Tabs

In August, we shipped new Collections Agent features to help finance teams get paid faster with less manual work. But collections automation has always been core to what Tabs does and how we help customers cut DSO, reduce outstanding invoices, and scale without adding headcount. 𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝘁𝗵𝗮𝘁 𝗹𝗼𝗼𝗸𝘀 𝗹𝗶𝗸𝗲 𝗳𝗼𝗿 𝟰 𝘁𝗲𝗮𝗺𝘀 𝘂𝘀𝗶𝗻𝗴 𝗧𝗮𝗯𝘀 𝘁𝗼𝗱𝗮𝘆: → Carson: 33% lower DSO → Mode Mobile: 40% lower DSO → Raina Music: 50% fewer outstanding invoices → GenLogs: 95% current AR while scaling See how Collections Agent can help you automate the full journey → https://lnkd.in/eFzGX9Gx

Your finance team is already living in Slack. So why are your billing workflows still scattered across various screens and apps? With our Slack integration, real-time notifications pull invoice approvals, payment matches, and contract escalations into the place where your team is already working. No context switching. No app fatigue. With the Tabs x Slack integration, you get: ✅ Real-time alerts when invoices are ready, payments hit, or contracts get stuck ✅ Approve, escalate, or confirm invoice matches directly in Slack with Contract Agent ✅ Weekly digest of invoice statuses, valuations, and payment totals in one view ✅ Direct access to Tabs support right from your Slack workspace Tabs’ agents bring visibility and updates from your financial workflows directly into one place where your team is already working. Less time hunting for status updates. More time on decisions that actually move the business forward. Learn more about Tabs x Slack here → ordnl.link/TytKXAq

Issuing credits shouldn't require voiding invoices, breaking your audit trail, or creating more manual work for your team. Credit memos in Tabs handle it. Use them for refunds, returns, or any general credit, at the invoice level or the customer level. Everything updates automatically with no manual entry in a separate system. ✅ Apply credits manually or automatically on invoice send ✅ Original invoice stays intact for audit and reconciliation ✅ Credit memo syncs to your ERP automatically Your records stay clean and your books stay accurate. Book a demo to learn more → tabs.com/product/demo

Collections is the part of finance that compounds fastest as you scale. This month, Collections Agent makes it easier to manage every outstanding account and act on what needs attention. Here's what's live: ⚙️ 𝗔𝗴𝗲𝗻𝘁 𝗣𝗲𝗿𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝘀: Set what the agent handles and what needs your approval for full control 📜 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗟𝗼𝗴: Full visibility into every action, with a clear audit trail of what the agent and your team did, when, and why ⚡ 𝗦𝗺𝗮𝗿𝘁 𝗔𝗥 𝗤𝘂𝗲𝘂𝗲: Your collections inbox sorted, prioritized, and handled 📊 𝗔𝗜 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: Customer payment patterns surfaced so you know where to focus ✉️ 𝗔𝗜-𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗲𝗱 𝗘𝗺𝗮𝗶𝗹𝘀: Personalized follow-ups drafted in seconds 🔌 𝗧𝗮𝗯𝘀 𝗠𝗖𝗣: Your collections data available directly in Claude See everything we shipped this month → https://lnkd.in/eFzGX9Gx

Collections isn't just an AR problem. It's why your revenue numbers are one step behind. Manual collections has always meant unpredictable payment timing, hours spent chasing payments, and forecasts you can't rely on. It's manageable early on. It becomes unsustainable as you scale. In our latest blog, we break down how Collections Agent automates the full collections journey from invoice to revenue, so getting paid faster also means your books stay current without manual cleanup at close. Read it here → ordnl.link/wI1nkAX

EO runs some of the most prolific founder interviews around. This summer I joined the series alongside founders like Max Junestrand (Legora), Luana Lopes Lara (Kalshi), and Arvind Jain (Glean). My biggest takeaway: to grow fast, you sometimes have to start slow. Founders are told to move fast and break things. But real speed comes after you've walked before you run. Before Tabs had a single line of code, my co-founders and I spent almost six months talking to hundreds of Finance teams and just as long figuring out exactly who our first customers should be. It wasn't glamorous. One investor called Accounts Receivable "the most boring problem" I could've picked. We also got into the questions every founder should answer before scaling: -Why your first 10 hires should think nothing like you -Why your role as CEO should shrink as your team grows -How AI is reshaping every function at Tabs...not just engineering Watch the full interview on YouTube, linked in the comments. Thanks to TaeYong Kim and Jason Jin, and the EO team, for stopping by Tabs HQ.

📅 3 days to go until the 𝗕𝗲𝘆𝗼𝗻𝗱 𝘁𝗵𝗲 𝗕𝗮𝗹𝗮𝗻𝗰𝗲 𝗦𝗵𝗲𝗲𝘁 event! If you've ever wondered what it actually takes to leave the structure of a Big 4 firm and build something from zero, this is the conversation you don't want to miss. At this event, we're bringing together operators from Tabs and Rillet for an honest look at the jump from auditing other people's businesses to building their own, ideal for accountants and consultants ready to make their next move into tech. No polished talking points, no recycled advice. Just real answers on the tradeoffs, the mistakes, and the moments that made it worth it. You'll hear what "ownership" really means when there's no playbook to follow, how speed changes the way you make decisions, and what it feels like to see your work ship in weeks instead of sitting in review for a quarter. Then stick around. The networking and drinks after are where the best conversations usually happen. Spots are limited and filling up fast. Register today so you don't miss it 👇 📅 Thursday, August 20 | 5:30–8PM 📍 Tabs Rooftop 🔗 RSVP Here --> https://luma.com/tabs-06dw

Close the books without spending hours on cash application. Every transaction lands in Tabs automatically, pulled in from your bank via Plaid: Stripe payouts, ACH credits, wires, and checks. Portal payments match to the right invoice instantly. For everything else, Tabs recommends matches based on payment history and customer behavior. Your team reviews everything in a daily Slack digest. Confident matches ready to approve in bulk. Edge cases surfaced with the context you need to resolve them. Keep your books current from the moment cash arrives with Tabs. Book a demo → tabs.com/product/demo