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.
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.
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.
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.
Safe and secure
You're in control of your sensitive financial operations.
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.
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.
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.
“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