In this episode, Sasha Orloff talks with Yogi Goel, Co-founder and CEO of Maxima, about raising $41 million from Kleiner Perkins and RedPoint Ventures to build an agentic AI platform for enterprise accounting that automates journal entries, reconciliations, and variance analysis for complex companies, helping them close their books 2-3 days faster with 98% automation while strengthening SOX controls and freeing accountants from mundane tasks.

SPONSORS:

Notion

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Puzzle

📈 No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://puzzle.io/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

RECOMMENDED IN THIS EPISODE:

https://www.linkedin.com/in/yogi-goel/

https://www.maxima.ai/

X/SOCIAL:

@maxima_dot_ai (Maxima)

@sashaorloff (Sasha)

TIMESTAMPS:

(00:00) Preview

(00:50) Intro

(01:34) Introducing Yogi Goel and Maxima

(02:08) Problem with traditional accounting

(04:50) Birth of Maxima

(07:03) Maxima's solutions and innovations

(11:19) Sponsors: Notion | Puzzle

(12:43) Customer success stories

(25:08) Future of accounting with AI

(27:10) Fundraising and growth

(29:53) Advice for founders and CFOs

(34:15) Embracing AI: Overcoming fear and finding solutions

(35:56) Getting in touch with Maxima

(36:17) Story behind the name 'Maxima'

(37:01) Wrap