
Put your record to report on autopilot
Put your record to report on autopilot
From journal entries through flux, Maxima eliminates errors, cuts days to close, and saves you hours of painful, manual work, all on a single platform
From journal entries through flux, Maxima eliminates errors, cuts days to close, and saves you hours of painful, manual work, all on a single platform

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The Maxima difference
One transaction-level view for all your record-to-report data—so agents operate with context and your team operates with confidence

Current reality
System hopping and spreadsheet stitching
Manual rekeying to rebuild context
Slower closes, more errors, burnt-out teams

Maxima's way
Live feeds from all your systems in a single view
Faster reconciliations and reviews
Quicker audit cycles
The agentic system of work for accounting
Maxima brings AI agents, transaction data, workflows, controls, and audit trails into one accounting system of work, so teams can move from manual prep to review-ready outputs across the record-to-report cycle
Agentic Transactional Accounting
Data management
Working papers and workbook automation
JE automation
Transaction matching
Agentic Close Automation
Account reconciliations
Close execution / checklist
Accounting Intelligence
Flux & variance explanations
Anomaly detection
Foundation
Audit trails
Enterprise controls
Unified finance graph
Transaction lineage
Security & compliance
Integrations
One centralized platform to do the heavy lifting for you
Connect directly to your finance stack
Pull data from banks, PSPs, payroll systems, databases etc
Upload docs, files (CSVs, emails, PDFs)
Drill down to transaction lineage source
Set custom business logic and policy without IT
Define approval processes, escalation flows
Maintain source transaction conditions
Apply your accounting policies
Automate close workflows
Post journal entries with source data
Reconcile to the general ledger with 100% accuracy & completeness
Generate variance explanations with supporting data and evidence
Review with confidence
Manage exceptions when flagged
Exercise judgement where matters
Move through approvals before posting to ERP
Maxima Finance Graph
Enterprise Control and Governance
Maxima Agentic Prepared
Human Reviewers
One centralized platform to do the heavy lifting for you
Connect directly to your finance stack
Pull data from banks, PSPs, payroll systems, databases etc
Upload docs, files (CSVs, emails, PDFs)
Drill down to transaction lineage source
Set custom business logic and policy without IT
Define approval processes, escalation flows
Maintain source transaction conditions
Apply your accounting policies
Automate close workflows
Post journal entries with source data
Reconcile to the general ledger with 100% accuracy & completeness
Generate variance explanations with supporting data and evidence
Review with confidence
Manage exceptions when flagged
Exercise judgement where matters
Move through approvals before posting to ERP
Maxima Finance Graph
Enterprise Control and Governance
Maxima Agentic Prepared
Human Reviewers
Integrations
Native connectivity to all your financial data with over 100+ integrations
Maxima connects with the enterprise tools your organization already uses—right out of the box
See all Integrations
What others say
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, continuous close

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