Ask across every subsidiary while each keeps the tools it runs.
Gatlas reads each subsidiary’s ledger, bank, CRM and shared files where they are. Each person asks from their own assistant about the companies you grant them, and your team asks the Gatlas agent in Slack.
Each subsidiary keeps its own books and tools
A holding company owns companies that chose their ledgers, stores and CRMs one at a time. A question about the group reads every one of them.
Gatlas reads each tool where it is, so each subsidiary keeps the tools it runs.
Ask about any subsidiary, or all of them at once
- In your assistant
- Claude or another assistant, through the agentic interface, today MCP, the open standard agents use to connect to tools
- In Slack
- The Gatlas agent, in your channels
Results
What did each subsidiary earn in September, against August?
Read from e-conomic or XeroCash
How much cash does each company hold today, account by account?
Read from Mercury or QuickBooksPipeline
Where does each subsidiary’s pipeline stand this quarter?
Read from HubSpot or AttioBoard papers
What did each board pack this year say about hiring?
Read from Google Drive or SharePoint and OneDrive
The first question above, asked in Claude and answered from the dataset it names.
Gatlas reads the tools your subsidiaries run
These are the tools behind the questions above.
Accounting and banking
- e-conomic
- QuickBooks
- Xero
- Mercury
Commerce
- Shopify
- Stripe
- Traede
- OnlinePOS
CRM and calls
- HubSpot
- Attio
- folk
- Aircall
Files
- Google Drive
- SharePoint and OneDrive
- Notion
Each member and each agent sees only the subsidiaries you grant
- Grants
- A member granted a company reaches every company beneath it in your company tree, and each agent connection only the companies its grant names
- Requests
- Every request an agent makes is logged
Each subsidiary opens a setup link like this one, 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
What we access
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.
What we access
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.
1255, a Copenhagen holding company, asks its finance questions in Claude
The people who own each login connected both e-conomic agreements through setup links, and the team asks Claude its day-to-day finance questions.
Ask about every subsidiary from your own assistant
Create your workspace and connect your assistant. It helps you send each subsidiary a setup link for the tools it runs.