Capture the work
Every client call, captured and structured
Invite the Tabflow bot to your Zoom, Meet, or Teams call. It captures structured notes with scope, pricing, and next steps already detected.
- Bot joins on its own. No recording or transcribing.
- Detects deliverables, pricing, and timelines while you talk
- Notes link to the client and project, ready to act on
Discovery call
Northwind LLC
Turn work into revenue
From conversation to proposal in one click
AI drafts the proposal from your meeting notes, with services and pricing already filled in. When the client says yes, convert it to an invoice in one click.
- Proposals built from what was actually said on the call
- One-click invoice creation, with scope and pricing carried over
- AI-drafted follow-up emails. Never start from a blank page.
Northwind LLC · Q2 Engagement
6-week implementation + training
Move money
Get paid without the chase
Send invoices with a Stripe-powered payment link. Track paid, pending, and overdue from a single view. Automated reminders do the awkward follow-up for you.
- Stripe-powered invoices clients can pay with a click
- Status tracking: paid, pending, overdue, at a glance
- Automated reminders for overdue invoices
- Standard Stripe rates with no Tabflow markup on payments
Invoices
AllTrack the business
Know which clients actually make you money
Connect your bank and cards. Tabflow categorizes every expense and lets you tag it to a client or project. Profit per client stops being a guess.
- Bank and card sync, categorized automatically
- Tag expenses to clients and projects in one click
- Client-level profit and loss without spreadsheets
Expenses · April
Stay ready for taxes
1099s, organized year-round
Track expected vs received 1099s. Store every tax document in one place. Walk into tax season with everything matched, instead of spending a weekend on spreadsheets.
- Track expected vs received 1099s automatically
- All tax documents stored, searchable, and tied to clients
- Year-end records that drop straight into your CPA's hands
1099s · 2026
Built for
Built around how you actually work
Pick the workflow that matches yours.
Consultants
Turn every client call into a paid engagement, faster.
- • AI proposals from your meeting notes
- • Client-level profitability
- • Built for high-ticket, high-frequency engagements
See how Tabflow works for consultants →
Fractional Executives
Multi-client clarity without the spreadsheet sprawl.
- • Per-client revenue, expenses, and engagement view
- • Recurring invoicing built for retainer work
- • Profitability per engagement at a glance
See how Tabflow works for fractional executives →
Technical Freelancers
Built by builders. Invoicing that doesn't feel like 1995.
- • Milestone-based invoicing
- • Expense tagging for client-billed work
- • 1099 tracking for US contractors
See how Tabflow works for technical freelancers →
Designers
Proposals and revisions that match the way you actually work.
- • Scope-aware proposals
- • Revision tracking and overage invoicing
- • Client-heavy communication, organized
See how Tabflow works for designers →
A note from the founder
I started Tabflow after running into this myself and watching friends go through the same thing.
Notes in one place. Proposals in another. Invoices somewhere else. Payments, expenses, and taxes scattered across tools.
The work wasn't the problem. Everything around it was.
Tabflow is one system that takes you from meeting to proposal to invoice to payment to organized records. AI moves the workflow forward so you can focus on the work that actually pays.
If that resonates, give it a try. And if something's missing, email me directly. I read every message.
— Abdel, founder
FAQ
Common questions
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What is Tabflow?
Tabflow is the operating system for freelance client work. It connects the full lifecycle, from the first meeting through proposals, invoices, payments, expenses, and 1099s, into a single system. Instead of stitching together five tools, freelancers run their whole business from Tabflow.
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How does the AI meeting assistant work?
Tabflow's AI assistant joins your Zoom, Google Meet, or Microsoft Teams calls when you invite it. During the call, it transcribes the conversation and generates a structured summary that detects scope, pricing, and next steps. After the call, you can convert the meeting into a proposal or invoice with one click.
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Is Tabflow a bookkeeping or accounting tool?
No. Tabflow is a workflow system for running freelance client work, not a full bookkeeping platform. We track expenses, profitability, and 1099s at a level designed to keep you organized and tax-ready. For full bookkeeping, we integrate with the tools you already use rather than replace them.
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How much does Tabflow cost?
Tabflow has three plans. Free is $0/month and includes invoicing and online payments. Starter is $10/month or $84/year (30% off) and adds AI proposals. Pro is $20/month or $168/year (30% off) and adds the AI meeting assistant, scope detection, and full client-level visibility. Payment processing is standard Stripe rates on every plan (2.9% + 30¢ for cards, 0.8% capped at $5 for ACH) — Tabflow doesn't take a cut of your invoices. All paid plans include a 30-day money-back guarantee.
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Does Tabflow help with taxes?
Tabflow keeps you tax-ready year-round. It tracks expected vs received 1099s, organizes income and expenses in one place, and produces clean records you can hand to your CPA. Tabflow is not a tax filing service. It's an organization layer that removes the year-end scramble.
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Can I use Tabflow inside ChatGPT or Claude?
We are building an MCP (Model Context Protocol) server and a set of skills for AI assistants like ChatGPT, Claude, and Perplexity. These will let you create invoices, generate proposals, accept payments, and look up client information directly from your AI assistant. Email abdel@gotabflow.com to be notified when these ship.