Kitab automatically extracts key terms from contracts you upload by drag-and-drop or email. It integrates with DocuSign, PandaDoc, Salesforce, and HubSpot so closed-won deals automatically feed documents into the system for processing.
Kitab's workflow starts with documents. Our secret sauce is our ability to parse out all of the key terms from your agreements using AI. Upload documents directly into the platform by dragging and dropping them here. That includes MSAs, order forms, POs, SOWs, amendments, or even PDFs of emails where you've noted changes to the customer relationship. You can also forward them to our contract ingest inbox at Tabs where they will automatically forward into your account. And our team can also help you set up automation from DocuSign, PandaDoc, Salesforce, or HubSpot so that as soon as deals are closed won, those documents get automatically passed over to Tabs for processing and the rest of our workflow.
How Cortex automated contract ingestion, invoicing, AR, and billing - without adding headcount
