Executive Intelligence

The board pack builds itself

Castia Exec turns everything the business already knows — finance, sales, delivery, people — into briefings, board packs, and answers you can trace back to the source.

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Open source · Free to start · Pay only for usage

The challenge

What this looks like today

Every board pack is a week of someone chasing six teams for numbers.

By the time the report is finished, the numbers in it are already a fortnight old.

Two departments answer the same question differently and nobody can say which is right.

The signal that mattered was in a delivery update nobody escalated.

The product

Everything you'd expect from Castia Exec

The features you'd want from any tool in this category — because this is a product, not a plugin.

Executive dashboards

One view of revenue, pipeline, delivery, cash, and headcount — assembled from the systems that already hold them.

Board & investor packs

Recurring reports built to your template, generated on a schedule and ready for review, not reassembly.

KPI tracking

Define the metrics that matter, set targets, and watch actuals against them without a manual refresh.

Scheduled briefings

A Monday morning brief in your inbox: what moved, what slipped, what needs a decision.

Permission-aware by default

Executives see everything; the report generator never shows a viewer data they wouldn't otherwise have access to.

…and everything you can’t get anywhere else

Castia Exec is built on the Castia platform — so enterprise search, knowledge AI, reporting, workflow automation, and agents all apply directly to your work.

Ask the business anything

"Why did gross margin drop in Q3?" Castia reads the finance system, the delivery data, and the contracts — and answers with citations.

Narrative report generation

Not just charts: the paragraph explaining what changed and why, drafted from the underlying data.

Cross-system synthesis

One answer reconciled across finance, CRM, and delivery — instead of three departments' versions of the truth.

Early-warning agents

An agent that watches for the thing you'd want escalated: margin erosion, a slipping account, a delivery risk — before it reaches the board.

Every source, one question

Search contracts, decks, minutes, and databases in a single query, with the citation attached to every claim.

One AI layer, thirteen products. See the whole platform

In practice

From question to finished work

Ask in plain language. Castia does the reading, the reconciling, and the drafting.

You ask

Prepare the Q3 board pack.

Pulls the numbersReconciles the sourcesWrites the narrativeCites every figure

Castia delivers

A complete board pack — revenue, margin, pipeline, delivery, headcount — with a written commentary on each variance and a source link behind every number.

Outcomes

What changes

Board packs in an afternoon instead of a fortnight

One reconciled answer instead of three departmental versions

Every figure traceable to the system it came from

Risks surfaced before they reach the board, not after

Leadership asks questions directly instead of queueing for an analyst

Connectors

Connects to the systems you already run

Castia Exec reads from the tools your team already uses — no migration required.

Xero & QuickBooksSalesforceHubSpotSQL databasesExcel & SheetsSharePointSlackTeams

Open source

Open source. Free to start. Pay only for what the AI does.

Business intelligence tools charge per named viewer, so insight stays locked in the leadership team. Castia charges for usage — brief the whole management layer, not just the people with a licence.

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