Maxima – Max Accounting Agent

Maxima is an AI-native accounting company based in San Mateo, California, founded in 2024 and led by co-founder and CEO Yogi Goel. It targets strategic accounting teams that want to automate journal entries, reconciliations, flux analysis and the financial close on top of their existing ERP.

The platform offers journal entry automation, transaction matching, account reconciliation, flux analysis and a close orchestrator, built on a finance graph that keeps data lineage. Max, a 24/7 accounting agent, prepares recurring work such as payroll entries and balance sheet reconciliations, and accountants approve it before posting to the general ledger. Customers include Scale AI, Zendesk, Rippling and Miro.

• Journal entry automation: prepares recurring entries such as payroll, prepaids, leases and commission accruals.
• Transaction matching: matches card spend and payments to ledger items.
• Account reconciliation: reconciles balances with evidence attached.
• Flux analysis: explains variances for review.
• Close orchestrator: coordinates close tasks across the team.
• Max agent: works around the clock, with accountant approval before posting.

A Vietnamese subsidiary of a US or European group could automate payroll entries and reconciliations for group reporting. A tech company in Vietnam using a global ERP could automate card spend matching. A finance shared-service centre could use flux explanations to speed up review.

Scale AI's chief accounting officer reports closing 4-5 days faster. The company cites up to 60 hours of labour saved per employee each month for early users of Max. Evidence-first outputs keep an audit trail that can be re-performed. More than 150 native bank and app integrations are listed.

Accounting teams are adopting AI agents for the monthly close, with human approval kept in the loop, and several close-automation startups raised funding in 2025 and 2026. Vietnamese companies running international ERPs or reporting to foreign parents face the same pressure to shorten the close.

Headquartered in San Mateo, California, founded 2024 (CFO Dive). $41M seed and Series A announced November 2025 from Redpoint Ventures, Kleiner Perkins and Audacious Ventures. Max agent rolled out June 2026.