AI is reshaping what it means to be a trusted advisor. The firms leading the charge are weaving intelligent automation into every layer of their client services, surfacing insights faster, improving accuracy, and unlocking new ways to deliver value.
That’s why we’re excited to announce our partnership with Wiss, a top 100 CPA firm and one of the most forward-thinking players in the space.
A Shared Vision for Intelligent Finance
For over 50 years, Wiss has solidified its reputation as the growth partner that helps clients scale with confidence. The firm modernizes traditional accounting and advisory services through automation, AI, and business intelligence. Their leadership has been vocal about the future of finance being AI-native, insight-rich, and platform-connected.
Both our teams believe that the next generation of finance ops will be led by advisory firms who not only guide their clients, but actively architect their technology stack. Together, we’re excited to establish a new model for how advisory firms evaluate and activate modern billing and revenue infrastructure for their clients—not after legacy pain sets in, but proactively, as a strategic advantage.
The Power of the Tabs Platform
Tabs’ AI-native revenue platform automates the billing, collections, revenue recognition, and reporting processes that often slow financial close. This enables the Wiss team to deliver faster insights, streamline operations, and enhance the value of every client engagement. By combining Wiss’ advisory expertise and Tabs’ revenue automation and agents, the partnership bridges the gap between financial advisory and modern automation, turning data accuracy into a growth advantage for clients.
“AI is transforming how accounting firms operate, and partnerships like this reflect Wiss’ commitment to being at the forefront of that innovation. Tabs’ focus on intelligent automation aligns perfectly with our vision of modernizing the finance function and supporting the next generation of accountants.”
With Tabs integrated into their workflow, Wiss sees a clear opportunity to elevate both efficiency and insight for their clients. By automating manual processes and enhancing financial visibility, the team expects measurable ROI in several key areas:
- Reducing manual work through AI agents that handle time-consuming tasks like payment matching, invoice follow-up, and journal entry creation.
- Shortening billing and collection cycles by providing accurate, real-time visibility into client obligations and payment status.
- Improving data reliability and transparency so finance teams can make faster, better-informed decisions for both internal operations and client advisory.
- Scaling team capacity by automating repetitive processes, allowing professionals to focus on analysis and client engagement rather than data.
Wiss knows that AI and automation are no longer “nice to haves” in accounting. They’re foundational to modern advisory. Tabs is proud to be part of the technology portfolio that represents the future of intelligent finance operations.
About Wiss
Headquartered in New York City and Florham Park, NJ, with an additional office in Florida, Wiss is leading the transformation of accounting. At the intersection of accounting, finance, and AI, Wiss combines deep technical expertise with innovative technology to meet the needs of today’s growth-focused businesses. Through the Wiss Fintech Lab, we partner with founders to develop technologies that redefine how accounting is done—turning what was once back-office compliance into a strategic business advantage. Wiss provides a full spectrum of accounting and advisory services, engaging each client with a tailored team of specialists aligned to their stage of growth. For more information, visit wiss.com.