A single source of truth
Custom tools built for your team’s actual workflows, so every client, document, and task lives in one place that everyone trusts.
Operations · Systems · AI
Catalytics designs and builds your business operating system: the custom systems, automations, and AI that drive real operational impact.
Total Revenue
$248K
+12%Active Clients
34
+5%On-Time Delivery
87%
-3%Project Overview
Trusted by growing firms
What we build
Case studies
Financial Services 30–40% less headcount projected
A custom CRM that turns website chat into qualified deal flow, with a RAG-powered chatbot that pre-qualifies traffic and an algorithm that matches companies to investors in real time.
Cirrus Capital
Healthcare Onboarding cut from 21 days to 8
A single Airtable platform running home care operations, from caregiver records and credentials to compliance and reporting. Five disconnected tools consolidated into one source of truth.
Affinity Care
Professional Services Multi-level client management system
A unified Airtable system managing two-level compliance across a dozen provider-clients, with a self-service portal where each provider tracks its own status.
Candice Ellis · C.A. Ellis & Associates
How it works
A few working sessions and access to your tools. We document how your business actually runs today, not how the org chart says it does.
We design and build your operating system layer by layer, reviewing with you as we go. Nothing gets built that you haven’t seen.
We hand it over, train your people, and stay on to improve it. Most clients are fully working from the new system within weeks, not quarters.
Benefits
Custom tools built for your team’s actual workflows, so every client, document, and task lives in one place that everyone trusts.
50% less manual work
Automate the repetitive tasks and free your team for the strategic work that actually moves the business.
2× team capacity
Scale your operations without proportionally increasing overhead or headcount.
Consistent, reliable processes that eliminate human error where it hurts most.
Testimonials
Industries
Industry · Healthcare
For home care and clinical practices: one compliant system for client records, caregiver credentials, and billing, so you stay audit-ready year-round, not just before an inspection.
Industry · Financial Services
Stop running the firm across ten tools. We unify client and deal data, automate the reporting, and turn your website into pre-qualified pipeline.
Industry · Real Estate & Law
Deal and matter pipelines, client and document portals, and automated follow-up, so nothing slips and every cycle moves quicker.
Don’t see your industry?
The system adapts to how you work, whatever the field. We also build for:
Clients save an average of 40+ hours a week.
That’s a full-time hire’s worth of manual work, automated away, so the team you already have can do more of what actually grows the business.
Speak With UsFAQ
It’s one custom system that runs your whole business: clients, projects, data, and workflows in a single place, built around how your firm actually works. Most companies cobble this together from six or ten disconnected tools. We replace that with one.
A fractional COO sells you their hours, and when they leave, the knowledge leaves with them. We build you a system that stays. You can have both, but the system is the asset.
Both, depending on what’s worth keeping. Sometimes we consolidate ten tools into one custom build. Sometimes we connect the good ones and cut the rest. The audit tells us which.
Yes. A lot of our work is for healthcare and finance firms that need records clean and defensible year-round. We build compliant client portals and internal systems that keep you audit-ready by default.
Most clients are working from their new system within weeks, not quarters. The exact timeline depends on how many layers you’re building and the state of your current data.
No, that’s usually backwards. Most businesses aren’t ready for AI because their operations and data are a mess. We fix the foundation first, which is what makes AI actually work later.
Every build is scoped to your business, so we give you a real number on a call instead of a misleading range here. Speak with us and we’ll walk you through it.
Let’s get to work
Right now your business runs on a stack of tools that don’t talk to each other. That’s the problem we solve. Tell us what’s slowing you down and we’ll show you what one system would look like for your firm.
Speak With Us