Maxima AI features and pricing (October 2026)

Maxima is an AI-native accounting platform for larger companies, according to the vendor. Its agents prepare journal entries, reconciliations, flux analysis and other month-end work with full evidence trails, so accountants review rather than build the close.

Maxima automates data extraction, workbook preparation, journal entries, reconciliations and flux analysis. Covered tasks include cash coding, payroll entries, balance sheet reconciliations, card spend matching, prepaids, lease accounting, commission accruals, equity journals, depreciation and allocations. A finance graph links data from more than 150 integrations with banks, ERPs and payroll systems. The founders previously worked at Rubrik, EY, Netflix and Meta. Customers include Scale AI, Zendesk, Rippling and Gorgias, and the vendor states $400 billion in transaction volume.

• Prepares recurring journal entriesAgents prepare recurring entries such as payroll, accruals, prepaid amortization, leases, equity and depreciation from source data. Accountants review prepared entries with the evidence attached, instead of rebuilding the same spreadsheets every month.
• Reconciles balance sheet accountsAgents prepare balance sheet reconciliations and match card spend and bank activity to the ledger. The team sees exceptions ready for review, and auditors can follow the lineage back to the source data.
• Produces flux analysisAgents compare periods and prepare flux analysis with explanations for review. Controllers spend their time on judgment about unusual movements rather than on collecting the numbers and transactions behind them.

• SOC 1 Type II and SOC 2 Type II reports are in place; ISO 42001 and ISO 27001 were listed as coming soon in September 2026.
• Customer data is processed and stored in Google Cloud data centers in the United States only, which matters for companies that need EU data residency.
• Covers a wide range of recurring close entries, from payroll and leases to equity and commissions.

Maxima hosts data only in the United States and names US customers such as Zendesk, Rippling, Scale AI and Gorgias.

Maxima hosts data only in the United States, so check whether this fits your data residency and transfer rules, and request the data processing agreement. Ask for pricing after a demo and for the SOC 1 Type II report for your auditors. Confirm that your ERP, bank and payroll systems are among the supported integrations.

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