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Average Ratings 0 Ratings

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ease
features
design
support

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Description

An AI-driven chatbot designed to assist users in resolving intricate accounting queries through an advanced prompting system is available on various platforms, including WhatsApp, Instagram, SMS, and iMessage. Additionally, there is a CPA exam test bank featuring more than 20,000 multiple-choice questions encompassing all subjects relevant to the US CPA examination. This combination of resources aims to provide comprehensive support for both accounting professionals and CPA candidates.

Description

Maxima is an advanced AI-driven platform designed for accounting and financial close automation, aiming to revolutionize enterprise record-to-report processes by taking on the most tedious and error-prone activities such as journal entry creation, reconciliations, transaction matching, variance analysis, and overall close operations while ensuring human oversight and adherence to compliance standards like SOX. Its intelligent AI agents gather data from various systems, create a cohesive financial context using an Enterprise Finance Graph, produce logic-based journal entries at scale, ensure real-time validation of the general ledger's accuracy, and offer comprehensive evidence and audit trails, enabling accounting teams to focus more on review rather than on the manual preparation of tasks. Maxima seamlessly integrates with existing ERP systems by automatically posting entries and consolidating various tasks, reconciliations, and reporting into a unified platform that not only streamlines the close process—cutting down the time needed by several days—but also eliminates repetitive tasks, achieving a high level of automation coverage that enhances overall efficiency in financial operations. This innovative approach empowers financial teams to work smarter and allocate their time to more strategic activities, ultimately driving better decision-making within organizations.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

ADP DataCloud
Charles Schwab
Facebook Messenger
Google Drive
Google Sheets
Instagram
Microsoft OneDrive
NetSuite
Oracle Fusion Cloud ERP
SAP Cloud Platform
Salesforce
Silicon Valley Bank (SVB)
Slack
Snowflake
Stripe
WhatsApp
Workday HCM
iMessage

Integrations

ADP DataCloud
Charles Schwab
Facebook Messenger
Google Drive
Google Sheets
Instagram
Microsoft OneDrive
NetSuite
Oracle Fusion Cloud ERP
SAP Cloud Platform
Salesforce
Silicon Valley Bank (SVB)
Slack
Snowflake
Stripe
WhatsApp
Workday HCM
iMessage

Pricing Details

$7.99/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ChatCPA

Founded

2022

Country

United States

Website

chatcpa.io

Vendor Details

Company Name

Maxima

Founded

2024

Country

United States

Website

www.maxima.ai/

Product Features

Alternatives

Alternatives