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Customer Story

How Regard shaved monthly close time by a third and virtually eliminated billing errors

A doctor in a lab coat and stethoscope types on a laptop, with the Regard logo overlaid.
50%
cut in billing prep time
33%
reduction in monthly close time
6
months with virtually no billing errors
Industry
Healthcare & Biotech
Software & Technology
Company size
50-100 employees
Billing model
Fixed & Subscription-Based
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About Regard

Regard is an AI-powered clinical platform that helps physicians identify medical conditions and streamline their daily workflows. Leveraging proprietary algorithms, Regard reviews the complete patient record to surface key insights, strengthen documentation accuracy, and simplify routine clinical tasks. The platform improves communication across care teams and ensures documentation supports accurate reimbursement. By connecting clinical and operational processes, Regard enables health systems to unlock more value from their data, reduce administrative burden, enhance patient care, and improve financial performance—reimagining the healthcare experience, one note at a time.

The Challenge: Delayed Invoicing Slowed Month-End Closes

Regard’s finance workflows relied on spreadsheets, scattered inputs, and manual cross-referencing. Tina Cui, VP of Finance, had to track contract terms, implementation changes, and rev rec schedules across different files and Slack threads.

“Our billing process was very manual—we were tracking updates across contracts, Slack, and spreadsheets every month. Tabs helped us centralize all of that so invoices go out faster and with less back-and-forth.” — Tina Cui, VP of Finance at Regard

These manual processes made month-end closes more time-consuming than they needed to be. Collections felt reactive rather than proactive.

Without Tabs, Tina dealt with the following productivity roadblocks:

  • Billing prep and review consumed three partial days each month.
  • Invoicing delays led to payment cycles sometimes slipping by several weeks.
  • Revenue processes were roughly 30% slower overall.
  • Frequent copy‑paste errors caused confusion and rework in QuickBooks.

Why Tabs: A Better Way to Bill

Tina discovered Tabs through a mutual investor who introduced the product at just the right time. The manual billing process at Regard wasn’t breaking, but it was dragging. Delayed close cycles only added stress every month. Tina had seen similar problems at past companies and was ready for a smarter, more automated solution. Tabs stood out immediately; it offered a clear alternative to spreadsheet sprawl, without forcing a huge lift in implementation.

“I thought all these annoying manual processes, like cross-referencing data across spreadsheets, contracts, and email and Slack updates, were just the nature of things. But when I was introduced to Tabs, something clicked. It just made a lot of sense as a solution. I wish I had found it at prior organizations rather than throwing labor at the problem.”

Tina CuiVP of Finance, Regard

Tabs checked all the boxes: purpose-built for B2B SaaS, intuitive to adopt, and powerful enough to handle Regard’s contract complexity without extra headcount.

  • Seamless QuickBooks integration: Invoices and payments flow directly between Tabs and QuickBooks, eliminating double entry and keeping books up to date in real time.
  • Automated contract ingestion: Uploading a contract is all it takes. Tabs extracts key billing terms instantly, helping Tina understand when milestones hit and what each invoice should look like.
  • Slack-based cash application: Live payment alerts surface directly in Slack, so Tina doesn’t have to chase emails or dig through bank feeds to know when money comes in.
  • User-friendly, spreadsheet-free UI: Tabs replaced scattered Excel files with a centralized, intuitive interface built for finance teams—not developers or IT admins.

Life With Tabs: Cutting Billing Prep Time in Half

With Tabs fully integrated into Regard’s workflows, Tina no longer spends her time cross-referencing spreadsheets or worrying about missed payments. Billing prep that once took multiple days now takes a fraction of the time. Collections no longer feel like a fire drill. Revenue data is clean, accurate, and easy to trust. And Tina has shifted her focus from chasing line items to steering high-level financial strategy.

“Tabs breaks down the work into digestible, day-to-day tasks and helps us spot errors early. I spend way less time on AR and reconciling revenue. Our month-end closes are several days faster and our invoice accuracy is very close to 100%.”

Tina CuiVP of Finance, Regard

What used to feel like a fragmented billing process is now a single streamlined system. From contract ingestion to cash application, Tabs handles the busywork so Tina doesn’t have to. The difference is measurable.

  • 50% reduction in billing prep time, freeing up multiple days each month.
  • Close to 100% invoice accuracy, with no system-side errors in over six months.
  • Close books 33% faster each month, thanks to the cash application feature. Live payment alerts in Slack replaced time-consuming email threads and bank feed refreshes.
  • Increased confidence in financial reporting, backed by a centralized source of truth.

Everything in Tabs felt built for the real world, not a generic workflow. For finance teams still relying on spreadsheets or hesitant to adopt AI-powered tools, Tina’s advice is simple.

“Just do it. That’s one regret I had with Tabs—that I didn’t try to use it more early on. I do find a lot of value in it.” — Tina Cui, VP of Finance at Regard