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 Francisco, 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 | Customers include Zendesk, Roofstock, Rippling, Scale AI, Gorgias, SpotOn and Rewst; more than $400bn of transaction volume processed |
| Pricing | Not published |
| Markets | US |
| Peers | Numeric, Stacks AI, Nominal, FloQast, BlackLine |
Funding
- Announced rounds
- US$41m
- Round
- Seed and Series A, US$41m, November 2025, led by Redpoint Ventures, Kleiner Perkins and Audacious Ventures
- Valuation
- Valued at US$143m in November 2025, at its seed and Series A funding
What was Maxima's last announced valuation?+
Maxima was valued at US$143m in November 2025, at its seed and Series A funding.
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
Part of Accountio’s accounting technology coverage.
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