Tabs
AI-native revenue platform with billing and collections agents for finance teams
Last reviewed 2026-06-19
Tabs is an AI-native revenue platform that automates the contract-to-cash lifecycle for B2B finance and accounting teams: contracts, billing, collections, and revenue recognition in one place. It extracts key terms from contracts (items, pricing, schedules) without manual entry, then runs AI agents that sync with CRM and ERP systems to create and send invoices and to monitor due dates, send follow-ups, and match and reconcile payments. A Slack-native Tabs Agent lets finance staff query and act on AR conversationally. Because it touches invoices, collections, and ASC 606 revenue recognition, consequential actions are reviewed by finance teams, so it operates as a supervised agent rather than a hands-off system. Founded in 2023 and based in New York, Tabs raised a $55M Series B led by Lightspeed in 2025, bringing reported total funding above $91M, and says it automates over $500M in annual invoice volume (a vendor figure).
What it can do
Extract terms from contracts
SupervisedReads contracts and extracts key terms (items, pricing, schedules) automatically, without manual data entry, to drive billing.
sourceGenerate and send invoices (billing agent)
SupervisedA billing agent syncs with CRM and ERP systems, reads contracts, and creates and sends invoices across subscription, usage-based, and hybrid models.
sourceRun collections and cash application
SupervisedA collections agent monitors due dates, sends automated follow-ups, and matches and reconciles incoming payments.
sourceHandle revenue recognition and reporting
AssistantProduces ASC 606-compliant revenue recognition and real-time revenue reporting, and answers AR questions via a Slack-native Tabs Agent.
source
Strengths
- +Automates the whole contract-to-cash flow (billing, collections, rev rec) in one platform
- +Contract term extraction removes a major manual finance bottleneck
- +Syncs with common ERPs and CRMs; SOC 2; Slack-native agent
Limitations
- −Financial actions warrant human review, so it operates supervised, not autonomous
- −No public self-serve pricing
- −Invoice-volume and traction figures are vendor-reported
Overview
Tabs is an AI-native revenue platform that automates contract-to-cash for B2B finance teams: contracts, billing, collections, and revenue recognition in one place.
What it does
It extracts key terms from contracts automatically, then runs a billing agent that syncs with CRM/ERP and creates and sends invoices (subscription, usage-based, hybrid), and a collections agent that monitors due dates, sends follow-ups, and reconciles payments. It produces ASC 606 revenue recognition and real-time reporting, with a Slack-native Tabs Agent for conversational AR. Because these are consequential financial actions, finance teams review them, so it is a supervised agent.
Integrations & setup
14+ integrations including NetSuite, QuickBooks, Sage Intacct, Oracle, Salesforce, and HubSpot, plus developer APIs. SOC 2 compliant; the company emphasizes going live in weeks.
Pricing
Enterprise, sales-led; no public self-serve pricing.
Best for / not for
Best for B2B finance teams with complex billing (usage-based or hybrid) that want to automate invoicing, collections, and rev rec. Less suited to very small teams wanting a free self-serve tool.
Traction
Founded in 2023, based in New York. Raised a $55M Series B led by Lightspeed in 2025 (reported total >$91M) with General Catalyst and Primary participating, and says it automates over $500M in annual invoice volume; figures are vendor-reported.
Alternatives
Ramp covers spend and finance automation; Numeric focuses on AI accounting/close; Basis is an AI accounting agent.
What people are saying
We aggregate real LinkedIn discussion into sentiment for the agents people search most. Tabs isn't tracked yet, want it added? Request tracking.
FAQ
Does Tabs send invoices and chase payments on its own?+
Its billing and collections agents create/send invoices and run follow-ups and reconciliation, but because these are consequential financial actions, finance teams review and configure them. It operates as a supervised agent.
What does Tabs integrate with?+
It syncs with ERPs and CRMs including NetSuite, QuickBooks, Sage Intacct, Oracle, Salesforce, and HubSpot, and offers a Slack-native AR agent and developer APIs.
Sources
- Tabs (official site) · accessed 2026-06-19
- Tabs raises $55M Series B (Businesswire) · accessed 2026-06-19
- Tabs raises $55M for AI agents for finance teams (PYMNTS) · accessed 2026-06-19
Last reviewed 2026-06-19