Maximor Raises $9M to Bring Trustworthy AI For Finance
Maximor Raises $9M to Bring Trustworthy AI For Finance
Maximor Raises $9M
Audit-Ready Agentic Automation
Audit-Ready Agentic
Automation for the
AI-Native
Finance Automation
for the
for the
Strategic CFO
Maximor’s Audit-Ready Agents™ automate revenue, cash, close, and reporting processes with built-in audit trails—delivering outputs CFOs trust to free teams for strategic impact, reduce risk, and unlock visibility across systems.
Unlock 40% Capacity for Strategic Impact
Streamline revenue, cash, close, and reporting through agentic automation with human oversight.
90
%
Reduced staff hours
for repetitive tasks
Reduced staff hours
for repetitive tasks
Unlock 40% Capacity for Strategic Impact
Streamline revenue, cash, close, and reporting through agentic automation with human oversight.
90
%
Reduced staff hours
for repetitive tasks
Always Be Audit-Ready, Reduce Valuation Risks
Stay exit-ready daily - ensuring valuation protection, compliance, trust, and investor confidence.
75
%
Reduced exceptions caught in audit review
Reduced exceptions caught in audit review
Always Be Audit-Ready, Reduce Valuation Risks
Stay exit-ready daily - ensuring valuation protection, compliance, trust, and investor confidence.
75
%
Reduced exceptions caught in audit review
Get Cross-Silo Visibility and Insights
Get finance and ops answers instantly: drillable, auditable, with 99%+ accuracy.
99
%
Accurate finance/ops answers in <3s
Accurate finance/ops answers in <3s
Get Cross-Silo Visibility and Insights
Get finance and ops answers instantly: drillable, auditable, with 99%+ accuracy.
99
%
Accurate finance/ops answers in <3s
Operational Outcomes
Revenue
Automation
Cash
Automation
Automated
Close
Board-Ready
Reporting
Instant
Answers
Automate revenue processes including contract ingestion, terms extraction and recognition end-to-end. No Excel, no manual hacks—just clean, compliant revenue clarity ready for boardrooms, auditors, and investors.
Complex contracts parsing
ASC 606 RevRec
Auto-prepared audit memos
Instant insights & anomaly detection
100
%
Contracts reviewed with
checklists auto-prepared for
audit
Operational Outcomes
Revenue
Automation
Cash
Automation
Automated
Close
Board-Ready
Reporting
Instant
Answers
Automate revenue processes including contract ingestion, terms extraction and recognition end-to-end. No Excel, no manual hacks—just clean, compliant revenue clarity ready for boardrooms, auditors, and investors.
Complex contracts parsing
ASC 606 RevRec
Auto-prepared audit memos
Instant insights & anomaly detection
100
%
Contracts reviewed with
checklists auto-prepared for
audit
Operational Outcomes
Revenue
AutomationAutomate revenue processes including contract ingestion, term extraction, and recognition end-to-end. No Excel, no manual hacks — just clean, compliant clarity for boards and auditors.
Complex contracts parsing
ASC 606 RevRec
Auto-prepared audit memos
Instant insights & anomaly detection
100%
Contracts reviewed with
checklists auto-prepared for
audit
Cash
AutomationKnow exactly where your cash is, every day. Automated AR and AP application delivers instant liquidity clarity, freeing controllers and CFOs from daily guesswork.
Global cash positioning
Cash application across AR, AP
Cash burn reporting
13 week cash flow forecasting
90%
Less time on manual cash
application, reconciliations &
posting entries
Automated
CloseClose books in days, not weeks. Every account is always reconciled with AI-native orchestration, giving CFOs confidence and controllers relief from endless spreadsheets.
Automated GL reconciliation
Automated flux analysis prep
Instant transaction anomaly detection
90%
Shorter close duration, fewer
manual GL reconciliations and
journal entries
Board-Ready
ReportingSimplify global consolidation. Eliminate multi-entity complexity, handle currencies, and drill into detail, automated reporting that gives CFOs precision and clarity across every entity.
Multi-entity, ERP consolidation
Custom reports by micro-segments
90%
Reduced reporting errors
Instant
AnswersLight up analysis across silos. AI-native platform delivers instant, drillable answers across finance and operations—99%+ accurate, transparent, and always ready for deeper questions.
Instant answers, 99% accuracy
Drill down into it with the “why”s
99%
Accurate finance/ops
answers in <3s
Operational Outcomes
Revenue
AutomationAutomate revenue processes including contract ingestion, term extraction, and recognition end-to-end. No Excel, no manual hacks — just clean, compliant clarity for boards and auditors.
Complex contracts parsing
ASC 606 RevRec
Auto-prepared audit memos
Instant insights & anomaly detection
100%
Contracts reviewed with
checklists auto-prepared for
audit
Cash
AutomationKnow exactly where your cash is, every day. Automated AR and AP application delivers instant liquidity clarity, freeing controllers and CFOs from daily guesswork.
Global cash positioning
Cash application across AR, AP
Cash burn reporting
13 week cash flow forecasting
90%
Less time on manual cash
application, reconciliations &
posting entries
Automated
CloseClose books in days, not weeks. Every account is always reconciled with AI-native orchestration, giving CFOs confidence and controllers relief from endless spreadsheets.
Automated GL reconciliation
Automated flux analysis prep
Instant transaction anomaly detection
90%
Shorter close duration, fewer
manual GL reconciliations and
journal entries
Board-Ready
ReportingSimplify global consolidation. Eliminate multi-entity complexity, handle currencies, and drill into detail, automated reporting that gives CFOs precision and clarity across every entity.
Multi-entity, ERP consolidation
Custom reports by micro-segments
90%
Reduced reporting errors
Instant
AnswersLight up analysis across silos. AI-native platform delivers instant, drillable answers across finance and operations—99%+ accurate, transparent, and always ready for deeper questions.
Instant answers, 99% accuracy
Drill down into it with the “why”s
99%
Accurate finance/ops
answers in <3s
Customer & Advisor
Stories
"Finance should be a growth catalyst, not a bottleneck. Maximor’s ERP-agnostic, AI platform empowers CFOs to lead with confidence knowing that their teams have visibility across silos and can deliver reliable, audit-ready accounting outputs efficiently and consistently. And that’s why I’m excited to back them."
Tien Tzuo
CEO @ Zuora
"We cut our close from 11 days to 3 and automated revenue recognition across thousands of contracts. This unlocked eight days for strategy capacity on our team, reduced audit issues by over 90% and helped us unify and analyze data from our CRM and ERP systems, all in one place. Our team loves working with Maximor and can’t wait to do more with its AI Agents."
Dustin Neal
CFO @ Rently
“Maximor automated our ASC 606 revenue recognition end-to-end, eliminating contract parsing headaches, revenue spreadsheets and errors. We now close in 4 days with audit-ready revenue schedules, with usage based billing. Our team productivity has truly transformed.”
Dipen Mehta
CFO/COO @ Invst
8 → 4-day close,
$350K savings
$350K
Savings
Automated 90% of repetitive tasks, cut close from 10 → 2 days
90
%
Automated reporting, cut close to 3 days, $250K savings
$250K
Savings
Customer & Advisor
Stories
"Finance should be a growth catalyst, not a bottleneck. Maximor’s ERP-agnostic, AI platform empowers CFOs to lead with confidence, and that’s why I’m excited to back them."
Tien Tzuo
CEO @ Zuora
"We cut our close from 11 days to 3 and automated revenue recognition across thousands of contracts. This unlocked eight days for strategy capacity on our team, reduced audit issues by over 90% and helped us unify and analyze data from our CRM and ERP systems, all in one place. Our team loves working with Maximor and can’t wait to do more with its AI Agents."
Dustin Neal
CFO @ Rently
“Maximor automated our ASC 606 revenue recognition end-to-end, eliminating contract parsing headaches, revenue spreadsheets and errors. We now close in 4 days with audit-ready revenue schedules, with usage based billing. Our team productivity has truly transformed.”
Dipen Mehta
CFO/COO @ Invst
8 → 4-day close,
$350K savings
$350K
Savings
Automated 90% of repetitive tasks, cut close from 10 → 2 days
90
%
Automated reporting, cut close to 3 days, $250K savings
$250K
Savings
Customer & Advisor
Stories
"Finance should be a growth catalyst, not a bottleneck. Maximor’s ERP-agnostic, AI platform empowers CFOs to lead with confidence knowing that their teams have visibility across silos and can deliver reliable, audit-ready accounting outputs efficiently and consistently. And that’s why I’m excited to back them."
Tien Tzuo
CEO, Zuora
"Maximor automated our ASC 606 revenue recognition end-to-end, eliminating contract parsing headaches, revenue spreadsheets and errors. We now close in 4 days with audit-ready revenue schedules, with usage based billing. Our team productivity has truly transformed. "
Dipen Mehta
CFO/COO, Invst
"We cut our close from 11 days to 3 and automated revenue recognition across thousands of contracts. This unlocked eight days for strategy capacity on our team, reduced audit issues by over 90% and helped us unify and analyze data from our CRM and ERP systems, all in one place. Our team loves working with Maximor and can't wait to do more with its AI Agents."
Dustin Neal
CEO, Rently
8 → 4-day close,
$350K savings
$350K
Savings
Automated 90% of repetitive tasks, cut close from 10 → 2 days
90
%
Automated reporting, cut close to 3 days, $250K savings
$250K
Savings
From Fragmented Chaos to
Gain
Strategic Clarity with Maximor AI
Strategic Clarity with
Maximor AI
A unified platform combining human assurance, AI automation, and a connected data layer.
Built for Enterprise
Scale, Security & Accuracy
GDPR
certified
ISO
27001
certified
SOC2
certified
SOC1
certified
Secure
SOC 1, SOC 2, ISO 27001 & GDPR certified
Bank-level encryption
99.99% uptime SLA
Scalable
100+ integrations
10M daily transactions processed
99.7%
reconciliation
accuracy
Trustworthy
99.7% reconciliation accuracy
Backups for all GL reconciliations
Full audit checklist coverage
Built for Enterprise
Scale, Security & Accuracy
GDPR
certified
ISO
27001
certified
SOC2
certified
SOC1
certified
Secure
SOC 1, SOC 2, ISO 27001 & GDPR certified
Bank-level encryption
99.99% uptime SLA
Scalable
100+ integrations
10M daily transactions processed
99.7%
reconciliation
accuracy
Trustworthy
99.7% reconciliation accuracy
Backups for all GL reconciliations
Full audit checklist coverage
Built for Enterprise
Scale, Security &
Accuracy
GDPR
certified
ISO
27001
certified
SOC2
certified
SOC1
certified
Secure
SOC 1, SOC 2, ISO 27001 & GDPR certified
Bank-level encryption
99.99% uptime SLA
Scalable
100+ integrations
10M daily transactions processed
99.7%
reconciliation
accuracy
Trustworthy
99.7% reconciliation accuracy
Backups for all GL reconciliations
Full audit checklist coverage
Frequently asked
Questions
How quickly can we implement Maximor?
Most customers achieve their first ROI milestone within 4-8 weeks, with zero downtime during implementation.
Does Maximor replace my ERP or financial systems?
No, Maximor doesn’t replace your ERP. It’s fully ERP-agnostic, plugging directly into systems like NetSuite, Intacct, SAP and more. Instead of ripping and replacing, Maximor layers on top of your finance tech stack to unify financial and operational data into a single Unified Finance Context. On that foundation, Audit-Ready Agents™ automate your most critical workflows – close, revenue, cash, consolidation, and reporting –while continuing to work seamlessly with the ERP and tools you already use.
What is an Audit-Ready Agent™?
An Audit-Ready Agent™ automates specialized finance workflows. These agents generate workpapers, reviewer notes, and audit trails by default. The result: automation that is natively explainable, compliant, secure and enterprise-grade, tailored to the exacting needs of the CFO’s office.
What size of company is Maximor designed for?
Maximor is purpose-built for enterprise and mid-market companies – typically managing complex revenue models, multi-entity, or multi-currency operations.
How secure is the platform?
Maximor is SOC 1, SOC 2, ISO 27001 & GDPR certified and provides bank-level encryption.
What support do we receive after going live?
You’ll have a designated customer success director (often a highly experienced finance professional) plus access to accounting professionals and forward-deployed engineers that help you deliver outcomes for your business.
Frequently asked
Questions
How quickly can we implement Maximor?
Most customers achieve their first ROI milestone within 4-8 weeks, with zero downtime during implementation.
Does Maximor replace my ERP or financial systems?
No, Maximor doesn’t replace your ERP. It’s fully ERP-agnostic, plugging directly into systems like NetSuite, Intacct, SAP and more. Instead of ripping and replacing, Maximor layers on top of your finance tech stack to unify financial and operational data into a single Unified Finance Context. On that foundation, Audit-Ready Agents™ automate your most critical workflows – close, revenue, cash, consolidation, and reporting –while continuing to work seamlessly with the ERP and tools you already use.
What is an Audit-Ready Agent™?
An Audit-Ready Agent™ automates specialized finance workflows. These agents generate workpapers, reviewer notes, and audit trails by default. The result: automation that is natively explainable, compliant, secure and enterprise-grade, tailored to the exacting needs of the CFO’s office.
What size of company is Maximor designed for?
Maximor is purpose-built for enterprise and mid-market companies – typically managing complex revenue models, multi-entity, or multi-currency operations.
How secure is the platform?
Maximor is SOC 1, SOC 2, ISO 27001 & GDPR certified and provides bank-level encryption.
What support do we receive after going live?
You’ll have a designated customer success director (often a highly experienced finance professional) plus access to accounting professionals and forward-deployed engineers that help you deliver outcomes for your business.
Frequently asked
Questions
How quickly can we implement Maximor?
Most customers achieve their first ROI milestone within 4-8 weeks, with zero downtime during implementation.
Does Maximor replace my ERP or financial systems?
No, Maximor doesn’t replace your ERP. It’s fully ERP-agnostic, plugging directly into systems like NetSuite, Intacct, SAP and more. Instead of ripping and replacing, Maximor layers on top of your finance tech stack to unify financial and operational data into a single Unified Finance Context. On that foundation, Audit-Ready Agents™ automate your most critical workflows – close, revenue, cash, consolidation, and reporting –while continuing to work seamlessly with the ERP and tools you already use.
What is an Audit-Ready Agent™?
An Audit-Ready Agent™ automates specialized finance workflows. These agents generate workpapers, reviewer notes, and audit trails by default. The result: automation that is natively explainable, compliant, secure and enterprise-grade, tailored to the exacting needs of the CFO’s office.
What size of company is Maximor designed for?
Maximor is purpose-built for enterprise and mid-market companies – typically managing complex revenue models, multi-entity, or multi-currency operations.
How secure is the platform?
Maximor is SOC 1, SOC 2, ISO 27001 & GDPR certified and provides bank-level encryption.
What support do we receive after going live?
You’ll have a designated customer success director (often a highly experienced finance professional) plus access to accounting professionals and forward-deployed engineers that help you deliver outcomes for your business.
Gain daily financial clarity, accuracy, and confidence with Maximor.
Product by Outcome
Resources
Gain daily financial clarity, accuracy, and confidence with Maximor.
Product by Outcome
Resources
Gain daily financial clarity, accuracy, and confidence with Maximor.
Product by Outcome
Resources