+
+

Related Products

  • SoftCo AP Automation
    56 Ratings
    Visit Website
  • ChatD&B
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • R3 Contract Management for GovCon
    1 Rating
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • LinkSquares
    724 Ratings
    Visit Website
  • AnalyticsCreator
    46 Ratings
    Visit Website
  • Seertech
    15 Ratings
    Visit Website
  • GetResponse
    1,791 Ratings
    Visit Website

About

Farsight AI is an AI-driven financial workflow automation platform built to help investment banking, private equity, hedge funds, wealth management, and other finance teams automate and accelerate core, high-value work that historically has been manual, repetitive, and time-consuming. It uses advanced AI agents to generate complete, client-ready deliverables, including valuation models, pitch decks, investment committee memoranda, research write-ups, buyer and seller lists, and strategic insights, tailored to a firm’s historical work style, brand, and voice rather than producing generic fragments. Farsight automates end-to-end workflows directly inside familiar tools like Excel, PowerPoint, and Outlook, cutting hours or days of manual formatting, data assembly, and drafting down to minutes while preserving institutional standards and security.

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

Finance professionals and teams that want to automate complex financial workflows and produce high-quality deliverables faster and more efficiently

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 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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Farsight
Founded: 2022
United States
www.farsight-ai.com

Company Information

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

Alternatives

Alternatives

Rogo

Rogo

Rogo AI

Categories

Categories

Integrations

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

Integrations

ADP DataCloud
Charles Schwab
Google Drive
Google Sheets
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
NetSuite
Oracle Fusion Cloud ERP
SAP Cloud Platform
Salesforce
Silicon Valley Bank (SVB)
Snowflake
Stripe
Workday HCM
Claim Farsight and update features and information
Claim Farsight and update features and information
Claim Maxima and update features and information
Claim Maxima and update features and information