Maxima

What is Maxima?

Maxima is an AI-driven accounting platform built around agentic human-AI collaboration. Its focus is the month-end financial close, the recurring, deadline-heavy work of reconciling accounts, posting journal entries, running flux (variance) analysis, and producing financial reports. Instead of accountants doing this manually across spreadsheets, Maxima's AI agents co-prepare the work: they draft reconciliations and entries, check for consistency and auditability, and surface exceptions, with the accounting team reviewing and approving rather than doing every step by hand. The goal is a faster, more accurate, and more auditable close. Maxima was founded around 2024 by Yogi Goel (CEO), Akshaya Srivatsa (CPO, previously at Twitter), and Jack Liao (CTO, previously at Netflix), and is based in San Mateo, California. It raised $41M across seed and Series A rounds led by Kleiner Perkins and Redpoint Ventures, reaching a $143M valuation about a year after launch, with angel participation from finance-software operators including former BlackLine executives, the CFOs of Rubrik and Vanta, and Joe Montana. Early customers include Scale AI, SpotOn, and Rippling. This is an early-stage company, so treat headcount and scale as small and fast-moving.

Mission & values

Transform accounting by pairing agentic AI with accounting teams, so the month-end close is faster, more accurate, and fully auditable, and accountants spend their time on judgment rather than manual preparation.

Qualifications

Maxima is an early-stage, well-funded startup, so hiring centers on founding and early engineering (backend, full-stack, AI and agentic systems, data, infrastructure), applied AI, product, and design, plus accounting-domain expertise: accountants and finance experts who shape the product and validate the close workflows, and go-to-market roles (sales, customer success, implementation) as it grows its customer base. Application flow lives at maxima.ai (careers). The strongest fit combines either strong engineering or applied-AI skills with an interest in financial workflows, or genuine accounting and month-end-close expertise (for example a background in controllership, audit, or accounting operations) on the product and customer side. As an early-stage company, hires are highly leveraged and equity is a meaningful part of compensation. It is San Mateo-based; remote eligibility varies by role, so check each posting.

Leadership

Hiring process

1. 1

   Apply at maxima.ai careers

   Browse engineering, applied-AI, product, accounting-domain, and go-to-market roles and submit through the Maxima site.

2. 2

   Recruiter or founder screen

   For an early-stage team, calls often involve a founder. Confirms role fit, level, location and remote eligibility, and expectations.

   About 7 days

3. 3

   Technical or domain deep-dive

   Engineering/AI: coding plus a discussion of agentic systems or data workflows. Accounting-domain: a close-process case. Product/design: portfolio review.

   About 10 days

4. 4

   Team interviews

   Cross-functional conversations on depth, collaboration, and fit for a fast-moving early-stage company.

   About 7 days

5. 5

   Offer with equity

   Offer with base plus meaningful early-stage equity, aligned to role and location.

   About 5 days

Funding

Awards & recognition

• $41M seed + Series A led by Kleiner Perkins and Redpoint ($143M valuation) · 2025

  Maxima

• Early customers include Scale AI, SpotOn, and Rippling · 2026

  Maxima

Company information

• Industry: FinTech / AI Accounting / SaaS
• Location: San Mateo, CA, USA (remote eligibility role-dependent)
• Founded: 2024
• Company size: 11-50
• Website: www.maxima.ai ↗
• LinkedIn: Company page ↗

Frequently asked questions