Tesorio Reviews & Product Details

Finance teams should spend their time on the decisions that move cash, not on the manual work that stands between Closed Won and Done. Every company runs on cash, yet getting from invoice to payment still depends on people uploading invoices to customer portals, chasing replies, and matching remittances by hand. Tesorio's agentic order-to-cash analyst does that work today. It follows up on open invoices, captures promise-to-pay dates, triages the collections inbox, applies cash, and keeps invoices current in customer portals. Your team handles what needs a person: priorities, customer relationships, and exceptions. Customers see up to a 30% reduction in DSO and have collected $355 billion through Tesorio. Companies using Tesorio include Fin, Veeva, GitLab, Plaid, Fastly, and Notion.

Seller

Tesorio

Discussions

Tesorio Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Demi Hingeley (B2B Marketing | Product Marketing | Events)

Used by Fin and 22 others

Beta

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

View More Pricing Information

Tesorio Integrations

(18)

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Angelique W.

Staff Accountant

Accounting

Mid-Market (51-1000 emp.)

7/9/2025

"Tesorio? More like Winorio!"

4.5/5

What do you like best about Tesorio?

Tesorio is a software that can change how the working environment operates and I know it has for me! It is extremely user friendly and as someone who works with a lot of software. Tesorio has to be one op the top ones! It is really easy to implement as well as integrated into your existing software. I use Tesorio on a daily basis along side our AR team and the ease of which we can see what we have outstanding for collections is just amazing. The features that you get when viewing clients is also such a handy thing! Their customer support is always on point and very eager to assist. I would recommend Tesorio in a heartbeat! Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

There's nothing negative I can say about Tesorio, but an area of improvement can definitely be on the AP side. Imagine a software where AR and AP is the main focus, what a dream! Review collected by and hosted on G2.com.

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

Tesorio has really helped clean up our AR and collections process. Before, we were juggling spreadsheets and manual reminders, which made it hard to keep track of who owed what and when. Now, everything’s automated—follow-ups go out on time, and we can easily see what’s outstanding and who needs chasing. The forecasting is also super helpful. It gives us a better idea of when payments are likely to come in, so we can plan our cash flow more confidently. Overall, it’s saved us a ton of time and helped us collect faster. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Hey Angelique,

Thank you for the glowing review, “Tesorio? More like Winorio!” made our day :) And happy to hear Tesorio has made such a positive impact on your daily AR work and that the ease of use, visibility, and support are all hitting the mark.

Appreciate the note on AP too - we hear you and I’ll pass that along to our product team!

Thanks again for taking the time to share your feedback.

Best,

Demi

Fernanda S.

Enterprise (> 1000 emp.)

9/21/2026

"Comprehensive Invoice Management with Email Integration"

4.5/5

What do you like best about Tesorio?

I like seeing all the invoices on one page and receiving emails linked to those invoices. It allows me to make notes on the invoice without having to switch between an email and invoice page, which makes everything easier. Tesorio manages all of my portfolio on one platform, making it easier to follow up. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I find the automated emails a bit problematic since the contacts are not always updated. There's sometimes issue with the campaigns not getting the correct contact for a specific invoice. So, the contact management aspect for each invoice could really use some improvement. Review collected by and hosted on G2.com.

Brian P.

Manager - Accounts Receivable, Credit, and Collections

Small-Business (50 or fewer emp.)

11/19/2024

"Game changer for my team."

4.5/5

What do you like best about Tesorio?

This has taken our automated contacts for dunning and statements to the next level. It's also giving us invaluable insight into stats, trends, and account histories. It very customizable and basically any view you want to see can be built. The online support, both AI based and actual humans, is also topnotch. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Some of the automation setups are a little clunky and take some know how to set them up initially but after a few campaigns are set up it's much easier

The second thing is that i wish the customer portal would integrate with more payment processors other than Stripe. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Hey Brian! Thank you so much for sharing your feedback.

We’re glad to hear that Tesorio has been a game-changer for your team, especially with automating dunning and providing insights that help you stay ahead.

We appreciate your feedback on automation setup and payment processor integrations. We’ll be sure to pass that along to our product team—we’re always working to make the platform even better for our users.

Thanks again for sharing how Tesorio is helping your team move faster and work smarter. We really appreciate it!

Cheers,

Demi

Verified User in Computer Software

Enterprise (> 1000 emp.)

10/1/2026

"Clear Invoice Aging and Helpful Tasks Keep Everything on Track"

4/5

What do you like best about Tesorio?

I can clearly view all my invoices and their aging. I also like the predicted date and the tasks feature, which makes it easier to stay on top of everything. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

It would be great if we could rearrange the information shown on the dashboards, and also have more filtering options. Also, it would be great to have it synced best with zuora/salesforce as this are softwares are also part of our day to day work Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

7/7/2026

"Clean UI, Smart AI Collections, and Seamless NetSuite–Salesforce Integration"

5/5

What do you like best about Tesorio?

Tesorio’s UI is among the cleanest I’ve used in a finance tool. It feels modern and purpose-built, not like a legacy system that’s been patched together over time. Our team ramped up quickly because the workflows are intuitive and don’t come with a lot of training overhead.

The AI-powered features are where it really differentiates. Intelligent prioritization of collections tasks and automated customer communications turn what used to be manual, judgment-heavy work into a more systematic process. It consistently surfaces the right accounts at the right time, which has noticeably improved our team’s focus and overall output.

Performance has also been consistently strong. Pages load quickly, the platform has been reliable, and we haven’t experienced any meaningful downtime that disrupted our team’s workflow.

Integrations with NetSuite and Salesforce are a major reason Tesorio works so well for us. Our AR data flows in cleanly from NetSuite, and the Salesforce connection gives our collections team customer context without needing to constantly toggle between systems. For a company managing revenue across multiple business segments, having those three platforms connected has removed a lot of manual reconciliation and data chasing. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Tesorio can surface custom fields from Salesforce and NetSuite, which is genuinely useful. The downside is that getting those fields configured requires going through support, rather than being something an admin can self-serve in the product. For a team that moves quickly and iterates often, having to open a ticket for what feels like a straightforward configuration change adds unnecessary friction. It’s not a dealbreaker, and support has been responsive when we’ve needed help, but giving admins more control over custom field mapping directly in the UI would be a meaningful improvement. Review collected by and hosted on G2.com.

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

Before Tesorio, our AR process depended heavily on manual work—spreadsheets, ad hoc outreach, and a lot of institutional knowledge living in individuals’ heads. That led to inconsistency in how we communicated with customers and made it hard to give finance leadership a clear, real-time view of collections health.

Tesorio addressed those issues. Customer communications are now systematic and consistent: the right message goes to the right contact at the right time, without someone having to manage every step manually. Our collections team works from prioritized queues instead of rebuilding them from scratch each day, which has directly contributed to faster collections and a reduction in DSO.

For finance leadership, the improvement in visibility has been substantial. We can see aging, collection status, and cash flow projections in a way that previously required someone to pull and compile data by hand. Moving from reactive reporting to real-time insight has also changed how we discuss AR internally.

Overall, the result is a collections function that’s more efficient, more consistent, and more accountable—without adding headcount. Review collected by and hosted on G2.com.

Israel G.

Global Head of Collections

Small-Business (50 or fewer emp.)

9/22/2026

"Incredible Implementation and Support That Exceeds Expectations"

5/5

What do you like best about Tesorio?

Implementation and support team, Tesorio team has taken the most complex AR processes to execute and perform beyond expectation. The team is incredible to work with. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Not being able to trigger campaigns at customer level which is helpful for corporate communications. Review collected by and hosted on G2.com.

Srinivasan S.

AR Specalist

Mid-Market (51-1000 emp.)

2/6/2020

"Essential AR Tool with User-Friendly Dashboard"

5/5

What do you like best about Tesorio?

I like Tesorio's dashboard and detailed AR tools. The dashboard provides a detailed report on our customer promised to pay invoices, customers at risk, Collected vs Forecast, Open AR Aging, and Overall collection Score. These tools help AR Specialists to work more effectively. The initial setup was very easy and user-friendly. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I don't like the lack of additional pre-built dashboard tools and AI support. It would be helpful to retrieve on-time data that we need on a daily basis and pull reports from our portfolio through AI. Review collected by and hosted on G2.com.

Recommendations to others considering Tesorio:

As mentioned earlier, Tesorio is a good Cash Flow management tool that suits all types of Industries. Review collected by and hosted on G2.com.

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

I use Tesorio for cash collection forecasts, analyzing historical payment behavior, and tracking open invoices. The dashboard shows detailed reports on promises to pay and overall collection scores, helping AR specialists work efficiently. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Srinivasan!

We’re happy to hear that Tesorio has been helpful for your team in driving AR efficiency and supporting cash flow forecasting.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and how 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!

Mohammed P.

Accounts Assistant

Mid-Market (51-1000 emp.)

2/18/2022

"Tesorio Review 2026"

5/5

What do you like best about Tesorio?

Tesorio automates accounts-receivable tasks like sending reminders, tracking invoices, and managing collections. Instead of chasing payments manually, the system runs workflows automatically. One of Tesorio’s biggest strengths is its cash flow forecasting and dashboards. It analyzes invoice and payment data to predict when money will arrive. Tesorio uses machine learning to analyze historical payment patterns and predict when customers will pay. Tesorio integrates with ERPs and CRMs like NetSuite, Salesforce, and other accounting systems. I like Tesorio also because it automates collections and prioritizes invoices, businesses can reduce Days Sales Outstanding (DSO) and improve liquidity. The Customer support of Tesorio is very good and very fast at responding. The implementation of Tesorio was very smooth and easy. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The only areas I see where Tesorio can possibly improve is by Real-time syncing with ERP systems. Another common improvement area is data syncing speed. The sync delays between Tesorio and ERP systems, can slow down financial reporting and forecasting. Review collected by and hosted on G2.com.

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

Tesorio solves several major problems that finance teams face when managing accounts receivable (AR), collections, and cash flow. These problems mostly come from manual processes, poor visibility into payments, and slow collections. Tesorio helps with Automated payment reminders and follow-ups, Tesorio helps with smart collections workflows and this helps companies reduce DSO and collect payments faster. Tesorio Automates invoice tracking and collections, Tesorio automatically matches payments to invoices and Tesorio Reduces manual reconciliation work. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Mohammed!

We’re happy to hear that Tesorio has helped in streamlining your AR processes and has allowed you to prioritize high-value customers effectively.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates and product enhancements have made an impact on your processes. Your updated thoughts would be incredibly valuable as we continue to enhance the platform.

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

Prathamesh S.

Senior Consultant

Mid-Market (51-1000 emp.)

3/1/2023

"Tesorio is an Awesome tool"

5/5

What do you like best about Tesorio?

Now Tesorio has introduced couple of quick navigation that help getting the reports easily and more insightful Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The same Tesorio still not able to download comments in excel format Review collected by and hosted on G2.com.

Response from Margaret Link of Tesorio

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Prathamesh, this video review is epic. Thank you so much for sharing your experience with our platform! Means a lot.

If you have time, would you mind quickly updating your review? Hopefully it doesn't take the video down, but as reviews age they degrade in weight, so we'd be grateful if you could update :)

Seriously, thank you!!

-Margaret @ Tesorio

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

9/6/2025

"Collections Like Never Before"

4.5/5

What do you like best about Tesorio?

Tesorio allows us to easily segment our customers for collections purposes, provide targeted communications, and effectively guide our workflows. A huge win is that our NetSuite integration runs flawlessly.

Tesorio was super easy to implement and our CSM and Support are always super responsive when we have ongoing questions. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I'd appreciate a more frequent integration with NetSuite than 3 times per day – and being able to include pay links in our NetSuite invoices.

Knowing which features are included versus not are sometimes difficult to figure out as well. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Hey there!

Thank you for sharing your feedback.

We’re glad Tesorio has been supporting your team as you scale and that your overall experience has been positive. We also appreciate you sharing where additional clarity or flexibility would be helpful, and we’ll be sure to pass that along to our product team.

If you ever have questions or need additional clarity, our support team is always available and happy to help. Thanks again for taking the time to leave a review and for being a Tesorio customer :)

Cheers,

Demi