The platform
Software to run a business, built around AI. We run on it too.
Built around AI from the first day: one system holding clients, books, client work, and know-how, with a team of AI agents doing the work inside it and stopping at the decisions that need a person. Businesses we own run on it, and we deliver our services on it. It has to hold up for us before it reaches anyone else.
Where it already runs
It already runs four different ways.
Every part of it gets used somewhere before a client ever sees it, on our own companies or in the services we deliver. That’s why engagements move quickly: we point something already proven at your problem.
Our books, our risk
Businesses we own run their day-to-day on this: client records, the books, client work, and the agent team. When something breaks, it breaks for us first, on our own money.
The work we do for clients
The engagements where we run the fix for you are operated on this same infrastructure. Sorting the requests, chasing the invoices, sending the daily summary: that is this system doing the work.
Where a client runs day to day
Once an engagement lands here, a client’s own team runs their business and their agent team on this platform from then on, as a system they operate every day.
Custom work, same system
When a diagnosis calls for something custom, we build it on this same system, so most of it already exists. What a client sees or touches depends on the delivery mode.
The AI agents
Built around AI, and easy to add to.
The agents work directly in every part of the system. The named team covers the main handoffs, and you’re never locked in.
The named agent team
Otis, Scout, Concierge, Ledger, Compass, Operator, and Relay work the handoffs across every module, stopping at the decisions that need you.
Build your own agent
The named team covers what most businesses need. When it doesn’t, build a custom agent on the same system, with its own name, instructions, and tools.
Use your own AI account
Connect your own AI account and pay the AI company directly. Or we track the usage and bill it as part of what we build, at exactly what it costs us.
What’s built
Eight solutions, built with the practitioners who use them.
The parts that carry professional judgment, books, contracts, and client work, are built and reviewed by CPAs, attorneys, and part-time operations executives working in those fields today. How it’s all built is written up separately, under Engineering.
Helm
Dashboard
What needs you today, across every client and internal project together, plus Otis to ask anything.
Track
Projects
Goals, strategy, and the internal work that isn’t tied to a client, checked against whether it’s actually moving the needle.
Atlas
Knowledge Base
Procedures and know-how, saved in the system where the whole team can reach them.
Deliver
Client Work
Every engagement from kickoff to invoice: jobs, time tracking, and billing, scoped to each client.
Orbit
Customers
Every contact, company, and deal in one place, so nothing slips through the cracks.
Signal
Outbound
Outreach campaigns and follow-up that turn prospects into customers.
Ledger
Books
Income, expenses, and receipts matched to the bank automatically, ready for tax time all year.
PitchBoard
Pitch Decks
Describe a pitch, a proposal, or your own data, and get styled slides ready to refine and export.
All eight connect to the tools the business already runs on: Google, Outlook, and Stripe today, Mercury Bank next.
A module already built
This is Helm, the home screen that ties it together.
It shows what needs you today, how each client job is going, and what the agent team did overnight. Use it as your starting point and customize it, or tell us what your business actually needs and we build that instead.
Okafor Reinholt LLP
Business law · 3 people
Needs your attention
Invoice #1042 is 6 days overdue
Nimbus Ridge Outfitters — $2,150 outstanding, no response since the second reminder.
Verdtrue Foods financing docs need a partner review
Series A supplier agreements are drafted and waiting on sign-off before Friday.
Kessler Orthodontics engagement is behind pace
Average time to first deliverable is 61 days against a 45-day target.
A new referral inquiry hasn’t been answered
Came in through the contact form 14 hours ago — no reply logged yet.
Snapshot
$2,150 outstanding
2 open · 1 overdue
$41,380
Huntington Business Checking
1 pending
Verdtrue engagement letter
Your AI agents
What they did todayOtis
Daily brief sent · 4 items need you
Operator
1 engagement flagged at risk
Scout
2 inquiries answered · 1 proposal drafted
Concierge
1 kickoff sent · 3 clients updated
Ledger
14 transactions matched · 1 flagged
Compass
Weekly review ready
Relay
31 emails read · 4 logged as context
Recent activity
LiveFocus
Okafor Reinholt LLP
Send invoice reminder
Review Series A supplier docs
Draft engagement letter
Respond to new referral inquiry
Sign off on proposal
Modeled on the real app’s screens. Client and financial details shown are illustrative.
Explore the platform
See how the parts connect.
The detail behind each part of the system, for anyone who wants to see how it fits together before talking to us.
Ask Otis to Do the Work, and It Gets Done
Otis can read every part of the system and update any of it. It drafts a reply, updates where a deal stands, or builds out a plan from scratch. Ask for the small stuff or the big stuff, and it comes back with the work done.
- Works directly in every part of the system
- Handles the routine work without being asked twice
- Builds plans with goals, steps, and check-ins
- 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 does inside the system.
AI is 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 suggests. Nothing leaves your business without your okay.
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 check only ever raises a flag. It never messages anyone, assigns work, touches pricing, or rearranges your plan on its own. Ask it to act on something specific, and it will.
Handles new business. 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 plan (a checklist, who owns each step, 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 invoices. Sorts every transaction into the right category, checks each account against the bank, and keeps the books closed and ready for tax time. Anything that looks off, it flags.
Stops for you: You decide what to discount or write off. Anything your accountant might see differently goes to you or to them.
Every business drifts. Compass reviews your goals against progress each week, weighs the trade-offs when two priorities collide, and tells you the one thing to fix while it is still easy 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, narrowed down to what needs you today, so you can spend the morning running the company.
Reads your client and vendor email in the background and turns it into notes the other agents can use: conversations logged, to-dos, reminders to follow up. Every agent works from what really happened, including the things nobody got around to writing down.
The full agent team. Otis, Scout, Concierge, Ledger, Compass, and Operator handle what’s named above; more specialized agents handle the smaller handoffs behind them, and the team keeps growing as we build new ones.
How you receive it
The platform is optional.
When a diagnosis calls for building something, this is how we build and run it. The brief says which of these four the problem actually calls for, and the smallest one that works is the one we recommend.
Nothing built, nothing run
Plenty of diagnoses land on a process change, a written rule, training, or a hire. When that’s the fix, this platform never enters the picture: the brief tells you what to change, and you make the change.
The fix lives where you already work
It runs inside your inbox, your QuickBooks, the software you already use. We build and host the part that does the work, and nothing you log into changes.
We operate it, you get the result
The fix runs on our platform as a service. Quotes go out, invoices get chased, requests get sorted and sent to the right person, and you get the result in your inbox or a daily digest. No new login, nothing to learn.
You own the whole thing outright
The biggest version of an engagement, and the one that fits least often. If you’re moving off tools like Clio, QuickBooks, or HubSpot, we migrate your data in. We only suggest replacing your tools when the problem calls for it.
Of the three that do involve building something, “Run for you” fits most situations we see, and nobody has to learn a new piece of software. Here’s what each has actually looked like.
Quotes That Used to Take Three Days
Competitors were answering the same day. This team had to check consultant availability and current bill rates in two different places before anyone could send a number. We built proposal drafting off their inbox that writes straight into the recruiting software they already run. Nothing changed about what their team logs into.
One Number Instead of Three Inboxes
Maintenance requests were scattered across text, email, and voicemail. Tenants now text one number. We sort each request, send the right person out, and send a daily summary, and the team never logs into anything.
The Fix Was a Checklist and Two Backups
One engineer held the entire permit-submittal process in her head. We documented it, built a one-page checklist, and helped train two backups. That was the whole engagement: nothing to build, nothing to run.
Six Tools Became One
Billing, intake, and case status lived in six disconnected tools. They wanted the whole thing owned outright, so that’s what we built: one system, migrated in, theirs to keep.
Illustrative examples, composited from the kinds of problems we see. Not real client names or figures.
Data privacy
You see everything. Your agents see only what the task needs.
Handing work to an agent shouldn’t mean handing over the keys to everything. Your AI agents work from a limited view that shows only what a task requires.
What you see
What your AI agent sees
Your AI agents can match transactions to invoices and keep the books up to date while your total balances, account numbers, and payment details stay hidden from them.
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, the data they touch becomes worth more than the software around it. This is built so that we can’t act on that. Catalyst is paid for the work we do on your business, and only for that, 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 CharterPlatform FAQ
Questions about the system itself.
Ownership, access, agents, and what happens to your data. Questions about the diagnosis and how engagements work are answered on the main FAQ.
Have a problem worth solving?
Tell us what’s happening in your business. We’ll help you scope what to investigate: run it yourself for free, or have us investigate it directly with your real data, from $500. If it’s worth fixing, operational work starts at $2,500 and technical work at $7,500, and sometimes you won’t need us at all.
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