The finance AI platform
Automate workflows by building AI agents customized to your business.
Build alongside ex-CFOs and forward-deployed engineers.
A new system of action for finance.
Turn insight into decision.
Agents
Build your own agents
Map agents to your real processes, make changes easily, and deploy seamlessly. Agents that own end-to-end workflows start to finish and run autonomously to deliver results.
- Go beyond chat, dashboards, or data lookups
- Agents built and owned by your team
- End-to-end workflow automation
Context
Context layer
Encode your business logic, your semantic layer, and your custom definitions into every agent. Agents become part of your workflows and get better the more you use them.
- Encodes your logic, not generic defaults
- Persistent memory across every analysis
- Learns and improves over time
Data
Data connectivity
Native connections to the core systems finance runs on. No migration, no manual exports, no changes to your stack. Build agents that own workflows on top of your sources of truth.
- Connects natively to your existing systems
- No CSV exports or data migration
- Your underlying stack stays untouched
Intelligence
Cross-system intelligence
Automate workflows across your full financial stack from your ERP, data warehouse, CRM, and much more. Improve how you do work with agents across your current data infrastructure.
- Agents sit across every system at once
- No more stitching exports together
- Complex workflows with full context
Delivery
Multi-surface delivery
Give your agents the same tools you give your team. Results are pushed to Slack, Teams, Excel, Email and in all the formats your stakeholders already expect.
- Output formats remain consistent for stakeholders
- Native connection to Slack, Teams, Excel, Email & more
- Insights arrive before anyone has to ask
Agents
Build your own agents
Map agents to your real processes, make changes easily, and deploy seamlessly. Agents that own end-to-end workflows start to finish and run autonomously to deliver results.
- Go beyond chat, dashboards, or data lookups
- Agents built and owned by your team
- End-to-end workflow automation
Outputs you can defend. Access you can control.
Tracing, audit trails & evals
Every output traces back to the source query, table, and row. Every workflow runs against custom evaluations built for your business, so you have confidence in the results. Full audit trails and logs for SOX, internal audit, and regulatory review.
Roles & permissions
Granular role based access controls who can build, run, and view each agent. Access is scoped at the agent and dataset level, so the whole team works with exactly the permissions their role allows. Create the right governance layer to drive results.
Your data. Your tools.
Your platform.
Your data.
Concourse connects natively to every system finance runs on. The stack you've already built stays. Add agents that work with it. Your stack now becomes AI-native.
Your tools.
Receive outputs in the tools your team already uses and the formats your stakeholders expect. Email, Slack, Teams, Excel, PPT, Sheets. Built into the workflows you already run.
Your platform.
Powered by a combination of models optimized for each task on speed, accuracy, and cost. Integrates into your AI stack and anywhere your team already lives.
The best model for every task.
Accuracy.
The model best suited to each task, not a one-size-fits-all default. Demand superior results for high-stakes decisions.
Speed & cost.
Model routing tuned to the workflow and nodes. Optimize your token costs and processing speed to get maximum value.
Always current.
New frontier models available as they are released. Maintenance of agents on autopilot so you can focus on priorities.
Deterministic math.
Calculations are computed in code, not generated by a model, so the numbers are right every time.
Forecasting Agent
Forecasts that keep pace with the business and dynamic events. Scenarios modeled in seconds, on numbers you trust.
Contract Renewals Agent
Understand, analyze, and optimize. Every renewal surfaced early, with pricing benchmarked against policies and more.
Close Agent
A faster close, every month. Reconciliations orchestrated end to end, exceptions surfaced before they stall the calendar.
Bond Rotation Agent
Increase treasury operation yield. Maturities monitored across the ladder, reinvestment opportunities flagged as rates and ratings move.
T&E Audit Agent
Autonomous checks and coverage, not a sample. Every expense reviewed against policy, exceptions caught before reimbursement.
Execute your AI transformation with the right partner.
AI readiness review.
We map your workflows together and pinpoint the highest-impact places for agents.
Initial win in days.
We build the initial highest value agent alongside your team.
Own it. Scale it.
Your team builds and owns new agents in production, with Concourse alongside you to accelerate every step.
The AI trust layer for finance.
Concourse is compliant with the most rigorous security and AI governance standards. Zero training on your data and a governance layer to confidently deploy and manage AI agents in production.
Built for the confidentiality demands of Fortune 500 and enterprise finance teams.
SOC 2
Roles-based access
SSO & SAML
Data Security