Your
legacy systems
custom platforms
Salesforce
ServiceNow
NetSuite
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.
*Based on early adopter results
Backed by enterprise veterans
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 1
Extract
AI connects to your platforms and surfaces every business rule, process, and dependency — automatically.
Step 2
Understand
Get a complete living specification — your "today" state with features, requirements, and coverage. Always accurate.
Step 3
Evolve
Plan and deliver changes with full context. AI gap-analyzes every initiative. Your spec updates as you ship.
The Process
How Catalio Works
From connection to living specification in six steps.
Connect your application
Link your legacy system, custom platform, or business SaaS — via repository, API, or metadata export.
Sync components
We pull in every building block: fields, endpoints, rules, objects, and UI elements with full metadata.
AI enrichment
Every component gets an AI summary and semantic tags — searchable by purpose, not just name.
Extract requirements
Reverse-engineer features, requirements, and policies from your enriched inventory. This is your baseline.
Living dashboard
Your application becomes a real-time PRD: features, requirements, acceptance criteria, and coverage.
Create initiatives
Plan changes against your living spec. AI gap-analysis ensures documentation always reflects today.
The Problem We Solve
The Legacy Knowledge Crisis
Your most critical systems are the ones nobody fully understands anymore.
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 buried in COBOL, stored procedures, and tribal knowledge
Every migration is a high-risk bet — you don't know what you'll break
AI extracts every business rule, process, and dependency automatically
Every modernization starts from a complete, verified picture — not guesswork
Gap analysis compares legacy logic against the target — nothing slips through
The living specification follows you from legacy to modern — always current
Capabilities
Core Capabilities
The building blocks that make Catalio more than documentation.
Knowledge Preservation
Capture decades of business logic, custom workflows, and institutional knowledge before it's lost. Every rule, every process, every decision — documented and searchable.
AI-Powered SDLC
Transform documentation into AI-ready context. Generate accurate prompts with the business rules AI tools need.
Risk-Free Modernization
Migrate with confidence. Extract business rules, map them to target architectures, and trace every requirement.
Continuous Traceability
Living connections between business capabilities and implementations. Know what changed, why it changed, and what it impacts — across every release cycle.
Every application has a story.
Catalio makes sure it's written down.
Platforms
From Legacy to Modern
Start with the systems nobody fully understands. Then extend to the platforms you're migrating to.
Source Systems
Legacy ERP
COBOL, AS/400, custom databases
Custom Billing
Java, stored procedures, batch jobs
Home-grown CRM
PHP, MySQL, 15 years of patches
Internal Tools
Python scripts, Excel macros, Access DBs
catalio
Target Platforms
Salesforce
CRM, Apex, Flows, custom objects
ServiceNow
ITSM, workflows, scripts, tables
NetSuite
ERP, SuiteScript, financial processes
Any Modern Platform
Cloud-native, APIs, microservices
Already on a modern platform?
Catalio documents your existing Salesforce, ServiceNow, or NetSuite customizations too — not just migrations.
Leadership
Our Advisory Board
Industry leaders guiding our vision for legacy documentation and enterprise change management.
Wayne Shurts
3x Public Company CIO
Board Director
Wayne has 40 years experience assisting food, consumer products, distribution and retail companies transform their businesses worldwide. Wayne has served as Chief Information Officer at three major public companies and as a member of the Board of Directors at two more. He is a Boardroom Certified Qualified Technology Expert (QTE) and a 2017 inductee into the CIO Magazine Hall of Fame.
Jonathan Williams
Tech Founder | People Advocate
West Monroe
Two decades guiding digital transformation at Apple, Bloomberg, and BMW. Co-founded The Plum Tree Group and ForceIQ (acquired by Huron). Specializes in bringing innovative ideas to life that keep companies nimble in a changing world.
Wesley Story
Transformational Technologist | CIO
Genesys
Visionary and collaborative technology executive who builds high-performing global organizations and leads enterprise-scale transformation at the intersection of innovation, operations, and data/analytics.
Get Started
Ready to finally understand your systems?
Get a personalized demo showing how Catalio extracts and documents your platform's business logic.
First app documented in days
Not months. Connect, sync, and see results fast.
Enterprise-grade security
Encryption, RBAC, SSO, and multi-tenant isolation built in.
Guided onboarding
Our team helps you connect your first platform and validate results.
Prefer email? sales@catalio.ai
FAQ
Frequently asked questions
Everything you need to know about Catalio.
Still have questions? Reach out to 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.