Prepared by ProteaByte for Catalyst. Please don't forward this link outside your team.
Who is involved, the dashboard roles, the monthly workflow and the words we use.
One picture: from a client's books to an approved report, with the optional service provider path.
Every screen in the dashboard, who sees it, and how a month runs from the nightly sync to the report the client receives.
For practice training: what the advisor, partner, practice manager and read-only users do each month, step by step, with screenshots.
How a practice goes live: setting up the team, connecting each client's Xero, tidying the books and preparing the first report.
The monthly client report page by page: what each page shows, where its numbers come from, and how a report is approved, issued and locked.
In plain words: where client information is kept, where AI is used, what service providers see and when, client consent, who can see what, the audit trail, retention and the questions for counsel.
What a check is, and a template for giving us your rules, with worked examples from the standard checks.
For discussion with Catalyst: the Fusion plan against what Catalyst Platform does today, network-wide reporting, 400 practices and 200,000 SMMEs, Xero certification, and what we propose for each phase.
Catalyst Platform by phase, without dates: what the pilot delivers, what comes next to scale and complete the product, and where the network goes after that. Built, in progress and proposed items marked.
What changed on 26 October 2026: new ratios and checks, client details, reporting across practices, and faster pages.
How pilot's Workers reach PostgreSQL on RDS in Cape Town: Hyperdrive, Cloudflare Access, the Tunnel and the AWS network, with every name.
Each data source, what we take from it, and the matching, client details, signals, findings and service provider triggers it feeds. What is live in prod and what is still to come.