4.9/5 rating

Agentic accounting automation,
from record to report

Agentic accounting automation, from record to report

Agent-prepared, accountant-reviewed to eliminate month-end grind, delays and errors

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TRUSTED BY ICONIC PUBLIC AND PRIVATE ENTERPRISES
Trusted by iconic public and private enterprises
TRUSTED BY ICONIC PUBLIC AND PRIVATE ENTERPRISES

Top accounting teams use Maxima for

Top accounting teams use Maxima for

Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations
Card spend matching and clearing
Prepaids and amortization
Leases, schedules, and journals
Commission accruals
SBC & Cap Table Journals
Fixed assets depreciation
Allocation journal entries
Cash coding journal entries
Payroll journal entries
Balance sheet reconciliations

From close management to full-cycle accounting automation

Learn More

Journal Entries

Agent Prepared

Journal Entries

Agent Prepared

Journal Entries

Agent Prepared

Reconciliations

Agent Prepared

Reconciliations

Agent Prepared

Reconciliations

Agent Prepared

Flux Analysis

Agent Prepared

Flux Analysis

Agent Prepared

Flux Analysis

Agent Prepared

Transaction Matching

Agent Prepared

Transaction Matching

Agent Prepared

Transaction Matching

Agent Prepared

Close Command Center

Agent Prepared

Close Command Center

AI Powered

Close Command Center

AI powered

Close Command Center

AI Powered

What it looks like
in production

Transaction volume processed

Transaction volume processed

$300B+
$300B+

Audit trail traceability

Audit trail traceability

100%
100%

Native bank & app integrations

150+
150+

What it looks like
in production

Transaction volume processed

$300B+

Audit trail traceability

100%

Native bank & app integrations

150+

Built for enterprise accounting at scale

“Maxima platform connected to ERP, payroll, and finance systems including NetSuite, Sage, ADP, Workday, and Snowflake.”
“Maxima platform connected to ERP, payroll, and finance systems including NetSuite, Sage, ADP, Workday, and Snowflake.”

Integrates natively across your finance stack

Connect directly to your ERP, banks, payroll, billing, and data systems so agents can pull and prepare the work end-to-end

Integrates natively with ERPs as a front-end for close automation

“Checklist showing accounting validations including balances tied to GL, source transactions verified, and exceptions routed for review.”
Recommended: “Checklist showing accounting validations including balances tied to GL, source transactions verified, and exceptions routed for review.”
“Checklist showing accounting validations including balances tied to GL, source transactions verified, and exceptions routed for review.”
“Checklist showing accounting validations including balances tied to GL, source transactions verified, and exceptions routed for review.”

Accurate by design

Deterministic logic, continuous validations, and transaction-level lineage ensure every agent-prepared output is review-ready & audit-ready

Integrates natively with ERPs as a front-end for close automation

Deterministic logic, continuous validations, and transaction level lineage ensure every agent-prepared output is review ready & audit ready

“Financial data scaled across entities, currencies, and millions of transactions, illustrating enterprise accounting complexity.”
Recommended: “Financial data scaled across entities, currencies, and millions of transactions, illustrating enterprise accounting complexity.”
“Financial data scaled across entities, currencies, and millions of transactions, illustrating enterprise accounting complexity.”

Handles enterprise scale complexity

Process millions of transactions across entities, currencies, and systems without breaking workflows or controls

Integrates natively with ERPs as a front-end for close automation

Real feedback from real closes

  • Headshot of Sandeep Kumar J., Senior Accountant

    Sandeep Kumar Jedi

    Senior Accountant

    “With Maxima, onboarding and scaling bank workflows has become systematic. Once accounts are set up, we can bring new banks live, apply rules, and handle recurring transactions without re-building the process every month”

  • Headshot of Alyssa Cao, Senior Accountant

    Alyssa Cao

    Senior Accountant

    “Maxima feels like a true partner. We rely on it daily, and the added visibility across close dependencies is something we never had before”

  • Headshot of Kenny Tran, Head of Business Transformation

    Kenny Tran

    Head of Business Transformation

    “Maxima helped us operationalize complex workflows like payroll journals and commissions amortization, with enterprise-grade accuracy and control”

  • Headshot of Tingting Fang, Accountant

    Tingting Fang

    Accountant

    “Maxima took a lot of stress out of month-end by automating our most time consuming workflows like payroll and banking, which has made our team more efficient”

  • Headshot of Mervyn Haw, Senior Accountant

    Mervyn Haw

    Senior Accountant

    “With Maxima, we’ve automated full-cycle month-end close across cash, commissions, and investment accounting. It’s intuitive, built for real-world workflows and feels miles ahead of legacy accounting tools stuck in the past”

  • Headshot of Eimear Culen, Technical Accounting Director

    Eimear Culen

    Technical Accounting Director

    "NetSuite drill-downs were slow, so flux used to mean a lot of manual work. Maxima syncs the data automatically and lets us investigate variances at the vendor level in seconds, which makes the review process meaningfully faster."

  • Headshot of Christine Yang, Head of Revenue Accounting

    Christine Yang

    Head of Revenue Accounting

    “Maxima has materially helped us close the books faster. It’s intuitive, easy to use, and simplifies the work that usually slows accounting teams down.”

Real feedback from real closes

  • Headshot of Sandeep Kumar J., Senior Accountant

    Sandeep Kumar Jedi

    Senior Accountant

    “With Maxima, onboarding and scaling bank workflows has become systematic. Once accounts are set up, we can bring new banks live, apply rules, and handle recurring transactions without re-building the process every month”

  • Headshot of Alyssa Cao, Senior Accountant

    Alyssa Cao

    Senior Accountant

    “Maxima feels like a true partner. We rely on it daily, and the added visibility across close dependencies is something we never had before”

    Headshot of Alyssa Cao, Senior Accountant

    Alyssa Cao

    Senior Accountant

    “Maxima feels like a true partner. We rely on it daily, and the added visibility across close dependencies is something we never had before”

  • Headshot of Kenny Tran, Head of Business Transformation

    Kenny Tran

    Head of Business Transformation

    “Maxima helped us operationalize complex workflows like payroll journals and commissions amortization, with enterprise-grade accuracy and control”

    Headshot of Kenny Tran, Head of Business Transformation

    Kenny Tran

    Head of Business Transformation

    “Maxima helped us operationalize complex workflows like payroll journals and commissions amortization, with enterprise-grade accuracy and control”

  • Headshot of Tingting Fang, Accountant

    Tingting Fang

    Accountant

    “Maxima took a lot of stress out of month-end by automating our most time consuming workflows like payroll and banking, which has made our team more efficient”

  • Headshot of Mervyn Haw, Senior Accountant

    Mervyn Haw

    Senior Accountant

    “With Maxima, we’ve automated full-cycle month-end close across cash, commissions, and investment accounting. It’s intuitive, built for real-world workflows and feels miles ahead of legacy accounting tools stuck in the past”

  • Headshot of Eimear Culen, Technical Accounting Director

    Eimear Culen

    Technical Accounting Director

    "NetSuite drill-downs were slow, so flux used to mean a lot of manual work. Maxima syncs the data automatically and lets us investigate variances at the vendor level in seconds, which makes the review process meaningfully faster."

    Headshot of Eimear Culen, Technical Accounting Director

    Eimear Culen

    Technical Accounting Director

    "NetSuite drill-downs were slow, so flux used to mean a lot of manual work. Maxima syncs the data automatically and lets us investigate variances at the vendor level in seconds, which makes the review process meaningfully faster."

  • Headshot of Christine Yang, Head of Revenue Accounting

    Christine Yang

    Head of Revenue Accounting

    “Maxima has materially helped us close the books faster. It’s intuitive, easy to use, and simplifies the work that usually slows accounting teams down.”

Real feedback from real closes

  • Headshot of Sandeep Kumar J., Senior Accountant

    Sandeep Kumar Jedi

    Senior Accountant

    “With Maxima, onboarding and scaling bank workflows has become systematic. Once accounts are set up, we can bring new banks live, apply rules, and handle recurring transactions without re-building the process every month”

  • Headshot of Alyssa Cao, Senior Accountant

    Alyssa Cao

    Senior Accountant

    “Maxima feels like a true partner. We rely on it daily, and the added visibility across close dependencies is something we never had before”

    Headshot of Alyssa Cao, Senior Accountant

    Alyssa Cao

    Senior Accountant

    “Maxima feels like a true partner. We rely on it daily, and the added visibility across close dependencies is something we never had before”

  • Headshot of Kenny Tran, Head of Business Transformation

    Kenny Tran

    Head of Business Transformation

    “Maxima helped us operationalize complex workflows like payroll journals and commissions amortization, with enterprise-grade accuracy and control”

    Headshot of Kenny Tran, Head of Business Transformation

    Kenny Tran

    Head of Business Transformation

    “Maxima helped us operationalize complex workflows like payroll journals and commissions amortization, with enterprise-grade accuracy and control”

  • Headshot of Tingting Fang, Accountant

    Tingting Fang

    Accountant

    “Maxima took a lot of stress out of month-end by automating our most time consuming workflows like payroll and banking, which has made our team more efficient”

  • Headshot of Mervyn Haw, Senior Accountant

    Mervyn Haw

    Senior Accountant

    “With Maxima, we’ve automated full-cycle month-end close across cash, commissions, and investment accounting. It’s intuitive, built for real-world workflows and feels miles ahead of legacy accounting tools stuck in the past”

  • Headshot of Eimear Culen, Technical Accounting Director

    Eimear Culen

    Technical Accounting Director

    "NetSuite drill-downs were slow, so flux used to mean a lot of manual work. Maxima syncs the data automatically and lets us investigate variances at the vendor level in seconds, which makes the review process meaningfully faster."

    Headshot of Eimear Culen, Technical Accounting Director

    Eimear Culen

    Technical Accounting Director

    "NetSuite drill-downs were slow, so flux used to mean a lot of manual work. Maxima syncs the data automatically and lets us investigate variances at the vendor level in seconds, which makes the review process meaningfully faster."

  • Headshot of Christine Yang, Head of Revenue Accounting

    Christine Yang

    Head of Revenue Accounting

    “Maxima has materially helped us close the books faster. It’s intuitive, easy to use, and simplifies the work that usually slows accounting teams down.”

Real feedback from real closes

  • Headshot of Sandeep Kumar J., Senior Accountant

    Sandeep Kumar Jedi

    Senior Accountant

    “With Maxima, onboarding and scaling bank workflows has become systematic. Once accounts are set up, we can bring new banks live, apply rules, and handle recurring transactions without re-building the process every month”

  • Headshot of Alyssa Cao, Senior Accountant

    Alyssa Cao

    Senior Accountant

    “Maxima feels like a true partner. We rely on it daily, and the added visibility across close dependencies is something we never had before”

    Headshot of Alyssa Cao, Senior Accountant

    Alyssa Cao

    Senior Accountant

    “Maxima feels like a true partner. We rely on it daily, and the added visibility across close dependencies is something we never had before”

  • Headshot of Kenny Tran, Head of Business Transformation

    Kenny Tran

    Head of Business Transformation

    “Maxima helped us operationalize complex workflows like payroll journals and commissions amortization, with enterprise-grade accuracy and control”

    Headshot of Kenny Tran, Head of Business Transformation

    Kenny Tran

    Head of Business Transformation

    “Maxima helped us operationalize complex workflows like payroll journals and commissions amortization, with enterprise-grade accuracy and control”

  • Headshot of Tingting Fang, Accountant

    Tingting Fang

    Accountant

    “Maxima took a lot of stress out of month-end by automating our most time consuming workflows like payroll and banking, which has made our team more efficient”

  • Headshot of Mervyn Haw, Senior Accountant

    Mervyn Haw

    Senior Accountant

    “With Maxima, we’ve automated full-cycle month-end close across cash, commissions, and investment accounting. It’s intuitive, built for real-world workflows and feels miles ahead of legacy accounting tools stuck in the past”

  • Headshot of Eimear Culen, Technical Accounting Director

    Eimear Culen

    Technical Accounting Director

    "NetSuite drill-downs were slow, so flux used to mean a lot of manual work. Maxima syncs the data automatically and lets us investigate variances at the vendor level in seconds, which makes the review process meaningfully faster."

    Headshot of Eimear Culen, Technical Accounting Director

    Eimear Culen

    Technical Accounting Director

    "NetSuite drill-downs were slow, so flux used to mean a lot of manual work. Maxima syncs the data automatically and lets us investigate variances at the vendor level in seconds, which makes the review process meaningfully faster."

  • Headshot of Christine Yang, Head of Revenue Accounting

    Christine Yang

    Head of Revenue Accounting

    “Maxima has materially helped us close the books faster. It’s intuitive, easy to use, and simplifies the work that usually slows accounting teams down.”

Powerful, trustworthy, transformative AI

Diagram showing Workday, Charles Schwab, Excel, Salesforce, and Stripe flowing into Maxima's unified accounting automation platform.
Diagram showing Workday, Charles Schwab, Excel, Salesforce, and Stripe flowing into Maxima's unified accounting automation platform.

The most complete view of your financial data

Disconnected finance systems scatter data and strip context.

Maxima’s finance graph unifies every source into a single model of context and lineage, powering true accounting automation.

Maxima AI interface showing automated bank reconciliation of JP Morgan accounts and journal entry preparation, with one-click approve or reject workflow.
Maxima AI interface showing automated bank reconciliation of JP Morgan accounts and journal entry preparation, with one-click approve or reject workflow.

Agent prepared accounting

Today's close is buried in manual, painful prep.

Maxima’s agents pull data from every system, apply your policies, and prepare entries, reconciliations, and variance explanations so accountants log in to work that’s done, and ready for review.

Maxima AI journal entry automation interface displaying PTO accruals audit log, agent draft with preparer notes, and source data linking accrued compensation to cost center 103 Engineering & Product.
Maxima AI journal entry automation interface displaying PTO accruals audit log, agent draft with preparer notes, and source data linking accrued compensation to cost center 103 Engineering & Product.

Evidence first automation

Blackbox AI hides the work and weakens trust.

Every Maxima agent prepared output includes lineage, inputs, and approvals within your controls, giving auditors a re-performable audit trail.

Built for enterprise accounting at scale

Works natively with your ERP and finance stack

Connect directly to your GL, banks, payroll, billing, and data systems.

Accurate by design

Deterministic logic, continuous validations, and transaction-level lineage keep every output review-ready and audit-ready.

Built for high-volume accounting

Handle millions of transactions across entities, currencies, and systems without breaking workflows.

Move closer to an audit-ready, real-time close

Agent-prepared, accountant-reviewed.

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Request demo

Dark Blue Background Illustration

Request demo

Dark Blue Background Illustration

Request demo