CXO Softwareinsightsoftware
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Related Products
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About
Transform lackluster epm reporting into dynamic c-level insights. Is your epm reporting purpose-built for finance? Epm is designed for input and processing, not reporting. Most epm solutions were built to capture and aggregate data, not report on them. Built-in reporting is often too limited and inflexible to respond to fast-changing business needs. As a result, finance teams don’t have quick access to the data they need to do their jobs effectively. Other reporting tools aren’t purpose-built for finance. Turning to bi tools doesn’t help. Bi tools weren’t designed to work with multi-dimensional epm data, leaving you dependent on technical expertise. This can cause bottlenecks and result in unacceptable delays. You’re stuck in a cycle of static reporting. Most EPM customers resort to dumping data into spreadsheets to satisfy their reporting needs—a slow, error-prone process that results in non-standardized reports. This leaves decision-makers working with rudimentary, static data.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Finance companies looking for a web-based, EPM reporting solution that can deliver higher quality reports and speed up reporting cycles to meet the needs of C-level executives
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Audience
Enterprise accounting and finance teams requiring a tool to automate and accelerate financial close, journal entries, and reconciliation tasks with AI
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
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Live Online
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In Person
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Training
Documentation
Supported
Webinars
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Live Online
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In Person
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Company Informationinsightsoftware
Founded: 1993
United States
www.insightsoftware.com
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Company InformationMaxima
Founded: 2024
United States
www.maxima.ai/
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Categories |
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Dashboard Features
Annotations
Not Supported
Data Source Integrations
Supported
Functions / Calculations
Supported
Interactive
Not Supported
KPIs
Supported
OLAP
Not Supported
Private Dashboards
Supported
Public Dashboards
Supported
Scorecards
Supported
Themes
Not Supported
Visual Analytics
Not Supported
Widgets
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Integrations
ADP DataCloud
Not Supported
Charles Schwab
Not Supported
Google Drive
Not Supported
Google Sheets
Not Supported
Microsoft OneDrive
Not Supported
NetSuite
Not Supported
OneStream
Supported
Oracle Fusion Cloud ERP
Not Supported
SAP Cloud Platform
Not Supported
Salesforce
Not Supported
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Integrations
ADP DataCloud
Supported
Charles Schwab
Supported
Google Drive
Supported
Google Sheets
Supported
Microsoft OneDrive
Supported
NetSuite
Supported
OneStream
Not Supported
Oracle Fusion Cloud ERP
Supported
SAP Cloud Platform
Supported
Salesforce
Supported
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