Rebecca Schwartz visits Thecube at the New York Stock Exchange to discuss the Series B investment for Tabs – September 30, 2025
Tabs via Thecube NYSE Wired
Transforming CFO Operations: The Rise of Tabs
In the evolving landscape of artificial intelligence, Rebecca Schwartz stands out not for grand predictions but for practical solutions. As a co-founder of Tabs, she provides AI-driven solutions that tackle the persistent issue of financial unsubscriptions that many businesses face. Recently, the company secured a Series B investment of $55 million, enhancing its funding total to over $91 million.
Solving Complex Challenges with Simple Solutions
Schwartz emphasizes that while tackling corporate technology can seem daunting, the best solutions often stem from recognizing simple truths. For Tabs, the key message to CFOs is straightforward: “Send your bill faster.” This mantra encapsulates the company’s mission to simplify and streamline financial operations, addressing the complexities that often hinder effective cash flow management.
The Evolution of a Groundbreaking Platform
In late 2022, Schwartz joined a notable venture capital program, unsure of her next steps. Her approach involved identifying pain points within organizations by interviewing industry operators. What she discovered was starkly evident: despite advancements in payroll systems, cash management remained convoluted. “The collaboration required to operate the process was full of friction,” she notes, illustrating the seething inefficiencies in the systems many companies rely on.
Tabs: A Transformative Solution for Businesses
From these insights, Schwartz co-founded Tabs, a New York-based platform designed specifically to automate the invoicing and collections process for B2B companies. Schwartz, alongside co-founders Ali Hussain and Deepak Bapat, aspires to furnish CFOs with the same essential tools that have revolutionized HR management within fast-growing fintech companies.
Empowering CFOs Through AI Technology
Schwartz acknowledges that while the invoicing landscape is competitive, it is also ripe for disruption. With the recent surge in generative AI adoption, Tabs aims to empower CFOs by automating routine tasks that are often time-consuming. “Accounting is a perfect example,” she explains. The goal is to enhance efficiency through AI agents, enabling financial professionals to focus on strategic work rather than manual, repetitive tasks.
Cultivating a Positive Company Culture
Unlike many rapid-growth companies, Tabs embraces a human-centric approach. Schwartz highlights the importance of team rituals, stating, “We are ripple engineers, sitting with customer support and hashing out product ideas.” These small but meaningful interactions foster collaboration and ingenuity, essential for cultivating a dynamic startup environment. By prioritizing recruitment of skilled women across various functions, Schwartz is actively working to transform the tech landscape.
The Future of Tabs and the AI Finance Sector
As Tabs continues to grow, the company is heavily investing in engineering and marketing to meet increasing client demands. With an emphasis on innovation and development, Schwartz is optimistic about the road ahead. “The real magic is execution,” she asserts, conveying that the ultimate goal is to streamline the invoicing process. In a world captivated by potential, Schwartz remains focused on practical applications of AI that revolutionize how money moves.
Rebecca Schwartz is redefining CFO operations with her unwavering dedication to creating efficient financial solutions. By harnessing AI technology, Tabs aims to simplify the financial landscape, ensuring that companies can thrive in a rapidly changing world.