Know what needs attention
Spot risky accounts, prioritize the right follow-up, and keep every customer moving with timely, consistent outreach.
Collections that keep moving, without waiting on your team.
Work the queue with AI
Handles routine collection tasks, drafts the right outreach, and advances accounts based on customer context and risk.
Accept and auto-apply payments
Accept payments through your preferred processors, auto-match them to invoices, and keep balances accurate.
Collections Agent
Your AI collections teammate.
Collections Agent handles the work that comes after an invoice is sent - from failed payments and customer follow-ups to account updates and resolution. Every action draws from the full customer history, while your team reviews, steps in when needed, and stays in control.
Smart AR Queue
Early Access
Your collections inbox, on autopilot.
Receives and sorts customer requests by what needs attention, completes routine tasks automatically, and flags when human judgment is required. Integrates with Gmail and Microsoft Outlook.
- Handles PO updates, changes customer contacts, and sends your W9.
- Tracks promises to pay and automatically
follows up, if needed. - Save hours by automating 86% of inbound collections emails.
AI insights
Live
Turn customer history into smarter collections.
Learns from the full customer relationship - not just invoices - to spot patterns, flag risk, and tailor collections to how each account behaves.
- See payment history and collection patterns across every customer.
- Identify overdue balances and accounts trending toward risk.
- Prioritize follow-up using full customer and contract context.
AI-Generated emails
Live
From insight to outreach, in seconds.
When an account needs personalized follow-up, set the tone, urgency, and approach you want, and AI drafts the email in seconds.
- Set the escalation level and tone based on the risk signals surfaced in AI insights.
- Review, edit, and send in seconds.
- Keep every outreach consistent with your brand voice.
Payment reminders
Customize collections for your business.
Design collection strategies around your customers, not rigid workflows. Customize timing, messaging, and follow-up rules while keeping every account moving.
Consistent follow-ups, automatically.
Set your collections schedule once and Tabs handles the follow-up automatically, so your team spends less time chasing payments.
Tailored follow-ups at scale.
Create tailored reminder schedules and messaging by customer, invoice type, or payment terms, so every account gets the right follow-up at the right time.
Payments
From payment received to cash applied, automatically.
Keep customer balances accurate and your team out of spreadsheets, with less manual matching and cleanup.
Customer Portal
Live
Make it easy for customers to pay.
Customers can view invoices, download documents, update payment methods, and pay balances through a self-service experience.
- Give customers flexible payment options with credit card, ACH, wire, or check.
- Reduce late payments with securely saved payment methods and native autocharge.
- Let customers easily manage payment methods to reduce payment friction.
Cash Application
Live
Reconcile payments against open invoices automatically.
Tabs matches incoming payments to the right invoices from the moment cash arrives, so your financial records are always accurate.
- Automatically match incoming payments to open invoices.
- Reconcile fees, partial payments, and edge cases without manual work.
- Close the books faster with accurate, up-to-date records.
Live
Give customers more ways to pay.
Accept digital payments the way your customers prefer with flexible payment processing built directly into Tabs, powered by Stripe.
- Deliver a seamless payment experience without sending customers to a disconnected system.
- Keep every payment connected to your revenue workflow automatically.
Reporting + Forecasting
Reduce DSO and turn collections into predictable cash flow.
Track invoice status, account risk, DSO trends, and expected cash flow, in one place. Connected reporting helps your team prioritize risk, forecast more accurately, and understand the impact of every payment.
Track collections in real-time
See exactly which invoices are at risk and why in one kanban view, to quickly find out what's overdue.
Spot payment risk early
Know which accounts are trending toward late payment before they miss one.
Forecast cash with confidence
Give leadership DSO and revenue trends without pulling a report for one view that’s always current.
Tabs MCP
Your collections data, available with Tabs MCP.
Build dashboards, investigate accounts, and get a complete view of receivables in Claude with Tabs MCP, powered by your Tabs data and collections context.
"I didn’t want a company that had been around for 10 years and just bolted on AI use cases. I wanted someone who truly, from the ground up, is building with AI on the forefront. With the opportunity I had to rebuild the entire finance stack, that’s the reason I went with Tabs."
Joe MurrayVP of Finance