Concourse introduced the Daily Fixed Income Portfolio Review Agent, which allows treasury teams to perform daily fixed income portfolio reviews by sending analyst focus areas at 7:00 AM, analyzing holdings, testing maturity buckets, issuer concentration, and counterparty concentration against policy limits, creating an analysis file, and sending it to the treasury team via Outlook.
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Introducing: The Daily Fixed Income Portfolio Review Agent at Concourse Most treasury teams run their fixed income review monthly. That's been the standard for the longe…
Company
Concourse
The AI Agent platform for finance
- Industry
- Software Development
- Location
- New York, US
- Company size
- 11–50 employees
About Concourse
Concourse is AI agent platform for finance. Concourse accelerates the AI transformation of finance teams at Palo Alto Networks, Front, Carrot, Tecovas, Persona, Coalesce, Curbwaste, Descript, Lightmatter, Curbwaste, Deck, and hundreds more. Concourse is backed by Standard Capital, a16z, CRV, and YC.
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Latest activity from Concourse
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Presence & Recognition
Concourse is hosting a live webinar on Wednesday, September 9 at 1:00 PM ET featuring over 300+ treasury leaders to learn how to build treasury agents and discuss how to deploy agent automation.
Presence & Recognition
Concourse participated in Bojan's September lineup featuring 12 sessions on how to transform financial processes with AI, including a treasury session on coding cash visibility agents.
Presence & Recognition
Concourse is hosting a live webinar on Wednesday, September 9, 2026, featuring Bojan Radojicic and Matthieu Hafemeister to discuss AI and tech strategy in treasury workflows.
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