“Can agentic AI, with deterministic controls and full audit lineage, replace the manual month-end close grind at enterprise scale?”
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.
Maxima AI integrates with NetSuite, QuickBooks, Xero and Sage.
Maxima AI was founded by Yogi Goel, Akshaya Srivatsa and Jack Liao and is founded in 2024, headquartered in San Mateo, California, USA.
Maxima AI has raised $41M in total (latest round: Series A, 2025).
Get a read on where your own stack stands against Maxima AI and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.