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

Why Maximor

AI that runs finance, on any ERP.

Use Maximor’s Audit-Ready Agents™ to automate workflows across revenue, cash, close, consolidation and cross-silo visibility.

Maximor works with
NetSuite Sage Intacct Dynamics 365 SAP and more
Your ERP
NetSuiteSAPAny GL
Stays exactly as it is.
No migration.
No rip-and-replace.
Revenue agent$120k recognized
Cash agent412 matched
Close agent84 JEs posted
Reporting agentFlux drafted
Escalated to you2 items · Chris
The problem

Finance teams run on 16+ disconnected
tools, lose 1,500+ hours a month to
reconciliations and validations, and
take 8 to 11 days to close, so the
board reads last month’s picture.

Siloed systems Manual processes Slow insights
With Maximor

The same function, run differently.

Always be audit-ready

A close that runs continuously

A close that takes 8 to 11 days

Unlock strategic capacity

40% of team time back for pricing, M&A and growth

1,500+ hours a month on reconciliations

Get cross-silo visibility

One shared context, drillable in seconds

16+ tools and a spreadsheet for the truth

Agents and people

Who does what, on one shared context.

Agents take the repeatable work and pull your team in only where judgment matters. Both read the same ledger, the same policies and the same history.

Your finance team

Reviews exceptions only.Pulled in where judgment matters: analysis, capital allocation, strategy and more.

MAXIMOR The unified finance context layer, across every system and policy
01

Policy layer

Encodes your accounting logic, not generic rules.

02

Self-improving agents

Processing, matching, reconciling, posting.

03

Audit trail

Deterministic, explainable, auditable.

Your existing systems
NetSuiteSAPOracleSalesforceCoupaADPExcelGmailChase
NetSuite
Sage Intacct
Dynamics 365
QuickBooks
SAP
Oracle Cloud
Zoho
Xero
Integrations

Every major ERP.
Yours included.

Agents read from your ledger, post entries back to it, and leave the audit trail where your auditors already look.

No rip-and-replace, no migration
The platform

Built for modern finance teams.

Point tools automate a slice. Audit-Ready Agents™ run the whole function, on one shared context.

Revenue automation

From contract to cash.

Rev rec end to end: contracts to deferred revenue waterfalls & JEs Technical 606 analysis: SSPs, memos & audit documentation Invoicing and collections, run for you Built for hybrid & consumption pricing and contract modifications
Explore revenue
Salesforce contract ASC 606
Journal entry drafted Deferred revenue waterfall 606 memo & SSP analysis
Cash automation

Cash that applies itself.

Applies cash across AR and AP the day it lands Reconciles to your template, daily 13-week forecast, always current
Explore cash
Acme Freight $12,442 · auto-postedSHORT-PAY-01
Byte Foods · $9,405 over policy, with you
13-wk forecast
Close automation

The books close themselves.

Subledgers run end to end: accruals, prepaids & more Journal entries drafted and posted to the GL Reconciliations tied out, every entry audit-trailed Flux commentary drafted as the books move
Explore close
Subledgers · accruals, prepaids & others, running
Journal entries · auto-drafted and posted
Reconciliations · 34 of 36 complete
Intercompany rec · with you for review
Certify when you’re ready
AR and AP automation

Paid on time, both ways.

Invoices sent and collections chased for you Bills captured, coded and scheduled Routine vendor and customer emails, handled for you Terms enforced, exceptions come to you
ARINV-2201 · reminder sent · promised Fri
APVendor bill · coded 6420 · scheduled net-30
ARNorthwind asks net-60, with you
Board-ready reporting

Board-ready without the all-nighter.

Consolidates every entity and ERP Reports and board decks in your format Flux commentary drafted automatically
Explore reporting
US UK DE
Consolidated
Revenue$8.4M
Opex$3.1M
Opex +6% vs plan, commentary drafted
Instant answers

Any number, explained.

Ask in plain language Every answer cites its source Drill from any figure to the entry behind it
Explore answers
Why did infra cost rise?
Cloud infra +$31.4K, a one-time Snowflake backfill on Sep 18.
99% NetSuite · GL
Our bar

What defines an Audit-Ready Agent™?

  • Task specialization
  • Policy and guardrails
  • Human judgment
  • Transparency and explainability
  • Continuous learning
  • Security and protocols
Impact by role

The people who run finance.

One platform, two ways in: leverage for the CFO, control for the Controller.

CFO

Shape what the business does next.

Real-time visibility across every entity and system, and a finance function that runs without constant intervention.

Consolidated · Q3$18.4M
Trend
3 entities
Strategy modeSee the CFO view
Controller

Own the close with confidence.

Maximor orchestrates the close, prepares reconciliations, runs the subledgers, and logs every action, so you review and approve.

Close · automated4 of 5
ReconciliationsComplete
Flux analysisRunning
Customer stories

What changes in the first two closes.

Rently $350K Savings

9 to 3-day close, $300K+ savings, avoided 2 hires.

Dura Software 70% Savings

12 to 7-day close, 7 to 0 audit findings.

invst $250K Savings

Automated reporting, cut close to 3 days, $250K savings.

Security and compliance

Built for enterprise trust.

Independently audited against the standards enterprise finance and security teams require. No customer’s data is ever used to train another’s model.

Visit the trust center
AICPA SOC 2 Type IISOC 2 Type II
GDPRGDPR
ISO/IEC 27001ISO/IEC 27001
CCPACCPA
FAQ

Questions finance teams ask us.

Still deciding? A 60-minute audit answers the rest with your own numbers.

Do we have to replace our ERP?

No. Maximor runs on top of NetSuite, SAP, and the rest of your stack. No rip-and-replace, no migration, and no documentation project to get started.

How is this different from a point tool?

Point tools automate a slice of the work. Audit-Ready Agents™ run the whole function on one shared context: revenue, cash, close, consolidation and reporting, so the numbers reconcile across systems rather than inside one of them.

What stays with my team?

Judgment. Agents derive policy from how your team already works, apply it, and bring a human in when a case falls outside it. Every action is logged, reviewable and reversible.

Will our auditors accept the output?

Every entry, reconciliation and workpaper ships with its audit trail built in, so evidence is assembled as the work happens instead of at quarter-end.

Is our data used to train models?

No customer’s data is ever used to train another’s model. Maximor is independently audited against SOC 2 Type II, ISO/IEC 27001, GDPR and CCPA.

How does implementation start?

We start by mapping how your company works, with no documentation project required. Agents learn your policies from the systems and files you already use.

How is it priced?

We price for real outcomes, not seats.

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.

Book a call