Every contract, reviewed. In one place.
A consolidated contract repository for revenue accounting teams. Contracts sync in automatically from Salesforce, TAbot reviews each one under ASC 606, fills in your revenue checklist, and keeps the analysis next to the contract, ready for close and for audit.
In short
TAbot’s Contract Intelligence Platform gives revenue accounting teams one place for customer contracts and their accounting. Contracts are ingested automatically through the Salesforce integration, each one is reviewed under ASC 606, your own revenue checklist is completed, and every conclusion is routed to a human reviewer, so bulk contract volume stops being a quarter-end bottleneck.
Last updated
Why revenue teams need a contract repository built for accounting
Contract volume grows with the business. The review process usually does not.
| Today | With TAbot |
|---|---|
Contracts live across the CRM, email threads, and shared drives, and the accounting analysis lives somewhere else. | Contracts sync in from Salesforce automatically and sit next to their ASC 606 analysis in one repository your accounting team owns. |
Every contract means filling in the same revenue checklist by hand, row by row. | TAbot completes your checklist for each contract, in your columns and dropdown options. |
Non-standard deals pile up at quarter end and wait in a review queue. | Contracts are reviewed as soon as they sync in, and unusual terms are flagged before close. |
Two reviewers can reach two different conclusions on similar contracts. | The same policy, product list, and discount matrix are applied to every contract. |
Auditors ask for support months later, and someone has to rebuild it. | The memo, completed checklist, and citations are already filed with the contract. |
What the platform does
One workspace for the contract, the analysis, and the sign-off.
Consolidated contract repository
MSAs, order forms, SOWs, and amendments in one place, organized for accounting rather than for sales, and reviewed at volume.
Salesforce integration
New and updated contracts are ingested from Salesforce automatically, so the repository stays current without manual uploads.
Automated revenue checklists
Your own checklist spreadsheet, filled in for every contract, including dropdown answers in your options.
ASC 606 five-step analysis
Performance obligations, variable consideration, material rights, allocation, and timing, with ASC citations.
Audit-ready memos
Draft revenue recognition memos in your policy language for the contracts that need one.
Private and SOC 2 Type 2 certified
Encrypted in transit and at rest, and your contracts are never used to train models.
How it works
Set up your accounting rules once. TAbot applies them to every contract.
- Step 1
Set up once
Upload your revenue recognition policy, review checklist, product list, and approved discount matrix.
- Step 2
Connect Salesforce
Connect Salesforce once and contracts flow in automatically. Order forms, SOWs, and amendments can also be uploaded directly.
- Step 3
TAbot reviews each one
It applies ASC 606, fills in your checklist, checks products and discounts, and flags judgment calls.
- Step 4
Your team signs off
Reviewers approve or edit each conclusion. The final call always stays with your team.
Frequently Asked Questions
What is TAbot’s Contract Intelligence Platform?
It is where your revenue team keeps customer contracts and their accounting together. Contracts sync in from Salesforce, TAbot reviews each one under ASC 606 and fills in your checklist, and the analysis stays with the contract. Unlike a contract lifecycle management tool, which tracks legal terms and approvals, it answers the revenue question: what are the performance obligations, what is the transaction price, and when is revenue recognized?
How is this different from a CLM or a revenue subledger?
A CLM manages contract drafting, negotiation, and signatures. A revenue subledger calculates and posts revenue schedules. TAbot sits between them: it reads the signed contract, decides and documents the ASC 606 treatment, and completes your review checklist, so the subledger is set up correctly and the audit file is complete.
Does TAbot integrate with Salesforce?
Yes. Connect Salesforce once and TAbot ingests customer contracts automatically, so new deals are reviewed without anyone uploading files. Contracts that live outside Salesforce can be uploaded directly and are kept in the same repository.
Can TAbot fill in our existing revenue checklist?
Yes. You upload the checklist spreadsheet your team already uses once. TAbot reads its columns and dropdown options and fills in a row for each contract.
How much does the Contract Intelligence Platform cost?
The Contract Intelligence Platform is part of TAbot’s Revenue Automation tier, priced as an annual subscription plus implementation, scoped to your contract volume; talk to sales for a quote. Platform Access at $200 per user per month covers research, contract review one contract at a time, and memos, but not bulk review, checklist automation, or Salesforce integration.
Who makes the final accounting decision?
Your team. TAbot drafts the analysis and shows its sources; judgment areas are called out for a reviewer, and sign-off stays with your accountants and auditors.
Is our contract data used to train AI models?
No. TAbot never trains models on customer data. It is SOC 2 Type 2 certified and encrypts data in transit and at rest.
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