Coastline
CurrentCurrentIntroducing Current

The AI that understands your business.

Current lives inside your workspace. Ask Current to create tasks, extract information from documents, and get answers based on your actual data.

CurrentCurrent
Reports · Coastline
Show me sales rep leaderboard by closed-won value, last 90 days
Built it. Sorting opportunities marked Closed Won between Feb 7 and May 8, grouping by Owner, summing Deal Value. Top three so far: Maya R. ($142k), Jordan T. ($118k), Priya S. ($96k).
Proposed reportOpen in builder →
Maya R.
$142k
Jordan T.
$118k
Priya S.
$96k
Ask Current something else…

What Current does

Two real jobs. Done well.

Most AI features are a demo wearing a product's name. Current is built around two jobs your team actually does every week, then gets out of the way.

Advanced Analytics

Build reports from a sentence.

Ask in plain English. Current writes the query, runs the report, and explains what it found. No SQL. No filter trees. No waiting on someone with database access.

  • Save and share reports with your team
  • Drop into the builder to refine by hand
  • Get plain-English explanations of any chart
  • Always returns drafts you review before saving
Included free

Scan a receipt, skip the data entry.

Drop a photo, PDF, or scanned document. Current reads the merchant, amount, and date, then drafts the expense or bill for you to review. Snap from your phone, finish on your laptop.

  • Works with PDF, PNG, JPEG, and HEIC
  • Phone-to-desktop QR handoff in one tap
  • Pre-fills vendor, amount, and dates
  • Always shows you the draft before saving

More on the way.

Email drafting from a thread. Pipeline-stage suggestions based on past wins. Voice-note-to-task. We ship Current the same way we ship the rest of Coastline: only when it's actually useful.

How it works

You ask. It proposes. You approve.

Current never saves, sends, or changes anything without you. Every output is a draft, every draft is editable.

01

Ask or upload.

Type a question into the report assistant, or drop a document into a bill or expense. Current picks up the context from where you are in the app.

02

Current reads and proposes.

It interprets your request, builds a draft, and shows you what it did. Reports come with a rationale. Documents come with the extracted fields highlighted.

03

You review and save.

Edit, accept, or discard. Nothing hits your workspace, your books, or your team until you say so. Current is a draft writer, not a decider.

Why Current is different

Useful first. Impressive second.

We didn't build Current to wow anyone in a demo. We built it to save your team twenty minutes on a Tuesday. That sounds smaller than the marketing on most AI sites. It's also true.

Current shows up where you already work. It doesn't open a new tab, doesn't add a new login, and doesn't need training data on your customers to do its job.

Your data, your rules.

Your customer information is never used to train Current or any model behind it. Documents are processed for the request and not retained beyond it.

Per-workspace permissions.

Current respects every role, every gate, every share rule already in your workspace. If you can't see an opportunity, neither can it.

Plain-English answers.

Every chart Current builds comes with a written rationale. No mystery. No hand-waving. You see what it asked your data and why.

Always a draft.

Nothing posts, sends, or commits without your click. Reports stay private until shared. Extractions stay in draft until saved.

Used like this

A few prompts that earn their keep.

How many estimates I sent this quarter got approved?

Show me overdue tasks grouped by assigned user.

Project margin for jobs that closed this year.

Sales rep leaderboard by closed-won value, last 90 days.

Average days from opportunity created to closed-won.

Top five vendors by spend, year-to-date.

Availability

Some of Current is included with every plan.

Document scanning ships with every Coastline workspace. The report assistant is part of Advanced Analytics, available in the Marketplace.

IncludedEvery workspace

Document scanning

Upload a receipt, bill, or invoice. Current pre-fills the form. Included on every plan, no add-on required.

Start your free trial
Add-onAdvanced Analytics

Report assistant & saved reports

Ask Current to build any report. Save it, share it, refine it in the builder. Includes plain-English explanations on every chart.

Open in Marketplace

Questions

What people ask before turning it on.

Is my customer data used to train Current?

No. Coastline does not train models on your customer information. When Current sends a request to its underlying AI provider, that data is processed for the request and is not retained for training.

What model is Current actually using?

Current is built on top of Claude by Anthropic, with the specific model chosen for each task based on cost, latency, and accuracy. We may change models over time as better options ship. The Coastline interface stays the same.

What if Current gets something wrong?

Every output is a draft. Reports are proposals you can run, edit, or discard. Extractions are pre-filled forms you review before saving. Current is a writer, never a final editor.

Does Current respect my workspace permissions?

Yes. Current can only read and write what your role allows. If you can't see an opportunity in the app, Current can't see it either. The same role and share rules apply.

Can I use the report assistant without Advanced Analytics?

Document scanning is included for every workspace at no extra cost. The report assistant and saved custom reports are part of the Advanced Analytics add-on, available from the Marketplace.

Will Current ever take an action on its own?

Not today. Current proposes, you approve. As we add agentic capabilities (e.g. drafting an email or creating a task), they will always start as suggestions you confirm before anything is sent or saved.

CurrentIt's waiting in your workspace

Open Coastline. Ask Current.

Document scanning is included on every Coastline plan. Advanced Analytics unlocks the report assistant whenever you want it.

No credit card required. Launch from $29/user/month or Professional from $79/user/month after the 14-day trial.