Tabs

AI agents for billing, collections, and revenue operations

Tabs is a New York-based AI-native revenue platform founded in 2023 that automates the contract-to-cash cycle for modern finance teams — covering billing, collections, revenue recognition, and reporting. It positions itself as the missing automation layer in enterprise finance: while spend management, payroll, and procurement have seen significant automation investment, the revenue side (getting cash in) has remained largely manual. Tabs agents read contracts directly, generate and send invoices, monitor payment due dates, match and reconcile payments, and apply ASC 606 revenue recognition schedules — all without requiring manual data entry or spreadsheet workflows. The platform targets B2B SaaS and technology companies with complex pricing models (subscription, usage-based, and hybrid), and has raised $91M+ including a $55M Series B led by Lightspeed in September 2025.

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Key Features

Billing agents: Agents that read signed contracts (or sync from CRM), automatically generate invoices, and deliver them — eliminating the manual step of translating contract terms into billing actions.
Collections agents: Automated monitoring of payment due dates with intelligent matching and reconciliation, reducing the manual work of chasing payments and closing AR.
Commercial Graph: An internal data model that consolidates billing terms, ARR, renewal clauses, and customer activity into a unified structure, which agents use to take accurate, contextual action.
Revenue recognition automation: Real-time ASC 606-compliant revenue recognition generated from billing events, reducing reliance on manual spreadsheet-based schedules.
CRM and ERP integrations: Syncs with Salesforce, HubSpot, and ERPs (including a published integration with Rillet) so billing data flows automatically rather than being copied between systems.
Slack and email-native workflows: Finance teams can review, approve, and act on invoices or payment reminders directly from Slack or email without logging into a separate tool for routine approvals.

Use Cases

For SaaS companies with complex pricing models: A company with usage-based or hybrid billing connects Tabs to its CRM; agents generate invoices from contracts automatically, cutting hundreds of hours of quarterly invoicing work.
For collections and AR acceleration: A company with high outstanding AR uses Tabs’ collections agents to monitor and follow up on due payments systematically, shortening the cash collection cycle.
For a faster month-end close: A finance team eliminates manual reconciliation steps by letting Tabs agents match payments to invoices in real time, arriving at month-end with the bulk of AR work already done.