Maxima
Category: AI Agents
First agentic AI platform for enterprise accounting that delivers SOX-compliant, real-time financial close through autonomous AI agents Maxima was founded in 2024. The company is led by Yogi Goel. Based in San Mateo, United States. Team size: 31. Total funding raised: $41 million. Latest round: Seed and Series A. Key investors include Kleiner Perkins, Redpoint Ventures, Audacious Ventures.
- Founded
- 2024
- Headquarters
- San Mateo, United States
- Team size
- 31
- Total funding
- $41 million
Value proposition
Achieves up to 80% reduction in close cycles, 98% automation of repetitive tasks, and 100% accuracy across all accounts while maintaining SOX compliance and real-time visibility
Products and solutions
Agentic AI platform for accounting automation, SOX-compliant real-time close modules, AI-powered reconciliation and journal entry tools, Enterprise Finance Graph for unified financial data, Close Command Center for workflow automation
Unique value
First agentic AI platform specifically designed for enterprise accounting with human-AI collaboration, evidence-first automation approach, and SOX-compliant real-time processing
Target customer
Enterprises requiring automated accounting solutions, particularly mid-market to large corporations in financial services, technology, and other industries with complex accounting needs
Industries served
Financial Services, Enterprise Software, Technology, Accounting & Audit, Mid-market to Enterprise
Technology advantage
AI-native architecture with Enterprise Finance Graph that unifies all financial data sources, agentic AI agents that can handle complex accounting workflows, and maintains complete audit trails and compliance
How they differentiate
Maxima differentiates through its agentic AI platform designed specifically for SOX-compliant, real-time enterprise accounting automation. It emphasizes reducing close cycles by up to 80% with 98% automation and 100% accuracy, targeting complex transaction processing in enterprise environments
Main competitors
BlackLine, FloQast, Numeric, Anaplan, Traditional ERP systems
Key partnerships
Kleiner Perkins (lead investor), Redpoint Ventures (co-investor), Audacious Ventures (co-investor), Integration partnerships with major ERP systems
Notable customers
Scale AI, SpotOn, Rippling
Major milestones
Named to Redpoint's AI64 list of top emerging enterprise AI applications, Secured $41 million in combined Seed and Series A funding, Achieved 98% automation in enterprise accounting workflows, Named to AI64's top enterprise AI companies, Surpassed $255 billion in transaction volume across 250 million records
Growth metrics
Up to 80% reduction in close cycles, 98% automation of repetitive tasks, 100% accuracy across accounts, $255B+ transaction volume processed, 250M+ records processed
Market positioning
Positioned as the first AI-native agentic platform for enterprise accounting, focusing on automation, compliance, and real-time financial operations for mid-market to enterprise clients
Geographic focus
Primarily U.S.-based with enterprise customers including Scale AI, SpotOn, and Rippling; expansion into global markets implied but not detailed
Patents and IP
Not publicly disclosed as of 2025
About Yogi Goel
Two decades in accounting and finance at EY, Citigroup, Barclays, and Rubrik, where he served as Senior Director of Finance and helped scale Rubrik from $5M to $900M ARR through its NYSE IPO
Latest news about Maxima
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Official website: https://maxima.ai