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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Planful, which was previously known as Host Analytics, stands out as a leading provider of adaptable, cloud-driven enterprise performance management (EPM) software solutions. Designed specifically for large organizations, Planful allows users to seamlessly incorporate realistic modeling data into both operational and financial business strategies, assess forecasts against actual results, and engage with essential stakeholders through a unified, user-friendly platform. Utilizing Planful enables finance teams to enhance their organizational performance by streamlining, speeding up, and synchronizing all financial operations. This comprehensive approach not only boosts efficiency but also fosters stronger collaboration among team members, ultimately driving better decision-making processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud
Charles Schwab
Google Drive
Google Sheets
Microsoft Excel
Microsoft OneDrive
NetSuite
Oracle Fusion Cloud ERP
SAP Cloud Platform
Sage Intacct
Salesforce
Silicon Valley Bank (SVB)
Snowflake
Stripe
Workday HCM

Integrations

ADP DataCloud
Charles Schwab
Google Drive
Google Sheets
Microsoft Excel
Microsoft OneDrive
NetSuite
Oracle Fusion Cloud ERP
SAP Cloud Platform
Sage Intacct
Salesforce
Silicon Valley Bank (SVB)
Snowflake
Stripe
Workday HCM

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

Maxima

Founded

2024

Country

United States

Website

www.maxima.ai/

Vendor Details

Company Name

Planful

Founded

2000

Country

United States

Website

www.hostanalytics.com

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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Alternatives

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