Concourse

Concourse is a Finance AI tool that provides AI agents for corporate finance teams. It automates manual tasks, delivers insights, and creates financial reports to boost productivity.

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At a glance

Pricing

Freemium · Paid · Enterprise

Free tier

Yes

API

Skill level

Non-technical

About

What is Concourse?

Concourse is an AI platform specifically designed for corporate finance teams, offering AI agents to automate tasks, deliver insights, and create financial reports. It aims to boost finance team productivity by cutting manual work by over 75% and increasing output by 6x. Key capabilities include analyzing financial data through natural language queries, automating reporting workflows, generating commentary and strategic narratives, and running scenarios and projections instantly with real-time data. Concourse integrates with major financial systems like QuickBooks, NetSuite, Snowflake, and Salesforce, allowing teams to connect their data in minutes without technical setup. It supports use cases such as flux analysis, AR aging, revenue forecasting, and weekly business reviews, enabling finance professionals to focus on strategic work rather than manual data processing.

Best used for

Ideal for finance teams who need to automate manual financial tasks, gain deeper insights from their data, and create detailed financial reports. Especially valuable for corporate finance departments looking to cut down on manual work and increase analytical output through AI agents.

Common actions

automate financial analysis

generate financial reports

forecast revenue

query financial data

streamline accounting tasks

Capabilities

Key features

Natural language data querying
Automated reporting workflows
Financial forecasting
Real-time data analysis
Seamless data exports
Audit data traceability
AI agent workflows

Target Audience

accountantstartup foundersmall business owner

Integrations

quickbooksxeronetsuitesageintacctrilletsnowflakebigquerymicrosoft-fabric+ 6 more

Pricing & Plans

Freemium · Paid · Enterprise

Not publicly disclosed. Check concourse.co for current pricing.

FAQs

What is included in Concourse's free plan?

The Free plan includes $200 of AI credits, 2,000 AI credits per month, the ability to upload any file type, live connections to your data, unlimited report creation, and exports to PPT, XLS, PDF, Email & Slack. No credit card is required to start.

What financial systems can Concourse integrate with?

Concourse offers native integrations with major data warehouses like Snowflake and BigQuery, ERPs such as NetSuite and QuickBooks, expense management tools like Ramp, and CRMs including HubSpot and Salesforce. This allows for quick data connection without technical setup.

How does Concourse ensure data security?

Concourse is SOC 2 Type II certified, featuring enterprise-grade encryption, SAML/SSO support, and strict data handling controls. It uses read-only connections and never trains its AI models on your specific data, ensuring your financial information remains secure.

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Data & Analytics › Business Intelligence AI Agents & Automation › Workflow Agents Productivity & Business › Workflow Automation

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