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Maxima

San Francisco, California, United States

What it is

Maxima is a web-based agentic accounting platform for automating work across the record-to-report cycle. Its workflows cover journal entry preparation, transaction matching, account reconciliations, close execution, flux analysis, and anomaly detection. Agents prepare work for human review and approval before ERP posting, with source lineage, inputs, and approvals recorded in an immutable audit trail. Explicit human sign-off is required before journal entries, reconciliations, or adjustments reach the general ledger. Maxima supports multi-entity, multi-currency accounting and says it can process millions of transactions. It lists more than 100 integrations, including NetSuite, Workday Payroll, SAP, Snowflake, Slack, and JPMorgan Chase, using APIs, secure file feeds, SFTP, or scheduled imports. Listed protections include AES-256 at rest, TLS in transit, US-only hosting, no credential storage, and zero data retention in model workflows. Pricing is custom and available on request.

For and against

For

  • Automates journal entries and reconciliations
  • Supports multi-entity, multi-currency accounting
  • Offers more than 100 listed integrations
  • Maintains immutable audit trails
  • Requires explicit human sign-off

Against

  • Pricing is available only on request
  • ISO 42001 and ISO 27001 are marked coming soon
  • Platform is web-based
  • Automation still requires human approval

The verdict

Maxima focuses on automating accounting workflows while retaining approval gates and audit records. Its custom pricing and enterprise-oriented integrations make fit dependent on organizational needs.

Who it suits

Maxima suits accounting teams managing multi-entity, multi-currency close processes that need ERP connectivity and approval controls. It is intended for organizations seeking automated preparation with human review.

Plans and prices

Custom pricing

Priced on request

Platform fee based on business size · Per-module fees depend on workflows · Tailored to transaction volume, number of entities, and system complexity

Every plan, in full

On the record

Audit trail
Agent-prepared outputs include source lineage, inputs, and approvals in an immutable audit trail.maxima.ai · read 8 Oct 2026
Automated workflows
Its workflows include journal entry automation, transaction matching, account reconciliations, close execution, flux analysis, and anomaly detection.maxima.ai · read 8 Oct 2026
Company
The company identifies itself as Indus AI Technologies, Inc.maxima.ai · read 8 Oct 2026
Compliance
The security page lists SOC 1 Type II and SOC 2 Type II as certified, while ISO 42001 and ISO 27001 are marked coming soon.maxima.ai · read 8 Oct 2026
Data use
Maxima says customer data is not used for model training and is subject to zero data retention in model workflows.maxima.ai · read 8 Oct 2026
Enterprise scale
Maxima says it supports multi-entity, multi-currency accounting and processing millions of transactions.maxima.ai · read 8 Oct 2026
Human review
Agents prepare accounting work for human review and approval before it is posted to an ERP.maxima.ai · read 8 Oct 2026
Implementation
Maxima says it is typically live in weeks, with ROI milestones under two weeks for simple workflows and four weeks for complex ones.maxima.ai · read 8 Oct 2026
Integration methods
It connects through native APIs, secure file feeds, SFTP, and scheduled imports.maxima.ai · read 8 Oct 2026
Integrations
Maxima says it supports over 100 integrations and lists systems including NetSuite, Workday Payroll, SAP, Snowflake, Slack, and JPMorgan Chase.maxima.ai · read 8 Oct 2026
Posting controls
The security page says no journal entry, reconciliation, or adjustment reaches the general ledger without explicit human sign-off.maxima.ai · read 8 Oct 2026
Purpose
Maxima is an agentic accounting platform that automates work across the record-to-report cycle.maxima.ai · read 8 Oct 2026
Security
The security page lists AES-256 encryption at rest, TLS encryption in transit, US-only hosting, and no credential storage.maxima.ai · read 8 Oct 2026

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