"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech E61: Maxima's $41M Mission: Automating Enterprise Accounting Close with AI
Dec 3, 2025
Join Yogi Goel, Co-founder and CEO of Maxima, an AI-centric enterprise accounting startup, as he shares insights from his two decades in finance. Discover how Maxima raised $41 million to revolutionize accounting by automating journal entries and reconciliations, closing books 2-3 days faster with up to 98% automation. Yogi discusses the struggles accountants face and the need for AI to take on mundane tasks, allowing professionals to focus on strategic roles. Plus, he offers valuable advice for CFOs hesitant about adopting AI.
AI Snips
Chapters
Transcript
Episode notes
Weekend Burnout Triggered Maxima
- Yogi describes an exhausted colleague who worked 18-hour days reconciling 300 prepaid invoices over a weekend.
- That moment triggered building Maxima to automate repetitive month-end accounting tasks and save accountants from burnout.
Focus On Complex, High-Growth Firms
- Maxima targets large, high-growth, complex organizations with many entities and currencies where repeatable accounting multiplies.
- Agents excel at scaling repetitive cross-entity tasks that become costly as companies grow past ~1,000 people.
Hybrid Deterministic + LLM Architecture
- Maxima separates deterministic accounting work from probabilistic judgment and uses deterministic tooling plus LLM suggestions.
- This hybrid lets machines handle repeatable transformations while humans review probabilistic recommendations for auditability.