Tabs Reviews & Product Details

Tabs is a slick application with constantly new features being added that improve our business operations. It's great that it enables me to get from a contract to an invoice out the door near-instantaneously without any effort from my team. I also value the direct link to our bank account, which allows me to track payments in real time. The combination of their technology and team made the implementation seamless, although it wasn't labor-free. Review collected by and hosted on G2.com.

I'm looking forward to a time when I can use Tabs to track our auto renewals and ensure that there's a seamless process between the date the auto renewal occurs and the ongoing contracting and invoicing that's been automated. Review collected by and hosted on G2.com.

Their cash application process is really helpful. The AI learns quickly and does a good job suggesting which invoice a specific payment is for. I also like that you can handle the entire process in Slack, which saves a lot of time. Review collected by and hosted on G2.com.

There’s a one-day delay before bank transactions feed into Tabs. This can sometimes create a timing mismatch: if an invoice is due today and the payment is received the same day, the automatic invoice payment follow-up may still trigger before the transaction appears in Tabs. Review collected by and hosted on G2.com.

I really like how everything in finance is integrated and works together seamlessly. Review collected by and hosted on G2.com.

I can't think of anything that I dislike about Tabs Review collected by and hosted on G2.com.

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.

I find the customer support team to be great and always available to help. I also appreciate the flexibility Tabs offers to customize billing and revenue schedules based on different contracts, which allows me to use the software instead of relying on manual spreadsheets, even for edge cases. The automation of AR reminders and revenue recognition schedules is also a big plus. Review collected by and hosted on G2.com.

Generally we are very pleased with Tabs. Review collected by and hosted on G2.com.

Tabs has supercharged our contract to revenue process. Contracts come in from Hubspot, invoices, products, and revenue schedules are created automatically with audit history. This removes so much manual effort from our AR team, allowing us to focus on more important strategic initiatives. The support team is extremely helpful, shoutout Robbie. Tabs Agent for cash application is super helpful, I can do it right in Slack. Their roadmap for future Agents is very impressive. Review collected by and hosted on G2.com.

Sometimes the product can be slow and a bit buggy, but the support team is super responsive and resolves issues quickly. Contract processing can take some time and occasionally has errors. 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 love how Tabs saves our team countless hours by automatically ingesting contracts, pulling out products, and setting up future invoices. This automation allows us to be reviewers instead of preparers, and we no longer need to track future invoices manually. I also appreciate the automation for auto-sending future invoices and performing dunning. The ability to generate revenue waterfalls and ARR schedules in Tabs is invaluable, with fully tagged products. Tabs seamlessly integrates with our accounting books, saving us additional steps, and the integration with Salesforce helps our AEs stay updated on customer payment statuses, which is crucial for their commissions. The comprehensive functionality and built-in automation from contract execution to billing are wonderful. I find all the features valuable as they save us hours managing billing, collections, and revenue recognition, effectively eliminating the need for an AR Accountant. Review collected by and hosted on G2.com.

One area we are waiting for Tabs to stand up is consumption and getting that area more automated. This allows us to not have to upload a .csv file and invoices can be generated quicker. Review collected by and hosted on G2.com.

Tabs has been super helpful when dealing with any issues that I have had. Tabs was very response. I also enjoyed the seamless integration between QBO. Review collected by and hosted on G2.com.

Sometimes the responses can be a delayed. Other than that there were no issue that I had. Review collected by and hosted on G2.com.

I feel that the implementation of Tabs went pretty smoothly, despite a few discrepancies from what was initially promised during the sales cycle. Once everything was configured, the system has been working smoothly, which, given the risks associated with a substantial billing change, is quite reassuring. For the most part, our customers seem happy with the new invoicing process. Review collected by and hosted on G2.com.

I find the sales tax process isn't very seamless, especially when selling to customers in multiple locations across different states. There's no integrated way between Anrok, which we use for our sales tax calculations, and Tabs to itemize those sales tax amounts by location on a consolidated invoice. Review collected by and hosted on G2.com.