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4.9/5 rating

Why accounting teams are choosing Maxima

Native integrations + transaction level lineage
Fully connected platform
Continuous close prep
AI native close automation
Built for high volume, complex closes
Indirect integrations + manual cleanup
Fragmented, dated platform
Month-end activation
Bolt on AI stacked on a legacy system
Breaks as complexity increases
What our customers are saying
Key product differentiators
Maxima’s Flux Agent doesn’t just flag period-over-period changes. It queries your GL and underlying transactions to draft variance explanations with supporting detail, ready for review
Unlike FloQast, Maxima’s flux rolls up by your actual GL dimensions and drills through multiple levels to the exact transactions driving each variance.

Maxima merges and transforms messy source data upstream so matching stays accurate at millions of transactions.
Unlike FloQast’s standalone matching, Maxima carries matches straight into reconciliations and journal preparation, reducing manual tie-outs across the close.
Maxima connects to 100+ upstream systems, transforms source transactions into policy aligned journal entries, and routes them for review in a single workflow.
Unlike FloQast, Maxima automates the full path from raw transaction to posting in the GL under approval, reducing manual preparation and spreadsheet uploads across the close.


Maxima’s Close Command Center centralizes tasks, journals, reconciliations, and flux with built-in subtasks, giving teams full visibility without extra coordination.
Unlike static checklists, Maxima supports dependencies and conditional logic, so teams don’t chase updates manually and complex closes stay synchronized across contributors.
Scale AI, SpotOn, Rippling and many others migrated off from FloQast


98%
of manual cash workflows eliminated across 10+ upstream data sources

1 source of truth
Unified bank feeds and systems, then posted directly into NetSuite with zero data silos

700 hrs/month
saved while processing 4M+ transactions

Making the switch from FloQast to Maxima is easy
1
Connect directly to your source systems and GL
Maxima connects to your GL and the systems that feed the close, including banks, cards, HRIS, billing, spend tools, and files.
It pulls the underlying transactions with source-to-GL lineage so every tie-out is traceable without exports, CSV shuttles, or manual workarounds.
2
Configure your policies & controls without IT
In Maxima, materiality thresholds, reviewer and approver routing, and exception handling are simple configuration, not an implementation project.
Once set, every agent-prepared output follows your control framework consistently across journals, reconciliations, matching, and flux.
3
Start where your close is breaking
Go live by automating your highest-friction area first, whether that’s balance sheet reconciliations, detailed flux explanations, or high-volume transaction matching.
Then expand module by module without disrupting your GL, reporting stack, or approval hierarchy.








