Concourse
Custom AI agents for enterprise finance teams that pull data across systems and deliver analysis and reports
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About Concourse
Concourse is a New York-based company that builds AI agents for corporate finance, now describing itself as an execution layer for enterprise finance. Its agents cover treasury, FP&A, accounting and internal audit work: pulling data across systems in response to plain-English requests, running multi-step analysis, and producing recurring reports. Deployments are supported by forward-deployed engineers and former CFOs, and output goes to email, Slack, Teams, Excel, PowerPoint and Google Sheets, with access from ChatGPT and Claude.
Concourse was founded in 2023 by Matthieu Hafemeister and Ted Michaels and backed by Y Combinator. On 27 January 2026 it announced a $12 million Series A led by Standard Capital, with Andreessen Horowitz and CRV, alongside general availability. Launch coverage named connections to QuickBooks, NetSuite, Snowflake, Ramp, Stripe and CSV files. The company lists SOC 1 Type II and SOC 2 Type II compliance, role-based access, SSO and SAML, full audit trails and no training on customer data. Named customers include Palo Alto Networks, Front, Tecovas, Persona and Carrot Fertility, and it claims more than 100 finance departments as users. The site has moved from concourse.co to concourse.ai.
It is positioned for in-house finance teams at mid-sized and large companies rather than accounting practices.
Key Features
- Custom AI agents for treasury, FP&A, accounting and audit
- Plain-English analysis pulling data across systems
- Output to Slack, Teams, Excel, PowerPoint and Google Sheets
- SOC 1 and SOC 2 Type II, SSO and audit trails
- Deployment support from engineers and former CFOs
Our in-depth review
Concourse targets the work between the ledger and the board pack: the ad hoc questions, cross-system pulls and recurring variance commentary that keep analysts in spreadsheets. Since its January 2026 launch it has moved up-market, and the product is now sold as custom agents deployed with the company's own engineers.
What it does well. The security and governance story is strong for a young company: SOC 1 and SOC 2 Type II, SSO and SAML, audit trails and a commitment not to train on customer data are what an enterprise finance function will ask for first. Delivering output where people already work, in Slack, Teams, Excel, PowerPoint and Google Sheets, lowers the adoption barrier. Pairing the software with former CFOs and forward-deployed engineers means agents are shaped to a team's real processes rather than left as a blank prompt box. The customer list includes recognisable names, including Palo Alto Networks.
Where it falls short. The published self-serve plans that once started at $99 a month are gone; pricing is now through sales. The company's headline results, such as the share of manual work removed and hours saved per user, are its own figures. The current site no longer names its integrations, and launch coverage confirms QuickBooks and NetSuite but not Xero or Sage, so UK small-business ledgers are a question to raise early. A custom-deployed agent platform is also heavier than most practices need, and lock-in to agents built by the vendor's engineers is a real consideration.
Best for. In-house controllers, FP&A and treasury teams at mid-sized and larger companies with several data sources and recurring reporting demands. Accounting practices are not the target. Teams evaluating it should ask for a pilot on one recurring report, check how each number traces to source, and get pricing and exit terms in writing. UK practices wanting AI-assisted client reporting on Xero should look at Syft or Fathom.
Verdict. A credible, well-governed enterprise finance agent platform, but quote-only pricing and an enterprise focus make it a poor fit for accounting practices and smaller clients.
At a glance
- Category
- Reporting & dashboards
- Best for
- 50+ practice
- Editor's score
- 4 / 5
- Pricing
- Custom pricing on request
- Last verified
- 2026-10-10
A credible, well-governed AI agent platform for enterprise finance teams; quote-only pricing and enterprise focus make it a poor fit for practices.
Integrations
- QuickBooks
- NetSuite
- Snowflake
- Ramp
- Stripe
- Slack
- Microsoft Teams
- Microsoft Excel
- Google Sheets
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