The Real-Time Close: Moving Accounting from Retrospective Grunt Work to Agentic Automation

Join Yogi Goel, Co-founder, CEO, and CFO of Maxima, for an unvarnished conversation on breaking the legacy architecture of corporate finance. After a 20-year career spanning auditing at EY, tech IPOs at Citi and Barclays, and scaling Rubrik from $5M to $900M in ARR, Yogi was firmly on the venture-backed CFO track. Instead, he realized that despite decades of enterprise software, accounting teams were still trapped in a monthly cycle of manual data wrangling and spreadsheet anguish. In this episode, we explore how Maxima secured $41M in funding from Kleiner Perkins and Redpoint, why the "semi-annual close" debate misses the mark, and why the future of finance relies on AI acting as a horizontal system of work layered directly over existing ERPs.

🎯 Insights You’ll Learn:
The Rubrik Inflection Point: How helping scale a tech giant to its 2024 IPO forced Yogi off the traditional CFO path to solve a deeper structural problem.
The Real-Time Imperative: Why proposals like the SEC’s semi-annual close are a step backward, and why modern enterprises actually require a continuous, real-time close.
System of Record vs. System of Work: Why overhauling core systems like NetSuite for AI is a critical mistake, and how to layer agentic AI on top of existing data silos instead.
The AI64 Standard: What it means to build an enterprise application alongside category-defining tools like Cursor (for engineers) and Harvey (for lawyers).
Automating Invisible Overhead: Reconciling ledger items, preparing journal entries, and building audit trails with 100% accuracy without breaking SOX compliance.

The Design Partner Playbook: How Maxima onboarded massive tech operators like Scale AI, Rippling, and Glean as early design partners before a pitch deck even existed.
The Dual-Title Advantage: Insights from operating simultaneously as a venture-backed CEO and CFO in a highly volatile macroeconomic environment.

🌍 Why This Matters:
Every quarter, public and private companies experience mass burnout and regulatory risk trying to squeeze hundreds of thousands of disparate transactions into a retrospective financial report. In 2026, the complexity of enterprise operations has completely outgrown manual human capacity. Yogi Goel is shifting corporate finance away from "digital shelves" where data simply sits, to automated execution layers where data is instantly processed, validated, and documented. Maxima isn't designed to replace human judgment; it’s designed to eliminate the operational grunt work so accountants can spend their time on strategic analysis and analytical reviews.

👤 Expert Background:
Co-founder, CEO, and CFO of Maxima, the leading agentic AI platform for enterprise accounting.
Strategic Finance Architect at Rubrik, helping drive hyper-growth scaling from $5M to $900M ARR and its NYSE listing.
Wall Street IPO Veteran who executed landmark M&A and public offering transactions at Citi and Barclays.
Former Enterprise Auditor at EY, establishing a deep foundation in global compliance, internal controls, and GAAP reporting.
Category Pioneer backed by a combined $41M Seed and Series A from Kleiner Perkins, Redpoint Ventures, and Audacious Ventures.

🎙️ Hosted by Gary Fowler, CEO of GSD Venture Studios — global AI entrepreneur, investor, and innovation leader spotlighting founders navigating the realities of building in the AI era.

💡 Perfect For:
Chief Financial Officers, Corporate Controllers, VP of Finance leads, enterprise technology investors, and operations executives looking to automate complex back-office systems without replacing core legacy databases.

🚀 Timely Topic:
The battle for generative AI adoption has moved past basic chatbots into high-precision, mission-critical enterprise environments. Yogi Goel is delivering the blueprint for how the modern office of the CFO will operate in 2026 and beyond.

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