What each screen is for, who sees it, and how a month runs from the nightly sync to the report the client receives.
Practice users see only their own practice. The left-hand rail shows the practice's name (and its logo, once a partner adds one), the screens, and every client file, with the clients that need attention first. Each person sees only the screens their role uses. The rail can be made wider or narrower by dragging its edge, or hidden; the dashboard remembers the choice on that computer. Pages in the rail, the client list and a client file's tabs start loading when you point at them, and a thin bar at the top shows when a page is still loading.
| Screen | What it is for | Who sees it |
|---|---|---|
| Today | The decisions waiting for the person signed in, by urgency: Soon (this week) and When you can (before month end). One row per decision: the client, what is needed, and one button. A side panel counts the practice's client files, findings to review, reports issued, client consents in force, and when the books last synced. | Everyone |
| Clients | Every client file in one table: status, health score, data reliability, latest report and last sync. Search, a Needs attention filter and sortable columns. A new client's Xero is linked from here. | Everyone |
| Findings | Every client's findings in one table, to review, reviewed or all, with search, an importance filter and pages. Each finding opens on its own page. | Partner, Advisor, Practice manager |
| Reports | Every client's monthly report and its stage (draft, waiting for approval, approved, issued), with the ones that need someone first. | Everyone; Read only sees issued reports |
| Service providers | Every client a service provider's criteria may fit, with the service provider's own opportunities that match the client, and the next step on each: discuss it, record client consent, present the offer, record the client's decision and the outcome. | Partner, Advisor |
| Settings | The practice's team, linked systems, account classification, clients and identifiers, checks and scoring, branding, access by Catalyst staff, and each person's own passkeys. See Settings below. | Everyone; each tab by role. Read only sees only Your sign-in |
| Notices | Each time Catalyst staff had access to the practice (who, as what, why, from when to when), and each change to a check that alters some of the practice's clients' results. Each notice is marked read by the partner. | Partner |
One client's workspace. The heading shows the client's financial year end, the month the figures run to, when the books last synced and whether Xero is linked. A Sample client badge marks made-up demonstration data.
| Tab | What it shows | What you do there |
|---|---|---|
| Position | The client's position in one sentence, for example "BrightForge Manufacturing is profitable, but customers are taking longer to pay." Then the health score and what moved it, data reliability, five headline figures against last month or an earlier month, twelve months of health, and every figure with its trend. Below that, Signals for service providers: what service providers' criteria can read about the client (business details such as entity type and turnover range, 21 signals such as rent or borrowing growth over 12 months, and month-end balances), with those that can't be worked out for this client listed apart. The signals are never scored and never reach the health score or the report. | Read and compare. Every number is calculated from the client's books; none comes from AI. |
| Findings | What the checks found this month. Each finding has what we recommend (actions, owner, timing and an estimated effect) and How we worked this out: the rule in words, the figure tested, how sure we are, data reliability and the dates. | Approve, change and approve, or dismiss, always with a reason. Tax, compliance and going-concern findings need a partner. |
| Report | The monthly report as the client will see it, its stage, and every version with who prepared and approved it. | Edit the wording page by page, send for approval, approve or ask for changes, issue, download the PDF. |
| Service providers | Each service provider whose criteria the client may fit, with each criterion met in a short sentence and, where the service provider has set them up, which of its opportunities match. Kept apart from the findings: service provider matches never change the findings or recommendations. | Open the service provider match, discuss it with the client, and record or withdraw the client's consent. Consent can be recorded only once the client has an issued report, because the client agrees to share what they were shown. |
| Data and sync | Data reliability and the reasons it is below 100, the Xero link, recent syncs, anything that needs attention, and every change to the client file. | Sync now or disconnect (Partner, Practice manager); follow the link to classify accounts. |
| Tab | What it is for | Who |
|---|---|---|
| Summary | Where each section stands, in one table. | Partner, Practice manager |
| Team | Everyone in the practice, their role, status and passkey. Invite someone (a single-use link to copy), change a role, remove access. Past decisions and sign-offs stay on record. | Partner |
| Linked systems | Each Xero sign-in and the clients it covers: when Xero keeps the link open until, when to sync again by, and whether the reports permission is given. Sync now, disconnect a client, or remove a Xero sign-in. | Partner, Practice manager |
| Account classification | The Xero accounts Catalyst Platform could not place on its own, grouped by client, with a suggestion and how sure it is. Confirm or choose the classification, then update the figures. | Partner, Practice manager |
| Clients and identifiers | Which Xero organisation belongs to each client, and each client's business numbers (company registration, VAT, PAYE and others). A person confirms every link; matching only suggests. | Partner, Practice manager |
| Checks and scoring | Every check in words and how many clients it found something for this month, and the health score weights. A partner can hide a check from the practice's findings or change the weights, with a reason; both apply from the next sync and show in the history. | Read: Partner, Advisor, Practice manager. Change: Partner |
| Branding | The practice's logo: PNG, JPEG or WebP, up to 256 KB (SVG files are not accepted). It appears at the top of every report and in the rail. Without a logo, reports show the practice's initials. The report colours are set when Catalyst staff add the practice; this tab doesn't change them. | Partner |
| Access by Catalyst staff | Every time Catalyst staff had access to the practice: who, as what, why, when and until when, and how it ended. A partner can end access at once. | Partner |
| Your sign-in | Your own passkeys: add one, see when each was last used, remove one. Once you have a passkey, Catalyst Platform asks for it every time you sign in. Partners always need one. | Everyone |
A separate console, outside any practice. Staff accounts aren't created in the dashboard: Catalyst Platform sets each one up separately. Staff sign in on the same page as practice users, always with a password and a passkey, and get their own session. A staff email can't also be used for a practice user. The console shows practices as counts only, never a client's name or figures, unless a staff member opens time-limited access to one practice.
| Screen | What it is for |
|---|---|
| Practices | Every practice on Catalyst Platform with its health as counts. Add a practice: name, registration number, Xero connection limit, the report colours (chosen with colour pickers), whether reports show "Powered by Catalyst Platform", and the first partner's name and email. The partner's email can't be an Catalyst staff email. The partner receives a single-use invitation link by email, and it is shown once for staff to copy as well. One practice's record: its partners, connections against the limit (raised only, with a reason), and suspend, reactivate or offboard, each with a reason. |
| Access to practices | Access to one practice (sometimes called break-glass), for a reason, for at most 4 hours, as Read only or Practice manager. It starts at once, without anyone approving it. The practice's partners see a notice straight away, a banner shows while it lasts, everything is recorded, and it can be ended early by the staff member or any partner. |
| Service provider library | The service providers Catalyst Platform works with, kept as settings rather than code: what each receives, its criteria and its opportunities. A service provider is added or changed by one staff member and approved by a second before it is published. |
| Service provider desk | For a practice's clients who have consented: prepare what will be shared, review it client by client and detail by detail, send it to the service provider, and record the service provider's offer. Working a practice's cases needs access to that practice, so its partners are told. |
| Rule library | Every check that runs on a client's month, what it looks for, and how many clients it found something for (counts only). A change is drafted with a reason and previewed: what moves, how many clients and practices it would affect, and which service providers' criteria rely on the version in force. A second staff member approves it before it is published. Every version is kept, with who and why. |
For every client, every month. Today puts each step in front of the person who needs to take it.
| When | Who | What |
|---|---|---|
| Every night, 02:00 | Automatic | Each linked client's Xero books are read and tidied: accounts classified, months balanced, data reliability scored. |
| After the sync | Catalyst Platform | Calculates the figures and the health score, runs the checks, and turns each thing a check finds into a finding with suggested actions. |
| As it comes up | Practice manager | Classifies accounts Catalyst Platform couldn't place, fixes Xero links (for example a missing reports permission), confirms which Xero organisation is which client. |
| Soon, this week | Advisor (partner for tax, compliance, going concern) | Reviews each finding: approve, change and approve, or dismiss, always with a reason. |
| Before month end | Advisor | Prepares the report from the month's figures, edits the wording where needed, and sends it for approval. |
| Before month end | A second person: Partner or Advisor (partner for sensitive content) | Approves the report or asks for changes. Once approved it is issued: the version is locked and kept as a PDF. |
| When issued | The practice | Sends the approved report to the client. Catalyst Platform doesn't send anything to the client. |
| After issue | Catalyst Platform | Checks the issued month against each service provider's criteria. Where one may fit, it shows on Today and under Service providers. |
| Optional, when a service provider may fit | Advisor | Discusses the service provider match with the client. If the client agrees, records their consent: one service provider, one purpose, exactly what will be shared. |
| After consent | Catalyst staff | Prepare and review exactly what the client agreed to share, send it to the service provider, and record the service provider's offer. |
| When the offer arrives | Advisor | Presents the offer to the client and records the client's decision and the outcome. Service provider matches are checked again with each month's report. |
| Any time | Partner | Reads Notices, sees or ends access by Catalyst staff, manages the team, and sets Checks and scoring. |
The service provider path underneath is optional and only starts when a service provider's criteria fit and the client agrees.