Connected to all sources of your customer data.
CRM sync, ERP integration, collections intelligence - all feeding the same graph.
The Commercial Graph
The context layer your revenue automation runs on.
The Commercial Graph connects every customer commitment, transaction, and payment into one structured layer, so Tabs can act on the full history of a customer relationship, not just one data point. The result: less manual verification, correction, and data entry for your team.
CRM
Mapped to your CRM, not around it.
Finance teams can decide and customize which objects sync, how fields map, and what flows into Tabs automatically - built around your data model, not ours.
Early Access
Your data structure, not ours.
Tabs adapts to the CRM you've already built, not the other way around.
Your deals, your contracts, your custom objects - structured exactly the way your revenue automation needs them.
Early Access
Configure once, synced right every time.
Set your logic once and it applies to every customer, every update, every time. No manual intervention, no data arriving incomplete or misaligned. Just commercial data flowing into Tabs right every time.
Early Access
Works with the CRM you already use.
No migration, no new system for sales to learn. Native integrations with the tools your team already lives in.
Your CRM. Your rules.
Configure exactly what data flows into Tabs and how it powers your revenue workflows.
Sync only the deals that matter.
Choose which pipeline stages flow into Tabs so finance starts with the right contracts.
Pull the right contract automatically.
Select which CRM attachment Tabs should use as the source for contract processing.
Bring your CRM context into Tabs.
Map custom fields to preserve the deal data your revenue workflows depend on.
Control exactly what gets synced.
Set rules that determine which CRM records flow into Tabs based on your business logic.
Keep billing contacts connected.
Map CRM contact fields into Tabs so the right people stay attached to every account.
Sync customer addresses.
Map billing and shipping details from your CRM into Tabs for more accurate revenue workflows.
Collections Agent
Collections Agent, now smarter.
New autonomous workflows help the agent follow through on promises to pay and communicate in your team's voice.
Scheduled Tasks
New
Automated follow-ups, on every promise to pay.
When a customer promises to pay, the agent schedules its own follow up. If the payment hasn't arrived, it acts. No human prompt needed.
Brand Voice
New
Every email, in your team's own voice.
Tell the agent how you want to sound. It follows that style on every email it sends, consistently, without exception.
"Tabs is not just a billing solution – the platform ingests contracts and parses out key terms from them, we have unlocked key data that informs subscription billing, variable/overage billing, and reporting."
Adam VojdanyChief Financial Officer