Case Study: Sandbox scales financial operations with Tabs

Sandbox scales financial operations with Tabs

Sandbox, a professional services firm supporting VC-backed startups, faced challenges with manual contract management and disjointed workflows as their client GenLogs experienced rapid growth. Their existing QuickBooks Online and spreadsheet-based system was inefficient and error-prone, leading to time-consuming collections and poor cash flow visibility. They needed an automated solution to scale their financial operations and implemented Tabs for its billing and collections automation.

Tabs provided a seamless integration with their existing finance stack, using AI to ingest contracts and automate invoicing and collections workflows. This eliminated manual data entry, reduced errors, and significantly improved collections rates. The solution gave Sandbox's client enhanced financial visibility with live dashboards and investor-ready reporting, establishing a scalable financial structure for future growth. Tabs' exceptional customer success team provided continuous support through a shared Slack channel.

Sandbox

Nathan Kiss

Fractional Chief Financial Officer