AI-Powered Legacy Documentation & Modernization

Your legacy systems finally documented.

Decades of business logic are trapped in systems nobody fully understands. Catalio extracts that knowledge with AI, creates a living specification, and makes every migration and modernization safe.

40%
Faster migrations*
90%
AI code-gen accuracy*
100%
Rule preservation
Zero
Knowledge lost

*Based on early adopter results

Connects to Salesforce GitHub Linear Slack Teams Jirasoon AWSsoon ServiceNowsoon NetSuitesoon Workdaysoon SAPsoon Azure DevOpssoon Bitbucketsoon
The platform

What is Catalio?

AI connects to your platforms, surfaces what they actually do, and keeps that knowledge current as your software evolves.

Step 01 · Extract

Extract

AI connects to your platforms and surfaces every business rule, process, and dependency — automatically.

custom_fields 342done
api_endpoints 89done
automation_rules 217syncing
stored_procs 54queued
Step 02 · Understand

Understand

Get a complete living specification — your "today" state with features, requirements, and coverage. Always accurate.

features 24
requirements 14792% verified
components 89273% enriched
coverage 87%live
Step 03 · Evolve

Evolve

Plan and deliver changes with full context. AI gap-analyzes every initiative. Your spec updates as you ship.

initiative CRM migration
covered 18match
new 7draft
conflicts 2review
The problem we solve

The legacy knowledge crisis.

Your most critical systems are the ones nobody fully understands anymore. Catalio writes the missing chapter.

Without Catalio

Decades of logic, nowhere to find it.

legacy_billing_system0% documented
  • The engineers who built your core systems retired. Their knowledge went with them.
  • Modernization projects stall because no one can map what the system actually does.
  • Business rules are buried in COBOL, stored procedures, and tribal knowledge.
  • Every migration is a high-risk bet. You don't know what you'll break.
With Catalio

A living spec your team can ship from.

legacy_billing_system87% documented
Invoice Processing
96%
Payment Reconciliation
91%
Tax Calculation
72%
Custom Batch Jobs
28%
  • AI extracts every rule, process, and dependency automatically.
  • Every modernization starts from a complete, verified picture.
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%
Core capabilities

More than documentation.

Four capabilities, one platform — built for engineering organizations that need to know what their systems actually do.

Knowledge preservation

Capture decades of business logic before it's lost.

Every rule, every process, every decision — documented and searchable. The engineers who built these systems may have left; their knowledge doesn't have to.

Batch Processing Rules
12 rules · 3 dependencies · nightly schedule
Tax Calculation Logic
8 rules · state-specific · quarterly updates
Approval Workflow
5 steps · role-based · escalation paths
AI-powered SDLC

Turn docs into AI-ready context.

Generate accurate prompts with the business rules AI tools need to actually be useful.

/sdlc issue #4218
"Implement invoice validation that checks tax rates per state, validates against approval thresholds from policy:tax-pol-04, and..."
→ 90% code-gen accuracy
Risk-free modernization

Migrate without losing a single rule.

Extract from source. Map to target. Trace every requirement through implementation. Zero business-logic loss.

Legacy
features24
requirements147
policies38
Modern
features24
requirements147
policies38
Continuous traceability

Living connections, end to end.

Know what changed, why it changed, and what it impacts — across every release cycle, automatically.

requirement component policy feature initiative change
Platforms

From legacy to modern.

Start with the systems nobody understands. Then extend to whatever you're migrating to.

Source systems

What you're moving away from

Legacy ERP
COBOL · AS/400 · custom DB
undocumented
Custom Billing
Java · stored procs · batch jobs
undocumented
Home-grown CRM
PHP · MySQL · 15 yrs of patches
partially known
Internal Tools
Python · Excel · Access DB
tribal
Catalio
Always-on
Target platforms

What you're moving to

Salesforce
CRM · Apex · Flows · custom objects
45% faster
ServiceNow
ITSM · workflows · scripts · tables
60% less impl
NetSuite
ERP · SuiteScript · financial processes
50% faster
Any modern platform
Cloud-native · APIs · microservices
100% rules
The process

From connection to living spec, in six steps.

Most teams have their first application documented within days. Then the pipeline keeps running, silently, forever.

01 · Connect

Connect your application

Link a legacy system, custom platform, or business SaaS — via repository, API, or metadata export.

Legacy Billing connected
Salesforce CRM + connect
02 · Sync

Sync components

Pull in every building block — fields, endpoints, rules, objects, UI elements with full metadata.

custom_fields 342
api_endpoints 89
stored_procs pending
03 · Enrich

AI enrichment

Every component gets an AI summary and semantic tags — searchable by purpose, not just name.

Lead_Score__c
Numeric 0–100 lead-quality score
tags lead-scoring · routing · auto
04 · Extract

Extract requirements

Reverse-engineer features, requirements, and policies from your enriched inventory. This is your baseline.

Invoice must validate tax
Payment requires approval
Batch runs nightly at 02:00
05 · Live

Living dashboard

Your application becomes a real-time PRD — features, requirements, acceptance criteria, coverage.

features 24
requirements 147
coverage 87%
06 · Plan

Create initiatives

Plan changes against your living spec. AI gap-analysis ensures documentation always reflects today.

CRM Migration planning
covered · new · gaps 18 · 7 · 2
Leadership

Backed by enterprise veterans.

Industry leaders guiding our vision for legacy documentation and enterprise change management.

Wayne Shurts
Wayne Shurts
3x Public Company CIO | CIO Hall of Fame
Board Director

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
Serial Entrepreneur & Founder | CTO & Strategic Advisor
West Monroe

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
Transformational Technologist | CIO | CTO
Ex. Genesys, AWS, Sysco, Walmart

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.

Get started

Ready to finally understand your systems?

Get a personalized demo showing how Catalio extracts and documents your platform's business logic — with your data, on your stack.

First app in days

Not months. Connect, sync, see results fast.

Enterprise security

Encryption · RBAC · SSO via SAML 2.0 / OAuth 2.0 · audit logs.

Guided onboarding

Our team connects your first platform with you and validates the results.

By submitting, you agree to our Privacy Policy and Terms of Service. Prefer email? sales@catalio.ai.

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.