The work isn't the problem. Everything around it is.
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.
Proposal Invoice
Apr 29, 2026 Northwind LLC · Q2 Engagement
6-week implementation + training
Discovery & roadmap $2,400
Implementation (6 weeks) $9,600
Training & handoff $1,200
Total $13,200
Track 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