March 3, 2025

Introducing: Concourse AI Reporting Agent

Discover how Concourse's AI Reporting Agent transforms financial reporting and deliver deeper insights that drive strategic decision-making

Creating and distributing financial reports has always been at the core of a finance team's responsibilities. In every finance job description, there is mention of being responsible for owning and preparing financial reports and distributing them to executives and leadership.

Yet financial reporting continues to be one of the main sources of frustration within finance teams. The process is notoriously very manual, incredibly time-consuming, and often follows the same tedious cycle month after month. This repetitive workflow pulls finance teams away from more strategic, value-added work, as well as creates unhappiness, churn, and burnout within the industry.

A recent study by Ventana Research underscores the magnitude of this challenge, revealing that finance professionals spend a median of 20 hours each month just preparing and distributing reports. That's nearly a full work week dedicated to a single, repetitive task.

That’s until today —

Concourse is now announcing that financial reporting can now be exponentially better and faster thanks to Concourse’s AI Reporting Agents that can create and distribute financial reports within minutes.

Concourse AI Reporting Agents

Concourse is launching a suite of AI Agents that can create financial reports for finance teams of all sizes and help streamline the entire reporting process from data collection to distribution. These agents don't just crunch numbers and create charts —they transform how your team approaches financial reporting entirely.

What makes our AI Reporting Agents revolutionary is their unparalleled speed and depth. They can process vast amounts of financial data in seconds, producing comprehensive reports that would take hours to create manually. But they don't stop at data aggregation—our agents write insightful commentary, craft compelling narratives, and automatically generate charts and data tables that support and enhance your analysis. They identify trends, flag anomalies, and provide context that turns raw numbers into actionable intelligence.

By implementing Concourse AI Reporting Agents, you're giving your finance team superpowers.

Tasks that once consumed days now take minutes, freeing your team to focus on strategic initiatives while delivering reports that are not just faster but fundamentally better and more impactful than ever before.

Uncovering the Why: Beyond Surface-Level Reporting

There are hundreds of tools in the market that will help finance teams create charts, build out canned reports, and help them export data from one system to PowerPoint and Excel. These tools help build the impression that reporting is automated – yet reporting tasks continue to exist within corporate finance teams as management and leaders push layers deeper or want new cuts of data to supplement the decisions they are making.

There are no tools in the market that will deliver these insights and cuts of data in seconds directly for corporate finance teams. Tools that teams leverage today consistently fall short when it comes to explaining WHY changes occurred, leaving finance teams to conduct time-consuming investigations into the underlying causes.

Concourse AI Reporting Agents fundamentally change this dynamic by going a layer deeper.

Using advanced machine learning and natural language processing, our agents don't just compile data—they analyze patterns, correlations, and anomalies across your financial and operational metrics. The result is reporting that doesn't just present numbers but provides context and delivers actionable insights

This deep research capability means your finance team isn't just delivering reports—they're delivering intelligence that drives better business decisions. The difference is transformative: from spending hours searching for answers to having AI-powered insights delivered automatically with every report.

Flexibility: Customized Intelligence at your Fingertips

One-size-fits-all reporting is a relic of the past. Concourse AI Agents deliver unparalleled flexibility by dynamically tailoring reports to focus on the most impactful changes and insights relevant to your business.

Unlike rigid dashboard systems that require technical expertise, outside consultants, or hours of your team’s time to modify, Concourse puts report customization at your fingertips.

Need to analyze profitability by a different segment? Want to dive deeper into specific expense categories? Curious how seasonal patterns affect your cash flow? Simply prompt Concourse’s AI, and within seconds, you'll have a freshly generated report with new data cuts, visualizations, and narrative insights focused exactly where you need them.

This flexibility extends beyond just data manipulation. Concourse AI Agents can adapt their analysis approach based on the specific business context—applying different analytical frameworks for growth-stage companies versus established enterprises, or shifting focus areas during budgeting season versus quarterly reviews.

The result is reporting that evolves with your needs, always delivering the most relevant insights without requiring hours of manual reconfiguration.

Sharing: From Static Reports to Collaborative Intelligence

Traditional reporting often ends with an Excel attachment (at worst) or PDF / powerpoint presentation (at best) —static deliverables that sit in inboxes or require separate conversations to drive action. Concourse reimagines reporting as a collaborative process rather than a one-way communication stream.

Concourse AI Agents are designed with sharing and collaboration at their core. They can:

• Automatically distribute reports to relevant stakeholders based on content and insights
• Highlight different sections for different team members based on their roles and priorities
• Solicit feedback directly within reports to spark meaningful discussions
• Incorporate comments and questions into future reporting cycles
• Maintain an accessible history of past reports and discussions for continuity

This collaborative approach transforms financial reporting from a periodic data dump into an ongoing conversation about your business performance. Teams across your organization can engage with financial data more meaningfully, ask follow-up questions directly to the AI agent, and contribute their operational insights to enrich future analyses.

The Future of Financial Reporting Is Here

The launch of Concourse AI Reporting Agents marks a pivotal moment in the evolution of financial operations. What once consumed entire workweeks now takes minutes, fundamentally transforming how finance teams contribute to organizational success. This isn't merely an incremental improvement—it's a paradigm shift that liberates financial professionals from the constraints of manual reporting.

As our early adopters have discovered, the impact extends far beyond time savings. Teams using Concourse are expanding their data integration, uncovering previously hidden insights, and elevating the strategic value of their financial analysis. AI is not just changing how financial reports are created—it reimagines what financial reporting can accomplish.

The future belongs to finance teams who embrace this transformation. While others continue to wrestle with spreadsheets, templates, and static software; Concourse users are already redirecting their talent toward the high-value work that drives innovation and growth. This is financial reporting reimagined—where human expertise combines with AI capabilities to deliver something greater than either could achieve alone.

Welcome to the new standard in financial intelligence. Welcome to Concourse.