"With over 5,000 transactions monthly across hundreds of vendors, Concourse allows us to analyze large amounts of data in minutes instead of hours. It's impacted how we handle financial complexity at scale."

Ben Maffei

Strategic Finance, Pave

The Challenge

Transaction volume outpaces manual financial reporting during the monthly close

At Pave, streamlining the month-end close required completing transaction categorization and vendor analysis for thousands of entries. As the company grew, the process became harder to manage manually.

"We were managing increasing complexity with manual financial reporting processes," explains Ben. "Our workflows couldn't deliver the automated analysis our growing business demanded."

Vendor Management Consumed Hours of Effort

From identifying duplicate services to spotting optimization opportunities, vendor management was a significant time sink. Transaction categorization was prone to errors, and generating meaningful strategic insights required cross-referencing multiple data sources—a very time-consuming manual process. Monthly variance analysis remained surface-level, leaving leadership without the detailed insights needed to make informed decisions.

Solution

Concourse AI Agents deliver vendor analysis and insights in minutes

Traditional financial reporting tools and vendor analysis software often require months of implementation and significant engineering resources. Pave needed a solution that could start providing insights immediately, without disrupting existing workflows. "We needed AI agents that could automate vendor analysis without adding complexity to our stack," Ben explains.

Concourse AI agents connected directly to QuickBooks, pulling in transaction data, memos, and descriptions to analyze them quickly. Beyond internal data, the AI provided context on vendors and market conditions, helping the finance team understand relationships and opportunities more clearly. Mis-categorized transactions were flagged, and new categorizations were automatically generated based on patterns and context, reducing errors and freeing up time for more strategic work. The platform provided the depth of insight the team needed on top of QuickBooks with minimal effort.

Rapid Setup

Results

90% faster vendor analysis, 5+ hours saved monthly thanks to Concourse AI Agents

The Concourse implementation at Pave delivered both immediate operational improvements and strategic capabilities, enabling continued growth without proportional resource scaling.

Quantified Impact

Strategic Transformation

Faster access to actionable insights

Leadership gained faster access to actionable insights, supporting better decision-making. Concourse enabled analytical capabilities that allowed the finance team to provide more sophisticated analysis while maintaining operational efficiency. "That freed-up time has been really valuable. We can finally focus on analysis that actually moves the business forward," says Ben.

Regaining analytical capacity

The biggest change wasn't just the time savings, it was getting analytical capacity back. The team went from digging through manual transactions to thinking strategically about the business. By automating manual workflows and delivering deeper financial insights, Concourse has helped Pave scale its finance operations without adding proportional resources, supporting both growth and smarter decision-making.

"The biggest change wasn't just the time savings—it was getting analytical capacity back. We went from digging through manual transactions to thinking strategically about the business."

Ben Maffei

Strategic Finance, Pave