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Maxima

Category: AI Infrastructure

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"]

Growth metrics

Up to 80% reduction in close cycles, 98% automation of repetitive tasks, 100% accuracy across accounts, processing 10M+ daily transactions per workflow

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, with previous executive roles at LinkedIn and investment banking experience at Barclays and Citi

Official website: