Living specifications for legacy and enterprise systems

The spec your legacy systems never had.

Catalio reads the code, configuration and metadata your platforms already have, writes down every rule it finds, and keeps that specification current. Written by AI. Verified by your team.

Wayne Shurts Jonathan C. Williams Wesley Story Advised by former CIOs and CTOs of Sysco, Genesys, Cadbury and SUPERVALU
catalio — 90-second overview
Connects to Salesforce GitHub Linear Slack Teams + any API or metadata export
Works in your editor · MCP for Claude Code and Cursor →

How it works

From the code nobody reads to a requirement anyone can verify.

Extract → Understand → Evolve

01 · Extract · BILLCALC.CBL
IF WS-CUST-STATE = 'CA'
   COMPUTE WS-TAX-AMT =
     WS-INV-AMT * WS-CA-RATE
END-IF
PERFORM 9000-APPLY-EXEMPTIONS
02 · Understand · component
9000-APPLY-EXEMPTIONS Applies state and customer-level tax exemptions after the base rate is computed.
tax exemptions billing
03 · Requirement · REQ-0147 verified
Per-state invoice tax with exemptions Tax is computed per customer state, then state and customer exemptions apply before the invoice total.
Finance Controller 3 components Tax Calculation
The product

One living spec for every application you own.

Click around · live preview
catalio — Application Dashboard
Applications  ›  Legacy Billing Platform

Legacy Billing Platform

• active
12-year-old COBOL/Java system  ·  Last synced 2h ago
Features
24
+3 this sprint
Requirements
147
92% verified
Components
892
73% enriched
Coverage
87%
Features
Invoice Processing 31 reqs 96%
Payment Reconciliation 22 reqs 91%
Tax Calculation Rules 14 reqs 72%
Customer Statements 18 reqs 64%
Custom Batch Jobs 9 reqs 28%

What you get

Six things a wiki will never do for you.

A spec that stays current

Coverage moves as the system moves. Last synced two hours ago, not two years.

Gap analysis before anyone writes code

Every initiative is compared against what the legacy system actually does. Missing rules, new capabilities and behaviour changes surface as a list, not as an incident.

covered 18
new 7
conflicts 2
 start_extract_scan(application: "legacy-billing")
→ enqueued · stage: capabilities
 list_extract_candidates(status: "detected")
→ 12 candidates
 confirm_requirement(id: "REQ-0147")

Drive it from your editor

Every action is an MCP tool. Scan, review candidates, confirm requirements and resolve proposals from Claude Code or Cursor without opening the browser.

The MCP workflow →

Verified by people, not just generated

  • REQ-0147 · verified by Finance
  • REQ-0152 · verified by Billing
  • POL-04 · awaiting review

Connects to what you run

Salesforce GitHub Linear Slack Teams any API

Context your AI tools can use

/sdlc issue #4218
"Implement invoice validation per state, thresholds from policy:tax-pol-04…"

Modernization

The risk isn't technical. It's the rule you didn't know existed.

A workflow that only fires on the third Tuesday of the month. A validation buried in a stored procedure. Gap analysis compares what the legacy system actually does against what the target needs, before it becomes an incident. How gap analysis works →

01

What exists in legacy that isn't planned for the target?

missing requirements
02

What's planned for the target that doesn't exist today?

new capabilities
03

What exists in both but behaves differently?

transformation risk

Advisory board

Guided by enterprise veterans who ran the systems we document.

Wayne Shurts
Wayne Shurts 3× public-company CIO Ex-CTO Sysco · Global CIO Cadbury · CIO Hall of Fame
Full bio

Wayne has 40 years helping food, retail, distribution, and consumer products companies transform their businesses worldwide. He most recently served as Executive Vice President and Chief Technology Officer at Sysco Corporation, the global leader in foodservice distribution, and was previously Chief Information Officer at SUPERVALU and Global CIO at Cadbury PLC, where he was based in the UK and led ERP and customer-facing programs across six continents. Wayne is currently an Independent Director at Armstrong World Industries (NYSE: AWI). He is a Boardroom Certified Qualified Technology Expert (QTE) and a 2017 inductee into the CIO Magazine Hall of Fame.

Jonathan C. Williams
Jonathan C. Williams Founder · CTO · advisor Founded ForceIQ, acquired by Huron · West Monroe
Full bio

Jonathan has 25+ years building and scaling technology organizations across healthcare, financial services, energy, and SaaS. He founded and grew ForceIQ through its acquisition by Huron Consulting Group, and has served as CTO and strategic advisor to PE-backed and enterprise product companies at critical growth inflection points. His background spans platform modernization, engineering transformation, and responsible AI adoption, with a focus on how large organizations navigate complex technical change.

Wesley Story
Wesley Story Former CIO, Genesys Ex-AWS, Sysco, Walmart · 2023 Orbie Global CIO of the Year
Full bio

Wesley has 30+ years building and scaling global technology organizations and leading enterprise-scale digital transformation. He most recently served as CIO at Genesys and enterprise strategist at Amazon Web Services, with prior senior technology leadership roles at Sysco and Walmart, spanning retail, wholesale distribution, hyperscaler cloud, SaaS, and telecom. His work spans cloud and platform modernization, responsible AI/ML and data adoption, and post-M&A integration across global, matrixed environments. Wesley was named a 2023 Orbie Global CIO of the Year.

FAQ

Frequently asked.

Still have questions? Reach our team.

What is Catalio?

Catalio is a change management system with documentation as the foundation. We connect to your platforms, extract institutional knowledge with AI, and create a living system of record for how your software is built and changed — from legacy systems to modern SaaS.

What platforms does Catalio support?

Native support for Salesforce, ServiceNow, and NetSuite, plus any application with APIs or metadata access — COBOL mainframes, custom ERP, internal tools, and legacy databases. Our connector library is growing, and Catalio works with any system your team builds on.

How is Catalio different from Confluence or wikis?

Catalio extracts documentation from your platforms automatically — it's not a wiki that depends on someone writing and updating pages. It's AI-generated, human-verified living documentation that stays current as your systems change. No more stale docs.

How does the AI extraction work?

Catalio connects to your platforms and pulls in metadata, configurations, and customizations. AI analyzes each component, generates plain-language summaries and semantic tags, then structures everything into features and requirements for your team to review and verify.

How long does it take to get started?

Most organizations have their first application documented within days. Connect your system, let AI sync and enrich your components, and review the extracted specification. For enterprise-wide adoption, we recommend a phased approach starting with high-priority systems.

Does Catalio replace our existing documentation?

No — it complements and connects. Catalio becomes the source of truth for how systems are built and changed, linking to your existing docs, wikis, and artifacts rather than replacing them. Think of it as the living layer on top.

Can Catalio help with platform migrations?

Yes — that's one of our strongest use cases. Extract business rules from the source platform, map them to the target architecture, and trace every requirement through implementation. Teams report 40% faster migrations with zero business logic loss.

Is Catalio secure enough for enterprise use?

Enterprise-grade encryption at rest and in transit, role-based access control, comprehensive audit logging, and SSO support via SAML 2.0 and OAuth 2.0. Security and data protection are foundational to our platform.

What if we don't have legacy systems?

Catalio is for any organization that wants to understand and document how their software works. New platforms benefit from living documentation too — start the spec before you build, and keep it current as the system grows.

Get started

Ready to finally understand your systems?

A working session on one of your systems: connect it, watch the extraction, and read the first requirements together. 30 minutes.

  • → First application documented in days, not months
  • → Encryption · RBAC · SSO via SAML 2.0 / OAuth 2.0 · audit logs
  • → Our team connects your first platform with you

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