Maximor Offer: 5-Day Audit-Ready Close in 60 Days. Done for you. Guaranteed.

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Why Maximor

Product

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Partner Program

We automate your clients' finance stack. You get the credit.

We don't rip and replace. We layer on top — automating the grunt work to unlock strategic value across close, cash, revenue, and reporting. Audit-Ready Agents™ that solve today's problems, not a future roadmap.

ERP

CRM

Payroll

Docs

Spend

Banking

MAXIMOR · A LAYER ON TOP

Partnership Paths

Find your fit.

Private Equity & Venture Capital

EBITDA upside,
across the portfolio.

Deploy Maximor across your portfolio to drive EBITDA improvement through back-office automation. Pre-exit audit readiness in 90 days, not 9 months.

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Business Transformation

One project,
recurring revenue.

Turn your one-time project into a recurring revenue relationship. Offer an immediate quick win: migrate off legacy close management in 3 days, at half the cost.

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Technology & Integration

Your data,
our automation.

Your platform sits on the same finance data Maximor needs. Direct integration means your data turns automation into outcomes. We handle the co-build, co-market, and revenue sharing at scale.

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Not on the list?

Pitch us
something new.

The best partnerships don't always fit a category. If you have a compelling idea that would further your customers' financial journey, we want to hear it.

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Why Partner with Maximor

Numbers that land in the first meeting.

70%

Back-office cost reduction

Headcount and software savings combined. Your clients spend less running finance — and you are the one who made it happen.

Days to go live on close management

Friday purchase, Monday live. Full migration including historic data. No long deployments, no disruption to your client's existing setup.

ERP replacements required

Maximor layers on top of whatever your client already runs — NetSuite, SAP, Workday, Sage. Your implementation stays intact. Their stack stays intact.

In Practice

A repeatable playbook,
proven in the field.

Case Study

Dura Software

DURA SOFTWARE · $150M REVENUE · PE-BACKED

Problem

$80K/year on Floqast with limited value. Manual back-office work across cash, accruals, revenue, reporting.

Approach

Replaced Floqast at 50% cost. CFO reinvested savings into cash and accruals automation. Phased over 6 months.

Partner Angle

A partner who recommended this delivered measurable value in 90 days — a repeatable playbook.

Problem Detail

Close-management only. Cash, accruals, revenue still ran on spreadsheets — headcount scaling faster than the business could afford.

Approach Detail

3-day migration with historic data. $40K saved funded the next module. Crawl-walk-run across close → cash → accruals, no new headcount.

Timeline

M0 close live · M2 cash · M4 accruals · M6 reporting.

Results

70% back-office spend cut. Close 12 → 7 days. Every module 3× ROI in year one.

"The CFO reinvested the savings directly into the next automation module. The program paid for itself before month three."
CFO, Dura Software

70%

Reduction in back-office spend

12→7

Day month-end close

3×

ROI on each automation module

Achieved within 6 months. Deployment started with close management.

Case study available on request — Request the full Dura Software case study →

More Partners, Same Play

Two more quietly running the same playbook.

Private Equity & Venture CapitalOperating Partners

Before

Value-creation thesis on finance automation. No vendor story to take into the portfolio.

→

After

A 90-day playbook: close management replaced at 50% cost, savings redeployed into cash and accruals.

90d

Measurable EBITDA lift across one portfolio company — from kickoff to board report.

"We had the thesis. Maximor gave us the playbook."
Operating Partner, Growth Equity Firm

Business TransformationAccounting Implementation

Before

A transformation readout: 40 slides, 12 recommendations, no implementation partner.

→

After

Same readout, Maximor wired into the roadmap. Close live in three days, cash automation by Q2.

12→7

Day month-end close at the client, delivered within a single quarter of the transformation engagement.

"The roadmap used to end when we handed over the deck. Now it's already live."
Managing Director, Business Transformation Practice

Why Maximor Wins

What to say when your client asks about the alternatives.

Positioning language for partner conversations — ready to use.

	Maximor	Floqast & Blackline
Pricing	Flat rate. No per-user, no per-entity fees.	Charges by users and entities. $50–100K ACV.
Migration	3-day full migration including historic data. Friday purchase, Monday live.	Weeks of implementation. Manual data migration.
Functionality	Same close management functionality at 50% of the cost.	Legacy close management. Limited automation beyond workflow.
Strategy	Close management is the land. Automation agents are the expand.	Close management is the product. No expansion path.

How Maximor Works

Three things your clients won't find anywhere else.

You bill when it works. So do we.

Maximor deploys over 4–8 weeks. Billing only begins once agents are live and hit agreed success criteria. Zero upfront cost for your client. Zero implementation risk for you.

Success-Based Billing

Learns from your client's own work.

Maximor reverse-engineers your client's historic Excel files to learn their edge cases — withholding rules, payment patterns, coding logic. No prompts. No training. It figures it out.

Tribal Knowledge

You present the roadmap. We build it.

Maximor runs a full process mapping exercise — identifying every manual task and legacy software cost. You walk into your client meeting with an AI automation roadmap they didn't expect. That's the partner advantage.

Finance Transformation Audit

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