Tabflow Reviews & Product Details

Tabflow is business management software that helps independent professionals run the business side of their work without doing everything themselves. It is built for consultants, coaches, freelancers, fractional executives, designers and developers who deliver the work and run the business around it—whether full-time or alongside another role. Most tools solve one job. Tabflow connects the jobs. A client call becomes a scope. The scope becomes a proposal. The accepted proposal becomes an invoice. The invoice becomes a payment, and the payment lands in your books. Because each step knows about the one before it, you stop re-entering the same information and stop losing track of what comes next. Here is what that looks like day to day. Tabby, the Tabflow meeting assistant, joins your client calls, transcribes them and writes a structured summary of scope, pricing and payment terms. From that summary you can draft a proposal or an invoice in minutes, with your services, rates and taxes already matched. Clients accept proposals online. Accepted proposals convert to invoices with the payment schedule you agreed. Clients pay by card or Apple Pay through Stripe, and Tabflow marks the invoice paid. Recurring invoices and automatic payment reminders run on their own. On the money side, connect your bank and card accounts to bring in transactions, categorize expenses, mark them billable and attach receipts. Track which clients have sent 1099s and which still owe you one. See revenue and outstanding payments at a glance, and hand clean records to your bookkeeper or accountant at year end. Tabflow is for people who want a professional, well-run business without a back-office team. Working for yourself should not mean doing everything yourself. Feature list - Meeting assistant that joins client calls, transcribes and summarizes them - Proposal and invoice drafts generated from meeting summaries - AI-assisted proposal writing with online client acceptance - One-click conversion of accepted proposals into invoices - Invoices with line items, taxes, discounts and payment schedules - Card and Apple Pay payments through Stripe, with status synced automatically - Recurring invoices and automatic payment reminders - Bank and card account connections for expense import - Expense categorization, billable flags and receipt attachments - 1099 tracking by client and tax year - Client profiles with project and payment history - Revenue and outstanding-payment overview - Team roles for assistants and collaborators