We’re thrilled to announce our partnership with , an outsourced finance and accounting firm helping high-growth, venture-backed startups take control of the back office. With 450+ clients across industries, Countsy provides full-stack finance support, from daily accounting and FP&A to equity administration and audit readiness.
When it comes to scaling startup finance with modern technology, the firm sees AI as a multiplier, not a threat. That philosophy was front and center when we sat down with Countsy’s Gavin Block and Colman Edwards to reflect on our fast-growing partnership.
“People ask if we’re scared of AI, or if it’s going to take our jobs. We run to it, not away from it. It’s only going to make our work more efficient and allow us to take on more clients, so we’ve fully embraced it.”
That forward-looking mindset has made Countsy an ideal partner for Tabs.
Why did Countsy partner with Tabs?
Unlike traditional firms, Countsy embeds technology and automation into its model from day one. But it’s not a set-it-and-forget-it approach. Each client gets scalable accounting infrastructure alongside a dedicated fractional CFO, controller, and operations team who curate a tech stack designed to support founders from Seed to Series C and beyond.
Countsy’s tech stack is deliberately modular, vetting best-in-class tools that won’t be obsolete. Countsy began recommending Tabs in spring of 2025. In just a few short months, they’ve referred multiple clients and have six signed mutual clients including Circadian Risk, Anrok, and APISec.
"Our goal is to integrate a tech stack clients can grow into, not out of. Tabs fits perfectly into that model."
— Gavin Block, Strategic Growth Lead, Countsy
For complex, contract-driven enterprise B2B businesses like Circadian Risk, Tabs’ ability to automatically parse contract terms and generate invoices is a game-changer. Colman Edwards, Countsy’s Senior Director of Technology, explained, “Circadian Risk was early stage, just closing their Series A, but already in revenue with a handful of customers. We needed a tool that would scale with them so they wouldn’t have to re-implement later. They’re not just a SaaS company billing via Stripe. They’re contract-based, and every agreement is complex and different. Tabs can read those contracts, determine what revenue should be invoiced, and automate the process. That makes a huge difference for us, and for the client.”
How Countsy Clients Benefit from Tabs
Countsy’s clients typically face the same challenges:
- Manual invoicing in Netsuite
- Deferred revenue tracking in Excel that doesn’t scale
- Limited dunning workflows and payment reconciliation
- Complex contracts without a clear invoicing engine
With Tabs, those pains get automated away.
“From contract ingestion to dunning follow ups, the automation that Tabs brings saves so much time. The full integration between all the necessary systems—Tabs, the ERP, and the CRM—makes the AR process as hands-off as possible.”
Tabs also helps Countsy deliver on one of its most important promises: keeping clients audit-ready from day one. “Our value prop is ensuring that our clients are diligence and audit ready at all times,” Gavin explained. “With Tabs, we can ensure GAAP compliance, streamline revenue recognition, and support clean audits when clients raise or exit.”
Better Together: Countsy x Tabs
“We want to be that forever finance function,” Gavin shared.
This partnership puts Countsy in a better position to scale with their clients thanks to a modern finance tech stack. By embedding automation and AI into their workflows, Countsy can serve more clients without expanding headcount. That’s not just a productivity boost—it’s a strategic advantage. With the peace of mind that comes from consistently accurate, efficient billing and collections, Countsy can confidently take on more complex finance use cases.
Together, we’re helping startups:
- Automate order-to-cash
- Stay diligence-ready at all times
- Scale revenue operations without scaling headcount
- Build a durable finance stack they won’t outgrow
We’re thrilled to be Countsy’s trusted billing and revenue automation partner, and even more excited about what’s to come in supporting their AI-driven finance function.
Learn more about Countsy . If you want to learn more about automating revenue with Tabs, !