Case Study: Velo CFO scales complex AI client billing and revenue operations with Tabs

How the fastest growing AI companies keep their teams lean

Velo CFO, a consulting firm providing fractional CFO services to high-growth AI companies, faced a challenge with rigid traditional accounts receivable and revenue software. These tools were ill-equipped to handle the complex and rapidly scaling financial operations of their tech clients, who needed flexible solutions for intricate contracts and high transaction volumes.

The solution was implemented using Tabs, an AI-powered platform that automates financial workflows by extracting data from contracts and agreements. Tabs centralized invoicing, revenue recognition, and reporting, which eliminated manual reconciliation and reduced errors. This allowed Velo CFO to manage complex billing cycles effortlessly without adding headcount, saving time and money while building greater trust with their clients.

Velo CFO

Vibhav Joopelli

Chief Executive Officer