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Maxima

AI · San Mateo, United States · Founded 2024

Real-time, audit-ready financial closes powered by AI MoreLess

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.

Company overview

Maxima company information

The essential company record, classifications and operating signals in one place.

Status
Operational
Founded
2024
Headquarters
San Mateo, United States
Employees
116
Open positions
20
Dealroom signal
91.3
client focusb2btechnologyArtificial IntelligencesectorAccountingbusiness modelSaaSsectorCFO TechsectorgenAI ApplicationssectorAI Agentssectorout of stealthindustryEnterprise Software

Valuation & funding

Maxima funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES AEquity / VC Nov 2025 $33M $131M Joe Montana · David Eckstein · Eric Borrmann · Kleiner Perkins
SEEDEquity / VC May 2025 $8.2M $33M Redpoint · Audacious Ventures · Joe Montana · Andres Botero
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Financials

Workforce over time

Available workforce history. Financial fields without reported data are omitted.

YearEmployees
2026 135
2025 56
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Growth signals

Maxima website traffic

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.

Latest monthly visits15K 3-month web change-16.7% 1-year team growth+107.1%
Monthly website visits13 observations · Jul 2025–Jul 2026
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Comparisons

Maxima compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

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Talent graph

Maxima's talent

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Team profiled 6 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 3 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

8 investors on Maxima's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 8 investors entered at this stage
Redpoint
Audacious Ventures
Kleiner Perkins
Joe Montana
Andres Botero
David Eckstein
Kiran Choudary
Eric Borrmann

Global footprint

Where Maxima has talent and traffic

Workforce by country
2 countries with
team presence
🇺🇸 United States74.4%
🇨🇦 Canada25.6%
2 countries shown

In the news

Latest news about Maxima

Recent press, funding announcements, and product moves mentioning Maxima — open to read from the original sources.

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Market sentiment

What the market is saying about Maxima

An AI-synthesized read of the highest-engagement posts about Maxima on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

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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