Meet Max
Meet Max
Your 24/7 accounting agent that runs within your controls, takes on recurring prep work, and transforms your close
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When prep work is delegated to Max...
70%
faster close cycles
Quarterly → Monthly
Quarterly → Monthly
Quarterly → Monthly
Quarterly → Monthly
accruals reviews
2 days
saved every close cycle
12x
faster cost allocation journals
How Max gets real accounting work done
How Max gets real accounting work done
Reasons like an accountant
Max breaks complex requests into clear steps, pulls the right templates and source context, and sequences the work the way an experienced accountant would.
Takes real action
From pulling source data and building workpapers to drafting JEs, Max executes multi-step workflows applying your GL mappings and policy.
Plan-first. No guesswork.
Before complex work begins, Max proposes a step-by-step plan for approval. If judgment is required, it escalates for review instead of making assumptions.
Max prepares, so you review
Max works 24/7, but nothing is posted without your approval. Every output routes through review with evidence, lineage, and an audit trail attached.
Reasons like an accountant
Max breaks complex requests into clear steps, pulls the right templates and source context, and sequences the work the way an experienced accountant would.
Takes real action
From pulling source data and building workpapers to drafting JEs, Max executes multi-step workflows applying your mappings and policy.
Plan-first. No guesswork.
Before complex work begins, Max proposes a step-by-step plan for approval. If judgment is required, it escalates for review instead of making assumptions..
Max prepares so you review
No entry, reconciliation, or adjustment is posted without approval. Every output routes through review with evidence, lineage, and an audit trail attached.
One accounting agent. Many skills
Unlike generic AI, Max is purpose-built for accounting, with skills that codify the judgment and playbooks of accountants and auditors
Cash-to-GL reconciliation
Cash journal entries
Estimation-based accruals
AP journal entries
Compensation accruals
Payroll to GL reconciliation
Headcount and wage variance
Intercompany elimination
Consolidation support
Logic-based allocations
Revenue recognition
Deferred revenue schedules
Prepaid amortization
Fixed asset depreciation
Commission capitalization and amortization
One accounting agent. Many skills
Unlike generic AI, Max is purpose-built for accounting, with skills that codify the judgment and playbooks of accountants and auditors
Cash-to-GL reconciliation
Cash journal entries
Estimation-based accruals
AP journal entries
Compensation accruals
Payroll to GL reconciliation
Headcount and wage variance
Intercompany elimination
Consolidation support
Logic-based allocations
Revenue recognition
Deferred revenue schedules
Prepaid amortization
Fixed asset depreciation
Commission capitalization and amortization
Designed for uncompromising governance and controls
Designed for uncompromising governance and controls
Immutable audit trails
Max captures the source data, accounting policies, calculations, validations, exceptions, and decisions behind every deliverable.
Max captures the source data, accounting policies, calculations, validations, exceptions, and decisions behind every deliverable.
Immutable audit trails
Max captures the source data, accounting policies, calculations, validations, exceptions, and decisions behind every deliverable.
Immutable audit trails
Max captures the source data, accounting policies, calculations, validations, exceptions, and decisions behind every deliverable.
Segregation of duties, enforced
Max operates within the same roles, permissions, and approval boundaries as your accounting team, ensuring clean audits and no rogue actions.
Segregation of duties, enforced
Max operates within the same roles, permissions, and approval boundaries as your accounting team, ensuring clean audits and no rogue actions.
Every approval, logged
Every review, approval, and action is tied to a named user and timestamp, creating a complete record for auditors.
Every approval, logged
Every review, approval, and action is tied to a named user and timestamp, creating a complete record for auditors.
Purpose-built for accuracy and consistency
Purpose-built for accuracy and consistency
Grounded in your source data
Max works directly from your ERP, banks, payroll, and billing systems, not stale exports or manually assembled spreadsheets.
Grounded in your source data
Max works directly from your ERP, banks, payroll, and billing systems, not stale exports or manually assembled spreadsheets.
Full transaction context
Max understands the complete lifecycle behind every transaction, not just the final balance that lands in the general ledger.
Full transaction context
Max understands the complete lifecycle behind every transaction, not just the final balance that lands in the general ledger.
Policy-bound by design
Max applies your accounting policies, thresholds, and materiality rules consistently across every workflow.
Policy-bound by design
Max applies your accounting policies, thresholds, and materiality rules consistently across every workflow.
Deterministic where it matters
Max uses deterministic logic for critical actions to drive consistency and reliability.
Deterministic where it matters
Max uses deterministic logic for critical actions to drive consistency and reliability.
Validated for accuracy
Max ties prepared work to source data, checks totals and exceptions, and validates results before review.
Validated for accuracy
Max ties prepared work to source data, checks totals and exceptions, and validates results before review.
Re-performable by default
Every workpaper, entry, and reconciliation can be source data to logic, validation and approval.
Re-performable by default
Every workpaper, entry, and reconciliation can be source data to logic, validation and approval.
Hear from the accountants using Max
Hear from the accountants using Max
What accounting teams are saying about Max
“Max is one tool to rule them all”
Finance Systems Leader
“The more work we delegate to Max, the more value we get back.”
CFO
“In accounting, things didn’t change for 12 years. Max, on the other hand, is a true game changer.”
Senior Accounting Manager
“After using Max, it was hard to justify doing bank reconciliations manually”
Controller
“Every accounting team we work with is looking for something like this.”
Partner
“Max felt like an extension of our accounting team from day one.”
VP Controller
“Max quickly earned the confidence of both our accounting team and our CFO.”
Controller
“Max shows its work at every step and resolves issues independently before bringing us in.”
Senior Accountant
“What used to take three-plus hours for investment accruals now takes under ten minutes.”
Senior Accountant
“Having Max operate inside Maxima’s agentic system of work gives us complete auditability, and visibility”
Director of Accounting
“Max is one tool to rule them all”
Finance Systems Leader
“The more work we delegate to Max, the more value we get back.”
CFO
“In accounting, things didn’t change for 12 years. Max, on the other hand, is a true game changer.”
Senior Accounting Manager
“After using Max, it was hard to justify doing bank reconciliations manually”
Controller
“Every accounting team we work with is looking for something like this.”
Partner
“Max felt like an extension of our accounting team from day one.”
VP Controller
“Max quickly earned the confidence of both our accounting team and our CFO.”
Controller
“Max shows its work at every step and resolves issues independently before bringing us in.”
Senior Accountant
“What used to take three-plus hours for investment accruals now takes under ten minutes.”
Senior Accountant
“Having Max operate inside Maxima’s agentic system of work gives us complete auditability, and visibility”
Director of Accounting
“Max felt like an extension of our accounting team from day one.”
VP Controller
“Max quickly earned the confidence of both our accounting team and our CFO.”
Controller
“Max shows its work at every step and resolves issues independently before bringing us in.”
Senior Accountant
“What used to take three-plus hours for investment accruals now takes under ten minutes.”
Senior Accountant
“Having Max operate inside Maxima’s agentic system of work gives us complete auditability, and visibility”
Director of Accounting
Frequently asked questions
Frequently asked questions
What is Max?
Max is Maxima’s purpose-built accounting agent. It is equipped with domain-specific skills and transaction-level context to prepare real accounting work, from workbook schedules and reconciliations to journal entries, accruals, and flux analysis.
Unlike AI chatbots that only answer questions or provide surface-level insights, Max can reason through accounting tasks, orchestrate multi-step workflows in Maxima, and produce accurate, auditable work inside governed enterprise workflows.
What is Max?
Max is Maxima’s purpose-built accounting agent. It is equipped with domain-specific skills and transaction-level context to prepare real accounting work, from workbook schedules and reconciliations to journal entries, accruals, and flux analysis.
What is the difference between an AI agent and an AI copilot?
Most AI copilots assist users by answering questions, generating summaries, or providing surface-level insights. The accountant still does the tedious prep work. Max goes further by executing the preparation layer across accounting workflows. It can query GL accounts and source data, ask clarifying questions mid-task, prepare workpapers, draft journal entries, run validations, and route work for review within governed frameworks.
Everyone is pitching agents. How is Max different?
Building an agent is not the hard part. In accounting, the hard part is preparing work that stays accurate, governed and auditable across thousands of recurring workflows, month after month. Which is why Max is not a standalone agent layered on top of your GL. It runs inside Maxima’s agentic system of work, where transaction data, accounting tools, controls, approvals, and audit trails already live together.
Underneath, Max pairs frontier models with codified accounting skills, native tool calling, rigorous evaluation, and an orchestration layer that turns reasoning into consistent execution.
Everyone is pitching agents. How is Max different?
Building an agent is not the hard part. In accounting, the hard part is preparing work that stays accurate, governed and auditable across thousands of recurring workflows, month after month. Which is why Max is not a standalone agent layered on top of your GL. It runs inside Maxima’s agentic system of work, where transaction data, accounting tools, controls, approvals, and audit trails already live together.
How is Max different from Claude or ChatGPT?
Claude and ChatGPT are powerful general-purpose AI models. But accounting requires more than intelligence. It requires system integrations, controls, and governance, audit trails, and accuracy.
Max is purpose-built for accounting equipped with domain specific skills and designed with enterprise-grade features like audit trails, role-based permissions, segregation of duties, validation checks, deterministic execution, and human-in-the-loop review and approvals.
How is Max different from Claude or ChatGPT?
Claude and ChatGPT are powerful general-purpose AI models. But accounting requires more than intelligence. It requires system integrations, controls, and governance, audit trails, and accuracy.
How does Max learn our accounting policies?
Max learns Your company’s accounting logic through the way your team works in Maxima: your SOPs, prior workflows, mappings, thresholds, approval rules, materiality policies, and reviewer preferences. Your company’s accounting logic through the way your team works in Maxima: your SOPs, prior workflows, mappings, thresholds, approval rules, materiality policies, and reviewer preferences.
During implementation, Maxima’s forward deployed team works with your accounting team to encode the policies and procedures Max should follow. Once that logic is encoded, Max applies it consistently across entities, periods, and transaction volumes. When something falls outside policy or requires judgment, Max surfaces the issue and routes it to an accountant for review.
How does Max learn our accounting policies?
Max learns Your company’s accounting logic through the way your team works in Maxima: your SOPs, prior workflows, mappings, thresholds, approval rules, materiality policies, and reviewer preferences. Your company’s accounting logic through the way your team works in Maxima: your SOPs, prior workflows, mappings, thresholds, approval rules, materiality policies, and reviewer preferences.
How does Max act as a co-preparer?
Max prepares the work, but accountants stay in control. For every workflow, Max records the source data used, accounting logic applied, validations performed, exceptions encountered, and approvals captured. Human review remains embedded in the process: nothing posts to the GL without accountants reviewing and approving the agent-prepared outputs.
The result is a co-preparer model: Max handles the recurring prep work, while accountants review and approve.
How does Max act as a co-preparer?
Max prepares the work, but accountants stay in control. For every workflow, Max records the source data used, accounting logic applied, validations performed, exceptions encountered, and approvals captured. Human review remains embedded in the process: nothing posts to the GL without accountants reviewing and approving the agent-prepared outputs.
What work can Max prepare today?
Max is best suited for recurring accounting workflows where teams spend the most time on manual prep. Today, Max has specialized skills across cash accounting, reconciliations, journal entries, accruals and AP, payroll, intercompany, allocations, revenue accounting, equity, commissions, schedules, and flux analysis.
For repeatable workflows, Max can prepare the work end to end. For workflows that require estimation or judgment, Max outlines its plan, surfaces assumptions, prepares the draft, and routes it to an accountant for review.
What work can Max prepare today?
Max is best suited for recurring accounting workflows where teams spend the most time on manual prep. Today, Max has specialized skills across cash accounting, reconciliations, journal entries, accruals and AP, payroll, intercompany, allocations, revenue accounting, equity, commissions, schedules, and flux analysis.
