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Concourse
concourse.ai
What it is
Concourse is a web-based AI platform for finance teams. It connects to systems such as Oracle, SAP, Snowflake, QuickBooks, NetSuite, Salesforce, Workday, BigQuery, and Microsoft Fabric, then uses agents to gather data, perform analysis, create reports, and surface insights. Finance workflows include Treasury, FP&A, Accounting, and Internal Audit, with journal-entry and reconciliation automation plus an audit trail. Teams can build and own agents that run complete workflows autonomously. Agents retain business logic, semantic layers, custom definitions, and memory across analyses, while tasks are routed to models suited to each step. Calculations run in code and can be traced to source queries, tables, and rows. Results can go to email, Slack, Teams, Excel, or SharePoint on schedules, events, or demand. Concourse lists a free plan, though no limits are published. Deployments include former CFOs and forward-deployed engineers for setup, training, and continuing support. Security listings include SOC 2 Type II, AES-256 at rest, TLS 1.3 in transit, SSO, MFA, and least-privilege controls.
Spec sheet
- What it does
- Concourse connects to finance systems and uses AI agents to pull data, run analysis, build reports, and surface insights for finance teams.Read 5 Oct 2026 · concourse.ai
- Product
- Concourse is an AI platform that builds agents to automate workflows for enterprise finance teams.Read 5 Oct 2026 · concourse.ai
- Integrations
- Listed integrations include Oracle, SAP, Snowflake, QuickBooks, NetSuite, Salesforce, Workday, BigQuery, and Microsoft Fabric.Read 5 Oct 2026 · concourse.ai
- Security
- Concourse states it uses AES-256 encryption at rest and TLS 1.3 in transit, and is SOC 2 Type II certified.Read 5 Oct 2026 · concourse.ai
- Access controls
- The security page lists SSO via SAML, MFA enforcement, and least-privilege access controls.Read 5 Oct 2026 · concourse.ai
- Agent automation
- Agents can run end-to-end workflows autonomously and be built and owned by the customer’s team.Read 5 Oct 2026 · concourse.ai
- Business context
- Agents can use a team's business logic, semantic layer, and custom definitions, with persistent memory across analyses.Read 5 Oct 2026 · concourse.ai
- Calculations
- Calculations and aggregations run in code, and Concourse says figures are exact and traced to their sources.Read 5 Oct 2026 · concourse.ai
- Context
- Agents can encode a company’s business logic, semantic layer, and custom definitions, with persistent memory across analyses.Read 5 Oct 2026 · concourse.ai
- Data use
- Concourse says it does not train AI models on customer data, sell customer data, or share it for advertising.Read 5 Oct 2026 · concourse.ai
- Delivery
- Agent outputs can be delivered through email, Slack, Teams, Excel, and SharePoint, on a schedule, in response to events, or on demand.Read 5 Oct 2026 · concourse.ai
- Delivery channels
- Concourse says work can be delivered through email, Slack, Teams, SharePoint, and formats including slide decks and financial models.Read 5 Oct 2026 · concourse.ai
- Deployment support
- Deployments pair customers with ex-CFOs and forward-deployed engineers who build initial agents, train the customer team, and provide ongoing support.Read 5 Oct 2026 · concourse.ai
- Encryption
- Concourse says it uses AES-256 encryption for data at rest and TLS 1.3 for data in transit.Read 5 Oct 2026 · concourse.ai
- Finance workflows
- The platform supports Treasury, FP&A, Accounting, and Internal Audit workflows.Read 5 Oct 2026 · concourse.ai
- Free access
- A company announcement says finance teams can start using Concourse for free, but the opened official pages did not provide a price or free-plan limits.Read 5 Oct 2026 · concourse.ai
- Integration setup
- Concourse says most integrations connect in under 10 minutes using OAuth or API keys, without engineering work or IT tickets.Read 5 Oct 2026 · concourse.ai
- Intended customers
- Concourse says it is built for finance teams ranging from two person startups to Fortune 500 enterprises.Read 5 Oct 2026 · concourse.ai
- Model routing
- Concourse routes tasks to models suited to each agent step and says its agents adopt new models as they are released.Read 5 Oct 2026 · concourse.ai
- Security certifications
- The security page lists SOC 1 Type II and SOC 2 Type II and describes SOC 2 Type II certification with regular third-party security audits and penetration testing.Read 5 Oct 2026 · concourse.ai
- Support and deployment
- Deployments pair customers with former CFOs and forward deployed engineers who build initial agents, train teams, and continue supporting them.Read 5 Oct 2026 · concourse.ai
- Traceable calculations
- The company says calculations run in code and outputs can be traced to source queries, tables, and rows.Read 5 Oct 2026 · concourse.ai
- Who it is for
- Concourse says it is built for finance teams ranging from two-person startups to Fortune 500 enterprises.Read 5 Oct 2026 · concourse.ai
- Workflow automation
- Teams can build agents that automate end-to-end workflows and run autonomously.Read 5 Oct 2026 · concourse.ai
Strong points and limits
Strong points
- Free plan available
- Autonomous end-to-end finance agents
- Integrates with major finance systems
- Traceable code-based calculations
- SOC 2 Type II listed
Limits
- Free-plan limits are not published
- Web platform only
- Deployment support is part of the setup model
Who it suits
Concourse suits finance teams from two-person startups through Fortune 500 enterprises that want automated, traceable workflows across finance systems.
Verdict
Concourse combines finance-system connections, autonomous agents, and traceable calculations in one web platform. Its free starting option and broad integrations may suit teams evaluating automated finance workflows, while published free-plan limits remain unspecified.
Where Specifiction places it
- Accounting Automation Software#23 of 387.5
