C
Crestline / ai
01 — Organisational System of Record

The Intelligence Layer Above All.

The AI-native operating layer that sits on top of SAP, Tally and other systems you already run, hands back the decisions — named, priced, ready to send.

CRESTLINE · CONSOLE
MAIN
// ⌘-K from anywhere · 19 tools loaded
2 new in CONSTITUTION
· POLICY · Vendor approval policy → v4
$
● online· main
02 — The 13 Modules

One platform. Thirteen modules.

Module 01 is Crestline Core — the org graph + memory + workflows shipping today. The other twelve are verticalised intelligence layers that sit on top of your existing systems of record. Same memory, same graph, same console — different surface per buyer.

MODULE · 01 · CORELive · MVP-1
Core-Org

The org graph, four-layer memory, decision register, and workflow engine. The base everything else sits on.

For · CEO, COO, Founder
SHIPS WITH
· Verified org graph
· 4-layer memory (User/Project/Dept/Org)
· Decision register
· Workflow engine
· Console (Cmd-K)
· Integration mesh
MODULE · 02
Q4 2026
People first

AI-native people ops on top of your HRMS — not replacing it.

For · CHRO
MODULE · 03
Q1 2027
Projects strategic

Enterprise PM with AI risk-detection + cross-functional impact maps.

For · COO, PMO
MODULE · 04
Q1 2027
Finance forward

Forward-looking financial intelligence on top of your accounting stack.

For · CFO, FP&A
MODULE · 05
Q2 2027
Sales intel

Revenue intelligence with organisational context — on top of your CRM.

For · CRO, VP Sales
01 LIVE · 12 IN BUILDBUILT ON THE SAME ORG GRAPH · ONE LOGIN · ONE BILL
03 — Verified Org Graph

Build your org in motion

People, departments, managers, reporting lines — typed FKs with referential integrity. Tokens like @manager_of(Sarah) and @dept-finance resolve live against the graph.

INITIALISING
← swipe to explore →10 nodes
AV
Anika V.
Org Admin · L0
org
RM
Raj M.
Org Admin · L1
Finance
PN
Priya N.
Org Admin · L1
Engineering
DK
Dev K.
Org Admin · L1
People
A
Arjun
User · L2
Finance
M
Meera
User · L2
Finance
SK
Sarah K.
User · L2
Engineering
V
Vikram
User · L2
Engineering
N
Nisha
User · L2
People
K
Karan
User · L2
People
One typed FK away

Membership.managerId is the reporting-line foreign key. Cycle-safe writes, hierarchy-aware row-level access — permissions never configured separately.

Token vocabulary the AI speaks

@manager_of(x) · @dept-finance · @reports_of(x) · @cxo · @self. Same shape across workflows, messages, and the Constitution.

Time-travel built in

Every change to the graph audited. asOf=2025-12 returns the org as it was six months ago. Required for compliance and forensic audits.

04 — AI Hub

Memory that compounds

Every query fans out across all four memory layers in parallel. The Hub synthesises a single answer with inline citations to the exact memory items that grounded each claim.

AI HubREADY
What's slowing hire-to-onboard down this quarter?
C
ready · ask anything…
USER · layeridle
Your last review note
Onboarding playbook v3
Saved query: time-to-fill
PROJ · layeridle
Hiring sprint Q2
Background check vendor
Offer letter template
DEPT · layeridle
Talent ops weekly review
Recruiter dashboards
IT laptop SLA — 5d
ORG · layeridle
Hiring approval policy
DPDP consent log
Compensation bands
05 — Process Mining · MVP-1 Flagship

Find the $ leaking out of your org.

Upload an event log — or connect SAP, Salesforce, Tally. Crestline reconstructs the actual process, quantifies every bottleneck in real money, and names the people who can fix it. Grounded in your verified org graph — anti-hallucination by construction.

EVENT LOG · INGESTING
C-1742, intake, 2026-04-12 09:14, Anika V., ORACLEC-1742, kyc, 2026-04-12 09:42, Raj M., SAPC-1742, credit-check, 2026-04-14 11:08, Sarah, SAPC-1742, docs-req, 2026-04-14 14:22, Bhushan, SAPC-1742, docs-ver, 2026-04-17 16:01, Nisha, ORACLEC-1742, disburse, 2026-04-17 17:33, auto, FINACLEC-1743, intake, 2026-04-12 09:18, Anika V., ORACLEC-1743, kyc, 2026-04-12 10:11, Raj M., SAPC-1743, credit-check, 2026-04-15 09:45, Sarah, SAPC-1742, intake, 2026-04-12 09:14, Anika V., ORACLEC-1742, kyc, 2026-04-12 09:42, Raj M., SAPC-1742, credit-check, 2026-04-14 11:08, Sarah, SAPC-1742, docs-req, 2026-04-14 14:22, Bhushan, SAPC-1742, docs-ver, 2026-04-17 16:01, Nisha, ORACLEC-1742, disburse, 2026-04-17 17:33, auto, FINACLEC-1743, intake, 2026-04-12 09:18, Anika V., ORACLEC-1743, kyc, 2026-04-12 10:11, Raj M., SAPC-1743, credit-check, 2026-04-15 09:45, Sarah, SAPC-1742, intake, 2026-04-12 09:14, Anika V., ORACLEC-1742, kyc, 2026-04-12 09:42, Raj M., SAPC-1742, credit-check, 2026-04-14 11:08, Sarah, SAPC-1742, docs-req, 2026-04-14 14:22, Bhushan, SAPC-1742, docs-ver, 2026-04-17 16:01, Nisha, ORACLEC-1742, disburse, 2026-04-17 17:33, auto, FINACLEC-1743, intake, 2026-04-12 09:18, Anika V., ORACLEC-1743, kyc, 2026-04-12 10:11, Raj M., SAPC-1743, credit-check, 2026-04-15 09:45, Sarah, SAP
← swipe to explore →7 steps
Application Submitted
1,840 · 12m
ORACLE
Anika V.41%
Initial Validation
1,832 · 1.4h
SAP
Raj M.38%
$1.2M flows out
Credit Check
1,610 · 8h
SAP
Sarah K.67%
$8.2M flows out
Documents Requested
1,420 · 3.4d
SAP
Bhushan32%
$9.7M flows out
Credit Rejected
190 · 30m
ORACLE
auto88%
Documents Verified
1,205 · 1.2d
ORACLE
Nisha44%
$8.4M flows out
Disbursed
1,198 · 22m
FINACLE
auto92%
$8.4M flows out
Legend
Fast — under typical
Around typical
1.5–3× slower
Bottleneck (3×+ slower)
Dashed = system handoff
Bottleneck step
Has top performer
Sometimes skipped
Click any step to see who handles it · drag to rearrange
READY
06 — Workflow Engine

Workflows, but it knows your org.

Describe automations in plain English — Hindi works too. Five agents stream a validated spec. @manager_of(x), @dept-finance, @cxo resolve against the verified graph at runtime.

NL · /workflows/new
$
Intent
trigger=schedule · scope=cross-team
Planner
5 steps · 2 parallel · 1 wait
Drafter
filling @manager_of, @cxo refs
Validator
zod ok · graph cycle-safe
Narrator
describes for human review
← swipe to explore →6 steps
trigger · schedule
FRI 18:00 IST
Asia/Kolkata
query · prisma
tasks { BLOCKED }
scoped to org graph
transform · group_by
@manager_of(assignee)
fan-out · ~12 groups
branch · age
task.ageDays > 7 ?
split · 2 paths
integration.email.send
manager digest
@manager_of(@self)
integration.email.send
CXO escalation
@cxo · subject prefix
READY
07 — Crestline Console

Command your org from one prompt.

Cmd-K opens the Console from anywhere. Slash commands run deterministic queries against the graph; free-form questions enter an agentic ReAct loop that plans, calls tools, and cites memory items inline.

CRESTLINE · CONSOLE
CONNECTED · ORG
// session restored · 3 turns · 19 tools loaded
2 new in CONSTITUTION since you last looked
· POLICY · Vendor approval policy → v4
· SOP · Credit-check SOP → v2
$
● online· cmd-k· /help· main
Cmd-K
Opens the Console from any dashboard route. Drag the top edge to resize.
15 slash commands
/whoami, /org, /team, /find, /tasks, /bottlenecks, /workflows, …
3 ACTION tools
create_task, dm, log_decision — gated by intent-word triggers.
08 — Projects · Module 3

Cockpits that design themselves.

Describe a tile in English — the AI Director emits a validated CustomTileSpec and the runtime renders it. Cockpits compose, remix, and persist. Not codegen — composable spec runtime.

READY
>
personaCFOFounder
Composable spec runtime
Discriminated unions for DataSource · Transform · Viz. Widen the union to extend — never freestyle code.
AI WBS generator
One-shot 4-level tree (Phase / Deliverable / Work Package / Task) streamed reading → outlining → detailing → validating → creating.
Smart suggestions panel
Proactively scans project state and offers 3-5 'you should add this' tiles with reason chips + one-click +.
09 — Project Research v2

Decision-grade candidate shortlists

Geography-aware query refinement → parallel Tavily fan-out → optional URL extract → structured ranked candidates with tradeoffs and a recommendation. Replaces 'one summary + action items' with something you can actually act on.

READY
>
Parallel sources
Justdial
queued
IndiaMart
queued
Sulekha
queued
Reviews · generic web
queued
tavilyExtract · top URLs
queued
collecting source signal…
10 — Data Insights

Drop the data, keep the meaning.

A multi-agent pipeline profiles every column, hypothesises, computes locally, visualises, and narrates. The LLM never sees rows in bulk — it picks the chart and writes the story. Server-side stats, AI only narrates.

READY
·
arr_by_segment_2024.csv · 5,142 rows
profile
hypothesise
compute
visualise
narrate
#1trendchart · bars

BFSI carries the org — but margin is in Pharma.

ARR by segment, last 12 months, ₹ Cr — only BFSI still double-digit.

actual projected
AI narrator
Awaiting compute…
What-if simulator
+0 sales hires
projected BFSI: 78.0 Cr (+0.0)
Ask the data
> Which segment will overtake Mfg first?
11 — Crestline Meet · Scribe

The AI that joins your meetings.

Crestline Meet runs in-app on LiveKit. Crestline Scribe joins as a real participant — listens, transcribes via Deepgram, and files every decision · task · blocker into the right place in real time. Closing the meeting publishes the notebook to org memory.

PN
Priya N.
SK
Sarah K.
RM
Raj M.
C
REC
Crestline· scribe
WAITING TO JOIN
CAPTURE QUEUE · LIVE
listening…
Routes
◆ decisionORG · decision register
▸ taskproject "Meeting captures"
⛔ blockerescalateBlockedTask → manager
12 — Crestline Constitution

The org's source of truth — hash-chained.

Policies, SOPs, MOMs, POs, Templates — authored by org or dept admins, read by everyone in scope. Every publish snapshots a hash-chained version; every body auto-embeds into the right memory layer.

LIBRARY · 289 DOCS
Library
search docs…
Org-wide·v4

Vendor approval policy

PUBLISHED92% ack

Vendor approvals > ₹40L require CFO + CTO sign-off. Concentration ceiling: no single vendor > 18% of OpEx without board note.

1. Scope. Applies to all procurement requests above the policy threshold issued by Crestline Org members from any department.

2. Approval cascade. Triggers route through @manager_of(@self) @dept-finance @cfo.

ack requireddpdp linked
VERSION CHAIN · SOC2-READY
publish.hook → embed body into crestline_org_memory
publish.hook → fire doc.published workflows
publish.hook → require ack from @dept-finance + @cfo
13 — Personal Cockpit · Mira

The AI that knows you — and your work.

Multi-agent productivity cockpit + trainer + analyst + skill-path designer. Five parallel agents stream chat, learning, preferences, artifacts, and inline cards. @me.signature, @me.po-template resolve across Messages, Console, and Workflows.

MIRA · 5 AGENTS · CHAT · LEARN · TUNE · ARTIFACT · CARDS
first-token < 500ms
Productivity heatmap · last 7d
Peak hour
10–12
Switches
7/d
Deep work
2.4 h
15 — Frequently asked

Questions buyers ask before they pick the layer.

Straight answers on what an Organisational System of Record is, how Crestline AI compares to Glean, Celonis and n8n, and what it costs to run on top of SAP, Tally or Salesforce.

16 — Make the move

Ready to make your org legible?

30-minute walkthrough with a founder. We bring real data — yours or ours. You walk out with one named bottleneck and a ₹ number against it.

crestlineintelligence · proprietary · india