How CurbWaste Cut Month End Close Review Time by 2 Days and Reduced Manual Work by 75% with Concourse
75%
Manual work reduction
15+ hours
Saved each month
3 days
Timeline reduction
CurbWaste, a fast-growing, venture-backed vertical SaaS company in the waste management space, partnered with Concourse to streamline financial reporting and uncover insights faster. By embedding AI agents into their workflows, the finance team slashed 15+ hours of manual work each month, shortened their month-end review by 2-3 days, and transformed how they analyze the business — all with a 10-minute implementation
"There's so much noise in AI right now, it's hard to separate what actually works from what's just marketing. Concourse is refreshingly different — it's built AI-first from the ground up. I saw the real impact on my actual workflows within the first hour."
The Solution
A 10-Minute Setup, Real ROI in Week One
CurbWaste implemented Concourse in under 10 minutes. With a direct integration to QBO and zero disruption to their stack, AI agents were live and answering questions within hours.
"I couldn’t believe how fast it was. I created an account, connected QBO, and it just worked. No implementation time, teams, or fees. I was really impressed by how quickly I found practical, impactful ways to integrate Concourse’s AI into my workflows."
Within the first week, the team was using Concourse agents to:
- •Run flux analysis in seconds instead of hours in excel
- •Analyze vendor-level spend and automatically flag unusual patterns
- •Create clear, shareable outputs that make reporting easier that stakeholders actually understand
- •Generate customer P&Ls on demand without manual calculations
By embedding Concourse agents into daily and monthly workflows, CurbWaste turned static reporting into dynamic analysis – and freed up the team to focus on strategy instead of spreadsheets.
Implementing AI agents from Concourse all happened with no engineering or data teams and without switching any core system. Concourse was able to integrate the core sources of truth and deploy AI agents quickly by sitting alongside current systems.
The Results
A Faster Close, Smarter Analysis, and 15+ Hours Saved Per Month
- •75% reduction in manual work across reporting and review.
- •15+ hours saved each month by eliminating repetitive Excel workflows
- •2–3 days shaved off the month-end close review by speeding up reviews and approvals.
- •Faster insight-to-action cycle, with exec-ready reporting available hours after closing the books.
With Concourse, the finance team doesn’t just move faster — they work smarter. Instead of waiting for reports or gut-checking Excel sheets, leaders now get actionable insights in near real time.
"The speed at which we can now analyze and report means we’re making better decisions, faster — and we’re doing it with a lean team."
Real-World Workflows Powered by Concourse
Today, Concourse is a go-to tool — used almost daily — across a range of strategic workflows:
- •Vendor Spend Analysis: Quickly slicing and dicing marketing and software spend to find opportunities for optimization.
- •Flux Review: Understanding changes in OpEx, COGS, and revenue line items without opening Excel.
- •Executive Reporting: Surfacing insights faster so the finance team can support execs with real-time answers, not just static reports.
- •Scenario Exploration: Using AI agents as thought partners to explore what-if questions and structure decisions.
“It’s not just a reporting tool — it helps me structure how I think about the business. That’s been an unexpected but welcome huge unlock.”