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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

Elevate your organization with advanced generative AI solutions tailored specifically for the finance sector. Rogo merges state-of-the-art language models with comprehensive expertise in financial services, enabling you to develop the ideal AI platform for your organization. Streamline your research processes, make informed, data-driven choices, and generate intelligent materials in mere minutes rather than days. Engage with an AI solution deeply rooted in the intricacies of financial services. Rogo’s unique financial AI is designed to adapt, comprehending both the language and data unique to your firm. It efficiently searches, analyzes, and references millions of documents, encompassing both your proprietary internal information and a vast external library, thus significantly reducing the time spent on manual research. As a secure and purpose-built AI platform for top-tier financial institutions, Rogo helps you optimize time usage, uncover valuable insights, and automate essential workflows. Utilize a comprehensive array of productivity tools to enhance your operations, allowing junior team members to concentrate on more strategic tasks while empowering executives to independently address their inquiries. This transformation not only increases efficiency but also fosters a culture of innovation within your firm.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Drive Yes 
ADP DataCloud Yes 
Amazon Web Services (AWS) No 
Box No 
Dropbox No 
Google Cloud Platform No 
Google Sheets Yes 
Microsoft Azure No 
Microsoft Excel No 
Microsoft OneDrive Yes 
Microsoft OneNote No 
Microsoft PowerPoint No 
Microsoft SharePoint No 
NetSuite Yes 
Oracle Fusion Cloud ERP Yes 
SAP Cloud Platform Yes 
Salesforce Yes 
Silicon Valley Bank (SVB) Yes 
Snowflake Yes 
Workday HCM Yes 

Integrations

Google Drive Yes 
ADP DataCloud No 
Amazon Web Services (AWS) Yes 
Box Yes 
Dropbox Yes 
Google Cloud Platform Yes 
Google Sheets No 
Microsoft Azure Yes 
Microsoft Excel Yes 
Microsoft OneDrive No 
Microsoft OneNote Yes 
Microsoft PowerPoint Yes 
Microsoft SharePoint Yes 
NetSuite No 
Oracle Fusion Cloud ERP No 
SAP Cloud Platform No 
Salesforce No 
Silicon Valley Bank (SVB) No 
Snowflake No 
Workday HCM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Maxima

Founded

2024

Country

United States

Website

www.maxima.ai/

Vendor Details

Company Name

Rogo AI

Founded

2021

Country

United States

Website

rogo.ai/

Product Features

Artificial Intelligence

Chatbot No 
For Healthcare No 
For Sales No 
For eCommerce No 
Image Recognition No 
Machine Learning No 
Multi-Language No 
Natural Language Processing No 
Predictive Analytics No 
Process/Workflow Automation No 
Rules-Based Automation No 
Virtual Personal Assistant (VPA) No 

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Hedge Fund

Compliance Management No 
Contact Management No 
Investor Accounting No 
Investor Reporting No 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis No 
Portfolio Analysis No 
Portfolio Management No 

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