Tabs Reviews & Product Details

Tabs' UI is easyto use and the the ability to upload a customer contract and have the system create the billing components helps with efficiency and allows you to perform a review of the setup independent of creating the components manually. The ability to load our usage data without having to put it in a special format also helps with efficiency and accuracy of data.

I especially liked the implementation process which didn't require a significant level of effort. The integration with NetSuite is pretty seamless.

I like the fact that it is easy to modify an invoice and resend to a customer if the necessary. Review collected by and hosted on G2.com.

I don't dislike anything presently. I look forward to being able to modify the reminder email messages in the future. Review collected by and hosted on G2.com.

We love the contract ingestion tool at Tabs. We work with customers across a few different industries, all with unique contract structures and terms. Tabs's AI contract ingestion is agnostic to the structure of those documents and allows us to automate billing for each and every customer we serve. This has freed up a lot of time on our small finance team to focus on more value add activities like strategic decision support. We also love that Tabs integrates well with our entire tech stack and supports our already existing processes. Review collected by and hosted on G2.com.

Tabs is still a young company so there are some features that need a bit of polish, but the fact that they are young and small means that feedback is quickly acted on. Review collected by and hosted on G2.com.

I like it that Tabs has helped us speed up our billing processes by automating contracts processing. With the help of AI, we can save our time in doing manual tasks from customer creation, entering customer data and invoice creation. One cool thing as well is that it sends automated reminders when we have to send the invoices or remind collections to our customers. Review collected by and hosted on G2.com.

Not much to dislike as our experience during the implementation stage was generally fine. If I were to choose one maybe it's some occasion where our Salesforce got disconnected with Tabs but good thing that our friendly CSM had helped us fixed this issue with less intervention from our side. Review collected by and hosted on G2.com.

I love the intuitive nature of the Tabs product, the customer support, and the pace at which new features are being built. The platform is clearly structured and easy for the end user to navigate, the team listens to our pain points, and partners with us to use Tabs to resolve the root of our problems. Customer Success proactively shows us new features and where Tabs can help us fill in the gaps. They support implementation, so no technical work is needed from our side. The team is clear and communicative around project management, timelines, and rollout execution is clear and reliable, ensuring and smooth implementation. Henry and Isabella specifically are so timely in their response, take ownership, and help us look at the whole picture to ensure long-term solutions. Review collected by and hosted on G2.com.

I would love more insight into the data ingestion, so I could understand what is possible to bring back in Salesforce. I think I could do more with the information they collect. Review collected by and hosted on G2.com.

We began working with Tabs when they were just getting started, and our experience has been thoroughly positive. The implementation process was straightforward: we provided all of our contracts, and they generated the necessary invoices from day one. We rely on Tabs daily, whether it's for managing new contracts or conducting our regular review of the data. They successfully integrated our accounting system, enabling invoices to transfer seamlessly for accurate revenue recognition and forecasting. Over the past year, their system has evolved significantly. The addition of new features, such as cash application and support for billing in foreign currencies, has been impressive. Since incorporating Tabs into our workflow, our processes have become much more streamlined. Now, we simply upload contracts into their system, which automatically extracts all the key details to generate invoices, making our work much easier. The support team is outstanding—always available, proactive in offering assistance, and a true partner in our business. We truly couldn't operate as effectively as we do without their support. Review collected by and hosted on G2.com.

Only thing that slowly needs some work on it is the payment application and the international aspect. Everything else is wonderful. Review collected by and hosted on G2.com.

I value how Tabs helps us streamline the big financial levers of the business while making managing contracts and ARR much more transparent. We have better control over AR and cash flow thanks to Tabs. The platform takes what can be complex and time-consuming tasks and makes them easier to track, manage, and act on with confidence. Tabs not only streamlines contracts, ARR, AR, and cash flow through smart automation, but their team is also fantastic to work with. They are supportive, responsive, and committed to the value they provide Review collected by and hosted on G2.com.

I wish we could manage our contract management through them - partnering with our CRM tool and automate that process. Perhaps it's in the product roadmap? Otherwise, I don't have anything negative to speak to. Review collected by and hosted on G2.com.

Hi Energy Agency has been working with Tabs for a year 1/2, and it has helped my co-founder and I be able to focus on our clients and help them grow their revenue. I was sending out our invoices manually and it was incredibly time consuming. Tabs has made this a breeze and automates not only our invoices, but our reminders and so much more. I HIGHLY recommend using Tabs as a start up, so that you can focus on what is going to help your business grow. Review collected by and hosted on G2.com.

I love everything about Tabs and the automation they have created for our billing and collections cycles. They continue to add new and exciting products and have the most amazing team to help with any and all of our questions. Review collected by and hosted on G2.com.

Tabs has completely transformed how we manage receivables. The platform makes it easy to track invoice status, check where things stand at a glance, and send reminders with just a few clicks. As a result, our AR cycles have improved dramatically.

Tabs also greatly enhances my ability to spot patterns in when customers pay and to confirm we’re working with the right contacts, which has eliminated tons of back-and-forth and inefficient communications. Overall, my time spent on invoicing has dropped by nearly 80%, freeing me up to focus on more impactful work. For any team looking to bring efficiency and clarity to AR, Tabs has been a game-changer. Review collected by and hosted on G2.com.

it could be nice to have automatic email come through when invoices are paid Review collected by and hosted on G2.com.

I find Tabs incredibly valuable for several reasons. First and foremost, the ease and seamlessness of setting it up was impressive, it felt like a white glove experience with excellent support from the implementation team, especially Stephanie. This made managing our busy schedule more feasible, ensuring we met our implementation deadline within three to four weeks. Additionally, Tabs has been instrumental in solving visibility issues regarding collections and enhancing our collection rates, improving our financial metrics like ARR and software metrics. The reporting features are particularly useful, converting what was once a manual process into a streamlined, integrated solution. With easy invoice generation and integration with Salesforce, Tabs has transformed how we manage our financial activities. Furthermore, the integration with QuickBooks and Salesforce has made revenue recognition and invoice management a breeze, allowing our finance team to quickly review and approve them. Customer service sets Tabs apart; they are consistently helpful, hiring the best people to address and service our needs effectively. I am impressed by how well Tabs assimilates product feedback into their roadmap, reflecting their commitment to improvement and customer satisfaction. Review collected by and hosted on G2.com.

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I like the simplicity of it. The UI is very friendly and the integration with our CRM made it effortless. Stephanie and the support team were super helpful and made the onboarding process extremely smooth. Once we got all set up, I really started loving it. All you have to do is press a button. Gets rid of all the manual tasks post-deal close. Review collected by and hosted on G2.com.

Can't pinpoint anything at the moment. Any issue we had got resolved on the spot thanks to Stephanie and the team. All of our requests were considered on the spot and made possible. Review collected by and hosted on G2.com.