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About

Bookeeping.ai uses AI to complete financial tasks for you. TaxChat reads tax websites like the IRS and HMRC, so you get fast answers to your taxes. Slash bookkeeping time & cost by 87.5%. Uncover hidden tax savings and get real-time AI financial & business advice. Bookeeping.ai is pioneering text-to-action AI agents that automate sales, marketing, and finance tasks for small businesses. Founded by a Canadian entrepreneur and supported by a global team, Bookeeping.ai has earned multiple innovation awards for its groundbreaking products. Instantly create a new sheet with AI and start editing. Use chat messages to complete financial tasks. Auto-import transactions from your CSV or bank account. Fill out tax forms at the click of a button. Auto-scan emails and use a mobile app. Create & chat with your documents.

About

Maxima is an agentic AI accounting and financial close automation platform built to transform enterprise record-to-report workflows by automating the most manual, error-prone tasks such as journal entries, reconciliations, transaction matching, variance and flux analysis, and close operations while keeping humans in control and compliant with audit standards like SOX. Its specialized AI agents pull data across systems, unify financial context with an Enterprise Finance Graph, generate logic-based journals at scale, validate general ledger accuracy in real time, and provide step-by-step evidence and audit trails so accounting teams can review rather than manually prepare work. Maxima works alongside existing ERPs, posting back automated entries, and consolidates tasks, reconciliations, and reporting into a single platform that reduces close time by days and eliminates repetitive workloads with up to high automation coverage.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for a solution to automate 95% of their financial tasks

Audience

Enterprise accounting and finance teams requiring a tool to automate and accelerate financial close, journal entries, and reconciliation tasks with AI

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • - Bring existing data is very easy (especially from QBO) - Have an actual AI that doesn't only generate text but actually execute tasks - Very easy to use and blazingly fast - Importing CSV transactions is very easy and no processing requires, saves a ton of time - US and Canada bank integration - Basically an Accounting suite, they have Spreadsheets, Docs, File storage, Form filling and e-sign in one place. - Fast and responsive support - Built in email client to send and receive emails - Have collaborator support to bring team member and accountant - They have a very generous trial
  • Everything is done automatically, cleanest UI in any accounting tool. AI Accountant Paula with multi AI model support

Cons

  • - Limited bank support outside US and Canada, they said they are working on it to bring more
  • Bank connections offer only for US and Canada customers.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Bookeeping.ai
Canada
bookeeping.ai/

Company Information

Maxima
Founded: 2024
United States
www.maxima.ai/

Alternatives

Alternatives

Categories

Categories

Integrations

Google Sheets
ADP DataCloud
Charles Schwab
Google Drive
Microsoft Excel
Microsoft OneDrive
NetSuite
Oracle Fusion Cloud ERP
SAP Cloud Platform
Salesforce
Silicon Valley Bank (SVB)
Snowflake
Stripe
Workday HCM

Integrations

Google Sheets
ADP DataCloud
Charles Schwab
Google Drive
Microsoft Excel
Microsoft OneDrive
NetSuite
Oracle Fusion Cloud ERP
SAP Cloud Platform
Salesforce
Silicon Valley Bank (SVB)
Snowflake
Stripe
Workday HCM
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