Tabs
Revenue and contract management platform API for managing customers, contracts, invoices, payments, obligations, and usage events.
Three ways to use Tabs
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Tabs.
Apply Credit Memo
Apply a credit memo to one or more invoices.
Batch Save Performance Obligations
Create or update multiple performance obligations for a contract in a single request.
Bulk Create Events
Create multiple usage events in a single request.
Bulk Delete Events
Delete multiple usage events in a single request.
Cash Forecasting Report
Retrieve a cash forecasting report with projected revenue.
Create Billing Term
Create a new billing term under a contract defining invoicing schedule and amounts.
Get started automating Tabs
Ready-to-use workflows
Prompts using Tabs
Daily AR aging digest in Slack from Tabs
Every weekday at 9am ET, post a clean Slack digest of overdue Tabs invoices, grouped into aging buckets with totals and a callout when a customer's balance jumps.
Daily AI dunning emails for Tabs overdue invoices
Every morning, turn your overdue Tabs invoices into personalized Gmail recovery emails with tone matched to how late they are, and brief your finance team in Slack.
Sync Airtable usage rows into Tabs for billing
When a new usage event lands in your Airtable tracker, find the matching customer in Tabs, log the event for billing, and stamp the row as synced.
Route signed DocuSign contracts to HubSpot and Tabs
When a contract is signed in DocuSign, attach the PDF to the matching HubSpot deal, push it into Tabs for invoicing, and post a confirmation in Slack.
