restaurant back office automation

Automate restaurant back-office work

Easy-to-implement yet powerful expense and accounting automation built for restaurants.

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No personal guarantees or credit checks required.

Automate expense reports

Tab automatically captures expense details from staff with every transaction

Get instant transaction data

See transactions in real-time alongside receipts, category, notes, and location

Easily review transactions

Easily review, edit, and approve transactions from one place

Get location-level insights

Know what each location has spend with location tags and splitting

Repay from multiple banks

Eliminate inter-company transfers with auto-repays from each location's bank

Sync to accounting systems

Auto-sync with QuickBooks Online or export customizable CSV files

How Tab works

Save 10+ hours a month on costly accounting work with 85%+ higher accuracy

1
The card is used for payment

One of your Tab cards is used for a payment, either by an employee using it or a vendor charging your card on file with them

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2
The employee is notified

The right person instantly gets an email and text notification detailing the transaction and can simply respond with a photo or copy of the receipt, notes and location assignment

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3
Tab matches the transaction with the receipt or invoice

Tab automatically matches the submitted receipt or we look through all vendor invoices to find & match with the vendor payment, no work required

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4
Sync to accounting system

The fully reconciled transaction automatically appears in your QuickBooks, NetSuite or other accounting software for your review

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questions & answers

Frequently Asked Questions

How does Tab match transactions to receipts?

Cardholders upload receipts from their mobile device. Your team can review receipts from the Transactions page and confirm the right documentation is attached.

What happens if a receipt is missing?

Transactions without receipts are flagged so your team can follow up. You can send receipt reminders directly from the platform.

Can multiple team members review transactions and receipts?

Yes. Teams can review transactions, receipts, and reconciliation details from the Transactions page.

How do I know when a transaction is ready to export?

Each transaction shows receipt status, notes, and GL codes at a glance. After your team reviews and confirms the details, it can be prepared for export.

Can I filter transactions further before reconciling?

Yes. You can filter transactions by date range, cardholder, location, status, and other details so that you can reconcile on your terms.

Which accounting systems does Tab export to?

Tab exports directly to QuickBooks and supports CSV exports formatted for Restaurant365. Exports include transaction data, locations, receipts, notes, and GL codes.

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Learn more about Tab

Book a call with a member of our team to learn more, get a walkthrough of our product, and if you'd like, get started with Tab.

Platform Demo
Implementation Plan
Onboarding Kickoff
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