Tabs
Autonomous AI agents for B2B billing and collections.
Tabs is an AI-powered revenue automation platform for B2B finance teams, built to run the full contract-to-cash cycle. It sits downstream of CRM and CPQ systems and turns signed contracts into billing, collections, and revenue workflows.
Its AI agents ingest signed agreements, build billing schedules, generate invoices from contract terms and usage, run collections and dunning, produce ASC 606 revenue-recognition entries, and reconcile payments to invoices with exception handling. Every action carries a rationale and a full audit trail, and agents run in the background with human review on exceptions.
Tabs integrates with finance systems including NetSuite, QuickBooks, Sage Intacct, and Oracle, and surfaces approvals directly in Slack or email.
The company is based in New York and raised a 55 million dollar Series B led by Lightspeed in 2025. It serves more than 200 customers, including Cursor and Statsig.
Vendor details
Canonical URL
https://www.tabs.com
Category
Enterprise operations agent
Company status
independent
Use cases & customers
In practice
Every signed contract means someone manually building a billing schedule from the terms. Tabs reads the agreement, builds the schedule, and generates invoices from the contract terms and usage automatically.
Revenue recognition is a spreadsheet nobody trusts at quarter close. Tabs produces ASC 606 entries and reconciles payments to invoices, with a rationale and full audit trail behind every action.
Collections slip because chasing invoices is nobody's main job. Tabs runs collections and dunning in the background and surfaces only the exceptions to you, right in Slack or email.
Agentic Index coverage score
6.0 / 14 capabilities · 43%
| Integrations & Tool CallingIntegrates across enterprise resource planning systems such as QuickBooks, Oracle NetSuite, and Sage Intacct plus customer relationship management, tax providers, payment rails, and business intelligence tools with bidirectional sync, strong within the finance stack, though not a broad cross domain marketplace. | Partial |
|---|---|
| Workflow OrchestrationAutomates the entire contract to cash cycle end to end, with agents that ingest contracts, generate and send invoices, run collections, match payments, and book revenue recognition, genuine autonomous orchestration. | Full |
| Knowledge Grounding & RAGIngests and classifies unstructured contracts from portable document format, Word, and email beyond optical character recognition and grounds agent actions on a unified record of contracts, usage, and payments, strong grounding, though not a retrieval question answering engine with citations. | Partial |
| Human Oversight & GuardrailsProvides a rationale for every agent action and routes edge cases through automated validation and exception handling for finance review, real human in the loop oversight, though not a runtime guardrail enforcement engine. | Partial |
| Security, Identity & GovernanceDelivers audit grade revenue recognition transparency, integrates secured payment rails, and keeps the general ledger as system of record, real governance, though formal security certifications and single sign on are not documented in reviewed sources. | Partial |
| Observability & AuditabilityEvery agent action carries a traceable rationale from signature to cash with audit grade revenue recognition and real time reporting on recurring revenue, cash, receivables, and leakage, comprehensive observability and auditability. | Full |
| Memory & State PersistenceMaintains a persistent unified customer record that agents use for contextual action, but a dedicated cross session agent memory or state persistence layer is not documented, so this capability is not present as first class. | Unable to verify |
| Deployment & Data ResidencyRuns as a cloud only platform, and self hosting, on premises, or a private customer controlled deployment is not offered, so deployment and data residency control is not available. | Unable to verify |
| Prebuilt Agents, Templates & PacksShips prebuilt billing and collections agents and supports subscription, usage based, metered, and hybrid billing configurations out of the box, real reusable packs, though not a browsable marketplace of agents. | Partial |
| Triggers & Channel CoverageFires actions from contract, payment, and schedule events such as generating invoices on signature and running dunning on due dates, delivering via email, accounts payable portals, and a customer portal, real event triggers and channels, though not broad multichannel or voice coverage. | Partial |
| Model Flexibility & RoutingRuns on its own artificial intelligence models for contract understanding, but the ability to choose or route across external model providers is not documented, so model flexibility is not a first class feature. | Unable to verify |
| APIs, SDKs & MCP ExtensibilityDeveloper friendly application programming interfaces let teams extend the platform, connect systems, and embed billing into their product, real extensibility, though a public software development kit and native Model Context Protocol support are not clearly documented. | Partial |
| Testing, Debugging & OptimizationLearns from each transaction and billing cycle and validates outputs with exception handling to improve accuracy, real optimization, though not a dedicated agent testing and evaluation engine. | Partial |
| Browser & Computer UseActs through integrations, portals, and messaging rather than by controlling a browser or computer, so browser or computer use is not part of the product. | Unable to verify |
The Agentic Index coverage score grades every vendor Full, Partial or Unable to verify against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded
Pricing
From $1,500/mo (Launch plan)
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Alternatives to Tabs
The closest documented capability profiles to Tabs among enterprise operations agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.
- Rivio6.0 / 14Matches Tabs across all 14 documented capabilities
- HackerEarth5.5 / 14A lighter documented profile than Tabs
- Nominal5.5 / 14A lighter documented profile than Tabs
- Nova Recruiter5.5 / 14A lighter documented profile than Tabs
- ParkourSC5.5 / 14A lighter documented profile than Tabs
- Deposco6.0 / 14Fuller documented coverage on Integrations & Tool Calling
Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded