How Kiteworks Automates 98% of Cash Transactions with Maximor

How Kiteworks Automates 98% of Cash Transactions with Maximor

How Kiteworks Automates 98% of Cash Transactions with Maximor

for cfos

Unlock Strategic Capacity
AI Finance Automation

AI + Human oversight transforms finance—free 40% of team time, ensure continuous audit readiness, and deliver board-ready answers without Excel hacks.

Strategic Capacity

Time returned to the team, not absorbed by reconciliation.

✓✓✓✓

Continuous Assurance

Audit-ready every day, not assembled before fieldwork.

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Entities3
SystemsERP + ops

Unified Visibility

One answer across silos, traceable to the entry behind it.

Outcomes

Strategic Outcomes for CFOs

Manual today
With Maximor

Increased Efficiency

Free 40% of finance team time with AI-native automation—eliminating manual work and creating bandwidth for CFOs to drive growth and valuation.

20Hours

Saved per/accountant/week; 3× transaction volume without headcount.

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Exceptions1 raised
Supportattached

Strengthen Trust

Be exit and audit-ready every day. AI + human validation ensures accuracy, compliance, and investor confidence.

70%

Less audit prep effort; 30–40% lower audit fees; zero material weaknesses

ERPBillingOpsWhy?

Zero Blind Spots

Instant, drillable answers across ERP & ops. With 99%+ accuracy and traceability, CFOs move from reactive to predictive finance.

Catch revenue leakage in real time; predict liquidity crunches weeks ahead; walk into boardrooms with answers ready.

The CFO benchmark

How does your finance function compare?

We asked 100 CFOs about AI in finance. Nearly all want it, few trust it to run alone, and the gap is measurable. See the data, then benchmark your own function in under 3 minutes.

Get the benchmark
AI in finance100 CFOs surveyed
Want AI running the grunt work96%
Trust it end to end today14%
Insist on human oversight97%
Your finance function?
Benchmark yourself · under 3 minutes
Capabilities

What Maximor does for the CFO

Revenue

Audit-Ready Revenue Automation Without Excel Hacks

Automate revenue processes including contract ingestion, term extraction, and recognition end-to-end. No Excel, no manual hacks — just clean, compliant clarity for boards and auditors.

Impact: Close in 3–5 days instead of 10–15.

  • Complex contracts parsing
  • ASC 606 RevRec
  • Auto-prepared audit memos
  • Instant insights & anomaly detection
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Payrolltied
GBP account1 open
Cash

Know exactly where your cash is, every day.

Automated AR and AP application delivers instant liquidity clarity, freeing controllers and CFOs from daily guesswork.

  • Global cash positioning
  • Cash application across AR, AP
  • Cash burn reporting
  • 13 week cash flow forecasting
Automated Close

Close books in days, not weeks.

Every account is always reconciled with AI-native orchestration, giving CFOs confidence and controllers relief from endless spreadsheets.

  • Automated GL reconciliation
  • Automated flux analysis prep
  • Instant transaction anomaly detection
USUKIndiaConsolidated
Consolidation

Simplify global consolidation.

Eliminate multi-entity complexity, handle currencies, and drill into detail, automated reporting that gives CFOs precision and clarity across every entity.

  • Multi-entity, ERP consolidation
  • Custom reports by micro-segments
Revenue vs budget+4.1%
Driver3 accounts
Board-Ready Reporting

Light up analysis across silos.

AI-native platform delivers instant, drillable answers across finance and operations—99%+ accurate, transparent, and always ready for deeper questions.

  • Instant answers, 99% accuracy
  • Drill down into it with the “why”s
Metrics

Metrics that Matter

Save Time

20hrs

Saved per account per week
Scale Efficiently

3x

Transaction volume without headcount
Continuous Assurance

70%

Less audit prep & exception review time
Lower Services Fees

40%

Lower audit & consulting fees
Tien Tzuo, CEO of Zuora
“Finance should be a growth catalyst, not a bottleneck. Maximor’s ERP-agnostic, AI platform empowers CFOs to lead with confidence knowing that their teams have visibility across silos and can deliver reliable, audit-ready outputs. And that’s why I’m excited to back them.”
Tien TzuoCEO, Zuora
FAQ

Frequently asked questions

How quickly can we implement Maximor?
Most customers are live within 4–8 weeks, with zero disruption to your current close cycle. No IT overhaul, no waiting for a quiet period. We connect to your existing stack and configure around your processes.
Does Maximor replace my ERP or financial systems?
No. Maximor layers on top of whatever you run — NetSuite, SAP, Intacct, or others. No rip-and-replace, no data migration, no IT project. Your ERP stays exactly where it is.
What is an Audit-Ready Agent™?
An Audit-Ready Agent™ owns a specific finance workflow end-to-end — reconciliation, revenue recognition, cash application, close orchestration. Every action generates audit trails automatically. The output is audit-ready for auditors from day one.
What size of company is Maximor designed for?
Built for mid-market and enterprise finance teams where manual processes have become the bottleneck. If your finance tasks take more than 5 days or your team spends more time reconciling and computing than analysing — that's who we built this for.
How secure is the platform?
We meet the security bar your IT, legal, and audit teams will ask for — SOC 1, SOC 2, ISO 27001, GDPR certified, bank-level encryption, 99.99% uptime SLA. Full documentation available in our Trust Center.
What support do we receive after going live?
You get a Customer Success Director — typically a senior finance professional who has worked in roles like yours — plus accounting professionals and engineers who work inside your environment. We're accountable to your outcomes, not just your onboarding.
How does Maximor handle data quality issues in our ERP?
Maximor is built expecting messy data. Our Unified Finance Context layer cleans, maps, and reconciles data across your ERP and ops systems before any Agent touches it. You don't need a clean-data project before you start — that's part of what we do.
What happens when an Agent is wrong?
Every Agent operates with human-in-loop validation built in. When confidence is below threshold or an anomaly is detected, the Agent escalates to your team with full context — what it found, why it flagged it, and what it recommends. Nothing posts without the right approval in place.
Do we need to change our close process to use Maximor?
No. We configure Maximor around your existing close process, not the other way around. We start by mapping how your team closes today — then automate the manual work inside that process. Most teams are running a faster, cleaner version of their own process within the first close cycle.
How is Maximor different from our ERP's built-in reporting?
Your ERP captures transactions. Maximor automates what happens on top of them — reconciliation, close orchestration, revenue recognition, cash positioning, flux analysis. These are workflows your team is currently doing manually in spreadsheets outside the ERP. We automate that layer, and we do it across multiple ERPs simultaneously if you run more than one.
Get started

Your path to autonomous finance starts here.

We start by mapping how your company works, with no documentation project required. And we price for real outcomes, not seats.

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