G2

Justin S.

Accounting Manager

Mid-Market (51-1000 emp.)

10/20/2026

"Automates Journal Entries and Speeds Up the Close, with Room to Improve Checklists"

5/5

What do you like best about Maxima?

I like the checklist format. It helps us keep track of tasks without making a new Excel file each month, reassign tasks, see what’s been approved and done, and reference journal entries and files. The automatic journal entries for bank transactions save us time on monotonous work, and uploading data to create entries speeds up the data-driven entries that take a while to put together. Maxima helps speed up our close process, keep it more organized, and cut down on grunt work. The bank matching tool seems pretty cool, too. Setup was pretty good and easy, and the team we worked with was great. They had a clear timeline and stuck to it. Review collected by and hosted on G2.com.

What do you dislike about Maxima?

I'm still waiting on the cash forecast they're working on. I also wish the checklist could update automatically when we submit journal entries, or that there were some kind of interface to automate it. Review collected by and hosted on G2.com.

What problems is Maxima solving and how is that benefiting you?

I use Maxima to keep a rolling checklist without making a new Excel file each month, reassign tasks, track approvals, and see what’s done. I can reference journal entries and files, and review and submit automated bank entries and data-driven entries quicker, making our close more efficient and organized. Review collected by and hosted on G2.com.