Use case
Performance Reporting Agent
Walk into every meeting with the answers already in hand
Weekly Business Review
Fully automated performance reporting
Save time by using Concourse to pull together your KPIs, trends, and commentary automatically so you're spending the hour before the meeting preparing to discuss the numbers, not assembling them
KPIs from live data
Pull metrics from across your connected systems automatically with the same definitions and same format, every single week
Drill down on-demand
Ask follow-up questions in plain language and get the detail behind any metric with no separate analysis required
Fully automated commentary
Concourse surfaces what changed and why, with plain-language explanations you can use directly or edit as needed
Reports that build themselves
Concourse proactively assembles your review package before the meeting so it's ready when you are
Built to work with your existing stack
Concourse integrates natively with the systems you already rely on, so you can connect data quickly without changing your stack
Stripe
Payment & billing platform
Salesforce
Customer relationship management platform
HubSpot
CRM and marketing platform
NetSuite
Cloud ERP platform
QuickBooks
Cloud accounting software
Snowflake
Cloud data warehouse
BigQuery
Google cloud data warehouse
CSV
Static files
Chat with your data
Analyze your data in seconds using natural language
Make better decisions with deeper insight into what’s actually happening
Explore chat
Native Reporting
Automate reporting workflows
Create detailed reports that run on your cadence, so your team can focus on the important work
Explore reports
Share results instantly
Export your analysis in any format
Save time by exporting analysis directly to presentation-ready decks, memos, and spreadsheets
Explore exports
Audit your data
Confidence in every number
Gain trust by tracing every result back to source data, logic, and code
Explore auditability
See how teams use Concourse to eliminate manual work and make better decisions
How CurbWaste cut month end close review time by 2 days and reduced manual work by 75% with Concourse
How Lightmatter streamlined complex financial management and saved 12+ hours monthly with Concourse AI
How Pave cut vendor analysis time by 90% and freed 5+ hours per month with Concourse AI Agents
FAQs
Are these the only agents Concourse offers?
No. These are some of the most common, but Concourse agents can handle any analysis you need on your financial data. If you can ask it in plain language, Concourse can answer it.
Can I customize this agent for our business?
Yes. You can teach agents your metric definitions, thresholds, and business rules—so they work the way your team already thinks about the data.
What data does this agent need?
Depends on your workflow, but Concourse will tell you if you're missing anything when you set it up. Most agents work with just your core systems (ERP, billing, CRM) and get better as you connect more. See our full list of integrations.
How quickly can we get started?
Depends on the data source, and level of customization required. Most teams connect their systems in under 10 minutes and start seeing value the same day. No setup project, no waiting on implementation.
Can agents run on a schedule?
Yes. You can schedule agents to run automatically and deliver reports, alerts, or analysis on whatever cadence you need.
Can I see how the agent arrives at its answers?
Yes. Every answer shows the underlying logic and data sources, so you can verify the work and trust the output.
What if the agent gets something wrong?
You can correct it. Concourse learns from your feedback, so the same mistake won't happen twice. And every answer shows its logic, so catching issues is easy.
Can I try this agent before committing?
Yes. You can connect your systems and start using any agent during a free trial with no commitment required. See our pricing for details.
Finance teams move faster with Concourse
Make better decisions today
Connect your data to use Concourse AI agents