Transforming B2B Financial Operations with Tabs

In the dynamic world of B2B transactions, managing accounts receivable can be a daunting task. Businesses often encounter challenges such as manual contract handling, billing inaccuracies, and slow cash flows. Enter Tabs, an AI-powered B2B revenue platform designed to enhance financial operations and revolutionize the quote-to-cash and accounts receivable processes. This detailed guide explores how Tabs functions, its essential features, advantages, use cases, and more, providing a solution to the cumbersome manual tasks that hinder scalability.

What is Tabs?

Tabs is an innovative platform that leverages artificial intelligence to streamline financial operations, particularly in the realms of contract management and accounts receivable.

What Makes Tabs Unique?

Tabs stands out by offering a seamless three-step process that simplifies financial operations:

• Contract Upload and Connection: Users can easily upload contracts and link them to their CRM or document management systems like Salesforce, Hubspot, or Docusign. Drag-and-drop functionality for contract PDFs is also available.
• AI-Powered Contract Interpretation: The platform’s advanced AI extracts essential information from uploaded contracts, including critical business terms.
• Automated Workflows: Tabs automates workflows such as usage-based billing by importing usage events, reducing the need for manual data entry and additional engineering or data science work.

Key Features

• Automated Data Extraction: Extracts key contract terms, including items, pricing, and schedules, without manual input.
• Invoice Calculation and Automation: Ensures accurate invoice calculations by cross-referencing and updating terms.
• Automated Follow-ups: Schedules follow-ups and automates cash application to enhance cash flow.

Pros & Cons Table

Who is Using Tabs?

Tabs is beneficial for a diverse range of users within an organization:

• Finance Teams: Can significantly minimize manual tasks related to contract management and billing.
• Operations Teams: Experience enhanced workflow efficiency.
• Revenue Teams: Utilize Tabs to refine billing models and improve revenue transparency.

Support Options

Tabs provides various support options, including online resources, customer service, and dedicated account management to assist users in maximizing the platform’s potential.

Pricing

Please note that pricing information may not be up to date. For the most accurate and current pricing details, refer to the official Tabs website.

Integrations and API

Tabs seamlessly integrates with popular CRM and document management systems such as Salesforce, Hubspot, and Docusign, enhancing its functionality and user experience.

FAQ

For frequently asked questions regarding Tabs, including setup, features, and troubleshooting, please refer to the FAQ section on the official website.

Useful Links and Resources

• Tabs Official Website
• Request a Demo

Stay informed and take the first step towards transforming your B2B financial operations with Tabs.