The platform

Built so nothing slips

Fulcrum is one system for every document your business runs on — and every deadline hiding inside them.

Nothing lapses quietly

Every expiration date is tracked from the moment a document lands, with renewal alerts at 30, 15, and 7 days — to you and to the vendor who owes you the renewal.

AI that reads your paperwork

COIs, contracts, W-9s, licenses — Fulcrum extracts the carrier, limits, dates, names, and terms, and files each document to the right vendor, customer, or subcontractor. No templates, no manual data entry.

Flagged when it isn't sure

Anything below full confidence goes to a review queue before it enters your compliance record. The system never pretends to certainty it doesn't have.

One engine for every relationship

Customers, vendors, and subcontractors managed together — their documents, status, and history on one screen instead of scattered across spreadsheets and inboxes.

Self-service partner portals

No login to remember, no account to create. When a document is missing or expiring, Fulcrum sends the link and your partner uploads it themselves.

Connected to QuickBooks

Two-way QuickBooks sync, with links to the compliance documents attached to the records they belong to.

The flow

Capture, read, verify, stay ahead

Step 1
Drop it in — or let them
Forward, drag, or upload any document. Better: your vendors, subs, and customers get their own portal link and upload their paperwork themselves. The chasing is the software's job now.
Step 2
AI reads it. You stay in control
Fulcrum extracts what matters — carrier, limits, dates, names, terms — and files everything to the right vendor or customer automatically. Anything the AI isn't certain about is flagged for review, so nothing unverified ever enters your compliance record.
Step 3
Nothing lapses quietly
Every expiration is tracked with alerts at 30, 15, and 7 days. Coverage that falls short of what a contract requires gets flagged the moment the document lands — not after the claim is denied.
Step 4
Everything in one place
Vendors, customers, and subcontractors — with their documents, their status, and their history — on one screen. Two-way QuickBooks sync, with links to the compliance documents attached to the records they belong to.

Compliance tracking

The dates do the damage. Fulcrum watches every one.

Every certificate of insurance, license, and contract carries an expiration date somebody is supposed to be tracking. Fulcrum tracks all of them, everywhere, automatically.

Renewal alerts at 30, 15, and 7 days — to you and to the vendor who owes you the renewal
Coverage checked against what each contract requires, flagged the moment a document lands short
A live compliance view of every vendor and sub: current, expiring, lapsed — one screen, no spreadsheet

The document engine

Drop in any document. It comes out filed, read, and watched.

Fulcrum's AI reads certificates of insurance, W-9s, licenses, contracts, and the rest of the paperwork your business actually runs on — extracting the carrier, limits, dates, names, and terms that matter, and filing every document to the right vendor, customer, or subcontractor automatically. No templates. No manual data entry.

Capture by email, upload, or mobile scan
Extraction across COIs, W-9s, licenses, contracts, and tax certificates
Filed automatically to the right vendor, customer, or subcontractor

And when the AI isn't sure, it says so.

Anything below full confidence is flagged for human review before it enters your compliance record. You get the speed of automation with the control of a system that never pretends to certainty it doesn't have.

Relationships & portals

Stop chasing paperwork. Send a link instead.

Every vendor, sub, and customer in Fulcrum has a self-service portal — no login to remember, no account to create. When a document is missing or expiring, Fulcrum sends them the link and they upload it themselves. It arrives filed, checked, and flagged for verification.

Unified profiles for customers, vendors, and subcontractors
Self-service portals your partners maintain themselves
Shareable business profiles for instant onboarding

Connected to QuickBooks.

Two-way QuickBooks sync keeps your vendors, subcontractors, and customers matched in both systems — and pushes links to their compliance documents (W-9s, COIs, tax exemptions) onto the matching QuickBooks record, so the evidence behind a relationship finally lives where your books already are.

What it looks like