Catch Advisors

By Catch Advisors

Your IT environment.
Finally visible.

Contracts buried in inboxes. Vendor bills nobody audits. Security gaps nobody maps. Apex fixes all of it. One portal, every answer, powered by AI.

app.getadvisoros.com

Good morning,

Sarah · Meridian Health Systems

Monthly IT Spend

$0

↓ 3.2% vs last month

Active Contracts

0

3 renewing soon

Security Score

0

↑ 12 pts this quarter

Services Tracked

0

across 9 vendors

Spend by Category

$72K
Network: $25,358
Cloud: $18,113
Security: $14,490
UCaaS: $10,868
Other: $3,621

Monthly Spend Trend

Oct
Nov
Dec
Jan
Feb
Mar

Renewal Alert: AT&T Enterprise contract expires in 32 days. review now

Sound familiar?

"When does our AT&T contract expire?"

Nobody knows. The PDF is in someone's email from 2023.

"Why did our cloud bill spike $8K?"

It takes 3 people and 2 weeks to figure it out.

"Are we compliant with NIST?"

Last audit was 18 months ago. Things have changed.

Apex answers all of these in seconds. Not spreadsheets. Not meetings. Seconds.

Spend Visibility

Every dollar. Every vendor.
One dashboard.

See exactly where your IT budget goes: by category, vendor, location, and month. Spot anomalies before they become budget blowouts.

  • Spend by category: Network, Cloud, Security, UCaaS, Mobility
  • Anomaly detection: alerts when spend spikes unexpectedly
  • Budget variance: know if you're over before the CFO does

IT Spend Breakdown

Last 6 months
Network & Connectivity $0
Cloud Infrastructure $0
Security & Compliance $0
UCaaS & Collaboration $0
Mobility & IoT $0
Total Monthly $0

Contract Timeline

3 expiring 11 active
AT&T Enterprise
Expires Apr 2026
$8,240/mo
Comcast Business
Active · Dec 2027
$4,890/mo
Microsoft Azure
Active · Sep 2027
$12,450/mo
CrowdStrike
Renewing Jun 2026
$6,200/mo
Zoom Enterprise
Active · Mar 2028
$3,100/mo
Palo Alto Networks
Active · Jan 2028
$5,890/mo
Contract Intelligence

Never get auto-renewed
by surprise again.

Every contract on a visual timeline, color-coded by status, with automatic alerts 90, 60, and 30 days before expiration. No more digging through email for PDFs.

  • Auto-renewal warnings before you get locked in
  • Terms, pricing, vendor contacts all in one place
  • Upload PDFs: AI extracts the key terms automatically
Security Posture

Know your security score.
Close the gaps.

The Cyber Defense Matrix maps your organization against the NIST CSF 2.0 framework. See exactly where you're strong and where you're exposed, before auditors or attackers find out.

  • 30-cell NIST matrix: Devices, Apps, Networks, Data, Users
  • Snapshot history: prove improvement to the board
  • Actionable gaps: not just scores, but what to fix first

Cyber Defense Matrix

Score: 0%

NIST CSF 2.0 Assessment

Identify
Protect
Detect
Respond
Recover
Devices
Apps
Networks
Data
Users
Strong
Moderate
Gap

Account Inventory

Search services...
AT
AT&T MPLS

Acct: 287-4491-0023

$4,120/mo

Active
AZ
Azure Sub

Sub: meridian-prod-01

$8,340/mo

Active
CS
CrowdStrike

350 endpoints

$6,200/mo

Renewing
ZM
Zoom Enterprise

225 licenses

$3,100/mo

Active
PA
Palo Alto NGFW

2x PA-450

$5,890/mo

Active
CB
Comcast DIA

1Gbps Dedicated

$4,890/mo

Active
Showing 6 of 47 services
Account Inventory

47 services. 9 vendors.
All searchable.

Every circuit, license, cloud subscription, and account in one searchable inventory. Know what you have, what it costs, and where it's deployed.

  • Every service: circuits, SaaS, cloud, hardware, mobile
  • Filter by vendor, location, category: find anything instantly
  • Cost tracking per service: see exactly what each line item costs
Atlas AI

Ask anything about
your IT environment.

Atlas knows your contracts, vendors, spend, and security data. Ask it in plain English. Get instant, data-backed answers. No more digging through spreadsheets or waiting for reports.

Try asking:

"When does our Comcast contract expire?" "Show our top 5 vendors by spend" "What security gaps do we have?"
Atlas · AI Assistant

Hi Sarah! I'm Atlas, your AI assistant. I can answer questions about your contracts, spend, security, and services. What would you like to know?

Ask Atlas anything...

Your competitors' CIOs can see their IT spend right now.
Can yours?

Free to start. No credit card. Up and running in days.

"We already have IT Glue."

IT Glue documents passwords for your MSP's techs. Apex shows your CIO their $70K/month IT spend breakdown. They're not the same thing.

Apex IT Glue ConnectWise
Built forCIOs & IT leadersMSP techniciansMSP operations
Client-facing portal✓ Full portalLimited
AI assistant✓ Atlas AI
Cyber Defense Matrix✓ NIST CSF 2.0
Cloud & SaaS FinOps
Spend analytics✓ Line-item
Network topology✓ InteractiveStatic docs
White-label✓ Your brand
PricingFree to start$29–39/user/mo$35+/user/mo

No per-user fees. No surprises.

One flat price for your entire organization. Unlimited users on every plan.

Starter

Get visibility into your IT

Free
  • Executive dashboard
  • Up to 5 contracts
  • Bill upload & parsing
  • Unlimited users
Start Free
Most Popular

Pro

Full visibility + AI

$99/mo
  • Everything in Starter, plus:
  • Unlimited contracts
  • Atlas AI assistant
  • Cloud & SaaS FinOps
  • Cyber Defense Matrix
  • Spend analytics & trends
  • Network diagrams
  • Executive PDF reports
Start Free, Upgrade Anytime

Enterprise

For complex environments

Custom
  • Everything in Pro, plus:
  • Dedicated onboarding
  • Custom integrations & API
  • SSO / SAML
  • SLA & priority support
Contact Sales

See Apex in action.
15 minutes, zero pressure.

We'll walk you through Apex with your actual use case. Or skip the call. Sign up free and explore on your own.

  • Free forever on Starter: upgrade only when ready
  • Up and running in days, not months
  • Your Catch advisor handles setup: you just log in
Sign Up Free →
or request a demo

We'll reach out within one business day.

SOC 2 Infrastructure

Cloudflare + Supabase

Row-Level Security

Complete data isolation

AES-256 Encryption

At rest + in transit

Dedicated Support

Your advisor manages it

FAQ

Who is Apex for?
IT leaders, CIOs, CFOs, and operations managers who want complete visibility into their IT environment: contracts, spend, security, and projects.
How long does setup take?
Most clients are live within days. Your Catch advisor handles the heavy lifting: uploading contracts, loading vendor data, configuring your dashboard. You just sign up and log in.
What does Atlas AI do?
Atlas understands your contracts, vendors, and spend data. Ask it anything: "When does our Comcast contract expire?", "How does our telecom spend compare to benchmarks?", or "What should we prioritize this quarter?" Data-backed answers, instantly.
Is my data secure?
Yes. SOC 2 Type II infrastructure (Cloudflare + Supabase), AES-256 encryption at rest, row-level security on every query. Your data is completely isolated from other organizations.

Stop managing IT by inbox and spreadsheet.

Sign up free. Your advisor will have you live in days.

Get Started Free