Tabs syncs two ways with QuickBooks, NetSuite, Stripe, HubSpot, Salesforce, and other tools. Customer and invoice data flow in from your ERP, while Tabs pushes invoices into your chart of accounts for accurate financial reporting. Tax handling connects to Anrok and Avalara.
QuickBooks has a robust set of integrations that starts with our bi-directional sync from ERPs like QuickBooks and NetSuite. We pull in customers, items, invoices, and payments and allow for tax integration through QuickBooks, NetSuite, and other ERPs as well. This allows us to push all of Tabs invoices and other data to the right place in your chart of accounts. Connect to Stripe for digital payments like credit cards and ACH auto charge, as well as offering any other payment methods you like. We connect with Anrok and Avalara and have CRM setups like HubSpot, Salesforce, and document platforms like DocuSign and PandaDoc embedded into our platform so that files and other customer information can flow into Tabs. Our approach to integrations has been to ensure that we have a fully fledged bi-directional sync so that Tabs data can flow through automatically into the systems where you do your work, in particular, your general ledger.
How Cortex automated contract ingestion, invoicing, AR, and billing - without adding headcount
