Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance your investment operations by utilizing real-time data that is seamlessly integrated across all workflows from the outset. Let go of outdated technology as you pave the way for the future of investment accounting while providing your clients with exceptional speed and innovative digital experiences. Adapt swiftly to new regulations, maintain oversight, and effortlessly integrate emerging asset classes, including cryptocurrencies. Prepare for future growth, boost operational efficiency, and significantly cut costs while managing general ledgers and NAV values alongside portfolio holdings and cash. This system is engineered to process virtually unlimited data volumes, bypassing the typical limitations of relational databases. With its cloud-native design, big-data database capabilities, and distributed architecture, it ensures near real-time business continuity and effective disaster recovery solutions. Furthermore, this approach allows for greater flexibility and agility in responding to market changes and client needs.
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
Integrations
ADP DataCloud
Charles Schwab
Google Drive
Google Sheets
Microsoft OneDrive
NetSuite
Oracle Fusion Cloud ERP
SAP Cloud Platform
Salesforce
Silicon Valley Bank (SVB)
Integrations
ADP DataCloud
Charles Schwab
Google Drive
Google Sheets
Microsoft OneDrive
NetSuite
Oracle Fusion Cloud ERP
SAP Cloud Platform
Salesforce
Silicon Valley Bank (SVB)
Pricing Details
No price information available.
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
FundGuard
Founded
2018
Country
United States
Website
www.fundguard.com
Vendor Details
Company Name
Maxima
Founded
2024
Country
United States
Website
www.maxima.ai/
Product Features
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving