Tabs Reviews & Product Details

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.

Tabs makes it easier to centralize and automate revenue and invoicing that would otherwise be done manually in spreadsheets. Onboarding was simple, and customer support is very responsive. For finance and accounting teams, it reduces time spent on invoicing and reconciliation while also improving visualization of revenue data. Review collected by and hosted on G2.com.

While very helpful, some features overlap with existing processes, which makes it feel more like a time-saver than a truly essential system. You need to be fully bought into leveraging all the features to make it worthwhile. Review collected by and hosted on G2.com.

Tabs has transformed our A/R workflow across all product lines. Our contractual agreements are often complex, with conditional, stair-step logic that varies from customer to customer. Previously, a dedicated support team had to manually interpret each contract and translate its terms into invoice schedules. With Tabs, this entire process from contract parsing to invoice generation is fully automated.

The results have been significant: we’ve reduced time spent on invoicing and follow-ups by more than 50%, freeing our team to focus on higher-value internal initiatives. The platform’s intuitive, streamlined UX benefits both our internal teams and our customer-facing experience. Review collected by and hosted on G2.com.

Implementation of ad-hoc discounts to invoices is fairly cumbersome. Platform also has difficulties accounting for mid-contract terminations and properly flowing the logic into reporting requiring Tabs' CS team to make changes on their backend (Tabs team is working on building out feature capabilities). Review collected by and hosted on G2.com.

How you are able to upload a contract and the invoices are created for you. You can review and make changes if needed. Review collected by and hosted on G2.com.

Sometimes it is glitchy and does not always user friendly. It feels like at times there was no UI/UX designer behind it but rather was designed by a developer. Review collected by and hosted on G2.com.

Tabs has significantly streamlined our billing process by automating contract workflows. Thanks to its AI-powered automation, we’ve eliminated a lot of manual work — from customer creation and data entry to invoice generation. I also appreciate the automated reminders that notify us when it’s time to send invoices or follow up on collections. It saves us a ton of time and helps us stay organized. Review collected by and hosted on G2.com.

There’s very little to dislike. Our implementation experience was smooth overall. The only minor issue we encountered was an occasional delayed contract processing, but that was resolved quickly. Review collected by and hosted on G2.com.

Invoice generation, email reminders, collection sync. It's an all-in-one software to take care of AR. Review collected by and hosted on G2.com.

It's currency conversion has been bugging our team, but they are actively working on it, should be taken care of very shortly. Review collected by and hosted on G2.com.

Tabs makes revenue reconciliation and accounting closes much smoother. We previously did not really have a source of truth to map all of our contract and invoice data to (or had multiple sources we had to check), but Tabs has allowed us to consolidate it into one. The team has made the transition and implementation very smooth as well Review collected by and hosted on G2.com.

The overall time to implementation has taken longer than expected, but this may also be due to factors external to the Tabs team Review collected by and hosted on G2.com.

Tabs is the only platform that ingests the actual contract pdf and isn't dependent upon accuracy of manual inputs into another data set. Statsig uses tabs to invoice every customer and it helps us track down past due AR, helps our customers pay timely and understand their invoices, and saves me hours of work each month. Our implementation process was relatively seamless and shockingly fast. Their support team is also excellent and communicative. Review collected by and hosted on G2.com.

With any new platform there is going to be some thrash as they grow and release new features, but so far this has been minimal. Review collected by and hosted on G2.com.

Tabs has made a big difference for our team by helping us automate the billing process for our highly complex, non-standard contracts. There is so much flexibility in the platform, allowing us to create billing schedules thats take into account every discount, renewal, go-live etc. Tabs is intuitive and easy to use, and the CS/support teams have been always available for us. Review collected by and hosted on G2.com.

Contract processing could be improved, nevertheless still decent Review collected by and hosted on G2.com.