Tabs Reviews & Product Details

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.

The invoice automation saves me a lot of time and makes my workflow much easier. Review collected by and hosted on G2.com.

There are a few bugs here and there, but the team is typically quick to respond and address them Review collected by and hosted on G2.com.

The flexibility and collaboration to meet our needs. Review collected by and hosted on G2.com.

Any problems/issues have been addressed head on with the Tabs things. There are growing pains as they are a new company, but I know they will resolve them and continue to excel. Review collected by and hosted on G2.com.

AI contract review saves us a lot of time manually entering in terms. Creating revenue schedule along with invoicing schedule also speeds up month end close. Review collected by and hosted on G2.com.

We've had some issues with the Netsuite integration, but the team has worked quickly to help resolve them. The platform can be a bit click heavy, but the benefits outweigh the negatives. 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.

They have a friendly, relatable staff who are always eager to help. Review collected by and hosted on G2.com.

not able to make certain correction to my invoices on my own. (However this is something we are working on.) Review collected by and hosted on G2.com.

It is very useful to reconcile the invoices, revenue data, and incoming payments. Review collected by and hosted on G2.com.

Nothing to dislike at this moment. We have started using it and it is easy to use. Review collected by and hosted on G2.com.