How Carapace handles the billing complexity that slows professional services firms down.
A financial operations platform that works the way your team thinks.
Your team talks to it in plain English. It connects to your accounting system, your CRM, your payment processor, and your inbox. It reads contracts, processes timesheets, generates invoices, tracks receivables, monitors cash, and closes the books.
It's not a dashboard you stare at. It's a team member that does the work.
The complexity isn't any single contract — it's hundreds of contracts, each with their own terms, running simultaneously.
Upload the contract PDF. No data entry. No spreadsheet. No keying terms from a PDF into another system.
"No data entry. No spreadsheet. No keying terms from a PDF into another system. Upload the contract — Carapace sets up the entire billing pipeline."
| What the contract says | What Carapace does |
|---|---|
| Multiple consultants on one MSA | Each person tracked independently, rolled up per client |
| Rate escalation mid-engagement | Rate transitions happen automatically at the phase boundary |
| Fixed retainer with hour cap | Base retainer billed, overage computed when hours exceed the cap |
| Milestone payments tied to deliverables | Tracked separately, invoiced on completion |
| Staggered start and end dates | Each resource on its own timeline |
| Volume discounts above a threshold | Checked every billing cycle, applied or flagged |
| Overtime / premium rates | Computed when reported hours exceed standard thresholds |
| Hybrid billing on one contract | Retainer + hourly + milestone — all handled together |
Carapace accepts hours however they arrive.
| Risk | What Carapace does |
|---|---|
| Retainer overage | Flagged the moment hours are reported — overage amount computed, line item created |
| Wrong rate after phase change | Rate transitions are automatic — correct rate applied every period |
| Volume discount threshold | Checked every cycle — discount applied or flagged if contract language is ambiguous |
| Billing a resource before their start date | Start dates enforced per resource — early billing prevented |
| Renewal deadline approaching | Alert at the notice window — no accidental auto-renewals |
| Early termination liability | Computed from contract terms, visible from day one |
| Expense cap exceeded | Flagged when approaching the per-resource monthly cap |
The contract skill you just saw was built for this billing model. Your team can build more — in plain English, not code.
"When I upload a timesheet, check each consultant's hours against their contract cap. If anyone is over, calculate the overage at their contract rate. Then check if the total exceeds the volume discount threshold. Show me the summary before generating invoices."
| Concern | How it's handled |
|---|---|
| Where does our data live? | Your own isolated environment — not shared with any other customer |
| Who can access it? | Only your authorised users — role-based access: owner, operator, viewer |
| How are credentials stored? | Encrypted at rest — your accounting system credentials are never visible, even to your own users |
| Can we control what people do? | Yes — read-only roles for viewers, write access only for authorised operators |
| Is there an audit trail? | Every action is logged — who did what, when, on which record |
| What about the AI — can it go rogue? | It only has access to the tools you've connected. Destructive actions always require human approval |
| SOC 2? | Yes |
Beyond contract-to-cash, the same platform handles the full financial operations stack.
Each area works the same way: connect your systems, tell Carapace what you need, build workflows your team can repeat.
Start with your accounting system and a real contract.