Business data, without the interrogation

Use what your business already knows.

Catalab helps identify where useful information lives, then collects it through automatic analysis, guided exports, or assisted collection. Live connections will expand without leaving unsupported clients behind.

No passwords. Identifying a source does not count its data as verified until records are actually connected or uploaded.

Available now

Website analysis and PDF, CSV, text, and report uploads.

Guided collection

Provider-specific exports, delegation to your team, and DreamX/Catalab assistance.

Growing live connections

Permissioned account sync will be marked separately as each integration becomes production-ready.

Supported sources

“Supported” states exactly how Catalab can collect the data today. It does not imply a live account connection.

BW
Available now

Business website

Catalab can inspect public pages and visible technology automatically.

services · pricing · conversion paths · visible trust signals · visible tools

MarketingLeads & salesOrders & payments
CP
Available now

CSV, PDF or text reports

Upload is available now for existing exports and reports.

financial reports · sales exports · customer lists · operating reports

Reports & filesMoney & accountingLeads & sales
Q
Guided file import

QuickBooks

Guided report import is available now; live account sync is planned.

revenue · expenses · invoices · payment timing · customers

Money & accounting Live sync planned
X
Guided file import

Xero

Guided report import is available now; live account sync is planned.

revenue · expenses · invoices · receivables · customers

Money & accounting Live sync planned
W
Guided file import

Wave

Catalab can work with Wave exports today.

income · expenses · invoices · customers

Money & accounting Live sync planned
ZB
Guided file import

Zoho Books

Catalab can work with Zoho Books exports today.

financial statements · invoices · payments · customers

Money & accounting Live sync planned
S
Guided file import

Sage

Catalab can work with supported Sage reports and exports today.

financial statements · receivables · expenses · cash flow

Money & accounting Live sync planned
S
Assisted now

Stripe

A staff-assisted read-only import is available now; client OAuth is planned.

payments · subscriptions · refunds · deal value · billing churn

Orders & paymentsMoney & accounting Live sync planned
P
Guided file import

PayPal

PayPal activity and transaction exports are supported now; live sync is planned.

transactions · refunds · fees · balances · currencies

Orders & paymentsMoney & accounting Live sync planned
S
Guided file import

Square

Square sales exports are supported now; live sync is planned where Square operates.

payments · orders · customers · products · locations

Orders & payments Live sync planned
C
Guided file import

Clover

Clover reports and exports are supported now.

orders · payments · items · customers

Orders & payments Live sync planned
S
Guided file import

Shopify

Shopify exports are supported now; permissioned live sync is planned.

orders · customers · products · discounts · returns

Orders & paymentsLeads & salesCustomer experience Live sync planned
W
Guided file import

WooCommerce

WooCommerce exports are supported now; live sync is planned.

orders · customers · products · coupons · refunds

Orders & paymentsLeads & salesCustomer experience Live sync planned
AS
Guided file import

Amazon Seller Central

Seller reports can be collected and analysed today.

orders · products · fees · returns · inventory

Orders & payments Live sync planned
H
Guided file import

HubSpot

CRM exports are supported now; live sync is planned.

contacts · deals · pipeline stages · activities · tickets

Leads & salesMarketingCustomer experience Live sync planned
S
Guided file import

Salesforce

Salesforce reports and exports are supported now.

leads · opportunities · pipeline · activities · accounts

Leads & salesCustomer experience Live sync planned
P
Guided file import

Pipedrive

Pipedrive exports are supported now; live sync is planned.

leads · deals · stages · win rate · sales cycle

Leads & sales Live sync planned
ZC
Guided file import

Zoho CRM

Zoho CRM exports are supported now.

leads · contacts · deals · activities

Leads & salesCustomer experience Live sync planned
GA
Guided file import

Google Ads

Campaign reports are supported now; live reporting sync is planned.

spend · clicks · campaigns · tracked conversions

Marketing Live sync planned
GA
Guided file import

Google Analytics

GA4 reports are supported now; live reporting sync is planned.

traffic · channels · events · funnels · tracked conversions

MarketingLeads & sales Live sync planned
MA
Guided file import

Meta Ads

Ads reports are supported now; live reporting sync is planned.

spend · reach · campaigns · leads · tracked conversions

Marketing Live sync planned
IP
Guided file import

Instagram professional account

Professional-account insights can be collected today; live sync is planned.

reach · engagement · content · audience trends

MarketingCustomer experience Live sync planned
M
Guided file import

Mailchimp

Campaign and audience exports are supported now.

audience · campaigns · opens · clicks · unsubscribes

MarketingCustomer experience Live sync planned
K
Guided file import

Klaviyo

Campaign and flow exports are supported now.

campaigns · flows · audiences · attributed orders

MarketingCustomer experience Live sync planned
C
Guided file import

Calendly

Booking exports are supported now.

bookings · cancellations · meeting volume · lead response

Bookings & deliveryLeads & sales Live sync planned
AS
Guided file import

Acuity Scheduling

Appointment exports are supported now.

appointments · cancellations · no-shows · services

Bookings & delivery Live sync planned
PM
Guided file import

Project management tool

Exports from common project tools can be collected and mapped.

projects · cycle time · delays · workload · approvals

Bookings & delivery
SO
Guided file import

Support or helpdesk

Ticket and conversation exports can be collected and analysed.

ticket volume · response time · topics · satisfaction

Customer experienceBookings & delivery
TT
Guided file import

Time tracking

Time exports can quantify delivery effort and administrative load.

hours · projects · utilisation · administrative time

Team & timeBookings & delivery
PO
Guided file import

Payroll or staff schedules

Payroll summaries and schedule exports can be collected securely.

labour cost · hours · staffing levels · overtime

Team & time
RA
We can help collect it

Reviews and surveys

Catalab can identify visible review signals and analyse review or survey exports you provide.

ratings · themes · complaints · customer language

Customer experienceMarketing
BT
Guided file import

Bank transaction export

Bank CSV and statement exports are supported for cash-flow analysis.

cash inflows · outflows · balances · transaction patterns

Money & accounting
PO
We can help collect it

Plaid or connected banking

Direct Plaid connection is not live yet; bank CSV and statement exports can be used today.

transactions · balances · cash-flow patterns · account categories

Money & accounting Live sync planned
AT
We can help collect it

Another tool or report

Tell us what you use and we will identify the safest collection route.

provider-specific data

Money & accountingLeads & salesOrders & payments