Gatlas reads the tools every company runs, from the ledger to the CRM to the shared drive, defines each figure once for the whole group, and serves it to your assistant, your Slack channels and your board packs. Each reader sees only the companies you grant.
Each company keeps its sales, customers, cash and contracts in the tools it chose. A question about the group draws on all of them, company by company.
Gatlas reads each tool where it is, and no company changes how it works.
20+
Files, CRM and calls, commerce, work tools and HR, analytics, and accounting and banking
Send each company a setup link, and whoever owns a login connects it.
Connect Rowan Supply’s tools
Sam Reed at Harbor Group uses Gatlas to bring together data from the tools Rowan Supply runs. Connecting the tools below gives Harbor Group read-only access.
Gatlas keeps your credentials encrypted in a vault, and Harbor Group sees each connection’s status. Connecting costs you nothing: Harbor Group’s Gatlas plan covers it. If someone else holds a tool’s login, forward them this link: they don’t need a Gatlas account.
Shopify
E-commerce platform: orders, customers, products, inventory
Read-only access to orders, draft orders, abandoned checkouts, refunds, fulfillments and transactions, customers, products and collections, inventory and locations, gift cards, store pages and blog posts, and Shopify Payments payouts and disputes. Gatlas never modifies your store.
QuickBooks
Accounting: invoices, customers, bills, payments, accounts
Sign in to QuickBooks as an admin of the company: Intuit lets only an admin connect an app. If the login has several companies, Intuit asks which one to connect; pick this company.
Gatlas reads your chart of accounts, journal entries, invoices, bills, customers, vendors, and items, and never posts transactions. Intuit's sign-in asks for full accounting access because QuickBooks offers no read-only option.
Gatlas turns what each tool holds into datasets, each written up with what it means and notes on its columns.
Ask in Claude or another assistant. It reaches Gatlas through the agentic interface, today MCP, the open standard agents use to connect to tools.
Write down once what revenue or an active customer means, and every company’s numbers are read by that definition.
Ask your agent to keep an answer, and it builds an artifact from live data.
Three formats, one pack
Cedar Labs carried most of the rise, and Rowan Supply was flat.
| Company | Revenue, $M | Cash, $M |
|---|---|---|
| Cedar Labs | 1.64 | 1.02 |
| Alder Goods | 1.12 | 0.74 |
| Birch Studio | 0.94 | 0.61 |
| Larch Works | 0.71 | 0.42 |
| Rowan Supply | 0.41 | 0.31 |
| Hazel Foods | 0.40 | 0.30 |
| Maple Freight | 0.40 | 0.28 |
| Juniper Health | 0.38 | 0.25 |
| Spruce Media | 0.33 | 0.20 |
| Willow Homes | 0.29 | 0.19 |
| Aspen Retail | 0.22 | 0.14 |
Group board packHarbor Group
| Company | Revenue, $M | Orders |
|---|---|---|
| Cedar Labs | 1.64 | 4,720 |
| Alder Goods | 1.12 | 1,810 |
| Birch Studio | 0.94 | 640 |
| Larch Works | 0.71 | 2,350 |
| Rowan Supply | 0.41 | 1,020 |
| Six more companies | 2.02 | 7,700 |
| Company | Revenue, $M |
|---|---|
| Cedar Labs | 1.64 |
| Alder Goods | 1.12 |
| Birch Studio | 0.94 |
| Larch Works | 0.71 |
| Rowan Supply | 0.41 |
| Hazel Foods | 0.40 |
| Maple Freight | 0.40 |
| Juniper Health | 0.38 |
| Spruce Media | 0.33 |
| Willow Homes | 0.29 |
| Aspen Retail | 0.22 |
| Company | Cash, $M |
|---|---|
| Cedar Labs | 1.02 |
| Alder Goods | 0.74 |
| Birch Studio | 0.61 |
| Larch Works | 0.42 |
| Rowan Supply | 0.31 |
| Hazel Foods | 0.30 |
| Maple Freight | 0.28 |
| Juniper Health | 0.25 |
| Spruce Media | 0.20 |
| Willow Homes | 0.19 |
| Aspen Retail | 0.14 |
Anyone in the group can ask in plain language about the data their work runs on.
Leadership
What did each company’s latest board deck say about hiring?
Sales
Where does each company’s pipeline stand this quarter, deal by deal?
Group finance
Which companies are carrying overdue receivables, and from which customers?
Operations
How many hours did each company’s teams log on client work last month?
Every figure traces back to its sources.
A missing value shows as missing.
Each dataset says when its data was last refreshed.
An edition keeps the data it was made from.
New agent connection
Create an agent connection so an assistant can query the companies you grant it.
Create your workspace and connect your assistant. It helps you send each company a setup link for the tools it runs.
