Concourse

Concourse develops AI agents purpose-built for corporate finance functions. The agents connect directly to a company's existing financial stack — ERPs such as NetSuite and QuickBooks, billing systems such as Stripe, expense tools such as Ramp, CRMs, data warehouses such as Snowflake, SAP, and CSV uploads — and are operated through natural language rather than requiring data migration. Typical outputs include recurring and ad-hoc analysis, cross-system data retrieval, and presentation-ready deliverables in PPT, PDF, Word, Excel and Sheets formats.

The company positions itself as an "AI execution layer" for enterprise finance, spanning strategic finance/FP&A (budget-versus-actuals, forecasting, board materials, scenario modeling), accounting and close, treasury (cash monitoring, yield, exposure, liquidity forecasting), and internal audit (continuous controls testing, transaction anomaly scanning, evidence gathering). Named agent types marketed on the company site include a Flux & Variance Agent, Close Agent, Forecast Agent, AR & Collections Agent and Weekly Business Review Agent. Outputs are delivered inside tools finance teams already use, including email, Slack, Teams, Excel, PowerPoint, ChatGPT and Claude.

A central design theme is verifiability: a built-in transparency panel surfaces each agent's reasoning, including the underlying SQL and Python used to produce a result, so numbers can be traced back to source systems. The platform carries SOC 2 Type II certification, encryption, SAML/SSO support and stated data-handling controls, and agents are described as benchmarked against evaluations for financial accuracy and compliance.

Founding story

Co-founders Matthieu Hafemeister (CEO) and Ted Michaels previously scaled finance operations at Jeeves, which grew into a $2.1B global unicorn. Managing dozens of bank accounts and data scattered across geographies, they concluded that additional headcount and spreadsheets could not keep pace with the business, and saw large language models as a way to close the gap between the flexibility finance teams need and the automation traditional software provides. [6]

Business model

Hybrid model combining self-serve and enterprise motions. Small and early-stage finance teams can start for free and connect sources such as QuickBooks, Ramp, Stripe or CSVs in minutes; paid Starter and Professional plans use transparent usage-based pricing and include a 7-day free trial. Larger organizations running NetSuite, Snowflake or SAP receive custom, high-touch engagements with deeper integrations, custom-built agents, team training, and enterprise security and compliance requirements. [4][6]

Usage-based subscription plans (Starter and Professional tiers) alongside custom enterprise contracts; a free entry tier is offered for smaller teams. [4][6]

Traction

Public claims include work with 100+ finance departments, 1,000+ AI agents built and deployed, $260M+ in measurable revenue and savings generated, and reported reductions in manual finance work of 75-86%. Named customers include Palo Alto Networks, Front, Tecovas, Lightmatter, Carrot, CurbWaste, Persona, Coalesce, Maximus, Descript and Unify. Prior to general availability the product had a multi-thousand-company waitlist. One source lists roughly 30 employees. [0][4][5][6][7]

Latest developments

January 2026: general availability of the AI agent platform with free onboarding and usage-based pricing, announced alongside a $12M Series A. February 2026 coverage reported the acquisition of Cambrean and total funding of $27M. Proceeds are earmarked for agent capabilities, enterprise security and compliance, engineering and go-to-market hiring, and infrastructure scaling. [4][5][6][7]