Related Products
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About
Power your investment operations with real-time data immediately and seamlessly integrated across all workflows. Unburden yourself of obsolete technology while shaping the future of investment accounting. Delight your clients with unparalleled speed, innovation, and digital experiences. Embrace new regulations, ensure oversight, and easily incorporate new asset classes – including crypto – with ease. Scale for the future, improve operational efficiency and dramatically reduce costs. Complete with general ledgers and NAV values in addition to portfolio holdings and cash. Designed to handle near limitless volumes of data without the common constraints of relational databases. Cloud-native, big-data database and distributed architecture enables near real-time business continuity and disaster recovery.
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses wanting an all-in-one investment accounting solution that helps control and digital workflows
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFundGuard
Founded: 2018
United States
www.fundguard.com
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Company InformationMaxima
Founded: 2024
United States
www.maxima.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
ADP DataCloud
Charles Schwab
Google Drive
Google Sheets
Microsoft OneDrive
NetSuite
Oracle Fusion Cloud ERP
SAP Cloud Platform
Salesforce
Silicon Valley Bank (SVB)
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Integrations
ADP DataCloud
Charles Schwab
Google Drive
Google Sheets
Microsoft OneDrive
NetSuite
Oracle Fusion Cloud ERP
SAP Cloud Platform
Salesforce
Silicon Valley Bank (SVB)
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