Yogi Goel, Maxima CEO on Agentic AI for Accounting
Jan 30, 2026•1 hr 3 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
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
For the best experience, listen in Metacast app for iOS or Android