Maxima AI
- Company typePrivate
- Founded2024
- HeadquartersSan Francisco, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Maxima AI does
Maxima AI, legally Indus AI Technologies, Inc., is an agentic AI platform purpose-built for enterprise accounting teams, founded in 2024 and headquartered in San Mateo, California. The company automates the manual, recurring work underlying the month-end close — including journal entry preparation, account reconciliations, transaction matching, flux analysis, and variance explanations — through its 24/7 AI agent Max, supported by a module suite (Journal Entry Automation, Account Reconciliations, Transaction Matching, Flux Analysis, Close Command Center) and a Finance Graph data unification layer that ingests and contextualizes data from 100+ native integrations spanning ERPs (SAP, NetSuite, Workday), banks, payroll, and SaaS billing systems. Agents prepare work and route it to authorized human accountants for review and approval within governed workflows with full evidence lineage and immutable audit trails. The platform is SOC 1 Type II, SOC 2 Type II, and ISO 42001 certified, and has processed over $400 billion in customer transaction volume across named enterprise customers including Scale AI, Rippling, Miro, Zendesk, Bilt Rewards, SpotOn, Gorgias, Owl Labs, and Groupe ADP.
Maxima operates a pure-SaaS subscription model with annual billing, charging customers a platform fee scaled to business size plus per-module fees for specific workflow automations. Pricing is quote-based, tailored to transaction volume, number of entities, and system complexity. The go-to-market motion is enterprise field sales, supported by 'Request demo' and 'Request priority access' CTAs and amplified through content marketing, LinkedIn, YouTube, industry events, and PR. The company is venture-backed, having raised $41 million in combined Seed and Series A funding in November 2025 at a $143 million post-money valuation, led by Kleiner Perkins and Redpoint Ventures with participation from Audacious Ventures and Liquid 2 (Joe Montana), and employs 31 people as of November 2025.
Maxima AI firmographics
Firmographics- Name
- Maxima AI
- Legal name
- Indus AI Technologies, Inc.
- Website
- https://maxima.ai
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Maxima AI industry classification
Industry- Product category
- Enterprise Accounting Automation Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)
- akta.pro secondary industries
- Audit, Explainability & Accountability Tooling (traceability, reporting) (HDAAAKAL), Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies) (HDAEANAE)
Keywords
Where Maxima AI is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Maxima AI business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription - Platform Fee: Platform fee based on the size of customer's business, with per-module fees depending on workflows needed. Pricing tailored to transaction volume, number of entities, and system complexity.
- Per-Module Fees: Additional per-module fees for specific workflow automation modules including journal entry automation, account reconciliations, transaction matching, flux analysis, and close command center.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom enterprise pricing based on business size and modules |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
Maxima AI product offering
Product offeringCore offering
Maxima AI provides an agentic AI platform for enterprise accounting automation, centered on Max, a 24/7 AI accounting agent that automates recurring accounting preparation tasks including journal entries, account reconciliations, transaction matching, flux analysis, and close management. The platform unifies data from ERPs, banks, payroll, billing, and CRM systems through its Finance Graph data layer, prepares accounting work using AI agents, and routes outputs to human accountants for review and approval within enterprise controls and audit trails.
Product overview
Maxima AI is an agentic AI accounting automation platform offering a unified core product with multiple integrated modules. The platform centers on Max, a 24/7 AI accounting agent that automates recurring accounting preparation tasks. It is complemented by specialized modules for Journal Entry Automation, Account Reconciliations, Transaction Matching, Flux Analysis, and Close Command Center. A key architectural component is the Maxima Finance Graph, which unifies data from multiple source systems into a single contextual model. The platform operates on an agentic system where AI prepares work while human accountants remain in control of review and approval, targeting enterprise accounting teams with deployments at companies including Rippling, Miro, Zendesk, Scale AI, and Bilt Rewards.
Differentiator
Problem solved
Functional benefit
Brands
- Max: Max is Maxima's purpose-built 24/7 AI accounting agent that automates manual and recurring accounting preparation tasks including payroll entries, accruals, reconciliations, and variance explanations. Max operates within Maxima's agentic system of work, preparing journal entries, reconciliations, and flux analysis while routing work to human accountants for review and approval.
Products and services
- Maxima AI Platform Agentic AI accounting automation platform that unifies financial data from multiple sources, automates recurring accounting prep tasks, and prepares journal entries, reconciliations, and variance explanations for human review and approval. Sold to enterprise accounting teams as a SaaS subscription.
- Max (Accounting Agent) 24/7 AI accounting agent that automates manual and recurring accounting preparation tasks including payroll entries, accruals, reconciliations, and variance explanations. Works within enterprise controls, routing outputs for human review and approval.
- Journal Entry Automation Module that automatically generates journal entries in real-time with built-in validations and checks. Supports no-code logic for defining source conditions and company-specific accounting policies. Sold as a per-module subscription.
- Account Reconciliations Module that validates and certifies accounts across banks, ERPs, and subledgers with complete coverage, context, and accuracy. Applies materiality thresholds and control logic to flag exceptions. Sold as a per-module subscription.
- Transaction Matching Automated GL-to-subledger matching at scale supporting one-to-one, one-to-many, and many-to-many transactions with continuous 24/7 ingestion and smart grouping. Sold as a per-module subscription.
- Flux Analysis AI-powered variance detection and explanation system that identifies anomalies at the transaction level and generates drafted narratives for reviewer approval. Sold as a per-module subscription.
- Close Command Center Financial close management and orchestration platform that centralizes tasks, dependencies, reviews, and analysis with ERP-integrated tracking and analytics dashboards. Sold as a per-module subscription.
Companies that use Maxima AI
Customer profileNamed customers9 records
Segments2 records
Ideal customer profiles2 records
Maxima AI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration19 records
AI capability6 records
Feature5 records
Maxima AI partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core technology, infrastructure and integration partner.
- OpenAIcore technologyMaxima maintains contractual agreements with OpenAI that explicitly prohibit training, fine-tuning, or retention of customer data. All model usage is inference-only with zero data retention.
- Anthropiccore technologyContractual agreements explicitly prohibit training, fine-tuning, or retention of customer data. All model usage limited to inference-only workflows with zero data retention.
- Google Cloud PlatforminfrastructureCustomer data is processed and stored in Google Cloud Platform data centers located in the United States. Maxima uses GCP infrastructure for hosting and data storage.
- SAPintegration partnerNative integration with SAP ERP for seamless data flow between Maxima's automation platform and SAP systems. Part of 100+ native financial system integrations.
- NetSuiteintegration partnerNative integration with Oracle NetSuite ERP. Maxima posts journal entries directly to NetSuite with built-in validations and approvals.
- Workdayintegration partnerNative integration with Workday financial systems as part of Maxima's 100+ financial system integrations for enterprise accounting automation.
- Stripeintegration partnerNative integration with Stripe for payment transaction data ingestion and automated accounting workflows.
- Salesforceintegration partnerNative integration with Salesforce for CRM data integration into Maxima's unified accounting automation platform.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
Maxima AI competitors and assessment
Company assessmentDirect peers
- Digits: Digits is an AI-native accounting and finance platform targeting tech startups and growth companies with automated bookkeeping, close, and financial reporting. It competes with Maxima on the AI-first positioning for modern finance teams and overlaps on close and reconciliation use cases.
- Botkeeper: Botkeeper combines AI and human accountants to automate bookkeeping, reconciliations, and month-end close for SMBs and accounting firms. It is a direct competitor in AI-driven accounting automation, though weighted toward smaller customers than Maxima's enterprise focus.
- FloQast: FloQast is a leading financial close management platform that automates month-end close, reconciliations, and flux analysis. It is the closest direct competitor to Maxima's close command center and reconciliation modules, both targeting enterprise accounting teams.
- Vic.ai: Vic.ai applies AI to autonomous invoice processing, PO matching, and approval workflows for accounting teams. It is a direct AI-native peer focused on the same target buyer (controllers and accounting leaders) that Maxima serves with journal entry automation.
Emerging players
- Zeni: Zeni is an AI-powered bookkeeping and finance platform for startups that combines AI automation with human accountants. It overlaps with Maxima's automation-of-accounting-prep thesis but focuses on outsourced, full-stack finance rather than enterprise in-house teams.
- Puzzle: Puzzle is an AI-native accounting platform targeting startups and high-growth companies with automated bookkeeping, accruals, and real-time financial insights. It is an emerging peer with overlapping AI-accounting ambition though serving smaller customers than Maxima.
- Ramp: Ramp started as a corporate card and spend management platform but has expanded into AI-powered accounting automation (bookkeeping, categorization, bill pay). It is an emerging peer with strong distribution into the same enterprise accounting buyer Maxima targets.
Broad incumbents
- Workiva: Workiva is a cloud platform for financial reporting, SOX, and ESG disclosures used by thousands of public companies. It overlaps with Maxima's SOX-compliance and audit-trail positioning for the public-company segment.
- BlackLine: BlackLine is the incumbent cloud platform for financial close, account reconciliations, and intercompany accounting at thousands of enterprises. It overlaps with Maxima's reconciliation, journal entry, and close management modules and is the most likely incumbent Maxima will displace or be displaced by.
- Trintech: Trintech provides financial close management software (Cadency and Adra) used by large enterprises. It overlaps directly with Maxima's close command center, reconciliation, and journal entry capabilities and represents the legacy on-prem-to-cloud incumbent stack.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Maxima AI social profiles
Digital presenceMaxima AI compliance and trust
Trust signalCompliance4 records
Maxima AI financial estimates
Financial estimateRevenue estimate
Valuation estimate
Maxima AI leadership team
Management profileNumber of profiles
Profiles3 records
Maxima AI funding detail
Funding detailFunding overview
Funding rounds2 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Maxima AI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Maxima AI
What does Maxima AI do?
Maxima AI provides an agentic AI platform for enterprise accounting automation, centered on Max, a 24/7 AI accounting agent that automates recurring accounting preparation tasks including journal entries, account reconciliations, transaction matching, flux analysis, and close management. The platform unifies data from ERPs, banks, payroll, billing, and CRM systems through its Finance Graph data layer, prepares accounting work using AI agents, and routes outputs to human accountants for review and approval within enterprise controls and audit trails.
Is Maxima AI a public or private company?
Maxima AI is a private company. It is classified as venture growth investor backed and is currently operating.
When was Maxima AI founded?
Maxima AI was founded in 2024. It employs 101 to 250 people.
Where is Maxima AI based?
Maxima AI is headquartered in San Francisco, United States, in the North America region.
How does Maxima AI make money?
Two revenue lines are on record. SaaS Subscription - Platform Fee is the primary driver. The others are per-Module Fees.
Who are Maxima AI's main competitors?
Direct peers on record are Digits, Botkeeper, FloQast and Vic.ai. Emerging players are Zeni, Puzzle and Ramp. Broad incumbents are Workiva, BlackLine and Trintech.
Does Maxima AI have an API?
No public API is recorded for Maxima AI.
What industry is Maxima AI in?
Maxima AI's product category is Enterprise Accounting Automation Software. Its primary akta.pro industry code is HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management), with a secondary code of HDAAAKAL, Audit, Explainability & Accountability Tooling (traceability, reporting). Its NAICS code is 513210 and its SIC code is 7370.