You Scaled. Your Systems Didn't.
Every disconnected system and manual handoff is a place where margin leaks and the numbers drift out of date. We connect what you already run, automate the work in between, and put AI on top — so the real picture is always in front of you and your margins compound.
The Problem
Disconnected Systems Cost You Margin Every Day.
And You Can’t Put AI on a Cracked Foundation.
Your CRM, accounting, and operations tools don't talk to each other
Numbers you can't trust without a manual spreadsheet check
Teams re-keying the same data across three or four systems
You want to put AI to work — but your data is too scattered to build on
Bolt AI onto this and you won’t fix it — you’ll just scale it. The foundation has to fit first.
How Work Flows Today
One Deal. Five Teams. Six Handoffs.
Watch a single deal cross your business. At every handoff, someone re-keys the data by hand — so approvals stall, numbers drift out of date, and Finance doesn't see the truth until weeks later. You're running the business in the rear-view mirror.
Drag to explore the full process →
Our Approach
We Make the Pieces Fit—People, Process, Technology
AI only works on a business that works. So before we put AI on top, we get the three things that actually run your company fitting together: the people doing the work, the process they follow, and the technology underneath. We’re not a software reseller — we map how your business really runs, then make AI compound on top of it.
Then you can fully leverage
People
How your team actually works
Process
Standardized before it’s automated
Technology
Right-fit systems, connected
The Result
The Same Work — Connected, Automated, Visible
Same five teams, same work. With the foundation fixed, the handoffs are automated, AI assists the quote, scores the deal, and flags the billing, and one live data layer sits over every lane. The data moves itself — and you see the real numbers as they happen.
Drag to explore the full process →
Who We Work With
One Playbook. Tuned to Your Scale.
We work with CEOs, CFOs, and presidents of $30M–$1B companies. The playbook is the same — get people, process, and technology working together, then put AI on top. Your size changes where we start and how we deliver.
Mid-Market
$30M–$250M in revenue
We modernize your core systems — CRM, project management, accounting, payroll — then run Catalyst as your ongoing AI, data, and reporting team. The fastest path from disconnected to AI-ready.
Enterprise
$250M–$1B in revenue
We run the same playbook on your infrastructure: implement the AI governance frameworks to adopt AI safely at scale, train your teams to put it to work, and stand up the operating model that makes AI a capability you own — not a dependency.
You Don’t Have to Build This Team Yourself.
The work of AI, data, and reporting never ends — and you can’t hire for it fast enough. Catalyst is that team, on tap.
Pre-Built Accelerators
A library of data, reporting, and AI accelerators we tailor to you — a head start, not a build from scratch.
Live Reporting & Dashboards
The numbers that run your business — sales, cash, margin, job profitability — live and always current.
AI Agents & Automations
Agents and automations on your data that take work off your team and surface revenue.
Success Stories
Proof, From Mid-Market to Enterprise
The numbers tell the story — whether you run a regional specialist or a national platform.
$850M Roofing Platform
Challenge: 16+ legacy systems across 13 acquired business units, a multi-year migration onto NetSuite and Oracle, and no unified reporting to run the business — so we deployed AI-accelerated migration, integration, and testing to compress timelines and cut cost.
Read the Full StoryMid-Market Specialty Contractor
Challenge: Warehouse inventory tracked on paper and in spreadsheets, with no real-time view of stock or job allocation — so we mapped the process, built a low-code app, and automated the data flow into their systems.
Read the Full StoryBy the Numbers
Trusted by Operators. Proven at Enterprise Scale.
The AI transformation partner for $30M–$1B contractors and PE-backed platforms.