"Concourse has been a game-changer for our lean team. It's like having a full-time analyst on the team who can cycle through information really fast."

Alexander Lucey

COO, Unify

The Challenge

Scaling revenue and operations without a dedicated finance team

Unify, an AI-native go-to-market platform, has grown from 20 to 80 employees over the past year. Despite this rapid expansion, the company operates without a dedicated finance team. This lean structure posed significant challenges in managing financial operations, particularly around vendor analysis, monthly flux analysis, and accounts receivable (AR) aging.

"We couldn't wait days to get insights," explains Alexander Lucey. "Our business moves too quickly for anyone to spend hours digging through spreadsheets. We needed a solution that could give us answers immediately."

"Manual processes just weren't scaling with us," says Will Stewart, BizOps Lead. "We needed a solution that could operate in real time, deliver insights instantly, and highlight opportunities without spending hours sifting through data. At the same time, we didn't have the bandwidth to implement complex financial software or rebuild our operations from the ground up."

Solution

Concourse AI agents provide scalable financial insights natively on top of QuickBooks

Concourse connected seamlessly to Unify's QuickBooks instance, providing real-time access to transactions, memos, and custom classifications. Its AI agents didn't just summarize data—they identified patterns, highlighted trends, and surfaced anomalies across vendor spend, departmental activity, and project-level financials.

"Concourse isn't just pulling numbers," says Will Stewart. "It's analyzing them, finding trends, and giving us insights that would take a full-time analyst weeks to generate."

Vendor Analysis

Concourse detects duplicated services, flags vendors with rising costs, and highlights emerging trends across multiple spend categories. This helps Unify optimize vendor relationships and reduce unnecessary costs.

GL Flux & Commentary

The AI automatically flags unusual movements, explains variance between accounts and departments, and generates narrative commentary in seconds, replacing manual Excel and PowerPoint work.

AR Aging Reports

Concourse provides instant visibility into receivable balances, cash conversion cycles, and customer payment patterns, enabling faster, data-driven decisions on collections and cash management.

Implementation Timeline

Results

Concourse AI agents that scale with Unify

The Concourse implementation delivered immediate operational improvements and strategic capabilities, allowing Unify to scale financial operations without adding finance headcount. "The time savings have been incredible," notes Will Stewart. "We can finally focus on analysis that drives decisions rather than just gathering numbers."

Quantified Impact

Strategic Transformation

AR Aging Reports

Real-time visibility into receivables and cash conversion cycles supports faster, better-informed operational decisions.

"Concourse's AI agents have transformed our approach to financial analysis," says Will Stewart. "What once took hours now takes minutes, allowing us to focus on strategic decision-making."

By automating manual workflows and delivering deeper insights, Concourse helps Unify scale financial operations quickly and efficiently, supporting smarter, faster decision-making across the company's rapidly growing operations.

"Concourse has been a game-changer for our lean team. It's like having a full-time analyst on the team who can cycle through information really fast."

Alexander Lucey

COO, Unify