Solutions - Billing Automation Software

Billing Automation Software for B2B Finance Teams

Tabs is billing automation software built for modern B2B finance teams. As an AI Revenue Platform, Tabs turns complex contracts into accurate invoices, automates the work around collections and revenue recognition, and keeps your revenue workflows connected as pricing changes.

7968

6580

of time saved on manual billing

7853

0325

improvement in billing accuracy

6451

4160

faster contract processing

What is billing automation software?

Billing automation software automates the process of generating, sending, and tracking invoices based on contract terms and customer data. Modern automated billing software goes well beyond basic invoicing, managing payment collection, dunning, dispute resolution, and revenue recognition as part of a unified contract-to-cash workflow.

For B2B companies with complex pricing models, billing automation eliminates the manual translation of contract terms into billing rules and keeps billing, collections, and revenue recognition in sync. Instead of rebuilding the logic behind every invoice each month, finance can operate from the commercial agreement itself.

What billing automation software does

Reads and applies contract terms without manual translation.
Generates and sends invoices on the correct schedule and amount.
Ingests usage data in real time for consumption-based pricing.
Runs dunning, dispute, and cash-application workflows.
Keeps billing, collections, and revenue recognition in sync.

The goal is not simply to send invoices faster. A modern automated billing system should maintain the connection between what the customer agreed to, what they used, what they owe, what they paid, and how that revenue is recognized.

Tabs is an AI Revenue Platform for the full contract-to-cash workflow. Billing turns contract terms into accurate invoices, Collections moves those invoices toward cash, Revenue Recognition keeps accounting aligned with the underlying agreement, and Reporting gives finance one view across the process.

Why manual billing breaks at scale

Every finance team has a number that keeps them up at night. For many, it is days sales outstanding, or DSO, the gap between sending an invoice and actually collecting cash. Hackett Group research found that accounts receivable represented 35% of total excess working capital, making AR the single largest source of trapped cash.

Modern B2B pricing has outgrown legacy tooling

B2B billing used to be straightforward. A customer signed a contract for a fixed annual fee, finance sent predictable invoices, and collections followed a predictable rhythm.

That model is disappearing.

Today’s contracts routinely combine seat-based pricing with usage-based components, include milestone triggers, and allow mid-term amendments. A single agreement may include several of those structures at once.

The tools and processes many finance teams rely on were designed for the older model. When those systems meet modern contract complexity, the breakdowns are predictable. Sales Ops exports usage data from one platform. Finance copies it into a spreadsheet, cross-references it against contract terms stored elsewhere, and manually builds an invoice. A discrepancy gets caught after the invoice goes out. The customer disputes it. Collections stalls.

This is a system problem, not a people problem. Finance teams are being asked to run complex billing logic accurately and at scale with infrastructure that was not designed for it. As pricing gets more dynamic, every manual interpretation between contract and invoice becomes another opportunity for error.

Data lives in fragmented systems

The data finance needs usually already exists. The problem is where it lives.

Customer terms may be in your CRM or CPQ. Usage data sits in a metering platform or product system. Billing records live somewhere else. The ERP owns the accounting record. Amendments arrive through contracts, emails, or the sales team. And as Deloitte's CFO Signals survey has reported, the majority of B2B finance teams still rely on spreadsheets for some portion of their AR workflow.

Those systems rarely communicate in a way that produces an accurate, ready-to-send invoice without someone in finance bridging the gaps.

That fragmentation is what turns billing into recurring operational work, with spreadsheets becoming the connective tissue. Every billing cycle requires teams to pull data from multiple sources, confirm which terms are current, reconcile differences, and translate the result into an invoice.

Manual errors compound across the AR cycle

Fragmentation does more than slow invoice creation. Errors and manual work carry downstream into collections, revenue recognition, and close.

Invoice errors that require reissuing after a customer flags a discrepancy in pricing or usage calculations.
Revenue recognition schedules that don’t match what billing actually sent, creating close-cycle headaches.
Collections follow-up that requires manually checking which invoices are overdue across disconnected systems.
Month-end close delays caused by reconciling billing data pulled from three or four different platforms.
Customer disputes that take days to resolve because contract terms, usage data, and billing records live in separate tools.

This is why point solutions don’t actually solve the problem. You can automate invoice delivery and still have a broken billing process if the data feeding those invoices is fragmented.

What to look for in billing automation software

In a nutshell, here is the buying criteria: the platform handles the complexity of your actual contracts while keeping billing, collections, and revenue recognition aligned. All without creating another reconciliation layer for finance.

Contract-aware invoicing
The system should read and apply contract terms directly rather than requiring finance to manually translate contract language into billing rules.
That removes one of the most common sources of billing errors in B2B: the gap between what the contract says and what the invoice reflects. When the contract is the source of truth, rather than a spreadsheet interpretation of it, pricing, schedules, amendments, and other commercial terms can flow into billing with less manual intervention.
Multi-model billing support
Modern B2B contracts are rarely limited to flat-rate recurring fees. Good billing automation handles fixed fees, usage-based pricing, tiered pricing, milestone billing, and hybrid models, ideally within the same contract without custom engineering.
Recurring billing is the baseline, not the ceiling. If finance needs engineering support every time the business introduces a new pricing structure, the billing system will become a constraint on how the company sells.
Integrated collections
Billing doesn’t end when the invoice goes out. Automated dunning, payment tracking, cash application, and dispute workflows should be connected to the same financial context rather than operating as a separate process.
When billing and collections share the same data, the AR team knows what was billed, why it was billed, what remains outstanding, and what action has already been taken. When follow-up becomes systematic instead of dependent on manual account checks, it’s less likely to damage customer relationships.
Revenue recognition alignment
Billing and revenue recognition are downstream of the same contract data. A strong billing automation platform keeps them aligned so finance does not have to reconcile separate interpretations of the agreement during month-end close.
This becomes especially important for ASC 606 compliance when contracts include usage, milestones, amendments, or multiple performance obligations. The billing schedule and revenue schedule may differ, but both need to trace back to the same commercial terms.
Real-time reporting and cash visibility
Reporting should show more than how many invoices were sent. Finance needs visibility into billing activity, collections, receivables, and expected cash using the same underlying information driving the workflow.
A connected system reduces the need to export billing data into spreadsheets just to understand what happened. It also gives finance a more current view of the revenue operation as invoice volumes and pricing complexity grow.
These pillars aren’t aspirational. They describe what Tabs was built to deliver: contract-aware automation that keeps the financial workflow connected from the agreement through cash and revenue.

How Tabs automates billing end-to-end

Tabs starts with the agreement instead of asking finance to rebuild that agreement as billing logic somewhere else. Contract terms, pricing structures, usage, amendments, invoices, collections, and revenue schedules stay connected as the customer relationship changes.

Billing Model Usage-based billing AI billing agent Real-time adjustments

Billing Model

Automated billing and invoicing

Generate invoices for any pricing model automatically. Turn signed contracts into billing schedules and invoices that are created, calculated, and sent instantly.

Tabs Billing uses the contract as the source of truth for billing. That reduces the gap between what was sold and what gets invoiced, including the manual interpretation that often causes incorrect amounts or invoices that need to be reissued. Because billing schedules originate from the same commercial terms, downstream revenue workflows remain connected as well. RevRec schedules always match.

Learn more about Tabs Billing

Contract-driven billing schedule creation
Automated invoice creation and delivery
Syncs bidirectionally with your ERP

Usage-based billing

Automate complex usage calculations. Native support for multiple billing models including API calls, seat-based, outcome-based, or annual subscriptions. Calculate usage data and generate invoices in real-time.

Usage-based pricing adds inputs that change throughout the billing period. Tabs brings those inputs into the billing workflow and applies the relevant contract terms without requiring finance to manually combine usage exports and pricing logic each month. More than 30% of Tabs customers adopted usage-based pricing models in under 30 days, compared with 9 to 12 months with traditional billing solutions.

Learn more about usage-based billing

Works with any pricing model
Real-time usage ingestion and billing calculation

AI billing agent

Automate with your AI billing agent. Let the Tabs Agent automate repetitive billing workflows end to end, from invoicing to escalations. Let your finance team focus on strategy, not manual tasks.

Tabs uses AI for operational execution, not just summaries or generated insights. AI Agents can carry repetitive work through the billing process while operating with the contract and customer context behind each action. That means AI can participate directly in finance workflows instead of simply telling your team what happened after the work is done.

Learn more about AI Agents

Real-time adjustments

Catch changes. Adapt instantly. Stay accurate. Tabs ingests amendments, emails, and commercial updates automatically, recalculating schedules in real-time so every invoice stays accurate and up to date.

This matters because contracts do not stop changing after signature. Upsells, price changes, amendments, usage thresholds, and commercial exceptions can all change what the customer owes. Tabs carries those updates into billing so finance does not have to rely on someone remembering to update a separate spreadsheet or schedule before the next invoice run.

Tabs connects these billing workflows to the rest of contract-to-cash. The same data model can carry forward into Tabs Collections and Revenue Recognition, reducing the disconnects that otherwise appear between the invoice, the cash received, and the revenue ultimately recognized.

Billing automation for any pricing model

Your billing automation should support the way your business sells today and the pricing models you introduce next. Tabs supports recurring, usage-based, and hybrid structures without requiring finance to run a separate billing process for each model.

Fixed & Subscription-Based

Subscription-based billing

Recurring billing, automated end-to-end. Automate recurring charges across monthly, quarterly, or annual billing schedules. Tabs turns the terms of the agreement into the billing schedule, reducing the manual setup required to manage recurring invoices while keeping the process connected to the customer contract and downstream finance workflows.

Usage-Based & Metered Billing

Usage-based & metered billing

Automatically bill what’s used. Tabs ingests usage data and applies the pricing rules defined in the agreement so invoices reflect actual consumption. Finance can support API calls, seats, outcomes, or other metered inputs without rebuilding calculations in spreadsheets. More than 30% of Tabs customers adopted usage-based models in under 30 days.

Hybrid

Hybrid billing models

Support mixed billing models without custom logic. Combine recurring charges, usage, milestones, or other structures inside the same agreement. Tabs keeps the billing components connected to their contract terms so finance can support mixed models without creating a separate spreadsheet or engineering workflow for every customer variation.

Integrations

Bidirectional integration with your ERP

Keep finance in sync, automatically. Tabs integrates bi-directionally with NetSuite, QuickBooks, and Sage to:

Sync invoice status and revenue schedules automatically.

Generate journal entries without manual rework

Maintain accurate, always up-to-date books

Your ERP remains part of the finance stack. Tabs handles the billing logic and operational workflow around the contract, then keeps the accounting system synchronized with what happens upstream.
Tabs’ latest integration with Sage Intacct gives finance teams another path to connect automated billing with their existing ERP rather than replacing the accounting infrastructure they already depend on.
CRM integrations with Salesforce and HubSpot keep customer and commercial information connected to billing as well. Together, these integrations reduce the manual handoffs between the systems that know what was sold and the systems responsible for billing and accounting for it.

What B2B finance teams are saying

Across Tabs customers, the shift toward more complex pricing is happening faster. More than 30% of Tabs customers adopted usage-based pricing models in under 30 days, compared with 9 to 12 months with traditional billing solutions.

Person typing on a laptop with "airops" text overlaid.

“Tabs has been a game changer in terms of time saving. It’s also so simple and intuitive. You don't get a good, clean collections view in most products—Tabs nails that. ”

Aayush Daftari, Head of Finance and Operations

Tabs’ auto-ingestion handles the heavy lifting for a one-person finance team, cutting down 75% of the manual work needed to review and process contracts.

Read case study

“Thanks to Tabs all of our historical revenue, deferred revenue, and A/R balances are now clean and we've automated the entire contract-to-cash & accounting reconciliation process going forward.”

Evan Pincus, VP Finance & Operations

With a lean finance team, Cortex needed a solution to streamline its billing and revenue processes. Tabs provided automation and efficiency, eliminating manual work and enabling Cortex to scale without adding headcount.

Read case study

<25 Days

Time to collections

7→3 days

Month-end close

“It would be impossible to keep up with the volume under our old process. Now, I'm treading water easily, even with the 3x increase in our invoices because of revenue automation with Tabs.”

Stephen Praast, Head of Accounting

How a one-person accounting team cut aged receiveables by over 80% and supported 3x billing growth

Read case study

business days saved per month

80%

reduction in aged receivables

Put revenue
on autopilot

From contract to close — faster cash, accurate books, and less manual work.

Billing automation software FAQ

Billing automation software automates the process of generating, sending, and tracking invoices based on contract terms and customer data. In modern platforms, it goes well beyond basic invoicing, managing payment collection, dunning, dispute resolution, and revenue recognition as part of a unified contract-to-cash workflow. For B2B companies with complex pricing models, B2B billing software eliminates the manual translation of contract terms into billing rules and keeps billing, collections, and revenue recognition in sync.

A modern automated billing system ingests usage data in real time, from API calls, seat counts, consumption metrics, or other metered inputs, and applies the tiered or usage-based pricing rules defined in the contract to generate accurate invoices automatically. No manual calculation, no spreadsheet reconciliation. This is one of the highest-complexity billing challenges in B2B, and it’s where legacy tools typically require custom engineering. More than 30% of Tabs customers adopted usage-based models in under 30 days, a process that takes 9 to 12 months with traditional solutions.

Invoicing software generates and sends invoices. Billing automation software goes further by managing the rules that determine when invoices go out, how much they are for, and what happens after they are sent. That can include automated collections, dispute management, dunning sequences, and revenue recognition. The distinction is scope: invoicing is one step, while billing automation manages the broader contract-to-cash workflow.

Implementation timelines depend on contract complexity, the number of pricing models in use, and integration requirements with systems such as your CRM and ERP. Legacy billing platforms can require months of custom configuration. More than 30% of Tabs customers were live with usage-based pricing models in under 30 days. The key variable is how much billing logic the platform needs to support.

Yes. Modern billing automation software can support subscription, usage-based, tiered, milestone, and hybrid pricing within the same platform. This is especially important for B2B companies whose contracts mix a recurring base fee with variable charges. The billing system needs to calculate each component accurately without requiring custom engineering every time the pricing model changes.

Start by identifying which systems hold billing-relevant data, including your CRM, CPQ, usage platform, contracts, and ERP. Then map the manual handoffs between them. The final step is consolidating those workflows onto a contract-to-cash platform that can own billing, collections, and revenue recognition while integrating with the systems you keep.

Yes. AI can perform operational billing work when it is connected to the underlying contract and finance workflows. AI agents can extract commercial terms, generate invoices, account for changes, trigger escalations, and support reconciliation. Tabs Agents are one example: instead of only generating summaries or insights, they perform repetitive billing work within the contract-to-cash process.

The best billing automation software should do more than automate invoice delivery. Tabs uses the contract as the source of truth to connect billing, collections, revenue recognition, and reporting in one AI Revenue Platform, so finance can support growing billing complexity without rebuilding the process every month.

Billing Automation Software for B2B Finance Teams

What is billing automation software?

What billing automation software does

Why manual billing breaks at scale

Modern B2B pricing has outgrown legacy tooling

Data lives in fragmented systems

Manual errors compound across the AR cycle

What to look for in billing automation software

Contract-aware invoicing

Multi-model billing support

Integrated collections

Revenue recognition alignment

Real-time reporting and cash visibility

How Tabs automates billing end-to-end