record-to-report
(3)
Yogi Goel
Yogi Goel is the co-founder and CEO of Maxima, an agentic AI platform that automates the month-end accounting close for enterprises. He spent two decades in the office of the CFO - auditing at EY, running M&A and IPOs at Citi and Barclays, and seven years at Rubrik as a strategic finance leader, where he helped scale the company from $5M to $900M in ARR through its 2024 NYSE IPO. In 2024 he founded Maxima with Akshaya Srivatsa and Jack Liao, raising $41M from Redpoint Ventures, Kleiner Perkins, and Audacious Ventures to rebuild accounting operations around AI agents that reconcile, post journal entries, and co-prepare financial reports alongside human teams.
Maxima
Maxima is an AI-native accounting automation platform building autonomous agents that do the month-end close instead of just coordinating it. Its 24/7 agent, Max, sits on top of a company's existing ERP - pulling data from banks, billing, payroll and warehouses - to prepare journal entries, reconciliations and variance explanations with a re-performable audit trail, so accountants log in to work that's already done and ready for review. Founded in 2024 by veterans of Rubrik, Netflix and Meta, Maxima raised $41M in Seed and Series A in November 2025 and counts Rippling, Scale AI, SpotOn and Bilt Rewards among its customers.
Numeric
Numeric is a San Francisco-based, AI-native accounting platform that automates the month-end close for controllers, CFOs and senior accountants. Founded in 2020 by Parker Gilbert, Anthony Alvernaz and Andrew Bihl, it unifies close management, analytics and cash reconciliation into one system, using AI to draft flux (variance) explanations, reconcile accounts and flag anomalies in transaction data. Companies including Brex, Plaid, Wealthfront, OpenAI and Betterment use Numeric to close their books faster and with fewer manual steps. The company has raised roughly $89 million to date, capped by a $51 million Series B in November 2025.