Finance

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Tabs

Automate B2B billing & accounts receivable with AI, simplify financial workflows, ensure accuracy & efficiency.

4.5

(42 reviews)

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Tabs

Overview

Features

Setup

Why Choose Tabs?
AI-Powered

Leverages cutting-edge AI technology for superior results

Easy to Use

Intuitive interface designed for users of all skill levels

Seamless Integration

Works perfectly with your existing tools and workflows

About Tabs

In the ever-evolving landscape of B2B transactions, the complexity of managing accounts receivable can be overwhelming. Manual handling of contracts, billing errors, and delayed cash flows are common challenges that businesses face. Enter Tabs, an AI-driven B2B revenue platform designed to streamline financial operations and revolutionize the quote-to-cash and accounts receivable workflows. This comprehensive guide delves into how Tabs works, its key features, benefits, use cases, and much more, offering a solution to the tedious manual work that doesn't scale.

How Does Tabs Work? Simplifying Financial Operations

Tabs introduces an innovative three-step process to transform your financial operations:

  • Contract Upload and Connection: Users can upload contracts and connect their CRM or document management systems like Salesforce, Hubspot, or Docusign. Alternatively, dragging and dropping contract PDFs is also an option.
  • AI-Powered Contract Interpretation: Tabs' advanced AI interprets the uploaded contracts, extracting all necessary information, including critical terms required to run your business effectively.
  • Automated Workflows: By importing usage events, Tabs automates workflows like usage-based billing, eliminating the need for manual data entry or additional work from engineers and data scientists. The platform automates invoice and payment processes, ensuring accuracy and efficiency.

Features, Functionalities, and Benefits of Tabs

Tabs offers a myriad of features designed to alleviate the pains of manual accounts receivable processes:

  • Automated Data Extraction: Extracts key terms from contracts, including items, pricing, schedules, and more, without manual intervention.
  • Invoice Calculation and Automation: Cross-references and updates terms when calculating invoices to ensure accuracy.
  • Automated Follow-ups: Schedules follow-ups and automates cash application to keep cash flow moving.

These features culminate in significant benefits, such as time savings, error reduction, improved cash flow, and the ability to scale operations without additional headcount.

Use Cases and Potential Applications

Tabs finds its application across various scenarios, demonstrating its versatility and effectiveness:

  • Usage-Based Billing Automation: For businesses that offer services or products based on usage, Tabs can automate the billing process based on the extracted contract terms and usage data.
  • Streamlined Invoice Generation: Companies can generate accurate invoices promptly, directly reflecting the agreed terms in the contracts.
  • Efficient Accounts Receivable Management: Automating follow-ups and payment reminders helps businesses manage their accounts receivable more efficiently, leading to faster payments.

Who Can Benefit from Tabs?

Tabs is designed for a wide range of users within an organization:

  • Finance Teams: Can significantly reduce manual work involved in contract management and billing processes.
  • Operations Teams: Benefit from streamlined workflows and improved efficiency.
  • Revenue Teams: Can leverage Tabs to optimize billing models and increase revenue transparency.

Integration

Tabs offers direct integrations with popular CRM and document management systems like Salesforce, Hubspot, and Docusign.

Conclusion: Embrace Financial Operational Efficiency with Tabs

Tabs stands out as a revolutionary AI-driven platform that simplifies and automates B2B financial operations, from contract management to accounts receivable workflows. By reducing manual labor, eliminating errors, and improving cash flows, Tabs empowers businesses to scale efficiently. Whether you're a finance professional, part of an operations team, or looking to optimize revenue management, Tabs offers a comprehensive solution tailored to your needs.

Useful Links and Resources

For further information and to request a demo, visit:

Stay informed and take the first step towards transforming your B2B financial operations with Tabs.

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Tabs
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Tool Details
  • Category

    Finance

  • Rating

    4.5/5 (42 reviews)

  • Support

    Documentation & Community

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