Tabs Reviews & Product Details

Tabs has been a great fit for our finance team. The AI contract ingestion pulls billing terms directly from our signed order forms and automatically generates invoices, so there’s no manual data entry required. It’s saved us a significant amount of time across our billing cycle and helps keep everything consistent, with the contract serving as the source of truth. The collections automation is another plus, making it easier to stay on top of outstanding invoices without all the back-and-forth. Review collected by and hosted on G2.com.

Honestly, there’s nothing to dislike, if anything, it saves me so much time that I’m not even sure what to do with myself. Review collected by and hosted on G2.com.

I really enjoy the UI of Tabs. It's easy to navigate, which makes it simple to train new team members. This is especially important for a small team as it allows team members to easily continue where someone else left off. Additionally, one of our favorite features is that Tabs can interpret nuanced enterprise software contracts and set the proper invoicing schedule and rev rec -- it only requires a one time review from the team, and it is completely automated from there. Review collected by and hosted on G2.com.

The areas for improvements are reporting/insights and localization. End users need a more robust mechanism for manipulating the data they need. Additionally, we ran into some issues with localization (specifically for France), which is anticipated but that would be the other area to inveset in the future. 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.

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.

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.

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.

The implementation process with Ali Ahmed was easy, mainly because he was very on-top of all items that needed to be taken care of on my end. We were on frequent calls to handle all my questions. Our systems connected relatively easily, and I haven't had any issues in sending + collecting invoices. Review collected by and hosted on G2.com.

The contracts do take 24 hours to process, which is a bit longer than I expected for a modern AI product. Review collected by and hosted on G2.com.