Maxio, the billing automation and income administration platform for B2B SaaS, launched Maxio MCP, a safe AI governance layer constructed particularly for finance groups.
The brand new resolution utilises the Mannequin Context Protocol (MCP), an open customary that connects AI assistants—akin to Claude and ChatGPT—to the methods the place enterprise information resides. This integration permits finance professionals to make use of pure language to discover metrics, generate stories, and execute managed actions, all whereas sustaining strict information safety and compliance.
Bridging the hole between AI and monetary information
Whereas the adoption of generative AI has surged throughout many sectors, finance groups have typically been hesitant to completely embrace public AI fashions attributable to considerations over information privateness, accuracy, and safety. Maxio MCP goals to bridge this hole by offering a “governance layer” that acts as a safeguard.
The device connects Maxio’s billing and income information, together with its underlying monetary logic, to permitted AI instruments. Crucially, it ensures that delicate information stays protected inside Maxio’s setting and isn’t despatched to coach public AI fashions.
Chris Weber, chief product officer at Maxio, defined the strategic necessity of the launch:
“Maxio MCP is giving finance groups new effectivity and velocity to get their work finished. AI turns into genuinely helpful in finance solely when it’s grounded in trusted, ruled information. MCP brings that imaginative and prescient to life. By connecting AI instruments folks already use to Maxio’s monetary logic and controls, we’re giving finance groups a safeguarded method to automate on a regular basis work and transfer sooner with out sacrificing compliance.”
Key capabilities for the trendy CFO
Maxio MCP introduces a number of options designed to fulfill the rigorous requirements of economic operations:
- Position-based permissions: Utilising OAuth authentication to make sure managed AI entry.
- Auditability: Scoped tokens and audit logging to take care of full transparency and compliance.
- Knowledge Safety: Guaranteeing proprietary monetary information is queried securely with out leaving the ruled setting.
Early customers of the expertise report important operational enhancements. Drew Weik, income operations supervisor at Ingage, commented: “The brand new Maxio MCP has dramatically lower the time I spend on reporting. I’ve been utilizing Maxio MCP with Claude, and I can simply ask for the information I would like, and it does all of the heavy lifting. I get all the pieces I would like in seconds as an alternative of digging by means of a number of screens.”
The device is offered instantly to all clients of Maxio, a platform that at the moment manages over $18billion in billings for greater than 2,000 SaaS and subscription companies worldwide.
