Cash in
Know where every contract stands.
Load each contract once. FullBoat tracks every invoice and change order against it, tells you before a line runs out, and follows up on overdue invoices for you.
Works with QuickBooks, Zoho Books and Sage Intacct. Paying vendors on contracts too? See Cash out
Three places money leaks.
Before you sign
A contract's total doesn't match its line items. FullBoat checks the draft, so the gap is a conversation now, not a write off later.
While you deliver
The work runs past what was sold and nobody raises the change order. FullBoat tells you while there's still time.
When it's due
Invoices go overdue because nobody has time to chase them. Retriever follows up for you.
Every line, on every contract.
Open a project and you see each line on it: the hours or units sold, the rate, what's been billed and what's left. When a line is close to running out, you'll know.
Raise the change order in time.
Pick a threshold, say 75 percent. When a project or a single line crosses it, the right people hear about it that day. Start the change order from there: raise or lower a line, add one, or push the end date out without changing the amount.
Catch the contract that doesn't add up.
Drop in a draft before you sign. FullBoat checks the stated total against the line items and shows you the gap. Contracts and change orders that didn't match are kept on a report, so nothing slips through quietly.
Retriever
It chases overdue invoices so your team doesn't have to.
Retriever writes to the person who owns the work, in your rep's name, and reads every reply. You only hear from it when a person is needed.
Day 1, 7, 14
A friendly reminder, a request for a payment date, and a short follow up.
Day 21
A statement of account to their accounts payable.
Day 30
A final notice, and only after you approve it.
Replies
A promise pauses it. A dispute stops it and comes to you. "We already paid" is checked in your books.
See how each client really pays.
Every paid invoice tells FullBoat how late a client tends to pay, and whether it's getting better or worse. Your cash forecast uses it, so expected cash lands on the dates it will actually arrive.
Built for everyone who touches the contract.
Owners and CFOs. Every contract, change order and payment rolls up to what each client relationship is actually worth.
Delivery and project leads. What's used, what's left, and the change order that needs raising.
Finance and receivables. Overdue invoices followed up, and a forecast built on real payment dates.
Sales leaders. Commission paid on cash collected, not on bookings, if you want it.
Groups of companies. Several clients that belong to one parent roll up together.
Read only, and on record. FullBoat never writes to your books, and every change is on a tamper evident audit log.
Questions
It connects to your accounting system read only and can be live in an afternoon. Start with one contract.
No. Every email is a reviewed template sent in your rep's name. AI only sorts the replies, and anything it isn't sure about comes to you.
QuickBooks, Zoho Books and Sage Intacct. NetSuite is a custom build.
Yes, in one workspace, with access set for each side. See Cash out.
Plans start at $500 a month, and your tier is based on annual contract revenue when you sign. Retriever is an add on. See pricing.