Tabs leverages AI to ingest contracts to create Customers, Invoices, and Adjustments into Sage Intacct. Tabs sends invoices to customers and matches payments received and syncs to Sage. Sage Intacct remains your system of record; Tabs keeps your receivables up-to-date.

It’s a guided setup run by our team. We connect to your test account first, map customers and items, run a dry run, then leverage our AI contract ingestion to backfill historical contracts before moving to production. Your Admin only needs to provide access and confirm field mappings.

The integration has built-in safeguards to prevent duplicates, clear error messages if something can’t be posted, and simple retry buttons. Our kanban view shows your draft, outstanding, and sent invoices, with exportable reports so you can tie out sales order -> invoice -> payment -> credit memos during close while keeping up with collections.