The platform
This isn’t what we sell you. It’s what we build with.
Catalyst doesn’t assemble a different stack of tools for every engagement. This is what we’ve already built, and it’s our advantage, not a product on its own: when we find your constraint, we build the fix on top of real infrastructure instead of starting from a blank page. Here’s the detail behind it, for anyone who wants to go deeper — you don’t need to read any of this before talking to us.
Deeper capability
The system underneath, in more detail.
The front door clients walk through, the books that keep you straight, and the agents that work in the background. One connected system, not a stack of disconnected tools, and the parts that carry professional judgment are built by practitioners in that field, not by software teams guessing at your workflow.
Deep capability in the back office of any business
Each built with practitioners in that field
Whatever you sell, you still keep books, sign contracts, run recurring operations, and work a pipeline. These are four areas we’ve already built deep capability in.
Accounting & Tax
Bookkeeping, tax prep, invoicing, cash-flow forecasting
Legal Documents
Attorney-drafted engagement letters, NDAs, and contracts
Workforce & Operations
Vendor management, scheduling, standard procedures
Sales & Growth
CRM, pipeline, proposals, marketing execution
Everything below is the platform they run on.
Client Portal
A white-labeled portal on your own subdomain, or your own custom domain if you want it, 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
Full double-entry accounting, not just invoicing — reconciled bank activity, retainer tracking, and a tax-ready ledger the Ledger agent keeps closed.
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.
Integration Hub
Connects to the tools your business already runs on — Google, Outlook, and Stripe today, Mercury Bank next — so nothing needs re-entering by hand.
AI Agent Team & Capacity
Otis, the assistant you talk to, plus Scout, Concierge, Ledger, Compass, and Operator working the handoffs in the background — the named core of a 14-agent team we’ve already built. Every task runs on AI capacity you control: connect your own API key and pay the provider directly, at cost, or we meter and bill it as part of the system we build for you. Never a markup on top of what the AI itself costs.
Illustrative preview — figures shown above are for example only.
Explore the platform
See how the parts connect.
Every module below replaces a tool you’re probably already paying for — and we migrate your data into it, so you’re not starting from a blank system.
Not a Chatbot — Something That Can Actually Do the Work
Otis reads across every module and writes back into them — drafts a reply, updates the pipeline, or builds out a plan from scratch. Ask for the small stuff or the big stuff; it does the work, not just the talking.
- Reads and writes across every module, not just chat
- Handles the routine work without being asked twice
- Builds structured plans — goals, strategies, checkpoints
- Flags only what actually needs your judgment
Ask Otis
Illustrative preview — client names and figures are for example only.
AI inside the system
What AI actually does inside the system.
AI isn’t the product. It’s one of the capabilities we put to work inside the systems we build. Here, it looks like this: you talk to Otis, and a handful of agents do the repeatable work in the background, stopping at the decisions that need you.
Ask it anything, by text or in the app: draft a follow-up, check where a project actually stands, tell an agent to hold off, or ask what is genuinely late this week. It is the one place you point every agent, interrupt any of them mid-task, and get a straight answer, right there in the conversation.
You’re always in the loop: Otis drafts and proposes. Nothing leaves your business without you.
Watches whether the work you’ve already sold or scheduled is actually going to land. Every day, one flag: the single most at-risk thing across every signed engagement and internal commitment. Every week, one focus: how each active business program compares to its plan.
Stops for you: The daily scan only ever flags — it never messages anyone, assigns work, or touches pricing. Ask it to act on something specific, and it will; it never restructures your plan on its own.
Works the front of the funnel. Replies to every new inquiry within minutes, asks the qualifying questions, creates the client record, and drafts the proposal. Keeps warm leads warm with the follow-up, the check-in, the nudge before a prospect goes cold, and tells you who to call and what to say.
Stops for you: You approve every proposal and every message before it reaches a prospect.
Takes over the moment a deal is signed. Turns the engagement into a real plan — checklist, owners, due dates, the documents you need back — and sends the kickoff. Keeps every client informed without you chasing, and watches each relationship for the early signs of trouble: a client gone quiet, a slipped date, a missed payment.
Stops for you: Anything that goes to a client in your name, you see first. You sign off on scope and any change to it.
Runs the books end to end. Raises invoices as work is delivered, runs the payment schedule, and chases overdue receivables. Categorizes every transaction, reconciles each account, and keeps the ledger closed and tax-ready — real double-entry accounting, not a spreadsheet. Anything that looks off, it flags.
Stops for you: You decide what to discount or write off. Contested treatments go to you or your accountant.
Every business drifts. Compass reviews your goals against real progress each week, weighs the trade-offs when two priorities collide, and tells you the one thing to fix while it is still cheap to fix.
Stops for you: Compass only ever advises. It never sends a message, makes a change, or moves a number itself.
Every morning, one screen: new leads, overdue items, and what’s stuck — everything the agents found overnight, triaged down to what needs you today. So you run the company instead of hunting for the status of it.
Reads your client and vendor email in the background and turns it into context: logged interactions, action items, follow-up flags — so every agent works from what’s actually happening, not what you remembered to type in.
Fourteen agents in total. Scout, Concierge, Ledger, Compass, and Operator do the heavy lifting; the rest handle the smaller handoffs behind them. All already built, plus every agent we add next.
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. Your 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.
Illustrative preview — account and client details shown are for example only.
Our commitment
We built this so it can never profit from your data.
As AI agents start reading client files and financial records, most software companies pick up a second incentive: sell what they see. This is built so it can’t. Its revenue comes from the systems we build, never your data, and no one’s pay here is tied to how much data the system collects. A public Data Steward Charter and an independent Data & Security Council — which can veto any change that would weaken it — keep it that way as we grow.
Read the Data Steward CharterHave a problem worth solving?
Tell us what’s happening in your business. We’ll tell you honestly whether we think there’s something worth digging into.
Tell Us What’s Slowing You Down
Who’s running on it
Real businesses, one system.
Attorneys, accountants, and fractional executives are already running their business on one connected system instead of a stack of separate tools.
Every Engagement, One Screen
Attorneys running on the system we built for them keep client status, documents, and invoices in one place, instead of switching between practice software, a separate CRM, and a billing spreadsheet to see where an engagement stands.
Ask Your Books a Question
Solo CPAs and bookkeepers on their system 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 their system 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.
Moving over usually means giving up a stack of separate subscriptions too: tools like Clio, MyCase, QuickBooks, Xero, ClickUp, and HubSpot, replaced by one owned system.