How CurbWaste cut month-end close review time by 2 days and reduced manual work by 75% with Concourse
15+ hours
saved each month
75%
reduction in manual work
2+ days
faster close
Company name
CurbWaste
Industry
Vertical SaaS
Company size
Series A
Funding
$21M
Integration
Quickbooks
Partnership start date
May 2025
”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. They have built finance AI Agents from the ground up. I saw the real impact on my work within the first hour.”
Katie Tighe
Head of Finance at CurbWaste
The Challenge
Manual processes slowing down business decisions
Fresh off a $10 million Series A round led by Flourish Ventures, CurbWaste was experiencing the kind of growth every startup dreams of: triple-digit expansion, millions in payment volume, and operations across 30+ states. Their waste management SaaS platform was serving 70+ haulers and preparing to capture mid-market customers with new routing capabilities.
But success at this scale revealed a critical bottleneck: finance couldn't keep pace with their growth trajectory.
A Finance Function Under Pressure
When Katie joined CurbWaste as Head of Finance, she inherited a finance operation buckling under rapid expansion—a familiar challenge for any post-Series A company scaling at warp speed.
Month-end close was killing momentum
What should have been 3-4 days stretched to 10-12 days, consuming nearly half of each month. "We sat down and asked ourselves: Where are we spending the most time? What's slowing us down that doesn't add value?" Katie recalls. "Month-end close was a massive time suck."
Critical decisions were stalling out
Business decisions got pushed to mid-month because the finance team was buried in reconciliation work. In a fast-moving startup environment, waiting two weeks for financial insights meant making decisions based on stale data.
Everything required manual work.
Flux analyses that should take minutes consumed hours. Vendor spend reviews meant hunting through multiple systems. Customer P&L generation started from scratch every time with manual calculations. The finance team was constantly playing catch-up while the business raced ahead.
We were spending the first half of every month looking backward when we should have been looking forward," Katie explains. "We didn't want to be reactive. We wanted real-time insights to match our explosive growth."
Solution
Concourse AI Agents deployed in 10 Minutes with real ROI in Week 1
Katie was curious about AI and how AI agents could be applied to her work. CurbWaste needed solutions that worked immediately, on top of her core systems, and make an impact quickly.
Why Concourse Was Different
What caught Katie's attention wasn't just the technology but the zero-disruption promise of Concourse's AI agents. No engineering teams, no data migration, no switching core systems. Just a direct QuickBooks Online integration with AI agents live within hours.
From Setup to Strategic Impact
Day 1 The 10-Minute Setup
Katie created a Concourse account and connected QuickBooks Online. AI agents were answering financial questions within 10 minutes. No time-consuming implementation, no tech stack disruption.
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.
Week 1 Immediate Workflow Wins
Flux analysis went from hours of downloading custom reports and GL views in Quickbooks to seconds with Concourse’s AI Agents. Vendor spend analysis became conversations instead of infinite drill downs and spreadsheet hunts. Customer P&Ls shifted from manual calculations to on-demand reports.
Month 1 Complete Transformation
First month-end close with Concourse delivered dramatic results: 75% less manual work, 2-3 days off close timeline, 15+ hours returned to Katie monthly.
Concourse didn't just automate existing processes, it fundamentally changed how CurbWaste approached financial analysis. Instead of waiting for month-end insights, Katie's team generated analysis continuously, supported real-time decisions, and shifted from reactive reporting to strategic planning.
Results
A faster close, smarter analysis, and 15+ hours saved per month
The transformation at CurbWaste went beyond saving time. Concourse fundamentally changed how finance contributed to company growth and making decisions.
Quantified Impact
2-3 days
faster month-end close
compressing a 10-12 day process into a manageable 6 to 7 day process. Critical for a lean finance team where faster close means more time spent analyzing the business and driving decisions.
75%
reduction in manual work
across reporting and review. Tasks that once consumed entire days now happen in minutes and seconds.
15+
hours saved monthly
by eliminating manual workflows. Hours immediately redirected to strategic analysis, scenario planning, and decision making.
Same day
executive reporting
available hours after closing books, not weeks. Leadership gets actionable insights while they're still relevant
Strategic Transformation
The finance team evolved from backward-looking reporting to forward-looking strategic partner. Katie's team now delivers real-time insights that match CurbWaste's rapid growth pace.
The speed at which we can now analyze and report means we're making better decisions, faster thanks to Concourse. And we're doing it with the same lean team.
Today, Concourse powers CurbWaste's daily finance operations across multiple strategic workflows:
Vendor Spend Intelligence
Instantly slice marketing and software spend to identify optimization opportunities without opening Excel
Real-Time Flux Analysis
Understand changes in OpEx, COGS, and revenue line items in seconds instead of hours
Executive Briefings
Surface insights instantly so finance can support leadership with real-time answers, not just static reports
Strategic Scenario Planning
Use AI agents as thought partners to explore what-if questions and structure complex decisions
Customer P&L Generation
Generate detailed customer profitability analysis on demand without manual calculations
Growth Metrics Monitoring
Track key SaaS metrics and identify trends that inform go-to-market strategy
" 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. "
Katie Tighe
Head of Finance, CurbWaste
Learn how Concourse’s AI agents can help your finance team analyze faster, report earlier, and scale more efficiently.
