Maxima: Bringing AI agents to the heart of enterprise accounting

Enterprise accounting has quietly become one of the most fraught functions inside modern companies. Accuracy is non-negotiable, yet workflows remain painfully outdated. It’s no surprise that 140 public companies were forced to restate their financials in the first ten months of 2024 alone. The system is buckling.

That’s why we’re excited to introduce Maxima, the first agentic AI platform purpose-built for accounting operations. We believe it represents a fundamental shift in how enterprises will close their books.

Accounting is one of the most rule-intensive and unforgiving domains in the enterprise, a place where generic automation hasn’t succeeded. When we met Yogi Goel, we were struck by his commitment to rebuilding the close process from the ground-up.

Maxima embeds specialized AI agents directly into every stage of the close. Rather than orchestrating human work, the system does the work, pulling data across systems, transforming entries, preparing journals, executing reconciliations, and flagging anomalies with full transparency. When accountants log in, the work is already prepared and validated, shifting their time from manual drudgery to reviewing AI outputs and focusing on more strategic initiatives. Customers are already seeing 80% faster closes, 95% automation of manual tasks, and full auditability.

Founders Yogi Goel, Akshaya Srivatsa, and Jack Liao bring a rare combination of deep domain expertise and world-class technical experience. Yogi has spent two decades inside accounting and finance at EY, Citigroup, Barclays, and Rubrik. Akshaya and Jack built sophisticated infrastructure and AI systems at Meta, Twitter, and Netflix. Together, they understand both the precision accounting demands and the engineering rigor required to build trustworthy autonomous systems.

As businesses scale and financial data proliferates, the complexity of accounting has outgrown human capacity. The old model of adding more people no longer works. Enterprises need intelligent, autonomous, audit-ready systems from day one.

Maxima is setting a new benchmark: a SOX-ready, real-time close platform that sits on top of existing ERPs without requiring teams to rip and replace.

This is the kind of foundational infrastructure that will define the next generation of enterprise software.

We’ve been proud to partner with the Maxima team since leading their Seed round as they bring the accounting function into the AI era. Today, we’re proud to double-down and participate in their Series A. If you’re a finance leader looking to reduce operational burden, accelerate time-to-close, and strengthen compliance, check out maxima.ai.

— Josh & Aditya