🚀 We’ve raised a $9M seed to power Maximor – the AI-powered finance team that fixes the back-end grind.
💡 Finance is broken. And the solution isn’t another ERP.
A quick 🧵
Day 1 at Gartner Finance Symposium cooked!🔥One question kept coming up:
"We've got people building agents in Claude, Vertex, Codex – how do we govern all of this?"
The worry is real. Finance teams are vibecoding fast with DIY agents, but nobody has an answer for what happens when you have hundreds running with no audit trail, no policy layer, and no way to know if they're still doing the right thing when your processes change next quarter.
And even if you get an agent working today, it's trained on a snapshot of right now. Transaction patterns shift. Policies update. New subs come in. If the agent can't learn and adapt with you, you're just building technical debt with better branding.
This is what we built @maximor_ai to solve – agents that don't just automate a frozen process, but continuously learn from your team's judgment and evolve as your business does. One policy layer. Full audit trail. Human in the loop for the exceptions.
Best part of today – these weren't 2-minute booth drive-bys. CFOs and controllers pulling up chairs, going deep on AI strategy, and at one point I'm explaining how context graphs differ from knowledge graphs. At a finance conference. Who would have expected!! (h/t @JayaGup10 🫡)
If you're at the Gartner Xpo tomorrow, come find us at Booth 109!
Huge congrats to @ramkris from Maximor on two stellar CFO conferences this week. Very few people are so technically deep in AI and context engineering along with prior exposure to the messy world of enterprise transformations. 🚀🚀🚀
Great write on the neuro-elasticity aspect of being AI-first!
This line really hits close to the meaning of ‘experience’ (how tied one’s identity is to their accumulation)
“It narrows partly through accumulation: reputation, ego, fear, dependents, the decisions you have tied your identity to. But mostly through environment.”
Great write Jaya! This line really hits close to the meaning of ‘experience’ (how tied one’s identity is to their accumulation )
“It narrows partly through accumulation: reputation, ego, fear, dependents, the decisions you have tied your identity to. But mostly through environment.”
FDE aside, the entire sales process is now true "transformation consulting" based if you're selling a true system-of-action (like us)
brings back so many memories!
yes Palantir is the poster-child of this but what's less known is this was one of the core strategies we employed at Microsoft Azure to outcompete AWS when they had objectively more feature-surface area
“Plenty of vendors inside regulated verticals are still getting squeezed because they never became AI-native. BlackLine ($BL) and Trintech are feeling it in close and reconciliation as Numeric, Maximor, and Stacks build AI-native from day one. nCino ($NCNO) in banking faces the same challenge. The regulatory moat buys you time. It doesn't buy you the decade.”
^ Respectfully, while it is true that Blackline and Floqast customers are flocking to @maximor_ai , what we’re really building is the Autonomous Finance and Ops Engine. We’re helping our CFOs and the entire Office of the CFO move from being mostly back office to mostly front office. Our contract sizes blow Blackline’s and Floqast’s out of the water precisely because of that - our average ACVs TODAY ( and we’re just about about 8 months post commercialization ) are 3x-4x Floqast’s ( they started in 2012 ) - this is only possible because when CFOs turn to Maximor - they’re doing it for Palantir style transformation for the Finance function but with short implementation timelines ( most of our agents now get implemented in < 2 weeks ) with 99%+ accuracy with an entire verification layer underpinning our architecture.
100%. Being able to model the decision hierarchy along with capturing the decision traces – is what we're seeing creates the compounding advantage.
Especially in our world of accounting, there is so much rich historic decision traces obfuscated in Excel workings - ripe to be reverse-engineered.
Banger article 🧨
👀 “A finance product built around "help the CFO close the books faster" and a finance product built around "make the month-end close not require a human" are not the same product. They are not the same company. You cannot usually get from the first to the second by iterating. You have to start with the second in mind.”
I've gotten quite a few pings as well today asking about what Ramp's announcement means.
Love Ramp and we integrate with them. And have common customers including a few they've named in their announcement.
But there is a lot (I mean a LOT) more to operational finance than accounting for expense bills.
Another key thing to grok is how different parts of the income statement & balance sheet move together. Solving for treasury accounting requires deep context across AR, AP, Payroll accounts among others
Solving for automating accounting holistically requires a horizontal approach and not starting from one point area (such as AP)
Ramp’s AI agents for expense bills tracked within Ramp platform (typically <5% of overall accounting workflows). Expense bills fall under the AP category (subset of Operating Expenses)
It doesn’t cover Revenue, Cash, Fixed Assets, and other workflows that cover 90%-95% of the income statement & balance sheet
Context graphs >>