How the Fastest Growing AI Companies Keep Their Teams Lean by Relying on Tabs and VeloCFO to run their Finance

About Velo CFO

Velo CFO is a consulting firm specializing in fractional CFO and accounting services for high-growth AI and tech companies. Their clients are typically fast-paced, rapidly expanding businesses facing unique financial challenges. As these companies scale, their revenue recognition, invoicing, and accounting workflows become increasingly complex. Velo CFO recognized that traditional AR and revenue software solutions couldn’t meet the evolving needs of their clients, who required flexible, scalable tools to grow alongside their businesses.

The Velo CFO team is uniquely positioned to address and support these challenges. Velo's leadership team helped build the finance and accounting functions for Ramp, Stripe, and Anduril - some of the largest private companies in the world. This experience has given them deep insight into the financial complexities of high-growth companies, particularly in the AI sector, which is expanding rapidly.

“As these companies scale, their financial systems need to scale with them. What starts as a simple set of books quickly becomes 30% more complex month over month. We wanted to be that solution that could handle that level of growth and complexity,” said Vibhav Joopelli, CEO of Velo CFO.

The Challenge

Prior to working with Tabs, Velo CFO faced limitations with traditional AR and revenue software. These tools were rigid and primarily designed for B2B SaaS companies with simple revenue models. The need for a solution capable of handling complex revenue structures, flexible contract terms, and high transaction volumes was critical for Velo CFO’s fast-growing tech clients.

Why Tabs

Velo CFO selected Tabs as its preferred AR solution for clients because of its AI-powered ability to transform unstructured financial data - spanning contracts, email PDFs, renewal agreements, and any other place where financial terms may live - into a centralized, automated workflow. Tabs intelligently extracts and interprets critical details from agreements, standardizing data across invoicing, revenue recognition, renewals, reporting, and cash application for all customers. By consolidating these functions into a single source of truth, Tabs eliminates manual reconciliation, reduces errors, and ensures billing processes remain accurate and scalable. This AI-driven automation allows Velo CFO to manage the rest of the book of business without having to worry about any back-office financial operations - and without adding headcount to manage these tasks. 

“With Tabs, we’re not just handling basic billing. Our clients can scale with more complex contracts, including credits, compute-based charges, and renewals. Tabs gives us the tools to manage these complexities effortlessly,” said Joopelli.

Tabs’ flexibility is exemplified through its success with top AI companies like Rox and Cursor, where the revenue models are diverse and variable. For instance, Rox, an AI powered CRM and sales agent, relies on Tabs to manage their enterprise billing, with a lean finance team of X, ensuring accurate invoicing and revenue recognition without manual intervention.

“Tabs has completely streamlined our Enterprise AR process. I love how it automatically digests our order forms and preps all the invoices we need to send—having this in place gives us piece of mind that all invoices are being sent on time.  The revenue recognition report is a game-changer too—it makes booking revenue for month-end close quick and easy, and I know the numbers are solid. It’s been a huge time-saver for us." - Rox

Tabs recently implemented its solution for Cursor, an AI-powered code editor aimed at enhancing developer productivity. Before using Tabs, Cursor manually tracked individual users to explore how to scale to an enterprise sale. Since adopting Tabs, the company has seen a significant boost in visibility into unsent bills, accrued and deferred revenue, and gained valuable insights into customer behavior.

“The real power of Tabs is how it adapts to the individual needs of each client, no matter how complex their revenue streams are,” added Joopelli. “It’s not a one-size-fits-all solution; it’s a tool that allows us to provide personalized financial services at scale.”

Another major advantage of Tabs was its ease of integration. “Tabs offered a quicker implementation than other options, and the process was incredibly straightforward. We didn't have to worry about costly add-ons or complex integrations,” Joopelli said. “It’s a tool that works for both us and our clients.”

Impact

The partnership between Velo CFO and Tabs has led to smoother financial workflows, improved client satisfaction, and reduced manual effort. “The Velo CFO team has built an incredible reputation by delivering top-tier client service - so much so that they’ve earned the trust of leading AI companies in Silicon Valley. We’ve seen firsthand how their expertise and attention to detail make a real difference." - Ali Hussain, CEO, Tabs. 

Tabs’ automation of complex AR processes has freed up Velo CFO’s team to focus on high-value activities like strategic financial planning and advising clients on scalable growth. With the added automation, Velo CFO can now manage client billing cycles more effectively, staying ahead of evolving needs.

"Tabs has not only saved us time and money, but it’s also built trust with our clients,” Joopelli said. “They know that with Tabs, we can handle their most complex financial processes effortlessly, which ultimately leads to better outcomes for their business.”

By leveraging Tabs’ automation and flexibility, Velo CFO has been able to offer personalized services to clients with complex business models, strengthening its position as a trusted partner for high-growth tech and AI companies.

Conclusion

For Velo CFO, partnering with Tabs has been a game-changer. By selecting a solution that could grow with their clients and provide flexibility and automation, Velo CFO has positioned itself as a trusted advisor to the most high-growth, complex companies in the tech and AI space. “Tabs is the solution we needed to deliver better service to our clients and scale our own operations,” concluded Vibhav Joopelli, CEO of Velo CFO.