M
Maxima
Real-time, audit-ready financial closes powered by AI
About Maxima
Maxima is a San Mateo, California–based startup providing an AI-driven accounting platform that transforms how finance teams handle month-end close, reconciliations, and ledger operations. The platform uses "agentic" AI — specialized autonomous agents — that automatically prepare journal entries, perform reconciliations, run flux analysis, match transactions, and apply company accounting policies. Rather than replacing existing enterprise resource planning (ERP) systems, Maxima operates on top of them. This design lets organizations retain their data infrastructure while offloading the most time-consuming and error-prone parts of accounting. Finance teams log in to a unified control center where most of the heavy lifting is already done — the system delivers pre-prepared, validated, audit-ready data for review and approval. The benefits reported by early customers include dramatically shorter close cycles (up to ~80% faster), significant reductions in manual workload (with claims of ~95% of repetitive tasks automated), and full auditability. Crowdfund Insider As a result, accounting teams can shift focus from routine bookkeeping and reconciliation toward higher-value work, such as analysis, strategy, and financial insights. Maxima was founded by a team combining expertise in accounting, finance, and software engineering. As of late 2025, it remains privately held and backed by leading venture investors, underscoring growing confidence in AI-powered enterprise accounting solutions. In essence, Maxima offers a next-generation “record-to-report” solution: a purpose-built, AI-first layer over legacy finance systems, designed to bring speed, accuracy, scalability, and audit-ready rigor to corporate accounting.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2024
- Headquarters
- San Mateo, United States
- Employees
- 116
- Open positions
- 20
- Dealroom signal
- 91.3/100
- Industry
- Enterprise Software
- Sector
- AI, Accounting, CFO Tech, genAI Applications, AI Agents, out of stealth
- Technology
- Artificial Intelligence
- Business model
- SaaS
- Client focus
- b2b
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES A✓Equity / VC | Nov 2025 | $33M | $131M | Joe Montana · David Eckstein · Eric Borrmann · Kleiner Perkins | ↗ |
| SEED✓Equity / VC | May 2025 | $8.2M | $33M | Redpoint · Audacious Ventures · Joe Montana · Andres Botero | ↗ |
Growth signals
Latest recorded traffic for Maxima is 15K monthly website visits, down 16.7% over the last three months. Maxima's team grew 107.1% over the past year.
Open positions
Similar companies
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed8 investors entered at this stage
Redpoint
Audacious Ventures
Kleiner Perkins
Joe Montana- ABAndres Botero
David Eckstein- KCKiran Choudary
Eric Borrmann
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Maxima on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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