Maxima AI
“Can agentic AI, with deterministic controls and full audit lineage, replace the manual month-end close grind at enterprise scale?”
Founded2024
HQSan Mateo, California, USA
FoundersYogi Goel, Akshaya Srivatsa, Jack Liao
Total raised$41M
Latest roundSeries A, 2025
IndustryHorizontal SaaS / Accounting
The story
Founded in 2024 by ex-Rubrik, Bolt, Netflix, Airbnb, and Meta operators who lived through the enterprise month-end close as CFOs, auditors, and technologists. Maxima built an agentic AI platform that pulls data from ERPs, banks, payroll and billing systems, auto-generates journal entries, reconciles balances and produces flux analysis — positioned against FloQast, BlackLine, and Numeric. It is a horizontal AI-native accounting automation layer, not an embedded finance provider; it sits above the finance stack rather than issuing cards, holding deposits, or moving money.
Product timeline
2024
Company founded as Indus AI Technologies, dba Maxima, to build agentic AI for enterprise accounting close· pivot
2025
Raised $41M combined seed and Series A led by Kleiner Perkins· ipo
2026
Launched Max, an agentic accounting agent for enterprise accounting teams· banking
The stack
1 layer disclosed in Maxima AI’s embedded-finance stack
Accounting
Accounting gap: none