Yogi Goel, Maxima CEO on Agentic AI for Accounting
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Yogi Goel, Maxima CEO on Agentic AI for Accounting
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About this listen
Yogi Goel is Co-Founder & CEO of Maxima, building agentic AI that automates accounting workflows for startups and scaleups, fresh off 7+ years as Senior Director of Finance & Accounting at Rubrik where he scaled ARR from $5M to $900M, managed 28 flawless quarterly closes, launched rolling forecasts/QBRs, and designed the Rubrik2K enterprise GTM motion that grew sales from 100 to 1,000+ while hitting IPO (NYSE: RBRK). Previously on LinkedIn Sales Navigator's early team predicting its $1B ARR path and IB at Barclays/Citi advising mega-deals like Fundtech's $1.25B sale, Dell's $24B LBO, and Kornit Digital IPO, Yogi blends Big 4 audit roots (EY) with operator rigor to make AI replace CPAs without errors.Topics:
- Rubrik's 180x ARR explosion: 28 flawless closes + Rubrik2K that crushed Fortune 2000
- Lessons from scaling Rubrik from $5M to $900M ARR
- The future CFO stack: humans + agents + systems
#AgenticAI #B2BSaaS #Fintech #CFOStack #StartupScaling