TOOL LIBRARY / FINANCE & ACCOUNTING · AI
Tabs
Turns signed customer contracts into invoices, payment follow-up, accounting schedules, and revenue reports.
What it is
Tabs is a billing and revenue platform for companies that sell to other businesses, with AI used to read contracts and prepare related finance work. It creates invoices, follows up on unpaid balances, applies customer payments, prepares the accounting schedule for earned revenue, and syncs approved results to supported accounting systems.
Ways to use it
Ideas from real executive operations work. Take the ones that fit.
- Ingest a signed contract and review the extracted products, prices, dates, and payment terms.
- Generate and send invoices from approved recurring, milestone, or other contract schedules.
- Meter usage and calculate invoices for approved usage-based or hybrid pricing models.
- Run collection reminders and cash application while routing disputes and exceptions to a person.
- Prepare ASC 606 revenue schedules and sync approved invoices and entries to the accounting system.
Our take
Tabs is most compelling when contract terms, usage pricing, billing volume, and revenue schedules have exceeded a spreadsheet or simple invoicing tool. Run one complete parallel billing and revenue cycle, tie every result to the signed contract and general ledger, and resolve exceptions before using it for customer-facing invoices.