Atlas manages every entity you own or operate: the LLC, the nonprofit, the holding company, and you personally. Finances, taxes, legal obligations, insurance, and documents, tracked per entity and per jurisdiction.
What it does
Connect email, bank accounts, and document stores. Atlas parses what comes in, files it against the right entity, and keeps running records so questions like "what does the nonprofit owe Delaware this quarter" have an answer.
PDFs, Word files, spreadsheets, emails, and web pages are parsed (OCR included), categorized, and filed per entity. Amounts, dates, parties, and obligations are extracted as structured records.
Bank sync, transaction categorization, P&L and balance sheets per entity, cash-flow forecasts, and consolidated reporting across the whole portfolio.
Income and expenses categorized as they arrive. Schedules generated and deadlines tracked for personal, business, and nonprofit returns, including multi-entity consolidation.
Atlas knows which filings, licenses, and registrations each entity needs based on where it operates, and flags what's missing or about to lapse. Federal, state, and local.
Contracts, operating agreements, and filings become a per-entity record of obligations, deadlines, and clauses you can actually search.
Policies, premiums, renewal dates, and coverage gaps tracked across entities, with flags where activity suggests you're underinsured.
For nonprofits: discovery across 50+ sources, RFP parsing, and application drafting that handles roughly 80% of the writing. 27 grant schemas covering $2M+ in funding so far.
Scheduling that understands your deadlines and relationships. Deep-work blocks placed near due dates, related meetings batched together, briefs assembled before each call.
Entities
Workspaces are isolated and instantly switchable. Add as many as you need.
| Type | Typically | What Atlas tracks |
|---|---|---|
| Personal | You | Personal finances, taxes, health records, insurance, email, and calendar in a private workspace. |
| Organization | Company or team | Compliance, legal filings, financial reporting, tax automation, HR documents, jurisdiction requirements. |
| Nonprofit | Foundation or NGO | Grant lifecycle, donor records, 990 prep, state registrations, filing deadlines in every state you operate. |
| Product | App or service | Repos, roadmap, releases, and user feedback for a single product. |
| Project | Scoped initiative | Tasks, documents, deliverables, and a project-scoped slice of the knowledge graph. |
| Holding | Parent or portfolio | Consolidated financials, governance policies, and compliance rollups across all subsidiaries. |
The graph
Everything Atlas ingests lands in a 19-layer knowledge graph (Weaviate and PostgreSQL underneath) that links people, organizations, accounts, obligations, and documents across entities. That's what makes the cross-entity questions cheap to answer, and it's why search works in plain language rather than keywords.
The same graph is exposed to AI tooling: Atlas operations are available as MCP tools through Apollo, so Claude, Cursor, or Windsurf can ingest documents, search records, schedule meetings, and manage entities on your behalf. Pipelines run as scheduled Prefect flows, so every sync and rebuild is observable and retriable.
Pricing
Your Colossal Capital tier (Free through Enterprise) sets API limits, entity capacity, and team size across every CC product. Tier details here. Atlas itself is fully managed; there's nothing to deploy.