Built for solo operators & practice owners
Stop Renting
Your Business
Infrastructure.Stop Renting Your Business Infrastructure.
Get a connected client portal, CRM, Ledger financial tracking, and project execution engine, powered by AI agents that handle inbox triage, bookkeeping, and client intake. Pay once to own your system forever. Zero software rent.
Owned forever. Includes 2,500 AI Agent Credits. Bring your own API key for $0/mo or top up as you grow.
60-day guarantee: save 5+ hours a week, or get every dollar back.
Build an asset. Stop paying software rent.
Most SaaS platforms tax you monthly for every seat, user, and feature—charging you regardless of how much value you actually extract. Catalyst builds a private operational asset: you own the Core OS and every agent outright. The only ongoing cost is the AI capacity that runs them — free if you bring your own API key.
Not sure where to start? Take the 2-minute OS diagnosticYour Business OS
Your business, understood at a glance.
Every client, invoice, and inbox message flows into one connected view. Agents work quietly in the background — you see the result the moment you log in.
Your Core OS keeps the record. Your agents keep it current — matching receipts, replying to routine emails, flagging what actually needs your judgment. Nothing waits on a human queue.
Built for owner-run businesses that don’t have a back office — just you, a laptop, and everything riding on staying on top of it.
Business health score
LiveAgent tasks · last 14 days
Time reclaimed this month
16 hrs
Returned to your calendar by agents handling inbox triage, receipt matching, and client onboarding.
Active engagements
7
On track
2
Follow-up
1
At risk
Ledger snapshot
$14,280
Collected this month
$2,150
Outstanding across 2 invoices
Agent activity
LiveAvg. task turnaround
4 sec
Down from ~2 hrs handled manually
Illustrative preview — figures are for example only.
What’s included
Built to run your whole business.
Whether it’s the front door clients walk through, the books that keep you straight, or the agents that run quietly in the background — it’s one system, not four rented apps.
Client Portal
A white-labeled portal at yourfirm.catalyststudio.app — or your own domain as a paid add-on — where clients log in, see status, and reach you.
CRM & Deal Flow
Every contact, company, and active engagement in one place — nothing gets dropped.
Ledger
Real financial operations, not just invoicing — bookkeeping, retainer tracking, and reconciled bank activity your Ledger Agent can act on.
Project Execution
Scoped projects, deliverables, and milestones move from kickoff to client sign-off — visible to the client without an extra status email.
Knowledge Base
Your procedures and standards live in the system, not just your head.
AI Agent Suite
Personal Assistant, Relay, Ledger, and more — 16 agents and growing, included in your setup, working continuously in the background.
AI Capacity Engine
Your setup includes 2,500 AI Agent Credits (the same as a $25 Top-Up Pack, on us) — each one a single agent task, like a triaged email or a matched receipt. Connect your own API key at $0/mo, or top up anytime: $10 for 1,000 credits, $25 for 2,500, or $50 for 5,000.
Autonomy across your business
End-to-end business intelligence.
Automated Bookkeeping & Reconciliation
Every receipt, retainer payment, and bank transaction flows into one reconciled record — no more digging through statements at tax time.
- Multi-format receipt & statement ingestion
- Real-time bank transaction matching
- Automatic retainer and invoice tracking
- Reconciliation flags before they become surprises
LEDGER_RECONCILE / WEEK OF 08-11
Illustrative preview — client names and figures are for example only.
Use cases
Built for solo operators and owner-run firms.
One connected environment for operators who manage high-value client work without a back office. The platform stays the same — its configuration changes based on how work enters your business, moves through engagements, and reaches the client.
01 — Advisory & consulting
Never Lose Track of an Engagement
Work is built around judgment and relationships — engagements, retainers, and recommendations that need to stay organized and visible, even when you’re the only one keeping score.
ENGAGEMENT STATUS
LiveAcme Corp — retainer
Hartline Advisory — onboarding
Growth Partners — renewal due
02 — Financial & legal practices
Deadlines That Don’t Move, Handled Automatically
Client trust depends on accuracy, confidentiality, and follow-through on deadlines that don’t move — Ledger and your agents keep the paper trail so nothing depends on memory.
FILING & DEADLINE TRACKER
LiveQ3 estimated taxes — Client A
1099 filing — Client B
Engagement letter — Client C
03 — Creative & technical studios
From Kickoff to Sign-off, One Timeline
Work moves through scoped projects, deliverables, and client sign-off from kickoff to handoff — visible to the client without an extra status-update email.
PROJECT MILESTONES
LiveBrand refresh — Studio Co.
Website build — Client X
App v2 — Client Y
Illustrative preview — client names and figures are for example only.
Where the line is
Agents handle the execution. Judgment stays yours.
Catalyst separates recurring operational work from the judgment that should never leave your desk. Agents run the first. You keep the second.
What your agents handle
Triaging and drafting replies to routine inbox messages
Matching receipts and chasing overdue invoices
Sending onboarding forms and e-sign requests
Updating your calendar and scheduling meetings
Flagging what actually needs your attention
What stays yours
Proposals, pricing, and negotiations
Client relationships and judgment calls
Deciding what the business takes on
Anything that puts your name in front of a client
Strategy and where the business is headed
Data privacy
You see everything. Your agents see only what the task needs.
Most software makes you choose between doing everything yourself or handing over full access to someone else. Catalyst’s AI agents work from a role-based view—scoped to exactly what a task requires, nothing more.
What you see
What your AI agent sees
Your AI agents can reconcile transactions, match invoices, and keep the books current — without ever seeing your total balances, account numbers, or payout routing details.
The team
Real experience. Built for one person to run.
Built by people who spent years running technology and operations at large firms — now building something sized for solo operators, with the same discipline and none of the overhead.
Partners
Mike Anderson
Partner, AI Strategy & Platform Architecture
15 years building and scaling his own businesses — including a growth marketing agency to $1M in revenue — then leading strategy for an AI-native platform built for professional services firms.
Background
Adam Elfiky
Partner, Operations & Customer Success
A career leading delivery and customer success inside the world’s largest financial institutions. As a Director at KPMG, he owned client engagements end to end — kickoff to schedule, budget, and results.
Background
Advisors
Eric Chu
Responsible AI Advisor
Rob Levin
Growth, Marketing & GTM Advisor
Liz Cuccinello
Legal Advisor
Eric Harlovic
Finance Advisor
Built by People With Real Experience
Years spent running technology and operations at well-known firms, now channeled into a system built for one person to run.
Specialist Help When You Actually Need It
Outside specialists you can bring in for a bigger decision — without keeping any of them on staff.
Your Data, Locked Down Properly
Strict data-handling standards, built into the system itself — so you get the protection without needing a compliance team.
System architecture
How everything works together.
A unified platform that connects every client record, every agent, and every dollar into a single source of truth.
AI Agent Suite
Autonomous task execution — inbox triage, client intake, and financial reconciliation, running without a human queue.
Core Data Model
One unified model connecting every client, engagement, transaction, and document — instead of four apps that don’t talk to each other.
AI Capacity Engine
Routes every agent task to your chosen capacity source — your own API key or your included credit balance — and meters usage transparently.
Integration Hub
Connects to the tools your practice already runs on, so nothing needs re-entering by hand.
Security & Governance
Role-based access, no training on client data, and full audit visibility on every agent action.
Who’s running on it
Real practices, one system.
Attorneys, accountants, and fractional executives are already running their practice on Catalyst instead of a stack of separate tools.
Every Matter, One Screen
Attorneys running Catalyst aren’t switching between practice software, a separate CRM, and a billing spreadsheet to see where a matter stands. Client status, documents, and invoices live in one place, and their AI agents can answer a status question directly instead of them digging for it.
Ask Your Books a Question
Solo CPAs and bookkeepers running Catalyst don’t pull a report to answer a client question — they ask their AI agents directly and get reconciled numbers back in seconds, from one system instead of accounting software bolted onto everything else.
Every Engagement, Visible at a Glance
Fractional executives juggling several clients at once use Catalyst as the one place engagement status, deliverables, and follow-ups live, instead of a task tool for the work and a separate CRM for the relationships.
Most of them also gave up a stack of separate subscriptions to get here: tools like Clio, ClickUp, and QuickBooks, replaced by one owned system with one bill.
Pricing
Own the platform. Own every agent. Never pay rent.
The Core OS, your full Agent Suite, and 2,500 AI Agent Credits are included either way—no monthly platform rent, no per-agent subscription, no forced recurring plan. Set it up yourself, or have our team do it for you. Need more capacity later? Top up as you go, or bring your own API key and pay nothing to Catalyst, ever.
Choose your setup path
$299 one-time
Self-Service Core
For operators who want to configure it themselves.
- Portal branding, database initialization, and a yourfirm.catalyststudio.app subdomain
- Full AI Agent Suite included — Personal Assistant, Relay, Ledger, and more
- 2,500 AI Agent Credits included (1 task = 1 credit, ~6–8 weeks of typical use)
- Self-guided docs and video onboarding, plus one setup call with our team
$599 one-time
White-Glove Launch
For practices that want us to configure it and migrate their data for them.
- Everything in Self-Service Core
- 1-on-1 workspace configuration with our team, done for you
- Historic client & document migration assistance
- Custom agent tuning for your practice’s specific workflows
- Priority setup support channel
$10–$50 or $0
AI Capacity Top-Ups
- Refill anytime: $10 for 1,000 credits, $25 for 2,500, or $50 for 5,000
- Or bring your own OpenAI or Anthropic API key (BYOK)
- $0 platform fee to Catalyst forever, on BYOK
$0/mo forced
Zero Monthly Rent
- Your domain, your database, your portal — no forced subscriptions
- No per-seat taxes, no lock-in
- Nothing to cancel, because there’s nothing renting
A “credit” is one agent task — a triaged email, a matched receipt, a drafted reply, a client-intake step. 2,500 credits covers roughly 6–8 weeks for typical solo use; heavier day-to-day usage will burn through them faster. Actual usage varies by business.
Setup includes a yourfirm.catalyststudio.app subdomain. Want it on your own domain instead (like app.yourfirm.com)? Add it anytime for a one-time $149.
What’s included in your Agent Suite
16 agents and growing — every one included in your setup, today and every agent we release next.
Personal AI Assistant
Reads your inbox, manages your calendar, drafts replies, and sends you a daily brief.
Relay Agent
Handles client intake — onboarding forms, document parsing, and e-sign follow-ups.
Ledger Agent
Chases overdue invoices, matches receipts, and keeps your Ledger current.
Full AI Agent Suite
16 agents and growing — every one we have today, plus every agent we release next — included in your setup at no extra charge.
Switch capacity sources anytime.
Your Core OS and every agent stay fully functional—portal, CRM, and Ledger keep running—no matter whether you’re using included credits, a Top-Up Pack, or your own API key.
The 60-day guarantee.
If your agents don’t save you 5 hours a week in your first 60 days, we refund every dollar — your setup fee, self-service or white-glove, and any Top-Up Packs you’ve bought.
FAQ
Common questions.
The mechanics of owning a platform instead of renting one, answered plainly.
Get started
Get your OS.
Tell us a bit about your business. We review every setup request personally—no bots, no automatic charges—then follow up within one business day with a recommended agent lineup and a secure payment link.