---
title: Tesorio Reviews
meta_title: 'Tesorio Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 238 reviews by the users' company size, role or industry
  to find out how Tesorio works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 238
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# Tesorio Reviews
**Vendor:** Tesorio  
**Category:** [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 238
## About Tesorio
Tesorio has been a leader in accounts receivable and financial operations for 10 years, helping finance teams get paid faster and processing billions of dollars in receivables every year. Backed by Workday Ventures and a certified NetSuite partner, Tesorio pairs an AI-first architecture with the governance and controls enterprises require. It's trusted by companies, from hyper-growth startups to category leaders, including Fin, Veeva, GitLab, Plaid, Fastly, and Notion. Tesorio is the Agentic Financial Operations platform where AI agents handle the manual busywork across the order-to-cash lifecycle, including collections, cash application, and supplier portal management, while humans focus on judgment: exceptions, priorities, and customer relationships. The platform structures financial data from your source systems, automates execution, and delivers real-time visibility with AR forecasting, so teams always know where their receivables stand and can step in wherever a decision needs a person. Finance teams use Tesorio to turn revenue into cash faster. Instead of chasing payments and reconciling invoices by hand, teams clear repetitive work off their plate, improve cash flow predictability, and scale collections without adding headcount. Tesorio averages less than 1.5 months to go live, roughly 4x faster than the AR category average, so teams see value quickly. Results Tesorio customers see: - Up to 30% reduction in days sales outstanding (DSO) - 3x improvement in collections team efficiency - 75% reduction of bad debt write off - Scale collections volume without adding headcount See what the impact could be on your business with our ROI calculator: https://www.tesorio.com/roi-calculator



## Tesorio Pros & Cons
**What users like:**

- Users find Tesorio's **ease of use** impressive, facilitating effective work and seamless collaboration across teams. (30 reviews)
- Users value the **automation capabilities** of Tesorio, enhancing their dunning processes and providing insightful analytics. (16 reviews)
- Users appreciate the **collections efficiency** of Tesorio, enhancing collaboration and visibility across teams for effective invoicing. (16 reviews)
- Users appreciate the **ease of editing templates and invoicing features** , fostering independence and effective cash management. (16 reviews)
- Users appreciate the **visibility and organization** Tesorio provides for managing collections and improving cash flow insights. (15 reviews)
- Users value Tesorio's **user-friendly interface and automation features** , enhancing efficiency and ease of use. (15 reviews)
- Efficiency (13 reviews)
- Customization (12 reviews)
- Users appreciate Tesorio for its **time-saving capabilities** , enabling easy customization and efficient invoice management. (12 reviews)
- Customization Options (11 reviews)

**What users dislike:**

- Users feel that Tesorio requires **improvements in reporting and prediction accuracy** to enhance their overall experience. (12 reviews)
- Users experience **sync issues** with delays and problems in data transfer between Tesorio and their ERP systems. (8 reviews)
- Users experience **invoicing issues** with delays and confusion over entity names that hinder functionality in Tesorio. (6 reviews)
- Users find **email automation issues** with Tesorio, particularly with managing inbox functionality and setup complications. (4 reviews)
- Users find Tesorio's **email functionality lacking** , particularly for managing emails and reporting effectively. (4 reviews)
- Integration Issues (4 reviews)
- Users find the **limited functionality** of Tesorio's automation and integrations hampers efficiency and ease of use. (4 reviews)
- Users find **missing features** in Tesorio, particularly in payment recording and insights data capabilities. (4 reviews)
- Syncing Issues (4 reviews)
- Inaccuracy (3 reviews)

## Tesorio Reviews
  ### 1. Its a great tool to track open invoices, deposits , overdue invoices and many more.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sujatha P. | AR Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 24, 2022

**What do you like best about Tesorio?**

Customised reports, tagging options, notes and emails and how all the relevant emails are in one place.

**What do you dislike about Tesorio?**

Not sure how a few things work - like tesorio predictions.

**What problems is Tesorio solving and how is that benefiting you?**

It has helped immensely in tracking over due invoices and proactively work on collections.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Sujatha! We're glad to hear that Tesorio’s helping you stay proactive with collections.

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve and if any updates have made a difference for your team. Our team is always here to help clarify any features, so please don’t hesitate to reach out if you’d like more guidance.

Thanks again for considering sharing any new insights!

  ### 2. Efficient and Resourceful software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2022

**What do you like best about Tesorio?**

I love how there are so many features and they ability to do your own campaign emails to send to your customers.

**What do you dislike about Tesorio?**

Sometimes there are system errors, but that is normal, not Tesorio's fault.

**What problems is Tesorio solving and how is that benefiting you?**

Adding more features upon request. I love how quickly IT is responsive.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We're glad to hear that you're enjoying the many features of Tesorio, especially the ability to run your own campaign emails.

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for your review and for considering sharing any new insights!

  ### 3. Tesorio is helping us improve our KPI's

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about Tesorio?**

I like the visibility provided by the dashboard and the ability to organize the workspaces. The Tags have helped us create workspaces that allow us to see problems with a single click.

**What do you dislike about Tesorio?**

We have multiple entities, and Tesorio is working to improve the filters and ability to report at the entity level.

**Recommendations to others considering Tesorio:**

Take the time to decide how you want to use it, and then take the time to set it up.  It is a system that will let you avoid a lot of clutter in your AR reporting.

**What problems is Tesorio solving and how is that benefiting you?**

It gives us excellent visibility into our cash flow; we can quickly see when to expect payments and which customers need to a reminder. We use the goals every month and have a data trail to measure our ability to estimate our cash flow.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We’re happy to hear that Tesorio’s dashboard and tagging features are helping you organize workspaces and improve visibility into your cash flow.

We’ve made some updates to enhance filters and reporting at the entity level, and since some time has passed, we'd love to hear if these improvements have impacted your experience with Tesorio. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights!

  ### 4. We have been using Tesorio for the past 2 years.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2022

**What do you like best about Tesorio?**

In comparison to a different collections platform I previously used at another company  I like the details of multiple campaigns to be able to customize it to our company's need and use.

**What do you dislike about Tesorio?**

I dislike when the dashboard changes through updates with out us knowing.  I dislike when there are updates that affect functionality and reports that were fine before.

**What problems is Tesorio solving and how is that benefiting you?**

We used to be very manual at reaching out to our customers for collections but we are benefiting from the automation of Tesorio to help us increase efficiency.

**Official Response from Demi Hingeley:**

> Thank you for your feedback on G2! We’re glad to hear that Tesorio's customizable campaigns and automation have helped increase your team’s efficiency.  We've made some improvements to our product update processes in the last two years to ensure better communication and minimize any disruptions.

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights!

Cheers!

  ### 5. Tesorio usage

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** September 08, 2022

**What do you like best about Tesorio?**

It's really user-friendly and clearly shows the status of the invoices. Easy to track the latest actions on invoices

**What do you dislike about Tesorio?**

Sometimes a bit tricky to change views, for example looking at different aging buckets and only aging invoices. But in general it is a really nice tool to use!

**What problems is Tesorio solving and how is that benefiting you?**

Providing an easy way to keep track of invoices and on our communication towards customers regarding the invoices.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We’re happy to hear that you find Tesorio user-friendly and helpful for tracking invoice statuses and actions.

Since some time has passed, we'd love to know how your experience has been with the platform, especially now that we've enhanced the dashboard widgets for viewing aging invoices. Your updated thoughts would mean a lot to us as we continue to innovate.

Thanks again for your review and for considering sharing any new insights!

Cheers!

  ### 6. Amazing Tool!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Peter E. | A/R Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

Seamless automation of messaging to clients & very customizable as well.

**What do you dislike about Tesorio?**

It would be helpful if we could download multiple invoices at once. The auto attaching is great for templates, but being able to download them all at once would be great as invoices may be needed for email chains outside of campaigns. Also, a way to track tasks completed would be greatly appreciated.

**What problems is Tesorio solving and how is that benefiting you?**

It has been a great tool for automation and transparency of accounts' financial status. It has been a great help for team productivity as well.

**Official Response from Margaret Link:**

> Hey Peter, we're thrilled to hear that Tesorio has been a great tool for automation and transparency of financial status, as well as improving team productivity. We appreciate your suggestions for downloading multiple invoices at once and tracking completed tasks, and we'll take them into account for future enhancements.

Would you mind updating your g2 review? Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates have made a difference for your team. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.


Thanks again for considering updating your review and sharing any new insights. Cheers!

  ### 7. Great way to Manage your Dunning process

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about Tesorio?**

We are able to easily create and tag customers with tags that are meaningful to our business.  This gives us the ability to create campaigns both internally and externally for our dunning process.

**What do you dislike about Tesorio?**

Some of our internal markers are not usable on the analytics page.  This would be very helpful to us.

**What problems is Tesorio solving and how is that benefiting you?**

We are able to put all communications with customers in one place and everyone is able to access them at any time.  The automated dunning campaigns is very helpful.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback! We’re glad to hear that Tesorio has helped you streamline your dunning process and centralize customer communications.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if any recent updates, especially to analytics, have made a difference for your team. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights! Cheers

  ### 8. User friendly tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** May 25, 2022

**What do you like best about Tesorio?**

User interface is something i like the most & easy to extract reports

**What do you dislike about Tesorio?**

Cant upload comments for multiple invoices for same customer on same time

**Recommendations to others considering Tesorio:**

Easy to use & easy access to data. we can change the format of data as per our requirements for reporting . Collection reports became easy with help of this tool.

**What problems is Tesorio solving and how is that benefiting you?**

Easy to get invoice level data which helps to understand AR picture to creat collection stratagy

**Official Response from Margaret Link:**

> We're thrilled to hear that you appreciate our user-friendly interface and the ease of extracting reports — we've made a ton of improvements since last reviewed us, and would really love the opportunity to hear your most recent thoughts! Would you mind taking 30 seconds to update your review here on g2? It would really help us out! 

Warmly, 
Margaret @ Tesorio

  ### 9. My experience with Tesorio has been great.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

I like the dashboard and the different metrics that are provided with our AR aging and collections. It's nice to be able to see the collections for the month and although we aren't using Tesorio for forecasting, it might be a good option in the near future. I also like the small features such as being able to note customer promise dates or tagging certain customers.

**What do you dislike about Tesorio?**

Tesorio is great in that it connects to our company's email used for AR but I think the integration between the Tesorio inbox could be better. There are sometimes issues connecting to the Tesorio inbox and at times there are emails that aren't being captured in our company's inbox but are seen in the Tesorio inbox.

**Recommendations to others considering Tesorio:**

If you're looking to automate AR and collections, Tesorio is a great tool. It's a lot easier to use than most systems I've seen and the portal and interface is very organized and detailed.

**What problems is Tesorio solving and how is that benefiting you?**

Tesorio has been great in helping with our collections. The campaigns set up for dunning notices help save so much time in sending out reminders and past due notices. Customers also seem to respond better when getting multiple notices and it's nice to be able to set up the frequency of these emails that fit our needs.

**Official Response from Carlos Vega:**

> Hi, I'm Carlos Vega, co-founder & CEO at Tesorio. I popped in here today to check out another review and noticed yours here too. I see you said some really helpful (and positive) feedback, but the rating had zero stars. I'd love to chat with you about any feedback you might have, you can ping me at carlos at tesorio.com. Hope to hear from you! 

  ### 10. intuitive AND powerful

**Rating:** 3.5/5.0 stars

**Reviewed by:** Sabrina W. | Treasurer, Enterprise (> 1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

No training required, easy to use interfaces, with powerful results.  Utilizes ERP API's on the transaction level that works seamlessly.  Data visualization tools help pin point problems at a glance.

**What do you dislike about Tesorio?**

There are many potential applications for this data beyond what Tesorio currently offers.  Continued innovation to tie AP and AR to cash balances.

**What problems is Tesorio solving and how is that benefiting you?**

We mainly use Tesorio in our collections department.  Ability to standardize and automate processes/

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Sabrina! We're thrilled to hear that Tesorio has helped standardize and automate your processes.

Since some time has passed and updates have been made to AP and AR cash balances, we’d love to hear if your experience with Tesorio has evolved and if recent updates have made a difference for your team. 

Thanks again for considering updating your review and sharing any new insights! Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Cheers!

  ### 11. Creative and unique solution for all things cash management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** February 11, 2022

**What do you like best about Tesorio?**

I like the reporting capabilities and how you can customize a solution that best suits your company. Tesorio has been instrumental in improving our accounting processes and we are looking to add in the cash management functionality after testing it out for a few months. Very happy with the quality and how easy reporting has become with this solution.

**What do you dislike about Tesorio?**

No dislikes. We have been using the solution for over 6 months and I have only receieved positive feedbacks from my colleagues who use the system regularly and personally it's been wonderful to test out some of the cash management functionality.

**What problems is Tesorio solving and how is that benefiting you?**

We were struggling to forecast our cash receipts and accounts payable in a non-time consuming way and with the reporting capabilities have been able to hone in on a process that's not only fast but easy.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We’re thrilled to hear that Tesorio has helped streamline your reporting and improve your tactical financial processes. 

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights! Cheers

  ### 12. Early adopter, still a big user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 28, 2021

**What do you like best about Tesorio?**

Ease of use and plenty of visibility.  As a CFO, I appreciate that my team likes to use the solution on a daily basis and I can get what I need as well.

**What do you dislike about Tesorio?**

I don't see many downsides here.  We have a great relationship with the Tesorio team so that help whenever we have an issue.

**Recommendations to others considering Tesorio:**

There is no one else that does what Tesorio does.  It is certainly worth trying it.

**What problems is Tesorio solving and how is that benefiting you?**

Cash management and forecasting of daily/monthly cash flows.  We estimate that we are saving on headcount because of Tesorio, so not only do have better visibility, but the ROI is fantastic.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We're thrilled to hear that Tesorio’s ease of use and visibility have been valuable to both you and your team.

Since some time has passed, we'd love to hear how your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights! Cheers

  ### 13. Friendly Application

**Rating:** 4.5/5.0 stars

**Reviewed by:** Deeksha A. | Credit & Collections Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** May 08, 2022

**What do you like best about Tesorio?**

The collection notes. Email history. account level invoices

**What do you dislike about Tesorio?**

The customer contacts are not integrated well

**What problems is Tesorio solving and how is that benefiting you?**

NA

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Deeksha!

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved, especially regarding our customer contact integration enhancements, and if any updates have made a difference for your team.

Thanks again for considering sharing any new insights!

  ### 14. Tesorio has completely improved my ability to be successful at my job!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amber P. | Senior Accounts Receivable Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 18, 2020

**What do you like best about Tesorio?**

The emailing campaign is what I like best about Tesorio. Prior to using it, I was spending a few hours every day sending manual emails to customers regarding their past due or upcoming invoices. Now with Tesorio, I spend a short time each day quickly reviewing the email campaigns before they are automatically sent out.

**What do you dislike about Tesorio?**

There are times when I've found some invoices that fell out of the campaigns so several weeks go by without the emails being sent.

**Recommendations to others considering Tesorio:**

Tesorio has been a big game-changer for my job with providing help to more easily collect payment from our customers on their outstanding invoices. I highly recommend the use of Tesorio for Accounts Receivable!

**What problems is Tesorio solving and how is that benefiting you?**

Tesorio has helped to ensure that customers are being emailed regularly regarding their past due invoices. This is a considerable help for us in order to collect on cash much quicker than we were without the campaigns.

**Official Response from Demi Hingeley:**

> Thank you for the fantastic feedback! We're thrilled to hear that Tesorio’s email campaigns have been such a game-changer for you and helped streamline your collections process.

We appreciate you flagging the issue with invoices occasionally falling out of campaigns—we’ve made several improvements since your review and would love to hear how things are going now. If you have a moment, feel free to update your review: https://trytesorio.co/4jSjyDp

Thanks again for sharing your feedback with us!

Cheers,
Demi

  ### 15. Game Changer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nathan C. | Accounts Receivable Supervisor, Enterprise (> 1000 emp.)

**Reviewed Date:** November 20, 2020

**What do you like best about Tesorio?**

Spent many years in A/R and Collections, but first time with a company utilizing this product for these functions over the last 6 months. It really simplifies the job and could become a go-to system for many businesses looking to move away from some of the older A/R operating systems (while still being compatible with some of them and can be used in tandem). Would highly recommend to companies seeking operational efficiency and organization for their collections/receivables efforts with a system built specifically to help in that realm.

**What do you dislike about Tesorio?**

Still lacks robust reporting capabilities, but the data is there to be managed externally (e.g. in Excel) if needed. It is possible that there is more for me to discover in this regard. There are KPIs that the system can track and record for cash forecasting.

**Recommendations to others considering Tesorio:**

Give it a try and see how it could benefit your business, especially if AR/Credit and Collections is an area of your organization that is a bit disorganized.

**What problems is Tesorio solving and how is that benefiting you?**

A big benefit is being able to automate some of the workload for early collections and A/R efforts, leaving teams to focus efforts on truly outstanding and/or extenuating items. Reduces labor on the mundane. Great and responsive support team for any issues with the application.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Nathan!

We’re happy to hear that Tesorio has simplified your collections process and enhanced operational efficiency for your team.

Since some time has passed, we’ve added many new reporting capabilities. We’d love to hear how these updates, as well as others, have made a difference for your team.

Thanks again for considering updating your review and sharing any new insights. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Cheers!

  ### 16. So far ive really enjoyed using the platform. Easy to onboard and navigate. Some great features.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michael C. | Accounts Receivable Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2021

**What do you like best about Tesorio?**

The look and feel of the software is very cool. Its quite intuitive and is very customizable also. Automations are easy to setup and the tagging system works really well.

**What do you dislike about Tesorio?**

The reporting element of the software could be better - you can create workspaces similar to a report but having a specific reporting module would be great. I want to create reports using the AR info Tesorio imports and then utilize its automation & email functionality to share the info internally with other departments such as sales , Ops, senior managemnt etc.

i's also like to see some type of action list or daily worklist for collectors introduced so that the system can highlight accounts/invoices or tasks that need followed up or reviewed. Other packages offer a "next best action" list that help collectors stay on top of workload.

not enough funcionality to help with credit management - be awesome to have a link to current credit info provider information (credit rating/recommended credit limit/paydex score etc) alongside customer AR data.

**What problems is Tesorio solving and how is that benefiting you?**

Benefits are the ease of setting up automated collections, having informative dashboards at your fingertips, tagging invoices and customers to highlight status etc.

Problems would include the inability to tailor the dashboard, accuracy in the forecasting of collections - predicted amounts arent necessarily reliable. Also, trying to establish a daily routine or tracking what you have worked on/where you previously left off can be difficult without a specific worklist to highlight accounts that need actioned.

**Official Response from Margaret Link:**

> Hey Michael, 
Thanks for leaving feedback. 

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates have made a difference for your team. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.


Thanks again for considering updating your review and sharing any new insights. Cheers!

  ### 17. A great partner for all things AR & cashflow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Publishing | Enterprise (> 1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

Tesorio is a very intuitive and easy-to-use platform. The integration with NetSuite works exceptionally well for us. The Tesorio team is super engaged, always open to feedback, and willing to make improvements that enhance the experience for us.

**What do you dislike about Tesorio?**

I haven't come across any dislikes yet I dislike that not all my suppliers are more like Tesorio, sometimes.

**What problems is Tesorio solving and how is that benefiting you?**

Tesorio helps us stay on top of our DSOs. We can send standardised campaigns and we were able to reduce our DSO thanks to the use of Tesorio.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We're thrilled to hear that Tesorio’s platform and integration with NetSuite have been working well for your team. 

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights! Cheers

  ### 18. Great simple campaign software for billing teams

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

Ease of use - it integrates with systems and allows you to send campaigns

**What do you dislike about Tesorio?**

Not as easy to customize when you're trying to cate

**What problems is Tesorio solving and how is that benefiting you?**

I'm trying to automate invoicing for our organization without the need to manually do the work

**Official Response from Demi Hingeley:**

> Thank you for your feedback on G2! We're happy to hear that Tesorio is helping you streamline your invoicing process and reduce the need for manual work. 

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thank you!

  ### 19. Tesorio is pretty straight forward and user friendly.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Networking | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 08, 2022

**What do you like best about Tesorio?**

It works well with Salesforce. We utilize several software applications and interactions can be challenging at times.

**What do you dislike about Tesorio?**

I think a little more reporting would be nice.

**What problems is Tesorio solving and how is that benefiting you?**

We're able to stay on top of our DSO.  Also the dunning letters are great.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We're glad to hear that Tesorio is helping you stay on top of your DSO.

Since some time has passed, we'd love to know if your experience with Tesorio has evolved and if there are any new reporting features you’ve found useful. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights!

  ### 20. Tesorio makes my everyday tasks easier than before

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

Ease of finding any invoices or customer information needed. The note-taking is also straightforward to use and is integrated with our Smartsheet processes. I am able to communicate effectively with our AR team.

**What do you dislike about Tesorio?**

I personally have not had any issues with Tesorio so far.

**Recommendations to others considering Tesorio:**

It is an easy to use AR automation tool

**What problems is Tesorio solving and how is that benefiting you?**

I use it to gather information on invoices primarily. This includes seeing whether invoice are overdue or not, or sending invoices out of tesorio which is easier than with Netsuite

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We're glad to hear that Tesorio has made your everyday tasks easier and enhances collaborating with your AR team. 

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights! Cheers

  ### 21. Great service and great results

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2022

**What do you like best about Tesorio?**

Huge time saver, automated campaigns are great

**What do you dislike about Tesorio?**

Wording on some stuff is confusing, needed assistance

**Recommendations to others considering Tesorio:**

It's a great program. Time saver with automated collection campaigns is huge for a big company.

**What problems is Tesorio solving and how is that benefiting you?**

Staying on top of past due accounts with automated campaigns

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We’re thrilled to hear that Tesorio’s automated campaigns have been a huge time saver for your team and are helping you stay on top of past due accounts.

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve and if the clarity of the platform has improved for you. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thank you again for considering sharing any new insights!

  ### 22. Veeva used Tesorio for both Treasury and for Accounts Receivable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tim C. | Retired CFO, Enterprise (> 1000 emp.)

**Reviewed Date:** February 27, 2022

**What do you like best about Tesorio?**

The ability to easily integrate with our ERP system (Netsuite) and pull relevant information into the Tesorio system.  In addition, the ease of use of the Tesorio system enabled the team to be very efficient in segmenting the data and making it materially more actionable.

**What do you dislike about Tesorio?**

I don't have any comments on what we disliked about the system.

**What problems is Tesorio solving and how is that benefiting you?**

The primary benefit area was in Accounts Receivable and more effectively managing our aging and customer invoicing.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Tim! We’re happy to hear that Tesorio has been beneficial in managing AR aging and customer invoicing effectively.

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights! Cheers

  ### 23. Tesorio Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

Tesorio has helped with the efficiency of our collection, allowing us to send automated emails to customers and alleviating the manual process of pulling/attaching invoices. We also really love the predicted-to-pay feature!

**What do you dislike about Tesorio?**

Tesorio has an Insights feature, but we would really like the ability to drill down on specific customer accounts driving our data. Though the Insights feature is helpful, it definitely needs a drill down feature in order to be really useful.

**What problems is Tesorio solving and how is that benefiting you?**

Alleviating the manual process of attaching invoices allows us to reach out to a broader volume of customers for Collections. Tesorio has dramatically improved our overall efficiency and time spent in AR. We also really appreciate collaborating in the notes section to communicate internally between team members.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We're delighted to hear that Tesorio has helped improve the efficiency of your collections processes.

We appreciate your input regarding the Insights feature, and we're excited to let you know that since some time has passed, we’ve released new drill-down capabilities for customer accounts and enhanced insights. We’d love to hear how your experience with Tesorio has evolved and if there have been any updates that have made a difference for your team.

Thanks again for considering sharing any new insights!

  ### 24. Tax Accountant View of Tesorio

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2021

**What do you like best about Tesorio?**

There are real-time updates reflected from NetSuite.

**What do you dislike about Tesorio?**

The level of experience and consistency that our Collections team has with using Tesorio.

**What problems is Tesorio solving and how is that benefiting you?**

Ability to see all invoices that require tax adjustments (as long as they are indicated as such.)

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We're glad to hear that Tesorio’s real-time updates from NetSuite have been helpful for your workflow, especially with tracking invoices that require tax adjustments.

Since some time has passed, we'd love to know if your experience with Tesorio has evolved and how your Collections team is using Tesorio today. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights!

  ### 25. The ultimate A/R & Collections management system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael R. | Senior Manager, A/R & Collections, Enterprise (> 1000 emp.)

**Reviewed Date:** November 20, 2020

**What do you like best about Tesorio?**

I love the complete automation of collections dunning processes, the ability to assign customers and invoices to my Analysts, the Tagging feature to identify and segregate customers and invoices

**What do you dislike about Tesorio?**

Minimal reporting capabilities and customization

**Recommendations to others considering Tesorio:**

Optimal Tesorio utilization can help reduce your organization's headcount in the A/R space, especially using Campaigns for communication and collections.  Assignment of customers to your team along with customized Workspaces will increase productivity as well as build and strengthen relationships with customers.

**What problems is Tesorio solving and how is that benefiting you?**

Through the use of Campaigns, we can get early touches on all past due invoices without the addition of unnecessary headcount.  The ability to customize Workspaces to each of our Analysts helps us target problem customers as well as high-priority segments of the business, eliminating the need to review our entire portfolio to prioritize workload.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Michael!

We’re happy to hear that Tesorio’s automation of dunning processes, customer and invoice assignment, and tagging features have been instrumental in optimizing your collections efforts.

Since some time has passed, we’ve added more reporting capabilities and customization options. We’d love to hear if these updates, as well as others, have made a difference for your team.

Thanks again for considering updating your review and sharing any new insights. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Cheers!

  ### 26. I love how you can view and interact with accounts at an invoice level.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about Tesorio?**

Being able to tag specific invoices and then follow them as the tags are removed, and actions are completed.

**What do you dislike about Tesorio?**

It takes a while to sync with other systems, so the account picture is not always accurate.

**Recommendations to others considering Tesorio:**

It's a great tool to be able to keep notes and reach out to customers.

**What problems is Tesorio solving and how is that benefiting you?**

We are resolving billing issues and targeting the necessary accounts for past-due balances.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We’re glad to hear that Tesorio’s invoice-level tagging and tracking features have been helpful for resolving billing issues and managing past-due accounts.

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve and if the sync times have improved for you. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights!

  ### 27. Incredible company with great customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** May 06, 2022

**What do you like best about Tesorio?**

Great onboarding process in making sure we were using the product properly and securely. Our contact at Tesorio was very hands-on and informative.

**What do you dislike about Tesorio?**

The SSO integration wasn't the most straight forward but our rep helped us get to where we needed which was more important.

**What problems is Tesorio solving and how is that benefiting you?**

Tesorio has assisted our Accounts Receivable team a ton in automating tedious processes to ensure we can focus on what matters most internally.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We’re delighted to hear that Tesorio’s onboarding process and hands-on support made a positive impact.

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thank you!

  ### 28. A smart, user friendly platform with great flexibility and huge variety of financial reports!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about Tesorio?**

Tesorio has numerous great features, but I appreciate most the flexibility of its campaigns. Our company runs our entire dunning campaign through Tesorio, and compared to many other service providers, Tesorio has the advantage of logging all communications in the system. The visibility of and the ability to organize all incoming and outgoing communications with our customers on Tesorio bring dunning to a whole new level.

**What do you dislike about Tesorio?**

Not applicable - in case of any issues or questions, Tesorio's Customer Support Team is always ready to provide immediate, valuable assistance.

**What problems is Tesorio solving and how is that benefiting you?**

The flexibility of campaigns is impressive - we can and could use them not only for dunning emails but also for other projects, including communications related to bank changes.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback! We’re happy to hear that Tesorio’s flexibility and visibility have elevated your dunning campaigns.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if there have been any updates or improvements that have made a difference for your team. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing more feedback!

  ### 29. Very user friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Helen O. | Sr. Collections Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

when sending out past due notices I love that I'm able to attach invoices/statements without having to save them on desktop

**What do you dislike about Tesorio?**

right now I don't have any dislikes about Tesorio

**What problems is Tesorio solving and how is that benefiting you?**

no problems

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Helen! We're glad to hear that Tesorio’s past-due notice feature, with the ability to attach invoices and statements directly, has been helpful for your workflow.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if any recent updates have made a difference for your team.

Thanks again for considering updating your review and sharing any new insights. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Cheers!

  ### 30. Recommendation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrea J. | Billing and Credit Manager EMEA, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

Very easy to use, and the display is very informative

**What do you dislike about Tesorio?**

It is not possible to add bank details or company logos to statements

**What problems is Tesorio solving and how is that benefiting you?**

Quick easy communication with customers that can be tracked

**Official Response from Margaret Link:**

> Hey Andrea, 
We're glad to hear that you find Tesorio easy to use and informative! We appreciate your feedback about the ability to add bank details and company logos to statements, and we'll definitely take that into consideration for future updates.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates have made a difference for your team. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.


Thanks again for considering updating your review and sharing any new insights. Cheers!

  ### 31. Great Collections Management Tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Victoria V. | F, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 10, 2020

**What do you like best about Tesorio?**

We use Tesorio for more than 2 years now. The implementation was really easy and quick.
Simple interface, dashboards provide the information we need. Very flexible software that meets our needs in collections. We built the dunning reminders to suit our and customer needs. Tesorio has a great customer support team, whenever we need help they are always there for us!
Tesorio helped us to increase our Cash collection 100% in the first few months.

**What do you dislike about Tesorio?**

It meets all our needs, so cannot think of anything.

**Recommendations to others considering Tesorio:**

I would recommend Tesorio, because it is really easy to use, implementation is very easy and quick and Customer support is second to none.

**What problems is Tesorio solving and how is that benefiting you?**

With Tesorio's help, we automated collection and increased cash inflow as a result of it.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Victoria!

We’re happy to hear that Tesorio has been an effective tool in automating collections and increasing cash inflow for your team.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates have made a difference for your team.

Thanks again for considering updating your review and sharing any new insights. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Cheers!

  ### 32. Immediate results in the first month utilizing Tesorio

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rolando V. | AR & Revenue Analyst , Mid-Market (51-1000 emp.)

**Reviewed Date:** November 16, 2021

**What do you like best about Tesorio?**

I like the Campaign module; the dunning campaign we created produced good results in the first month we utilized it.

**What do you dislike about Tesorio?**

There isn't anything I dislike. Initially, I was frustrated, but as time progressed and I became more savvy navigating my way around.

**Recommendations to others considering Tesorio:**

You will not be disappointed.

**What problems is Tesorio solving and how is that benefiting you?**

The invoice distribution out of our ERP system directed all invoices to customer SPAM folders. We have made a lot of progress in this area.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Ronaldo!

We're happy to hear that Tesorio’s Campaign module has been effective in driving results and helped improve invoice distribution beyond what was possible in your ERP system.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if any recent updates have made a difference for your team.

Thanks again for considering updating your review and sharing any new insights. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Cheers!

  ### 33. Increased productivity and efficiency

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

How much faster it is to find information. I appreciate how intuitive the interface is.

**What do you dislike about Tesorio?**

I don't dislike anything about the solution. Everything works as it should.

**What problems is Tesorio solving and how is that benefiting you?**

Before Tesario, we used multiple tools to get the information needed. We have become more efficient and saved significant time. I can now get more work done and have access to a single repository and dashboard.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We're thrilled to hear that Tesorio has helped increase productivity and efficiency for your team.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if there have been any updates that have made a difference for your team.

Thanks you for considering sharing any new insights!

  ### 34. Facilitates collection process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ksenia K. | director of accounting, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2022

**What do you like best about Tesorio?**

automation and ML features, cash forecasting

**What do you dislike about Tesorio?**

customers tend to ignore automated emails

**What problems is Tesorio solving and how is that benefiting you?**

Time spent on collection follow ups

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Ksenia! We're glad to hear that Tesorio has been helpful in streamlining your collections process and saving time on follow-ups.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if any recent updates have made a difference for your team. Our customer support is always happy to assist with collection campaign strategies and optimization.

Thanks again for considering sharing any new insights!

  ### 35. Tesorio has automated our collections process, allowing our team to focus on more complex issues.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 15, 2021

**What do you like best about Tesorio?**

Tesorio is easy to use.  From the implementation and initial setup to using it for our daily collections activities.  The campaigns are very effective.

**What do you dislike about Tesorio?**

Although it is adaptable, there are some areas that I would like more ability to modify.   The sorting could have more options.

**Recommendations to others considering Tesorio:**

When implementing Tesorio be sure that your data is accurate.  Clean up your A/R as best as you can before implementation.

**What problems is Tesorio solving and how is that benefiting you?**

To regularly contact all our past due balances without increasing headcount.  We created campaigns to send regular Dunning Letters to all our past due invoices.  We have seen improvement in collections of our smallest invoices.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback! We’re happy to hear that Tesorio has made your collections process more efficient and effective. 

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if any updates or changes have made a difference for your team. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights!

  ### 36. An amazing tool to safe time and resources for your scaling company and growing AR.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2021

**What do you like best about Tesorio?**

Our team customized various Dunning to replace manual invoice notifications and it saves at least 10-20% of a headcount.  Although it is nearly impossible to predict customer payment behavior, we us the Cash Flow Performance Platform to help narrow the gap between actual and forecasted collection and spend.  Tesorio also serves as a data base for all email communications, maintain all historical data so no prior knowledge is lot due to staff turnover.
The customer support team at Tesoris was amazing!  They are there to answer your questions and willing to spend time demo for new team members and periodically reachout for health checks.

**What do you dislike about Tesorio?**

In order to maximize Tesorio capabilities, one will need to invest time in entering and managing information going in/out of the tool.

**Recommendations to others considering Tesorio:**

Worth the investment and the return is exponentially greater!

**What problems is Tesorio solving and how is that benefiting you?**

Limited resources and time and it gets worst with a growing AR and spend.  Company will benefit from tools when they scale.  Grow with people, scale with software.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback with us! We're glad to hear that Tesorio has been instrumental in helping your team save resources and streamline your dunning processes.

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights! Cheers

  ### 37. A tool that evolves as quickly as your ERP, your team, and your business.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 28, 2021

**What do you like best about Tesorio?**

Tesorio shows adaptability with regard to communicating with our ERP, Sage Intacct and minimizing "double-documentation".  The campaigns are easy to use and the dashboard prove helpful when looking at larger trends.  

The REAL value Tesorio has brought was its people and engineers taking their time to LISTEN to us about what our business needs; what our customers expect; and how we need Tesorio to leverage our ERP in order to meet / exceed our expectations.   On many occaisions they have done exactly that, working with our AR team to push over invoice PDFs, but also any backup that needs to be sent alongside the invoice.  This has been game-changing, and we remain strong advocates for the various ways Tesorio proves its ability to evolve and meet the needs of our business.

**What do you dislike about Tesorio?**

Please continue to refine your "anti-email blocker" technology for non-US customers.  The functionality works well in the US but some of our customers in the UK struggle to receive invoices the first time without us being added as "safe" senders.  Not the worst thing in the world to be extra cautious, but it does slow up the process from time to time.

**Recommendations to others considering Tesorio:**

- Make the onboarding process with Tesorio a chance for you to dream BIG about what you cannot do today....but should be able to do tomorrow.
- Have a plan for testing Tesorio and for configuring dashboard BEFORE go-live.  
- Expect there to be hiccups and setbacks along the way.  Maintain a strong relationship with your implementation team, and don't sign off until you are totally satisfied with the end-result.

**What problems is Tesorio solving and how is that benefiting you?**

See my answer to "what do you like best".

**Official Response from Margaret Link:**

> Thank you for sharing your experience with Tesorio. We are glad to hear that our team has been able to listen to your needs and provide valuable solutions. We will continue to work on refining our technology for non-US customers.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates have made a difference for your team. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.


Thanks again for considering updating your review and sharing any new insights. Cheers!

  ### 38. Great product for collections mangement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 20, 2020

**What do you like best about Tesorio?**

Easy intergartion with NetSuite and the orginazation of outstanding debt for easy veiwing.  It is easy to split out customers to our collections team and track progress for collections.  The automated dunning emails are easy to set up and incredibly helpful in reaching out to clients.

The customer service from the Tesorio team is fast and efficient in responding to any questions or issues.

The tool is always constantly improving, which helps it become more than a collections tool, but a cash foresting and cash flow resource.

New features such as DSO and other metrics can be charted over time, giving good insight into the effectiveness of collection strategies.

**What do you dislike about Tesorio?**

Nothing so far.  The product continues to improve.

**What problems is Tesorio solving and how is that benefiting you?**

We are using Tesorio for collections manegment and automating collection tasks - such as automated emails to clients, sorting collections to risk by customer, and predicting incoming collections for cash flow.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We’re glad to hear that Tesorio’s easy integration with NetSuite and automated email campaigns have been helpful for your collections management.

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights! Cheers

  ### 39. Easy to Navigate and User Friendly

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

Designing workspaces and sharing with others.

**What do you dislike about Tesorio?**

The lack of an external API, which I know is being worked on by Tesorio.

**What problems is Tesorio solving and how is that benefiting you?**

Tesorio helps us with our collections initiative across the whole company. We are able to provide weekly metrics to upper management on outstanding invoices.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback! We're glad to hear that Tesorio’s workspace design and sharing features have been valuable for your team.

Since some time has passed, we’ve continued expanding our API capabilities to support even more integrations and workflows. We’d love to hear if your experience with Tesorio has evolved, especially with these API enhancements, and if recent updates have made a difference for your team.

Thanks again for considering updating your review and sharing any new insights. Your updated thoughts are incredibly valuable as we continue to innovate and enhance the platform. Cheers!

  ### 40. A great product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 24, 2022

**What do you like best about Tesorio?**

The company is great at what they do and easy to work with

**What do you dislike about Tesorio?**

Price is high compared to what i'm looking for

**What problems is Tesorio solving and how is that benefiting you?**

workflow tools, predicted pay dates and automated collections forecasting

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We're so happy to hear that working with Tesorio has been a great experience for you, and that the workflow tools, predicted pay dates, and automated collections forecasting are making a real difference for your team.

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for your review and for considering sharing any new insights!

  ### 41. The tool is good but improvement in the campaign emails can be done.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 05, 2020

**What do you like best about Tesorio?**

The Dunning option is immensely helpful, which helps to send emails to customers on time and keep track of all invoices. The tool is also easy to navigate and organize work.

**What do you dislike about Tesorio?**

If the contact email is not auto integrated from Netsuite to Tesorio, we can fix that in Tesorio, but the fix is saved for later. Also, there is no way to display the list of accounts assigned to a specific person. There is no option to download a report with all the accounts for a specific day as well.

**Recommendations to others considering Tesorio:**

Very power tool that can help you reduce your work load.

**What problems is Tesorio solving and how is that benefiting you?**

Tesorio helps in automating the collection process. In a busy day also it helps to contact all customers with little effort and keep track of all invoices which are current and past due.

**Official Response from Demi Hingeley:**

> Thank you for your feedback! We're glad to hear Tesorio’s dunning capabilities and ease of use are helping streamline your collections and reduce manual effort.

We appreciate you highlighting areas for improvement—especially around campaign email behavior, account views, and reporting. We’ve made a number of enhancements since your review and would love to hear how your experience has evolved. If you have a moment, feel free to update your review: https://trytesorio.co/4jSjyDp

Thanks again for your thoughtful input!

Cheers, 
Demi

  ### 42. Tesorio: Easy to utilize

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2021

**What do you like best about Tesorio?**

Based on my experience, Tesorio is very easy to use. All options are straightforward that you can easily locate a certain account. Data in Tesorio available within our reach that we don't have to perform various steps just to get the info we need. Tesorio makes things simple.

**What do you dislike about Tesorio?**

I can't think of any because I appreciate how Tesorio does the work.

**Recommendations to others considering Tesorio:**

I highly recommend it as it does not complicate things in Collections.

**What problems is Tesorio solving and how is that benefiting you?**

In AR Collections, we need to identify the aging items, customer's open invoices that need to collect, updating contact details, and pulling up of Statement of Account.  While solving or working on those cases, I realized that Tesorio is not time-consuming in locating customer accounts or anything we need. For first-time users (like me), Tesorio is very easy to navigate.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback! We're glad to hear that Tesorio has made a positive impact on your AR Collections process. 

Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering sharing any new insights! Cheers

  ### 43. Tesorio is best in class, and most innovative, in AR automation, cashflow management & forecasting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dan F. | Vice President, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 04, 2021

**What do you like best about Tesorio?**

We have collectively used or evaluated most AR automation platforms and settled on Tesorio as the leader across the board: features, reliability, UI/UX, support, integrations and innovation. In addition, Tesorio is pushing the envolope beyond the AR automation space - its cash flow direct (cash forecasting) product is fantastic and only getting better.

**What do you dislike about Tesorio?**

We are eager to see what other cashflow management features Tesorio will tackle, but we have no complaints about its existing platform.

**What problems is Tesorio solving and how is that benefiting you?**

For AR automation, we are solving collections collaboration/organization, automated dunning, customer campaigns/messaging, payments, reporting/KPIs, AR health analysis, bad debt analysis, customer health analysis and collection prediction.

We also recently stood up cash flow direct, which functions as our automated direct method cash forecast! As far as we are aware, no other vendor is successfully solving this use case.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Dan! We’re happy that Tesorio has been supporting your tactical financial processes and enhancing cash flow forecasting.

We’re continuously expanding our cash flow capabilities and would love to hear how your experience with Tesorio has evolved and if recent updates have made a difference.

Thanks again for considering sharing any new insights!

  ### 44. Tesorio. Great AR Collection Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nerio G. | Director of Credit and Collections, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2021

**What do you like best about Tesorio?**

Tesorio is an easy-to-use AR collections platform that will enable your collection team to conduct their activities efficiently and a click away. Some of the functions we like the most include but are not limited to tagging at invoice and account level, setting up P2P reminders, and flexibility to customize workspaces. Additionally, Tesorio has an easy-to-use campaign development tool and a support team that will enable you to create a collection automation campaign that will help you save time and relocate resources.

**What do you dislike about Tesorio?**

There is nothing I dislike. Since the beginning, Tesorio's customer support team has worked with my team to help customize the AR platform to our business needs.

**Recommendations to others considering Tesorio:**

Tesorio is an AR platform I strongly consider.

**What problems is Tesorio solving and how is that benefiting you?**

Tesorio collection automation is allowing us to reach every customer.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Nerio!

We’re happy to hear that Tesorio has been a valuable tool for your collections team in helping streamline your processes.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates have made a difference for your team.

Thanks again for considering updating your review and sharing any new insights. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Cheers!

  ### 45. Tesorio is very helpful tool in terms of collection and cash forcasting.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Christy L. | Senior AR Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

We can make collection notes on past due invoices and accounts, and tag the invoices/accounts with different categories.

**What do you dislike about Tesorio?**

Set up to sync with work email, when I updated my PW, the sync got broken.

**What problems is Tesorio solving and how is that benefiting you?**

Managing collection notes and status

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Christy! We're glad to hear that Tesorio has been helpful in streamlining your collections and cash forecasting efforts.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved, especially regarding sync enhancements, and how updates have made a difference for your team.

Thanks again for considering updating your review and sharing any new insights!

  ### 46. Tesorio User experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Divin P. | Credit and Collection Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

Tesorio is one of the top credit and collection tools. It assists in locating customers and retrieving data in a timely manner.

**What do you dislike about Tesorio?**

Reporting work must be improved and must available easily

**What problems is Tesorio solving and how is that benefiting you?**

Customer complaints and disputed invoices

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2! We're glad to hear that Tesorio has been valuable in helping you quickly locate customers and retrieve data efficiently.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved, especially with reporting enhancements, and if recent updates have made a difference for your team. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.

Thanks again for considering updating your review and sharing any new insights!

  ### 47. Tesorio does what it aims to do and has great support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 11, 2021

**What do you like best about Tesorio?**

Ease of setup is great. Also, Tesorio is very easily customizable. The Workspace system makes it easy to create dashboards to see the invoices I'm interested in.

**What do you dislike about Tesorio?**

I wish I could control customer contacts with more command and granularity. I also wish I could run reports directly out of Tesorio to see what contact is present on each customer, what the label is, etc. Contacts are kind of a black box for me because there is no report that I can run myself that will show me this detailed data for each customer.

**What problems is Tesorio solving and how is that benefiting you?**

We have a very high-volume, low-$ per transaction business. Being able to send invoices automatically on a schedule is an amazing thing. We were not able to send invoices this efficiently before Tesorio.

**Official Response from Margaret Link:**

> We're happy to hear that Tesorio is meeting your invoicing needs and helping you manage high-volume transactions efficiently. We appreciate your feedback about the desire for more control over customer contacts and the ability to run detailed reports. Your input is valuable to us as we continue to enhance our platform!

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates have made a difference for your team. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.


Thanks again for considering updating your review and sharing any new insights. Cheers!

  ### 48. Excellent Software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jonathan K. | CFO, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Tesorio?**

Quick to implements and creates efficiency in collections driving improved cash collections.

**What do you dislike about Tesorio?**

Nothing specific comes to mind at the moment.

**What problems is Tesorio solving and how is that benefiting you?**

Complex multi region multi currency collection book with high volumes and relatively small amounts.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Jonathan! We’re happy to hear that Tesorio has helped drive improved cash collections for your team.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if recent updates have made a difference for your team. Your updated insights would be incredibly valuable as we continue to innovate and enhance the platform.

Thanks again for considering updating your review and sharing any new insights!

  ### 49. It's really good software to follow up and keep a track on each company and is very user friendly.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 05, 2021

**What do you like best about Tesorio?**

The Notes part of tesorio is beneficial because it's easy for us to track the history of the customer and follow up with them further. It helps us to send bulk emails to all the customers instead of sending each customer manually.

**What do you dislike about Tesorio?**

I wish we could have an option to edit the invoice since many of the customers asks us to update PO number in their respective invoices.

**Recommendations to others considering Tesorio:**

Its user friendly and will help to keep track of customer daily

**What problems is Tesorio solving and how is that benefiting you?**

As the customer updates us with the correct contact email, we can immediately modify that in Tesorio and select the right tag for each person. also, we can easily download the invoice and send the same to the customers.

**Official Response from Margaret Link:**

> Thank you for sharing your positive experience with Tesorio. We're pleased to hear that the Notes feature and bulk email capability are helping you track customer interactions. 

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates have made a difference for your team. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform.


Thanks again for considering updating your review and sharing any new insights. Cheers!

  ### 50. Very helpful & efficient collections tool - we cannot be without

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** January 16, 2020

**What do you like best about Tesorio?**

I like the customization feature of Tesorio & how we can differentiate & manage different ledgers and different risks customers with tags and filters.  I also like that the support team are very open & suggesting ways to use Tesorio to our best ability

**What do you dislike about Tesorio?**

Reporting tool - at present, I know the Tesorio team is working on this daily to get this feature up & running so we can analyze our dunning campaigns.

**Recommendations to others considering Tesorio:**

Gmail to account linking via dunning responses.

**What problems is Tesorio solving and how is that benefiting you?**

The size of our ledger - it has been so beneficial for us with the automated dunning campaigns as we would not be physically able to reach out to each & every customer requesting payment, given that our headcount is so small at present.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback on G2!

We appreciate your input on reporting and wanted to let you know that we’ve advanced our insights and reporting capabilities to give you better visibility into your dunning campaigns. Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve and how these updates have impacted your workflows.

Thanks again for considering sharing any new insights!


## Tesorio Discussions
  - [Is there any scope, if you can make the Sync option on real time basis.?](https://www.g2.com/discussions/is-there-any-scope-if-you-can-make-the-sync-option-on-real-time-basis) - 1 comment, 1 upvote
  - [What is the best way to use Tesorio to its fuller capacity?](https://www.g2.com/discussions/what-is-the-best-way-to-use-tesorio-to-its-fuller-capacity) - 1 comment, 1 upvote
  - [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?](https://www.g2.com/discussions/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, 1 upvote
  - [How do I use Tesorio to its full potential with its existing features?](https://www.g2.com/discussions/how-do-i-use-tesorio-to-its-full-potential-with-its-existing-features) - 2 comments, 1 upvote

- [View Tesorio pricing details and edition comparison](https://www.g2.com/products/tesorio/reviews?page=4&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-07-18+22%3A00%3A34+-0500&secure%5Bsession_id%5D=f318fe25-c582-42c6-a6cd-5cfda01f4a94&secure%5Btoken%5D=5e86b3c1857b72252dcef6fc807b912c3c9dac2aea78b92abce9af0f6f92ddd2&format=llm_user)
## Tesorio Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [ChatGPT](https://www.g2.com/products/chatgpt/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews)
  - [Coupa](https://www.g2.com/products/coupa-software-coupa/reviews)
  - [Cursor](https://www.g2.com/products/cursor/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [MCP Server](https://www.g2.com/products/mcp-server/reviews)
  - [Microsoft Dynamics 365 Supply Chain Management](https://www.g2.com/products/microsoft-dynamics-365-supply-chain-management/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)
  - [Plaid](https://www.g2.com/products/plaid/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)
  - [SAP Ariba](https://www.g2.com/products/sap-ariba/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews)
  - [Workday Financial Management](https://www.g2.com/products/workday-financial-management/reviews)
  - [Zuora](https://www.g2.com/products/zuora-zuora/reviews)

## Tesorio Features
**Customer Credit**
- Credit Limits

**Cash Flow Management**
- File Exports
- Income and Expenses
- Track Cash Flow

**Reporting**
- Status
- Customer Credit
- History

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Invoice Matching**
- Incomplete Payments
- Match Invoices and Payments
- Errors and Adjustments
- Cash Application

**Cash Flow Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Integrations**
- Accounting
- ERP

**Collections**
- Late Payments
- Disputed Transactions
- Personalized Customer Messaging
- Customer Profiles

**Analytics**
- Variance Analysis
- Reports
- Forecast Comparison
- Forward Looking

**Transactions**
- Invoices
- Payments

**Analytics**
- At Risk Customers
- Esimated vs Actual Receipts
- Collections Effectiveness
- Scaleability
- Artificial Intelligence

**Financial Data Transfer**
- Data Transfer
- Data Exchange
- Reporting
- Access
- Integration

**Workflows**
- Approvals
- Reconciliation

**Self Service**
- Customer Portal
- Financial Documents

**Agentic AI -  Cash Flow Management**
- Autonomous Task Execution

**Agentic AI - Accounts Receivable Automation**
- Autonomous Task Execution

**Agentic AI - Credit and Collections**
- Autonomous Task Execution
- Multi-step Planning
- Adaptive Learning

**AI - Accounts Receivable**
- Generative
- Responses
- Predictive Analytics

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