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Tabz powers payments, messaging, refills, and revenue for independent pharmacies through enterprise hubs, with hundreds of thousands of scripts moving through the platform every month.
Until this spring, Tabz’ accounting tasks sat with an outsourced firm. Compliance is what changed that. Pharmacy data is healthcare data, and Tabz wanted tighter control over who could see it, so the company brought the function in-house: The CFO (Alison), then LaSherry Hall as senior accountant/controller.
This 2-person team now closes the books in 10 business days, a target LaSherry set for herself when she took on the role. She puts Double's contribution at roughly 10-20 hours back every month, which works out to 3-6 working weeks over the course of a year, and monthly transaction review is down to under an hour. We sat down with LaSherry to learn more about how a small team using Double was able to make that a reality.
Pharmacy sits inside healthcare, which means Tabz carries obligations most payment companies never think about. "At Tabz, we have a lot of compliance that we have to abide by within the healthcare system," LaSherry said. Keeping customer information inside a smaller circle was reason enough to stop routing the books through an outside firm, and it is the kind of decision that sounds administratively simple, right up until someone has to do the work.
That someone was a team of two. LaSherry had run accounting inside a startup before joining, so she arrived with a specific tech stack shopping list: account reconciliations, accruals, and month-over-month comparison across the P&L and balance sheet. What she wanted was one place where the work and the record of the work lived together, and she found it in Double.
I’m ready to continue to grow on a platform that has so much to offer.
The version of month-end that preceded Double ran on Excel and memory. Spreadsheets got rebuilt every month and passed back and forth between two people, with columns and checkboxes copied forward each time. Nothing was wrong with any single step; but the problem was that the whole workflow lived in someone's head.
So when LaSherry was asked what she dreaded most, she did not name a specific accounting task: "Just trying to keep track of everything, and making sure that I actually have everything accounted for," was how she responded.
Tabz started with an in-depth Google search and worked through two or three demos with different vendors. Double came out ahead on breadth first and price second, which matters a great deal for a smaller finance function building their workflow from the ground up. "The price actually made sense for all that Double offered," LaSherry said.
The details of the features decided it. Reconciliations could be scoped account by account, so a dormant account gets excluded instead of resurfacing every month for someone to dismiss. The P&L comparison surfaced vendor-level fluctuations she would otherwise have found by clicking through QuickBooks Online one transaction at a time.
By the end of their demo with Double, Tabz was ready to commit on the spot, which is not how software purchases usually go. "Normally we'll be like, okay, give us some time to think," she said. "No, we were ready that day."
Recurring close tasks. The task closes and regenerates itself, which retired the monthly spreadsheet rebuild entirely. "I don't have to create a new spreadsheet, copy and paste the columns and the tasks," LaSherry said. Daily reminders catch the smaller things, like checking email for invoices that would otherwise get buried, and due dates consistently hold the schedule together without her having to think about it.
Account reconciliations. Every Tabz account is reconciled in Double now, on one screen rather than account by account across separate tabs. “I’m not scrolling over to the next bank account in QuickBooks just to make sure that I’m reconciling each statement. It’s all in one page for me in Double,” she explained.
Transaction review. This turned into a daily habit rather than a month-end event. Bills flow in through Brex and Ramp, where expense coding does not always come through consistently, and Double flags the discrepancies as they land. The work front-loaded during the first close and dropped off sharply after, and she bulk approves far more than she did at the start. "I trust that Double is going to flag this," she said.
Tabz reports to a board, and the reporting package is where the real change shows up outside the finance team. LaSherry sends the whole book as one download with a cover page: profit and loss, balance sheet, AP and AR aging summaries, top 10 vendor spend, and AI Flux, Double's variance analysis, which drafts explanations for material changes from the underlying vendor and customer data. This same information used to go out as assembled pieces with narrative wrapped around them, so the board now gets more detail while finance does less explaining.
Flux gives them forward visibility rather than a rear-view summary, which matters at a company that loads bills ahead of time. "I like how the AI Flux calls out what we expect to spend over the next few weeks," LaSherry said.
Top vendor spend closes off a predictable line of questioning by showing which vendors were paid what. Follow-up questions have dropped as a result, because the board can see the numbers instead of being told about them. Double’s AI Financial Summaries are the icing on top, giving board members a high-level view of all the numbers they will be diving into.
Tabz stays a two-person finance team for now, and the close is not what will force the next hire. The company plans to add someone as it keeps growing, which is a different thing from needing extra hands in order to survive month-end. LaSherry is also consolidating more of the work into Double, starting with accruals and bank feeds after that. "I'm excited to move everything over to Double just to keep everything in one spot, and that way I'm not jumping back and forth between both platforms."
Her message to other internal finance teams can be summed up in the features that benefit her the most: month-over-month spend comparison, vendor-level expense jumps you can see, tasks that regenerate without being rebuilt, and the reviews that catch newly added vendors, duplicates, uncategorized transactions, and vendors missing receipts before an audit asks for them.
The underrated part, she says, is customizable due dates, which let her hold her own deadlines against the goals the company sets rather than carrying them around. For two people running an entire company's close, knowing what is due beats remembering that something is due. She also mentioned Double’s accruals module, and her reasoning says it all: "Who wants to go into QuickBooks and create 12 accruals manually for one bill?!"
Bringing the books in-house began as a compliance decision. What it became was a test of whether two people could carry an entire company's month-end, and ten business days later, every month, the answer holds. A lean team does not have to be a stretched one. Give two people a system where the work and the record of the work live in the same place, and month-end can be a breeze.
Ready to have your best month-end close? See what Double can do for your finance team.
