Catalyst Platform roadmap

Three phases, without dates. Each phase opens when the one before it has proved itself, not on a calendar.

Built To finish in this phase Planned Proposed, not yet agreed
Phase 1

Pilot

One practice, up to 50 clients, one funding or advice partner. Proves the monthly loop on live data.

Phase 2

Scale and complete

More practices, the full product, and prod moved fully to Cape Town.

Phase 3

The network

Hundreds of practices and the wider Fusion services.

Connecting client dataXero, SimplePay
  • Practice connects each client's Xero; nightly sync
  • Books tidied, accounts mapped, data reliability scored
  • Read two years of history when a client is connected
  • SimplePay connector built; waits for SimplePay's access
  • Xero certification
  • Ledger-based sync and connecting a practice's clients in one step
  • Practices onboarded in waves
  • Payroll insight from SimplePay
  • Xero's highest tier for the whole network
  • The practices' own books, for practice economics
Insight and reportsFor the accountant and the client
  • Health score, checks, findings and recommendations
  • Monthly report: review, approve, issue as PDF
  • Practice settings for checks and scoring
  • Practice logo on the app and reports
  • The full set of measures and checks, including tax and compliance signals
  • Remaining report pages, Word export, AI wording across the report
  • Deeper report editing; practice brand controls
  • Portfolio view for the practice
  • Benchmarks against similar businesses
  • Adjusting a report by chat
  • The practice workspace: work queues, client owners, capacity
Service providers, advisers and servicesService providers on the platform
  • Service provider library: each service provider set up as configuration
  • Signals for service providers on each client
  • Client consent and the data pack
  • Aurora's rules and delivery channel, once Aurora answers; then release by Catalyst staff
  • Aurora's response recorded
  • Anonymised data packs once several practices take part
  • Offers received by file or message
  • Income-share ledger
  • Case tracking and income reconciliation
  • More service providers (named in the brief)
  • Supplier marketplace
  • Legal, insurance, IT and automation providers
  • Owners, families and employees as clients, after a privacy review
Network reportingFor Catalyst and OCLA
  • Data-use clause in the first practice's agreement
  • A separate, anonymised copy for analysis, kept in South Africa
  • Reporting across all practices, in groups only
  • Research records under coded identifiers, if agreed
  • A common scorecard across practices
Platform, security and hosting
  • Prod live: database in Cape Town, some files in the EU for now
  • Roles, passkeys, audit trail, time-limited staff access
  • Written sign-off on EU storage, and backups
  • Start Xero certification; decide on web addresses

Gate: the monthly loop shown end to end on the pilot practice's live data.

  • Move to Cape Town before the second practice
  • Prod hardened: resilience and recovery drills
  • Anonymisation standard with leak testing
  • Client data requests and consent withdrawal

Gate: several practices running, and readiness for the wider network.

  • Capacity for about 400 practices and 200,000 businesses
  • A web address per practice, if chosen

How to read this. Planned items are in the agreed plan. Proposed items come from the Fusion plan and from Catalyst's network goals; they apply only once agreed (see Scope and Phasing).