8 workflow automations purpose-built on top of Maxio — no data leaves your system, no parallel tool for your team to learn.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running Maxio — uses the native API or agent integration so nothing leaves the system of record.
AI pipes KPIs from NetSuite and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. Purpose-built for teams running Maxio — uses the native API or agent integration so nothing leaves the system of record.
AI builds the BvA view directly from NetSuite, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.' Purpose-built for teams running Maxio — uses the native API or agent integration so nothing leaves the system of record.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in NetSuite, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Maxio — uses the native API or agent integration so nothing leaves the system of record.
AI manages the PBC list, pulls each requested schedule from NetSuite, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. Purpose-built for teams running Maxio — uses the native API or agent integration so nothing leaves the system of record.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day. Purpose-built for teams running Maxio — uses the native API or agent integration so nothing leaves the system of record.
AI monitors nexus thresholds, pulls transaction data from NetSuite, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit. Purpose-built for teams running Maxio — uses the native API or agent integration so nothing leaves the system of record.
AI identifies 1099-eligible vendors from NetSuite, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running Maxio — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Maxio for any repetitive process. Tell us what you'd automate.
