Founded in 2024, Maxima provides specialized AI agents that embed into every step of the record-to-report cycle, pulling data from existing ERPs to prepare journal entries, perform reconciliations, and flag anomalies before accountants log in. The system acts as an intelligence layer rather than a replacement ERP, delivering up to 80% faster closes, 95% automation of manual work, and 100% auditability for customers such as Scale AI, SpotOn, and Rippling. By removing repetitive grunt work, Maxima frees accounting teams to concentrate on review, analysis, and strategic decision-making without adding headcount. The platform is purpose-built for SOX-ready, real-time close and has been recognized on Redpoint’s AI64 list. Co-founder and CEO Yogi Goel, along with co-founders Akshaya Srivatsa and Jack Liao, draw on deep operational experience from EY, Citigroup, Barclays, Rubrik, Meta, Twitter, and Netflix. Maxima targets a market in which 140 U.S. public companies restated financials in the first ten months of 2024, highlighting the urgency for accurate, automated solutions.

Total raised

$41M

Funding rounds

1

Latest round

Series A

Latest activity

Nov 2025