
Close the books without the sprawl
Close the books without the sprawl
Maxima centralizes the close in one platform, delivering daily clarity, audit-ready outcomes

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Journal entry automation
Agent Prepared
Ditch the manual grind
Agents auto generate journals in real-time with 100% accuracy so you can focus on the big picture
No-code logic
Define source conditions and company logic once, template by product/bank/subsidiary/GL, and reuse every period
Continuous prep
Pull transactions from bank, billing, payroll, BI, and ERP/GL, and let AI generate hundreds of thousands JEs with built-in validations and checks
Evidence and lineage
See source data and prepared JEs side-by-side with real-time validations, exception alerts, and transaction level drill down before posting
Close with control
Route to reviewers with change logs, segregation of duties and evidence preserved for SOX-aligned review
Journal entry automation
Agent Prepared
Ditch the manual grind
Agents auto generate journals in real-time with 100% accuracy so you can focus on the big picture
No-code logic
Define source conditions and company logic once, template by product/bank/subsidiary/GL, and reuse every period
Continuous prep
Pull transactions from bank, billing, payroll, BI, and ERP/GL, and let AI generate hundreds of thousands JEs with built-in validations and checks
Evidence and lineage
See source data and prepared JEs side-by-side with real-time validations, exception alerts, and transaction level drill down before posting
Close with control
Route to reviewers with change logs, segregation of duties and evidence preserved for SOX-aligned review

Account Reconciliations
Agent Prepared
Detect errors proactively
Validate and certify accounts across banks, ERPs, and subledgers with complete coverage, context and accuracy
Materiality and policy
Thresholds and control logic flag only what is above tolerance, everything else clears automatically
Ending balance computed
Calculate ending balance and reconciliation status from opening balance and period activity, with uncleared items rolling forward
Universal inputs
Read from Excel, PDFs, Google Sheets, connect to third party storage and import source to unify context for automated recons
Real-time monitoring
Get alerts when balances move, flag anomalous transactions, and correct issues before certification
Account Reconciliations
Agent Prepared
Detect errors proactively
Validate and certify accounts across banks, ERPs, and subledgers with complete coverage, context and accuracy
Materiality and policy
Thresholds and control logic flag only what is above tolerance, everything else clears automatically
Ending balance computed
Calculate ending balance and reconciliation status from opening balance and period activity, with uncleared items rolling forward
Universal inputs
Read from Excel, PDFs, Google Sheets, connect to third party storage and import source to unify context for automated recons
Real-time monitoring
Get alerts when balances move, flag anomalous transactions, and correct issues before certification

Transaction Matching
Agent Prepared
Reduce the misery index
Unlock complete line item control across your GL data, before month-end
Continuous matching
Automated GL-to-subledger matching at scale, supporting one-to-one, one-to-many, and many-to-many transactions
Data prep handled
24/7 ingestion with parsing, joins, and lookups to normalize messy bank and subledger files
Smart grouping
AI groups related entries and matches across vendors, entities, departments, classes, and accounts
Evidence & controls
Timestamps for each match, reviewer comments, walkthrough evidence, with role-based approvals, and re-performance on demand
Transaction Matching
Agent Prepared
Reduce the misery index
Unlock complete line item control across your GL data, before month-end
Continuous matching
Automated GL-to-subledger matching at scale, supporting one-to-one, one-to-many, and many-to-many transactions
Data prep handled
24/7 ingestion with parsing, joins, and lookups to normalize messy bank and subledger files
Smart grouping
AI groups related entries and matches across vendors, entities, departments, classes, and accounts
Evidence & controls
Timestamps for each match, reviewer comments, walkthrough evidence, with role-based approvals, and re-performance on demand

Flux Analysis
Agent Prepared
See the why behind the numbers
Detect anomalies at the transaction level and explain variances instantly with AI so reviews move faster
Real-time monitoring
Set materiality thresholds and let AI scan balances and activity to flag fluctuations with real-time notifications
Variance driver detection
Pivot by vendor, department, entity, or account, and drill to source transactions with lineage
Drafted narratives
AI proposes variance explanations and rollups so reviewers edit, and approve
Controls & evidence
Exception routing with owners/SLAs plus timestamps, comments, approvals, and change logs for each variance
Flux Analysis
Agent Prepared
See the why behind the numbers
Detect anomalies at the transaction level and explain variances instantly with AI so reviews move faster
Real-time monitoring
Set materiality thresholds and let AI scan balances and activity to flag fluctuations with real-time notifications
Variance driver detection
Pivot by vendor, department, entity, or account, and drill to source transactions with lineage
Drafted narratives
AI proposes variance explanations and rollups so reviewers edit, and approve
Controls & evidence
Exception routing with owners/SLAs plus timestamps, comments, approvals, and change logs for each variance

Close Command Center
AI Powered
Close orchestration without the chaos
Centralize tasks, dependencies, reviews, and analysis in one place for more accountability and efficiency
Daily visibility
See what’s done, blocked, or at risk, and map task dependencies to surface handoffs and blockers proactively
Accountability built in
Owner assignments, due dates,tags/filters, and notifications prevent missed steps
ERP-integrated tracking
Statuses, due dates, and completions sync with your ERP for a single source of truth
Analytics & risk alerts
Surface gaps and bottlenecks early with dashboards that highlight slippage, control breaks, and rework
Close Command Center
AI Powered
Close orchestration without the chaos
Centralize tasks, dependencies, reviews, and analysis in one place for more accountability and efficiency
Daily visibility
See what’s done, blocked, or at risk, and map task dependencies to surface handoffs and blockers proactively
Accountability built in
Owner assignments, due dates,tags/filters, and notifications prevent missed steps
ERP-integrated tracking
Statuses, due dates, and completions sync with your ERP for a single source of truth
Analytics & risk alerts
Surface gaps and bottlenecks early with dashboards that highlight slippage, control breaks, and rework

What others say
Powerful alone. Better together
Use any module on its own, or consolidate them all to truly transform your entire close
01
Generate
Logic-based journal entries at scale, with a few clicks
Post
SOX compliant journals directly to your ERP with confidence
Audit
Every turn, with step by step proof of work and built in review workflows
Validate
The accuracy and completeness in your GL data in real time
Explain
Core variance drivers with AI, no matter the complexity of your transactions and policies
Frequently asked questions
Why should I choose Maxima over BlackLine or Floqast?
Legacy vendors like BlackLine and FloQast track tasks, route approvals, and log work—but the accounting work still happens in spreadsheets. Maxima is the AI-native alternative where agents automate the close itself, preparing journal entries, reconciliations, and flux with audit ready controls, native integrations and intuitive user experiences.
Does Maxima support multi-entity, multi-currency, and consolidation scenarios?
Yes. Maxima is built to handle the complexity of enterprise accounting, including multi-entity structures, varied currencies, high transaction volumes, custom policies, evolving workflows, and complex approval chains. Today, customers are using Maxima to process millions of transactions and billions of dollars across hundreds of entities and product lines, with the audit rigor, depth, and governance enterprise finance demands.
How does Maxima work alongside our existing systems and tools?
Maxima is an ERP-agnostic platform that connects natively to over 100 financial systems, including banks, billing and other applications. Built from the ground up to work alongside your existing stack, Maxima delivers value from day one, without rip-and-replace, lengthy implementations, or heavy IT involvement.
How long is the implementation process?
Unlike legacy vendors, Maxima is live in weeks, not months. Most teams hit ROI milestones in under 2 weeks for simple workflows and 4 weeks for complex ones, with zero downtime during implementation.
Are Maxima’s modules SOX approved?
Yes. All Maxima modules are SOC 1 Type II and SOC 2 Type II certified, and have been successfully used in SOX and audit cycles.
How much does Maxima cost?
Maxima’s pricing includes a platform fee based on the size of your business, along with per-module fees depending on the workflows you need. It’s tailored to your transaction volume, number of entities, and system complexity. Please reach out to get a quote that fits your use case.
How do Maxima’s agents automate close tasks while keeping humans in control?
Maxima’s agents act as co-preparers—handling the heavy lift but never bypassing human reviews. Every output is routed for review and approval, with full evidence, segregation of duties and built in validation checks. Moreover, our agents operate within your organization’s custom guardrails, to produce deterministic outcomes with step by step proof of work. Every action includes the full context (inputs, logic, lineage, and approval) captured in a clear, immutable trail that auditors can re-perform and controllers can verify.
How does Maxima keep customer data private and secure? Do they use customer data to train models?
All data is encrypted in transit and at rest, governed by strict access controls, and never used to train models by default—your data stays your data. We undergo annual SOC 1 Type II and SOC 2 Type II audits to independently validate our security and privacy practices.
Move closer to an audit-ready, real-time close

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