G2 reviewers report that Upflow excels in providing a clear, real-time overview of accounts receivable, making it easier for users to manage past-due customers. Users appreciate the automated reminder workflows and the clean invoice timelines, which help prioritize tasks effectively.
Users say Tesorio stands out for its customization capabilities, allowing users to easily download and tailor customer statements. This feature significantly reduces the time spent on manual tasks, as highlighted by a user who noted the efficiency gained from skipping the creation of aging reports.
According to verified reviews, Upflow's quality of support is highly rated, with users mentioning the responsiveness and helpfulness of the support team. This level of assistance is crucial for maintaining smooth operations, especially in credit control roles.
Reviewers mention that Tesorio offers a streamlined workflow by consolidating various tasks in one place, which enhances overall productivity. Users have expressed satisfaction with the ability to document issues and solutions efficiently, contributing to a smoother daily operation.
G2 reviewers highlight that while both products have strong usability ratings, Upflow slightly edges out with its user-friendly interface and ease of setup. Users appreciate how simple it is to create and customize workflows, which is essential for maintaining consistent communication with customers.
Users report that Tesorio's flexibility allows for extensive exploration of its features, with many noting the numerous filters and options available. However, some users feel that Upflow's focus on automation and real-time insights provides a more straightforward approach to managing accounts receivable.
How do I use Tesorio to its full potential with its existing features?
2 Comments
KS
The best part of Tesorio is its customization. We create workspaces for our collection's team that help target our customer base, allowing them to work...Read more
Is it possible in Tesorio to provide us in Collections the entire account of a customer that shows all payments being applied to its invoices?
1 Comment
Official Response from Tesorio
Yes, Tesorio provides a complete view for each customer including open/cleared invoices, applied/unapplied credit memos, and applied/unapplied payments. The...Read more
What is the best way to use Tesorio to its fuller capacity?
1 Comment
Official Response from Tesorio
Tesorio's Customer Success Managers will work with you and your team to make the most out of Tesorio's features. To learn more about how other companies are...Read more
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