Tabs

For professional services firms, particularly accounting partners, Tabs automates the most time-consuming aspects of client financial management. Its key differentiator is its suite of AI Agents that act as a 24/7 finance co-worker. The Contract Agent reads client agreements to extract billing terms, eliminating manual data entry and errors. The Billing and Collections Agents then manage invoicing and AR follow-up, accelerating cash flow. This is crucial for firms managing clients with complex B2B billing models, including subscription-based, usage-based, and hybrid structures, which Tabs handles without custom logic. The platform's ability to automate ASC 606 revenue recognition ensures client books are always compliant and close faster—a case study notes a one-third reduction in monthly close time. With native integrations for QuickBooks, NetSuite, and Sage Intacct, and SOC 2 compliance for security, Tabs provides a robust, scalable foundation for firms to deliver higher-value advisory services instead of getting bogged down in manual operations.