Meet your digital
finance partner,
.
Real-time financial insights.
See Max in action
A financial partner that works the way you do.
Max
tap here for contact info
Your Q1 VAT Return Summary
17 March 2025 at 09:45
Max
Hidemax@trymax.ai
to: founder@yourcompany.com
Just message Max.
No app to download. No dashboard to learn. Message Max on WhatsApp or email — ask about your VAT return, runway, or tax filings and get instant, accurate answers.
- WhatsApp and email — no new apps to install
- Reasoning shown in real time
- Answers backed by your actual financial data
Documents, handled automatically.
Forward invoices, receipts, and statements to Max. Every document is read, categorised, and booked — no manual data entry required.
- Invoices, receipts, and statements auto-processed
- Categorised and booked to your ledger
- Human review for anything flagged
Sort 09-01-28 ••4417
1–28 Feb 2025
Business Current Account
Taxes filed. Insights delivered.
Max prepares your tax returns, surfaces deadlines, and finds savings opportunities. Human accountants review and file — so nothing falls through.
- Tax returns prepared and deadlines tracked
- Savings opportunities surfaced automatically
- Accountant review and filing built in
Q4 VAT Return
Oct – Dec 2024
Annual Accounts
Year ending Mar 2025
P11D Benefits
Tax year 2024/25
Q1 VAT Return
Jan – Mar 2025
Corporation Tax
Year ending Mar 2025
Payroll — Month 11
February 2025
Q4 VAT Return
Oct – Dec 2024
Who Max is for
Max handles the books for sole traderslimited companiesstartupslandlordse-commercecontractorsso you can focus on the business.
Sole Traders
Send a receipt on WhatsApp. It's filed.
Limited Companies
Clean accounts and every deadline met.
Startups
Burn, runway, and investor reporting, live.
Landlords
Every property reconciled, tax return ready.
E-commerce
Payouts matched to orders, to the penny.
Contractors
Invoices raised, chased, and reconciled.
Accounting has evolved. Have you?
From paper ledgers to cloud software — and now to AI that does the thinking for you.
Paper & Spreadsheets
Shoeboxes of receipts and spreadsheets named 'FINAL_v3'.
Cloud Accounting
Online platforms brought real-time data — but not real-time answers.
AI Accounting
Your finances understood, automated, and optimised — 24/7.
Common questions
Everything you need to know about Max and how it fits into your business.
Max is a digital finance partner for SME business owners. It connects to your existing software — bank feeds, invoicing tools, accounting platforms — to fetch your financial data, and also runs on its own platform where your data is securely stored and processed. Max gives you clear, actionable insights through simple conversations on WhatsApp and email, so you always know where your business stands.
Use Max to stay on top of the financial tasks that eat up your week: tracking invoices, monitoring cash flow, preparing for tax deadlines, categorising expenses, and understanding how your business is performing. Max handles the day-to-day financial admin so you can focus on running your business.
Max is not an accountant — it's your digital finance partner that works hand-in-hand with one. As part of using Max, you are linked to a registered, qualified professional accountant who handles all final filings, compliance, and regulated work. Max does the heavy lifting on data and admin, and your accountant provides the professional sign-off.
Max and your professional accountant are included together in one simple fee — there's nothing extra to pay for separately. Pricing varies depending on your business size and needs. Join the waitlist and we'll walk you through what it looks like for your business.