How Instabase scaled financial operations and accelerated insights with Concourse AI
10+ hours
saved monthly
5x faster
insights
<30 days
for positive ROI
Company name
Instabase
Industry
Enterprise AI
Company size
Series D
Funding
$292M
Integrations
NetSuite
Partnership start date
January 2025
"Concourse is like a full-time analyst on our team. It cycles through our financial data faster than anyone could manually, giving us actionable insights in minutes."
Domenic Salvo
Finance Lead, Instabase
The Challenge
Managing complex financial operations across products, geographies, and large cloud infrastructure
Instabase, a rapidly growing unicorn with multiple product lines and overseas operations, faces a highly complex financial environment. Between managing server and cloud expenses, vendor relationships, and FX exposure across international teams, the lean finance team was stretched thin. "We have multiple products, teams in different countries, and constantly evolving operational needs," Domenic explains. "Manually tracking spend, variance, and vendor utilization across NetSuite was taking days for us to get final data, and that was just scratching the surface."
Vendor Analysis Was Especially Challenging
Hosting and compute costs were line items under constant scrutiny, given their direct impact on margins. To power Instabase's products, the company ran multiple environments that all required close monitoring of spend and utilization to ensure efficiency. This meant hours of manual work each month just to understand backward-looking data. "We wanted to look forward—to anticipate usage and make real-time decisions, but we simply didn't have the time," Domenic says.
Product-Level Variance Reporting Consumed Hours
Product-level variance reporting—broken down by geography, department, and vendor—demanded deep dives that consumed hours each month. "We needed a way to see everything in real time and make decisions quickly," Domenic adds. "Our team is lean, and we don't have the bandwidth to dig through spreadsheets across multiple products and regions and make informed recommendations."
Solution
Concourse AI agents delivering deeper financial insight more than 5 times faster than before
Concourse connected seamlessly to Instabase's NetSuite instance, providing real-time access to transactions, memos, custom classifications, and multi-currency FX data. From day one, Concourse AI agents didn't just summarize data, they detected trends, flagged anomalies, and surfaced insights across vendors, cloud infrastructure, and product lines.
Immediate Breakthroughs
Server and cloud variance insights
Concourse quickly spotted unusual spending patterns, regional anomalies, and optimization opportunities that had previously taken weeks to uncover.
Proactive vendor analysis
Vendor analysis shifted from reactive to proactive. AI agents highlighted underutilized sandboxes, duplication across environments, and vendor-specific trends, enabling Instabase to mitigate roughly $1M in unnecessary costs.
Accelerated package-level reporting
Package-level reporting, broken down by geography, department, and vendor, was accelerated dramatically. Complex variance reports that had taken hours of manual effort now surfaced in minutes, saving the team over ten hours each cycle.
“Concourse doesn't just pull numbers—it interprets them. It surfaces the insights that let us act strategically rather than just reactively.”
From Setup to Strategic Impact
Day 1 Rapid deployment through NetSuite SuiteApp
Instabase connected its NetSuite instance to Concourse in under ten minutes through Concourse's SuiteApp marketplace integration. No engineering support required. The AI agents sat natively on top of ERP data with full dimensionality across records and entities. Within hours, the team was prompting Concourse in natural language to analyze spend, variance, and FX exposures.
Week 1 Deeper insight into vendor and cloud spend
By the end of the first week, the finance team was already using Concourse for complex variance analysis, vendor optimization, and package-level reporting. Work that once took hours of downloading, clicking, and running saved searches was now completed in minutes. This shift gave the lean finance team back valuable time to focus on forward-looking, strategic decision-making.
Month 1 Accelerated financial insight and operational efficiency
Within the first month, Instabase was generating insights five times faster, with more depth than manual processes could deliver. Concourse became a critical partner in financial operations, enabling the team to manage the complexity of multiple products, geographies, and currencies all without adding headcount.
“We're now able to see trends and anomalies in minutes, not days. It's transformed how we run our finance operations across multiple products and countries.”
Results
5x faster insights, $1M+ cost savings, and a finance team free to focus on strategy
The Concourse implementation delivered immediate operational improvements for Instabase's finance team. Instead of spending time reconciling NetSuite exports or tracking down anomalies across product lines, the team was able to move with speed, accuracy, and confidence. "Concourse has freed up our time and amplified our analytical capacity," Domenic explains. "We can chat with NetSuite in natural language to get the data we need, letting us focus on strategy and decision-making."
Quantified Impact
5x faster
insights
Variance analysis, vendor breakdowns, and multi-entity reporting that once required 10–15 hours of spreadsheet work each month were now completed in minutes. Finance moved from being reactive to shaping decisions in real time.
$1M+
in cost avoidance
AI-driven vendor analysis flagged duplicate environments, underutilized sandboxes, and inefficient compute spend, mitigating more than $1 million in unnecessary costs.
10+
hours saved per month
Over 10 hours each month were freed from manual reporting and reconciliations, giving the team time back to focus on strategic initiatives.
Strategic Transformation
Forward-looking decision-making
Instead of simply tracking historical spend, the finance team could forecast vendor utilization, anticipate FX impacts, and advise leadership with proactive insights.
By automating manual workflows and surfacing deeper insights, Concourse enabled Instabase to operate finance at enterprise scale without additional resources. The finance team gained the leverage to not only manage complexity with more speed but to guide the business through smarter and more informed data for better financial results and decisions.
"Concourse has freed up our time and amplified our analytical capacity. We can chat with NetSuite in natural language to get the data we need, letting us focus on strategy and decision-making."
Domenic Salvo
Finance Lead, Instabase
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