Native bank integrations for agent prepared accounting

Native bank integrations for agent prepared accounting

Maxima connects directly with banks to pull transaction feeds, and automate matching, journal entries and reconciliations with full traceability 

Maxima connects directly with banks to pull transaction feeds, and automate matching, journal entries and reconciliations with full traceability 

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4.9/5 rating

“Maxima platform connected to major financial institutions including Goldman Sachs, Citi, Bank of America, JPMorgan, Wells Fargo, and SVB.”

Proven in production environments

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manual cash workflows eliminated

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bank accounts reconciled

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faster close via cash automation

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reduction in manual cash reconciliation

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0%

manual cash workflows eliminated

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hours saved cumulatively annually

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0 day

faster close via cash automation

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reduction in manual cash reconciliation

Proven in production environments

Bank transaction visibility is the starting point. Maxima does the work that follows

Legacy systems

Direct connections to supported banks

Raw transaction-level data, not summaries

Automated transaction matching

Agent-prepared journal entries

Preparation happens continuously, not just at month-end

Bank data flows through middleware or file imports

Data requires clean up before use

Matching still requires manual review

Journals are built outside the workflow

Month-end work piles up at close

Coverage across your banks.
Depth where it counts.

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Citi Bank Logo
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Purpose-built for enterprise cash and bank accounting

Purpose-built for enterprise cash and bank accounting

Designed for the volume, complexity and controls that enterprise accounting demands

Designed for the volume, complexity and controls that enterprise accounting demands

Transaction-level foundation

Maxima’s agents operate on underlying bank transactions, ensuring accuracy across workflows

Transaction-level lineage

Every output ties back to the source transaction with full traceability from bank activity to posted journal.

Built-in controls

Approvals, exception handling, and review workflows are enforced consistently across all outputs.

Exception-based review

Only what requires attention is surfaced, so teams focus on review, not manual preparation

Multi-entity, multi-currency support

Designed for complex environments with fragmented systems and global operations.

Enterprise scale processing

Handles high transaction volumes and large bank account footprints without manual workarounds.

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

Agent-prepared, accountant-reviewed.

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Request demo

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Request demo

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Request demo