Integration

NetSuite

Turbocharge your NetSuite implementation with best -in-class billing, revenue recognition, and reporting.

Overview

The NetSuite integration with Tabs automates key financial and sales processes, including real-time syncing of financial data and automatic generation of sales orders. This integration combines the flexibility of Tabs with NetSuite’s powerful ERP system, streamlining sales operations, financial management, and revenue recognition for enhanced business efficiency.

Integration with Tabs

Auto-sync critical data like invoices, payments, and customer records between Tabs and NetSuite.
Streamline the creation and processing of sales orders & invoices with Tabs.
Automate revenue recognition processes by syncing revenue data directly into NetSuite.

FAQs

Tabs leverages AI to ingest contracts to create Customers, Sales Orders, Invoices, and Credit Memos into NetSuite. Tabs sends invoices to customers and syncs to NetSuite. NetSuite remains your system of record; Tabs keeps your receivables up-to-date.

When a contract is ingested in Tabs, we use AI to create billing terms for your Sales Order and Invoice immediately or on the billing date. Line items, prices, terms, and notes are all populated and synced to your NetSuite forms for reconciliation so Finance doesn’t reinput anything.

Payments recorded in Tabs automatically update the related invoices in NetSuite (including partial payments). If you issue a Credit Memo from a change or refund in Tabs, it’s created in NetSuite and can be applied to open invoices.

It’s a guided setup run by our team. We connect to your test account first, map customers and items, run a dry run, then leverage our AI contract ingestion to backfill historical orders/invoices before moving to production. Your Admin only needs to provide access and confirm field mappings.

The integration has built-in safeguards to prevent duplicates, clear error messages if something can’t be posted, and simple retry buttons. Our kanban view shows your draft, outstanding, and sent invoices, with exportable reports so you can tie out sales order -> invoice -> payment -> credit memos during close while keeping up with collections.