Startup
Maxima
Agentic AI platform for enterprise accounting teams: an agent called Max that co-prepares reconciliations, journal entries and close workpapers alongside the accountants who sign them off.
| Founded | 2024, San Mateo, California |
|---|---|
| Founders | Yogi Goel (CEO, formerly strategic finance at Rubrik through its IPO), Akshaya Srivatsa, Jack Liao |
| Stage | Series A |
| Total funding | $41m |
| Last round | Seed and Series A, $41m combined, November 2025, led by Kleiner Perkins, Redpoint and Audacious Ventures. Valuation about $143m. |
| What it does | Transactional accounting, month-end close, reconciliations and accounting intelligence in one agent, launched as Max in June 2026, with audit trails on every entry |
| Traction | Early customers include Scale AI, SpotOn and Rippling |
| Pricing | Not published |
| Markets | US |
| Peers | Numeric, Stacks AI, Nominal, FloQast, BlackLine |
Why it matters
Maxima raised $41 million from Kleiner Perkins and Redpoint within a year of founding and has Scale AI and Rippling using its agent for close work. Its founder ran finance at Rubrik through an IPO, which shows in a product aimed at public-company controllers rather than startups.
Accountio coverage
Maxima Raises $41 Million to Bring AI to Enterprise Accounting
Updated September 2026.
Part of Accountio’s accounting technology coverage.
