Maxima
Maxima brings Maxima Agent and accounting workflow notifications into Slack for existing Maxima customers.Max Agent in Slack
Max Agent helps users work through accounting tasks from Slack conversations. Once the app is installed, Max Agent can post messages to Slack channels as part of a Maxima workflow, ask follow-up questions, and continue the workflow from user replies in the same Slack thread. Users can also share files in those threads, and Maxima can use those files as context for the active workflow.Max Agent can assist with workflows such as journal entry generation, journal submission for review, reconciliation support, data source updates, checklist task work, and related accounting workflow analysis. Some capabilities depend on the customer's Maxima configuration and connected integrations.Notifications and workflow updates
Maxima also sends Slack notifications for accounting workflow activity, including journal entry approvals and rejections, checklist task reviews, unblocked tasks, blocking comments, mentions, flux report updates, exceptions, subledger auto-post activity, and related status changes. Notifications may be sent to Slack channels or direct messages, depending on the workflow and user settings.How access is limited
Maxima requires an existing Maxima account for full functionality. Slack activity is processed only in conversations where the app is installed, added, messaged, or intentionally used. Maxima does not monitor unrelated workspace conversations for general analysis and does not use slash commands.Account and data usage
The app uses Slack permissions to identify users, route notifications, post messages, continue workflow threads, and access files shared with the app. Message and file content in active Maxima conversations may be processed to answer user requests and complete accounting workflows.AI-assisted output
Maxima uses AI to help generate responses, summaries, and workflow actions. Users should review important outputs before accounting, finance, or approval decisions.
Max Agent helps users work through accounting tasks from Slack conversations. Once the app is installed, Max Agent can post messages to Slack channels as part of a Maxima workflow, ask follow-up questions, and continue the workflow from user replies in the same Slack thread. Users can also share files in those threads, and Maxima can use those files as context for the active workflow.Max Agent can assist with workflows such as journal entry generation, journal submission for review, reconciliation support, data source updates, checklist task work, and related accounting workflow analysis. Some capabilities depend on the customer's Maxima configuration and connected integrations.Notifications and workflow updates
Maxima also sends Slack notifications for accounting workflow activity, including journal entry approvals and rejections, checklist task reviews, unblocked tasks, blocking comments, mentions, flux report updates, exceptions, subledger auto-post activity, and related status changes. Notifications may be sent to Slack channels or direct messages, depending on the workflow and user settings.How access is limited
Maxima requires an existing Maxima account for full functionality. Slack activity is processed only in conversations where the app is installed, added, messaged, or intentionally used. Maxima does not monitor unrelated workspace conversations for general analysis and does not use slash commands.Account and data usage
The app uses Slack permissions to identify users, route notifications, post messages, continue workflow threads, and access files shared with the app. Message and file content in active Maxima conversations may be processed to answer user requests and complete accounting workflows.AI-assisted output
Maxima uses AI to help generate responses, summaries, and workflow actions. Users should review important outputs before accounting, finance, or approval decisions.
Maxima will be able to view:
Maxima will be able to do:
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General
Developer
Maxima
Company headquarters location
United States
Terms of service
Privacy & data governance
Data retention policy
Maxima retains only the minimal Slack-related metadata required to support workflow actions. When users upload files in Slack, Maxima receives only the file reference metadata necessary to process the related task; Maxima does not store or retain Slack-hosted file content unless the user explicitly submits the file into Maxima via the workflow. Temporary processing data is automatically discarded after use. All Slack action-item metadata is retained only for as long as needed to support the customer’s active Maxima workflows and audit requirements.
Data archiving and removal policy
Slack integration data is never archived separately from the customer’s Maxima environment. If a customer disables the Slack integration or their Maxima subscription ends, all Slack-related metadata—including file reference metadata, action-item links, and notification records—is removed according to Maxima’s standard data deletion procedures. Maxima does not archive Slack files or Slack message content. Files uploaded in Slack remain stored only within Slack unless the user explicitly uploads them to Maxima.
Data storage policy
All integration data is stored securely within Maxima’s infrastructure with encryption in transit and at rest. Maxima does not store Slack message bodies or Slack-hosted file content. Only minimal metadata—such as file reference IDs, channel IDs, user IDs, and task linkage information—is stored when required to complete workflow actions. Access to this data is strictly controlled, logged, and limited to authorized system services that execute customer-initiated workflows.
App/service has sub-processors
yes
Guidelines for sub-processors
App/service uses large language models (LLM)
yes
LLM model(s) used
Claude Opus 4.7, Claude Sonnet 4.6, GPT 5.4, GPT 5.5
LLM retention settings
LLM data is retained only as long as needed to generate responses and operate the service. Data is not used for training and can be deleted upon request by contacting support@maximahq.com.
LLM data tenancy policy
LLM data is processed only for the Slack workspace where the app is installed. Data is not shared across workspaces or tenants and is not used to train models.
LLM data residency policy
LLM data may be processed by third-party providers in regions where they operate. Region-specific data residency controls are not currently offered.
Certifications & compliance
Data deletion request procedure
Users or workspace administrators may request deletion of their data by contacting us at support@maximahq.com.
Upon receiving a verified deletion request, we will:
1. Identify the relevant Slack workspace and user data associated with the request
2. Delete stored workspace, user, and interaction data from our systems within a reasonable timeframe
3. Confirm completion of the deletion request via email
Data required for legal, security, or operational purposes may be retained for a limited period, after which it is deleted or anonymized.
If the app is uninstalled from a Slack workspace, associated data is automatically scheduled for deletion in accordance with our data retention policy.
HIPAA compliant
no
While this app may offer HIPAA compliance, Slack does not have a business associate agreement with any third-party application providers, including those in the Slack Marketplace, so you are responsible for validating the provider's compliance and executing an appropriate agreement before enabling.
Security
Supports Security Assertion Markup Language (SAML)
no
Has a dedicated security team
yes
Contact for security issues
support@maximahq.com
Has a vulnerability disclosure program
no
Has a bug bounty program
no
Requires third party authorization/connections
no
Uses token rotation
no