Tabs automates B2B revenue processes from contract to cash. It generates invoices directly from executed contracts in CRM systems without manual data entry. Collections accelerate through automated reminders, embedded payment links, and insights on overdue balances. Tabs AI handles invoicing, payment matching, and creates unified customer records by combining contracts, usage, payments, and terms. It ingests contract data automatically to eliminate manual entry. The platform integrates with ERP, CRM, and finance stacks, offers developer-friendly APIs, and provides SOC 2 compliant security.
Prioritizes unpaid invoices by due date, customer, or amount in a Kanban interface
Sends customizable automated reminder emails on scheduled intervals
Tracks contract renewals automatically and flags upsell opportunities
Provides ARR reporting and time series analysis for revenue trends
Requires integration setup with existing CRM and ERP systems
Depends on contract data quality for accurate AI ingestion
Limited to US-based data storage and employees
