Tabs Partner Profile
Company Overview
Tabs is the AI-native revenue automation platform revolutionizing financial operations for venture-funded startups and high-growth B2B companies. Headquartered in New York, Tabs was founded in 2023 by a team of industry experts from Plaid, BCG, and PwC, and has quickly gained adoption across scaling teams seeking to escape legacy ERPs. Backed by prominent investors including Lightspeed, Primary Ventures, and General Catalyst, Tabs powers revenue operations for high-growth companies such as Cortex, Statsig(now OpenAI), DoseSpot, and Luxury Presence.
By fusing AI-powered billing agents, automated contract ingestion, and deep integrations, Tabs enables finance teams to automate up to 80% of manual billing, collections, revenue recognition, and reporting tasks – delivering speed, accuracy, and growth for modern startups.
Tabs Products for Venture-Funded Startups
AI-Native Revenue Automation Core
- Automated Billing & Invoicing. Tabs generates clean, accurate invoices directly from executed contracts, eliminating manual data entry and reducing errors.
- Collections Automation. Built-in AI agents drive automated reminders, embedded payment links, prioritized accounts, and real-time payment tracking to maximize collections and reduce payment delays.
- Revenue Recognition. Automated ASC 606-compliant workpapers and real-time ARR/deferral schedules replace spreadsheets and manual processes, powering audit-ready compliance and rapid closes.
- Reporting and Analytics. Finance teams get instant, actionable dashboards for ARR, AR balances, renewals, and deferred revenue – all fed by live contract and usage data.
Tabs AI
- Autonomous Finance Agents. Tabs AI automates the contract-to-cash cycle, managing invoices, collections, revenue logic, error-flagging, and anomaly detection, freeing teams to focus on strategy.
- Contract Data Capture. AI-powered ingestion transforms unstructured contract terms from sources like Salesforce, HubSpot, and DocuSign into invoice-ready data with no manual entry required.
- Intelligent Customer Records. Get a unified view combining contracts, payments, terms, and usage, supporting accurate, contextual automated actions.
Advanced Billing, Revenue, and Integrations
- Hybrid and Usage-Based Billing. Tabs natively manages hybrid, recurring, milestone, SaaS, and usage-based billing, adapting to emerging business models without customization headaches.
- ERP, CRM, and Finance Stack Integrations. Integrates bi-directionally with ERPs (QBO, Rillet, NetSuite), CRMs (Salesforce, Hubspot), tax providers, and major payment rails, allowing seamless data sync and workflow automation.
- Robust API and Extensibility. Developer-friendly API enables custom integrations, embedded billing, and workflow extensions for unique startup requirements.
Security, Scalability, and Support
- Enterprise-Grade Security. SOC 2 compliance, full encryption, granular permissioning, and audit trails meet investor and regulatory standards for scaling companies.
- Audit-Ready Compliance. Automatic generation of compliant workpapers ensures audit-readiness for ASC 606, GAAP, deferred revenue, and SaaS metrics.
- Dedicated Partner Success. Tabs offers ongoing support, training, and co-marketing, helping accounting firms and startups adopt automation and strengthen client relationships.
Why Startups Choose Tabs
Startups choose Tabs to automate the manual workflows that slow down revenue, collections, and financial reporting – replacing weeks of labor with real-time, AI-driven operations. With deep integrations, live dashboards, and robust compliance features, Tabs gives finance teams, founders, and partners the tools to manage contract complexity, accelerate close cycles, deliver investor-grade visibility, and scale without manual bottlenecks.
Tabs empowers startup finance teams to do more with less – delivering speed, accuracy, and control at every growth stage, and establishing itself as the next-generation revenue platform for ambitious startups.
