Case Study: Maximus saves $70K and reduces manual finance work with Concourse AI Agents

How Maximus saved $70K and reduced manual finance work by 85% with Concourse AI Agents

The digital health company Maximus faced a challenge common to fast-growing startups: scaling its operations without proportionally increasing its finance team. The lean team was overwhelmed by manual work, spending over 15 hours monthly on building financial reports in Excel from QuickBooks data, which left little time for the strategic analysis leadership needed to make decisions.

By implementing Concourse, Maximus deployed AI agents that integrated directly with QuickBooks in minutes. The solution allowed the finance team to use natural language prompts for analysis, which led to an 85% reduction in manual work. In the first month alone, Concourse identified duplicate vendor payments and an unnecessary advertising campaign, resulting in $70,000 in immediate cost savings and over 10 hours saved each month.

Maximus

Justin Peverini

Head of Finance