentation from the inbox.
SageSync live financials and post agent-prepared journal entries with full traceability.
Workday PayrollPayroll data for journal entries and accruals.
Connected system
Agent-prepared output
Bank transactions
Cash accounting and transaction matchingies, reconciliations, variance analysis
Procurement activity
AP accruals and expense accounting
Revenue activity
AP accruals and expense accounting
ERP financial records
Revenue accounting and deferred revenue
Payroll activity
Payroll accounting and accruals
Files & documents
Workpapers, transaction evidence, and audit support
Stripe
Revenue reconciliations & deferred revenue schedules
Rippling
Payroll journal entries and payroll accruals
PDFs
Supporting documentation and transaction evidence
Collaboration
Approval context and supporting commentary
How do Maxima integrations work?
Maxima connects through native APIs, secure file feeds, SFTP, and scheduled imports, reading data directly from your financial systems. That data is unified into the Finance Graph, linking every record to its underlying transaction so agents can reconcile accounts, prepare journal entries, and automate close tasks with complete traceability.
Does Maxima integrate natively with NetSuite?
Yes. Maxima integrates natively with NetSuite, which remains your system of record. Agents read the general ledger, subledgers, and financial reports directly from NetSuite, prepare accounting work, and post approved JEs back while preserving audit lineage.
How does Maxima connect to our banks?
Through direct integrations and banking networks like Quiltt for coverage across thousands of institutions, Maxima continuously synchronizes deposits, wires, ACH activity, fees, and balances so agents can prepare reconciliations and cash journal entries automatically.
Can Maxima work with spreadsheets and supporting documents?
Yes. Maxima understands both structured and unstructured accounting data, including spreadsheets, PDFs, bank statements, invoices, contracts, Slack conversations, and supporting documentation.
What if the system we use isn't listed?
Most finance systems connect through native APIs, secure file feeds, or enterprise storage platforms such as SFTP, SharePoint, Google Drive, and cloud object storage. Our team regularly adds new integrations based on customer needs.
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