Concourse

Agentic AI platform for investment banks and asset managers.

Rogo is a generative AI platform built specifically for financial services — investment banks, private equity, and asset managers. Its agent Felix executes multi-step deal and investment work, producing auditable Excel models, investment memos, diligence materials, and slide decks. Used by tens of thousands of professionals at hundreds of institutions.

Autonomous AI agents built for accounting firms.

Basis builds AI agents purpose-built for accountants that execute complex accounting workflows end-to-end and return finished output ready for review. It integrates with existing ledgers and systems to handle tax, audit, advisory, and client-accounting tasks, adapting to each firm's processes rather than relying on rigid rules.

AI-powered stock research terminal with institutional-grade financial data.

Fiscal.ai is an investment research platform that pairs institutional-grade financial data on 100,000+ global public companies with a conversational AI copilot that answers questions with sourced figures and charts. Beyond standard financials it tracks segment data and company-specific KPIs — subscriber counts, same-store sales, revenue per user — and assembles them into custom dashboards. A developer API exposes the same data for programmatic use.

AI close-automation platform for accounting teams.

Numeric is an AI accounting platform that automates the month-end close — reconciliations, flux/variance analysis, cash matching, and financial reporting — for finance and controllership teams. It unifies close management, reporting, and cash workflows so complex accounting teams can close faster with less manual effort.