How Snapdocs reduced billing time by 90% while improving revenue accuracy

About Snapdocs

Snapdocs connects the people, processes, and technologies that power the mortgage industry. Its digital infrastructure helps transform the manual loan closing process into a faster, more accurate, and more profitable experience for everyone involved. For Paul Micheli, Corporate Controller at Snapdocs, that same focus on automation extends into the accounting function, where his team manages billing, revenue recognition, reporting, audit, cash collection, and other finance workflows end-to-end.

The Challenge: Manual Billing Became Risky for a Usage-Based Business

Snapdocs runs a usage-based business with multiple product streams and bundled offerings. That complexity made billing accuracy especially important. Each month, the finance team needed to ensure usage data, product attribution, invoice details, and revenue recognition all aligned before invoices went out.

“Before Tabs, invoicing was truly a grind. We were dealing with a platform that was very manual. It required such thought that you needed an engineering degree just to get the invoices out the door.”

— Paul Micheli, Corporate Controller, Snapdocs

This was requiring too much manual effort. According to Paul, Snapdocs’ prior billing platform had a “clunky UI” and limited self-serve functionality, resulting in too much dependency on engineering support for configuration. When new products were introduced, the finance team often had to manually enter pricing, product, and contract data, then double-check that the information flowed correctly into invoices. For some product lines, the team was still manually keying data into invoices every month. What should have been a routine billing process took up to 15 hours across multiple teams.

Before implementing Tabs, the biggest bottlenecks to the financial process included:

• A manual invoicing process that took 10 to 15 hours each month across teams
• Heavy dependency on engineers to troubleshoot and maintain billing workflows
• Limited flexibility to support new products, edge cases, and usage-based pricing complexity
• Manual contract review and invoice setup that increased the risk of billing errors
• Collections workflows that were difficult to manage consistently because the team was stretched thin

That manual work created a deeper issue: confidence. When finance teams have to touch and recheck every part of the billing process, accuracy becomes harder to trust. For Snapdocs, that lack of confidence affected more than invoicing. Billing data also fed reporting, revenue recognition, and business decision-making, which meant small errors could create larger downstream consequences.

Why Tabs: Flexible Billing Infrastructure Built Around Business Needs

Snapdocs evaluated Tabs when its existing billing process reached a breaking point. The team had introduced new products, but its billing solution could not support the way those products needed to appear on invoices or flow downstream into finance and RevOps reporting. Snapdocs needed a platform that could handle usage-based billing, support product-level detail, reduce engineering dependence, and adapt as the business evolved.

“You need to fully invest in a solution that allows the team to be lean while also performing at the level that is expected of both your executive team and customers. The level of accuracy that we get with Tabs allows us to work as a team, at a smaller size, without feeling understaffed. We’re performing beyond where we were 2 or 3 years ago.”

— Paul Micheli, Corporate Controller, Snapdocs

Tabs stood out because the team took the time to understand how Snapdocs operated. During the sales and implementation process, Tabs worked closely with Snapdocs to map its edge cases, usage-based billing logic, contract complexity, and reporting requirements. That partnership mattered because Snapdocs did not have a simple, flat subscription model. Its billing required flexibility across bundled products, order-level details, and product attribution that still had to be accurate in the backend.

Usage-Based Billing for Complex Product Streams

In some cases, Snapdocs bundles products to streamline the customer experience, while finance and RevOps still need product-level detail for reporting. Tabs helped Snapdocs preserve that granularity so bundled offerings could remain user-friendly without losing the backend detail required for revenue recognition, product attribution, and operational reporting.

Contract Ingestion That Reduces Manual Review

Before Tabs, contract ingestion required the finance team to manually review PDFs, identify products, interpret pricing terms, and account for details like tiered pricing changes over time. Tabs uses AI to ingest contracts into the platform, giving the team a structured view of how billing maps to specific products. That helps Snapdocs reduce manual setup work while maintaining the oversight needed for accurate billing.

ERP Sync and GL Mapping for Cleaner Reporting

Snapdocs previously entered revenue and invoicing details into its ERP manually each month. The team also had to bucket certain revenue streams in ways that limited reporting granularity. Tabs syncs billing data into its ERP with general ledger mapping to reflect specific products and revenue streams. Accounting, finance, and RevOps now have better visibility into product performance and revenue trends.

Automated Collections That Keep AR Moving

Collections were previously handled manually through aging reports, filters, and customer follow-up. Because the team had to spend so much time on invoicing, some months did not include consistent customer outreach. Tabs automated collections reminders and dunning workflows, helping Snapdocs track partial payments and surface outstanding balances.

A Source of Truth for Customer and Contract Data

Instead of searching across folders or wondering whether a contract version is current, the team can go to Tabs to find the information it needs. Snapdocs has already relied on Tabs this way during large-scale finance initiatives, including an ERP migration.

Life With Tabs: Transforming Billing From a Monthly Fire Drill Into a Repeatable Workflow

Tabs enabled Snapdocs to move from manual billing workflows to an automated revenue foundation. Contracts, billing logic, invoice data, and customer details now live in one place. Usage data can flow through more cleanly. Finance can send invoices without pulling engineers into the process at every step. Ultimately, this has provided the following benefits:

• Reduced monthly billing time by roughly 80–90%
• Cut invoicing effort from 10 to 15 hours down to just 2 hours
• Reduced the need for engineering support in recurring billing workflows
• Automated collections follow-up and reminders, going from zero to full automation
• Improved product-level revenue attribution for reporting
• Created a trusted system for customer, contract and billing data

Paul’s team now reviews the data and handles any necessary adjustments, sending invoices with more confidence. What previously took nearly two business days across multiple teams now takes two hours.

“I think time is the biggest ROI factor. We saved about 80 to 90% of our billing time on a monthly basis. That alone is a huge impact on a team that’s trying to keep up, implement new products, and keep pushing the boundaries moving forward.”

— Paul Micheli, Corporate Controller, Snapdocs

Tabs has also helped Snapdocs stay lean. Before implementation, the company had considered hiring someone specifically to manage AR and billing. With Tabs in place, the team can support a more complex revenue operation without adding that dedicated headcount. For Paul, that gives the finance team more room to focus on deeper analysis and higher-value business decisions instead of repetitive billing work.

Today, Snapdocs has a billing process it can trust. Invoices go out with less manual work and usage data flows more accurately so Snapdocs has clearer visibility into the contract and customer data behind each transaction. For a company operating in a complex, usage-based environment, that reliability has changed how finance works.