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tabs Intelligence

The manual era ends here

Spreadsheets. Bolt-on billing tools. Manual RevRec rules. Tabs replaces them all with one system that runs your entire revenue workflow.

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Why Tabs?

Feels like finance. Works like magic. AI that deep dives on your contract and data.

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Save hours on invoice generation

Eliminate manual work and invoice entry. Tabs AI captures terms directly from your CRM and signed contracts to generate invoices in seconds.

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No more manual usage calculations

By creating a rich, multi-dimensional record of every customer that combines contracts, usage, payments, and terms, Tabs agents can take accurate, contextual action.

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Scale your revenue without headcount

They don’t just suggest — they act. From invoices, collections, reconciliations and more, Tabs AI handles the grunt work so your team doesn’t have to.

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Safe and secure

You're in control of your sensitive financial operations.

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One-click approvals

Review and approve invoices or payment reminders in seconds, without the back-and-forth or extra steps.

Slack and email workflows

Get real-time updates and take action directly from Slack or email—no need to learn or switch to a new tool.

Escalations only when needed

Tabs agents resolve routine tasks automatically and only flag exceptions when your judgment is required.

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How it works

AI that thinks (and works) like a finance team

AI contract ingestion

First, Tabs' proprietary AI is trained on your contracts, CRM, and payment platforms — automatically understanding key terms, logic, and behaviors without custom mapping or manual setup.

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Creates a comprehensive customer profile

Next, it creates a Commercial Graph that consolidates billing terms, ARR, renewal clauses, and customer activity into one unified system.

Agents handle the busywork

Tabs agents run in the background to run key tasks like invoice prep, cash application, RevRec, and reconciliation with audit-ready accuracy and zero manual guesswork.

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“On any given day multiple invoices come through my inbox for approval. I can quickly say ‘yes,’ and the Tabs Agent handles the rest.”
Evan Pincus, VP Finance