Tabs Reviews & Product Details

When comparing vendors, going for the new kid on the block, held certain unknowns.

However, the Team has shown from day one that this was the right call.

The Tabs team thinks about billing the right way and built a product like Financial professionals truly want a workflow to work.

During the onboarding they have been nothing but extremely helpful and moved insanely fast to remove any blockers.

The tool is easy to use, and because of the AI nature, you can move around the tool in a more natural way, and can do the same action from within different parts of the app, subject to what your role is, or what task you are doing in that moment. Review collected by and hosted on G2.com.

The processing of documents isn't instant, so if your workflow (after signature of PO/order form) expects to immediately move to the billing stage, you might be delayed by a bit.

There were some kinks during the integration on both our set up and the integration, but the team resolved those quickly. Review collected by and hosted on G2.com.

Real agentic automation of the Order to Cash cycle. The platform ingests our contracts, schedules out our billing and rev rec schedules accurately, and then drafts up the recurring invoice stream. This was a process that would take countless hours from our revenue accountants but can now be managed much more efficiently. We will be able to scale much more effectively as we grow and acquire companies rather than having to add headcount to support the volume. Review collected by and hosted on G2.com.

Implementation took longer than I was expecting - we went live with invoicing about 5 months after we signed our contract. There was a lot of specific training on our model, and a pivot we had to make halfway through, that I wasn't anticipating. Review collected by and hosted on G2.com.

I love the advanced AI resources in Tabs for extracting complex contractual information. It ensures timely invoicing and payment collection, offering significant accuracy and time-saving advantages. The comprehensive support and the onboarding team help maximize platform benefits seamlessly. Review collected by and hosted on G2.com.

I think one area where Tabs could be improved is by offering a fully integrated system that allows us to create contracts and proposals directly on the platform. Currently, I have to rely on additional software for this purpose. Although Tabs integrates with multiple platforms, such as DocuSign and PandaDoc, enhancing this capability could eliminate the need for additional tools. A more thorough integration would further streamline processes and provide a more comprehensive solution. Review collected by and hosted on G2.com.

The implementation process went smoothly, and the team at Tabs was very hands-on in helping us get up and running on schedule. Tabs continually works to enhance their platform by improving functionality and adding new features. Whenever issues arise, the support team is always quick to respond and assist with troubleshooting. Review collected by and hosted on G2.com.

The cash application process could be improved, particularly when it comes to handling batch transactions and partial payments. Review collected by and hosted on G2.com.

I like the quick support that comes from the support team Review collected by and hosted on G2.com.

Like many startups, they don’t have a lot of prescriptive processes in place yet. Because of that, you can sometimes run into errors that likely could have been avoided. Review collected by and hosted on G2.com.

It is such a great integration with QBO and really streamlines the Accounts Receivable / Revenue processes. Can control so much in the app and not worry about sync to QBO. A really great company to work with and evolve. They are very responsive to questions or needing help. Review collected by and hosted on G2.com.

Not necessarily there fault, but you can't manage already made invoices in QBO in TABS. Review collected by and hosted on G2.com.

I really like how Tabs saves a lot of time on billing and revenue tracking. The onboarding and support teams are extremely helpful and responsive. It's easy to set up, and I appreciate the effort the team puts into resolving any bugs swiftly. The team is very responsive, which adds to the positive experience. Review collected by and hosted on G2.com.

Sometimes there's minor bugs, but the team does a great job in making sure they are resolved swiftly. Review collected by and hosted on G2.com.

The team behind Tabs. They are a true partner listening to our business needs and iterating useful features quickly. Review collected by and hosted on G2.com.

Our contracts are complex. This is less of a critique of Tab but rather an acknowledgement that our product and product is complex. There is some review we do have to do with invoices that go out. Tabs has worked seamlessly once contract set up is complete though! Review collected by and hosted on G2.com.

Tabs is a robust contract-to-cash solution that can handle complex contract terms, pricing, and revenue modeling. In my experience, Tabs completes about 80% of the work required to invoice a client and match bank transactions to outstanding amounts, which streamlines a large portion of the process. Easy to integrate, use, and setup account, with responsive customer support. Review collected by and hosted on G2.com.

Tabs doesn’t really have any major weaknesses. The price isn’t cheap for a premium product, but for organizations operating at scale, it can still deliver significant ROI. Review collected by and hosted on G2.com.

We have experienced significant time savings during our monthly reconciliations and the accounting close process. By implementing an accurate, automated collections matching system, our executive team now has clear visibility into both historical and forecasted cash collections. This improvement has allowed us to shift the time we once spent managing A/R aging toward more strategic priorities. Review collected by and hosted on G2.com.

The implementation process does require a significant time investment from the team, which is both expected and necessary to help prevent any issues after implementation. As Tabs continues to grow, I would appreciate seeing more reporting features added. Review collected by and hosted on G2.com.