# Tesorio Reviews **Vendor:** Tesorio **Category:** [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) **Average Rating:** 4.7/5.0 **Total Reviews:** 236 ## About Tesorio Tesorio provides finance leaders with the industry's first AI-driven connected financial operations platform, designed to empower business partners and drive growth while maintaining capital efficiency. By aggregating, structuring, and analyzing real-time primary source data, Tesorio delivers actionable insights and automates workflows for collections, cash application, and cash flow forecasting. Unlike platforms that stop at data reporting or point solutions that address only parts of the cash flow process, Tesorio offers end-to-end intelligent automation and enhances cross-functional collaboration. This enables finance leaders to effectively manage cash flow, optimize payment timing, and make strategic decisions that propel the business forward. Key benefits that Tesorio customers realize include: ▪︎ Reduction in days sales outstanding (DSO) ▪︎ 3x improvement in your collections team’s efficiency ▪︎ 75% decrease in time spent on low-value dunning activities ▪︎ 4x increase in customer-base reached 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 value the **ease of use** of Tesorio, enhancing efficiency with simple customization and streamlined workflows. (17 reviews) - Users value the **collections efficiency** of Tesorio, enhancing team collaboration and automating invoice management seamlessly. (16 reviews) - Users appreciate the **ease of access and customization** in Tesorio's invoicing management, enhancing independence and efficiency. (16 reviews) - Users value Tesorio's **user-friendly interface and automation features** , enhancing efficiency and ease of use. (15 reviews) - Users appreciate Tesorio for its **time-saving capabilities** , enabling easy customization and efficient invoice management. (12 reviews) - Users find Tesorio's **automation features** transformative, providing customizable insights and real-time syncing for improved efficiency. (11 reviews) - Users appreciate the **dashboard and visibility** features of Tesorio, enhancing collections management and team collaboration. (9 reviews) - User Interface (9 reviews) - Customization (8 reviews) - Efficiency (8 reviews) **What users dislike:** - Users believe Tesorio requires **improvement in payment recording and reporting** for enhanced user accountability and accuracy. (7 reviews) - Users experience **invoicing issues** with delayed visibility and confusion over account hierarchies, impacting efficiency. (6 reviews) - Users are frustrated by **sync issues** , especially the limited integration frequency and delays in data updates. (5 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) - Limited Customization (3 reviews) - Poor Navigation (3 reviews) - Difficult Navigation (2 reviews) - Downtime Issues (2 reviews) - Users face **email automation issues** with Tesorio, finding the inbox unusable and setups initially clunky. (2 reviews) ## Tesorio Reviews ### 1. Essential AR Tool with User-Friendly Dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Srinivasan S. | AR Specalist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 06, 2020 **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. **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. **Recommendations to others considering Tesorio:** As mentioned earlier, Tesorio is a good Cash Flow management tool that suits all types of Industries. **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. **Official Response from Demi Hingeley:** > 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! ### 2. Tesorio Review 2026 **Rating:** 5.0/5.0 stars **Reviewed by:** Mohammed P. | Accounts Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2022 **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. **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. **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. **Official Response from Demi Hingeley:** > 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! ### 3. Tesorio is an Awesome tool **Rating:** 5.0/5.0 stars **Reviewed by:** Prathamesh S. | Senior Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2023 **What do you like best about Tesorio?** Now Tesorio has introduced couple of quick navigation that help getting the reports easily and more insightful **What do you dislike about Tesorio?** The same Tesorio still not able to download comments in excel format **What problems is Tesorio solving and how is that benefiting you?** Tesorio is making life easy when it comes to credit and collections. We get almost realtime data which helps us to be more productive **Official Response from Margaret Link:** > 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 ### 4. Tesorio Review – Simple and Gets the Job Done **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** March 24, 2026 **What do you like best about Tesorio?** Tesorio is easy to use and pretty straightforward, especially when it comes to searching for invoices. It saves a lot of time compared to manual tracking, and the search function is generally reliable. I also like the notes feature—it’s simple but really helpful for adding context or updates that the team can easily see. Overall, it supports daily tasks without being complicated. **What do you dislike about Tesorio?** The system can feel a bit basic and sometimes slow, especially when handling a large volume of invoices. The interface could be more intuitive, and a few improvements in speed and navigation would make it more efficient. It works, but there’s definitely room for enhancement to make the experience smoother. **What problems is Tesorio solving and how is that benefiting you?** Tesorio helps solve the hassle of manually searching for invoices and keeping track of updates across different records. Instead of going through multiple files or systems, everything is in one place, making it easier to find specific invoices quickly. It also addresses the need for clear communication by allowing users to add notes directly to invoices, so important details or follow-ups don’t get lost. It saves me time during daily tasks since I can quickly search and access invoice information without digging around. The notes feature also helps me stay organized and keeps everyone on the same page, especially when working with a team. Overall, it makes the workflow more efficient and reduces the chances of missing important details. **Official Response from Demi Hingeley:** > Hey there! Thank you so much for taking the time to leave a review, we really appreciate it! We're happy to hear that Tesorio is saving you time on daily tasks and that the search and notes features are making it easier to stay organized and keep your team on the same page. And thank you for the navigation feedback, we're passing it along to our product team. We're always working to make the experience smoother! Thanks again! Best, Demi ### 5. Super Intuitive & User Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting **Reviewed Date:** March 30, 2026 **What do you like best about Tesorio?** I really enjoy all of the separate controls Tesorio provides; Building my own dashboard and workspaces, tagging and notation. It feels incredibly user friendly. I also really like that it saves selections between pages, a small detail but makes a huge difference when trying to work through lists. **What do you dislike about Tesorio?** I dont like that when invoices are cleared the history of what happened with that invoice, including notes also feels like it gets cleared. I wish that notes were saved at a higher level so if you looked into the customer account it would show you a history of previous notes on the invoice level rather than only the customer level. This is helpful in credit authorization tasks. **What problems is Tesorio solving and how is that benefiting you?** Tesorio is helping in the day to day operations, helping smooth workflows and expedite processes. **Official Response from Demi Hingeley:** > Hi there! Thank you so much for taking the time to leave a review. We're happy to hear you're enjoying the dashboard customization, workspaces, and tagging features. And we love that you called out the saved selections between pages, those small details matter to us! Your feedback on invoice-level note history is really valuable. We understand how important it is to have that full context available, especially for credit authorization work. We're passing this along to our product team :) Thanks again for sharing your feedback! Best, Demi ### 6. time optimizing **Rating:** 4.0/5.0 stars **Reviewed by:** Manuela D. | Collections team Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2026 **What do you like best about Tesorio?** I love the dashborads, I like that you can customize reports with columns and filters that you need **What do you dislike about Tesorio?** The fact that You cannot customize the width of the columns and have it remain as it is, the fact that you cannot assign the same email for 2 customer numbers, even though sometimes it does concern 1 or more customers. Also when invoices in an email correspond to more than 1 customers, the email remains unassigned to any (should be assigned to at least one). Rather slow in opening attachments or searching for invoice numbers **What problems is Tesorio solving and how is that benefiting you?** visibility of issues, of collectors' activity ### 7. Visually Appealing, Easy-to-Navigate Interface with Smooth NetSuite Invoice Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Carol H. | Lead Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Tesorio?** The layout is visually appealing, and the interface is easy to navigate. I like that we can automatically interface our invoices from NetSuite. **What do you dislike about Tesorio?** I don’t like the filter feature because it opens a separate box, and then I have to dig around to find what I need. It would be easier to use the column headings as filters. **What problems is Tesorio solving and how is that benefiting you?** It allows management to see at a glance where we are with collections. This way, they can focus on the ones that stand out. I like that it's our go-to place for notes and comments on our outstanding accounts, vs having notes on each individual account. ### 8. Reliant Cash Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Arun S. | Accounts Executive, Enterprise (> 1000 emp.) **Reviewed Date:** February 14, 2022 **What do you like best about Tesorio?** Tesorio has made the cash application easier & efficient. Better insights of the whole Accounts Receivable from multiple filters & perspectives. **What do you dislike about Tesorio?** Email Inbox can be improved & made more user friendly to utilize regularly. **Recommendations to others considering Tesorio:** Very helpful & easy to use the tool. **What problems is Tesorio solving and how is that benefiting you?** Dashboard gives oversight of whole outstanding balance for quick review. When any other team member updates something for my assigned customer or invoice then it get notified about the change which is very useful. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Arun! We’re glad to hear that Tesorio’s predictions are helping your team stay on track with projections. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with updates to email inbox, and if other improvements 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! ### 9. Program for Accouting **Rating:** 5.0/5.0 stars **Reviewed by:** Kathie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Tesorio?** Tesorio has provided so much for any Accounting Dept move with ease. 1. Easy to send multiple invoices in one email 2. Batch dunning is a great feature 3. Ability to personalize emails 4. Allows customers to access their accounts to see open invoices, credit memos and payments **What do you dislike about Tesorio?** I have not found anything that needs improvement. **What problems is Tesorio solving and how is that benefiting you?** Collecting past dues from customers and sending invoices customer's request. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Kathie! We’re happy to hear that Tesorio has been an effective tool for sending customer emails and statements with ease, and that it’s supporting your collections process and past-due follow-ups efficiently. 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. 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! ### 10. Tesorio is the best automation platform. Love this app and excellent for Data analysis. **Rating:** 5.0/5.0 stars **Reviewed by:** Tusharika K. | Account Executive AR, Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Tesorio?** The more and more we are exploring to teorio. It is making more ease of work. There is unlimited task you can perform with the help of tesorio ,you just have to keep exploring. It has so many filters and options to select.You can customised your search in a easy and effective way. It campaign are just amazing. Make full use of tesorio and it will make your daily task hastle free. **What do you dislike about Tesorio?** I cant think of anything I want to change in it. It has only helped me **What problems is Tesorio solving and how is that benefiting you?** We rely on tesorio for day to day working. It has been a great help for us. It has made our work so much sorted. We run campaigns for sending emails, predict data for estimations, we assign partner, check there esctimated payment date. Forcast collection. check payment status,keep notes against partner and so on. We rely on tesorio on lot of task . **Official Response from Demi Hingeley:** > Tusharika, thank you for sharing your feedback. We really appreciate it. We’re happy to hear how Tesorio’s filters, customization options, and campaign features have made your work easier and more organized over the past three years. Thanks again for taking the time to share your Tesorio experience! Cheers, Demi ### 11. Streamlined Workflow and Effortless Organization **Rating:** 4.5/5.0 stars **Reviewed by:** Ed A. | Senior Analyst - Finance Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2025 **What do you like best about Tesorio?** This tool has made my job much smoother than it was before. Having everything in one place is incredibly convenient. It lets me send emails and document both issues and their solutions efficiently. My workflow feels more streamlined overall. With just a few clicks, I can set up accounts by type, dollar amount, and urgency, which helps me concentrate on the more challenging issues without having to search through the entire system to find them. **What do you dislike about Tesorio?** Not much. It's easy to use even without a ton of training. **What problems is Tesorio solving and how is that benefiting you?** I'm narrowing down my accounts to just the ones that require my attention. This approach really helps with time management within the system. I no longer have to search in different places or juggle multiple platforms—everything I need is conveniently in one place. **Official Response from Demi Hingeley:** > Hey Ed! Thank you for sharing your feedback. We’re glad to hear Tesorio has been a positive addition to your day-to-day work and that having everything in one place has made it easier to stay focused on what matters most. We appreciate you taking the time to leave a thoughtful review and will be sure to share your feedback with our product team. Thanks again for being a Tesorio customer. Cheers, Demi ### 12. Streamlined Invoice Management with Customization Flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Aman K. **Reviewed Date:** December 15, 2025 **What do you like best about Tesorio?** I love Tesorio because it saves me a lot of time by allowing me to download and customize customer statements easily. Unlike NetSuite, where customization wasn't an option, Tesorio lets me skip creating an aging report manually. This efficiency reduces extra activities for me, making it very helpful. I also appreciate how Tesorio helps me check the status of invoices, see overdue amounts, and access pertinent comments and customer emails to verify their activity. The initial setup was quite easy too, which was a nice bonus. **What do you dislike about Tesorio?** Nothing. It's awesome **What problems is Tesorio solving and how is that benefiting you?** I use Tesorio to check invoice statuses, including overdue amounts and customer email validity. I can customize and download customer statements, saving time by not pulling aging reports. It's very helpful and reduces extra activities. **Official Response from Demi Hingeley:** > Hey Aman! Happy New Year! Thank you for taking the time to share your feedback! We’re happy to hear Tesorio is saving you time with customizable statements and helping you stay on top of invoice status and overdue amounts. We’ll be sure to share this back with our product team Thanks again for your support and feedback! ### 13. Tesorio review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 11, 2023 **What do you like best about Tesorio?** We are also using the Cash Application feature which is great automating payments from the bank back to our ERP system. **What do you dislike about Tesorio?** Communicating quicker when there are outages. **Recommendations to others considering Tesorio:** It good a great system & it will be of great benefit with collections. **What problems is Tesorio solving and how is that benefiting you?** Our business teams are using Tesorio for collections management. We use the dunning campaigns to notify our customers when they have payments are over due. We also use the AR forecast which our teams are finding very useful. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re happy to hear that Tesorio’s user-friendly interface and AR Forecast feature have been valuable for your team’s collections management efforts. Since some time has passed, we’d love to know how your experience with Tesorio has evolved and if recent updates and product enhancements 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! Cheers! ### 14. Amazing tool for our collections process! Easy and user friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Tesorio?** It makes easier the collections process, many automations and templates just to click and send. AI implementations are very useful. **What do you dislike about Tesorio?** AI accurate in ready and providing summaries. **What problems is Tesorio solving and how is that benefiting you?** The collections management within analysts. We can distribute accounts assigning to the AR analysts, tesorios keep sending automatically emails so we don't need to be keeping an eye on every single invoice, but can focus our attention on really important matters to solve customer's issues **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re glad to hear that Tesorio’s dunning campaigns and automated emails have streamlined your collections process, saving your team time and allowing you to focus on high-priority matters. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates have improved login stability. Your updated insights 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 thoughts. Cheers! ### 15. Makes managing invoices and communication so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Jasrel I. | Accounts Receivable Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Tesorio?** One of my favorite features is the invoice tags — they make it super easy to see the status of invoices at a glance, whether they're paid, pending, or need follow-up. It saves a ton of time not having to dig through emails or spreadsheets. I also really appreciate the notes feature. It’s great for keeping track of both internal and external communication, so everyone stays in the loop. It helps avoid duplicate outreach or confusion around customer follow-ups. Another thing I love is the ability to search for invoices by amount range — super handy when you’re looking for specific transactions without knowing the exact number. Plus, I can choose to view invoices individually or grouped by customer, depending on what I need at the moment. The search functionality overall is solid. I’m also really happy with how the tags feature, especially the Payment Expected tag, helps us with our monthly financial forecasts. It gives us better visibility into expected cash inflows, which makes planning so much smoother. And lastly, the interface is clean and intuitive, which made it especially easy to navigate when I first got onboarded back in September 2024. **What do you dislike about Tesorio?** Honestly, there’s nothing that really stands out as a major downside — overall, it’s been a great tool. That said, I’ve noticed a small issue that might be related to syncing with our system (we use NetSuite). Sometimes there are open invoices in NetSuite that don’t show up in Tesorio when I filter for "open" status. For example, I’ll search an invoice number and get no results, but then if I remove the "open items" filter, the invoice shows up — even though in NetSuite, the status is definitely open. I’m not sure if it’s a syncing issue or something else, but I’d really love to understand more about why that happens. Also, it would be great if credit memos were easier to search or view. It’s possible the feature is already there and I just haven’t figured it out yet — if that’s the case, I’d be super happy to learn how to access it! **What problems is Tesorio solving and how is that benefiting you?** This is my first time encountering Tesorio, and I’ve honestly been really happy with how much it’s helped make collections easier for our team. I’m not entirely sure what the process looked like before I joined, but compared to my previous roles — where we had to download data manually from our systems and rely heavily on spreadsheets — Tesorio is a big step up. Having everything in one platform, from invoice tracking to communication history, really streamlines the whole process. It makes follow-ups more efficient, helps avoid duplicated efforts, and gives us better visibility into where things stand with each customer. It's definitely made my onboarding and day-to-day work much smoother. **Official Response from Demi Hingeley:** > Thank you so much for the thoughtful review, Jasrel! We’re happy to hear how Tesorio has helped streamline your collections workflow and made your day-to-day smoother. We really appreciate you flagging the syncing behavior with NetSuite and the credit memo visibility. I’ll be sure to pass that along to our team, and if you haven’t already, feel free to reach out to Support - we’d be happy to help clarify or troubleshoot! Thanks again for sharing your experience and for being part of the Tesorio community! Cheers, Demi ### 16. Tesorio continues to adapt to the latest industry collection standards using automation and AI **Rating:** 5.0/5.0 stars **Reviewed by:** Drew U. | Financial and Systems Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2021 **What do you like best about Tesorio?** The team behind Tesorio helps Smartsheet do more with less with their always improving products and services. When we bring ideas to the Tesorio team for additional use cases or automations, their team often has existing or upcoming features that they are excited to help us with enablement. The collections tools that are offered have rapidly expanded in features over the past five years. It has allowed us to scale our monthly cash collections by over 3X while being able to keep our headcount within a reasonable budget. Tesorio has also improved on being able to handle increased data sets from our ERP. We are able to provide visibility from the system to our Sales team using a Salesforce plugin to give them visibility on our latest collection efforts. When we first started using Tesorio, the product was primarily only able to intake data from our systems, but now there are integrations and workflows that push data from Tesorio to Salesforce, Netsuite, Slack, and more. As Smartsheet continues to grow, we continue to look forward to our partnership with Tesorio for our Cash, Collections, and Forecasting needs. **What do you dislike about Tesorio?** Tesorio has made improvements to what we can utilize from our ERP source data, but I would like to see further control on what we import and do not import from these systems. In addition, we would like to see additional details beyond the Account level data in Salesforce to include Quotes and Opportunities to help us reduce the need to duplicate fields so Tesorio can import the relevant data. In addition, while we enjoying seeing additional features are being offered à la carte to best fit our needs, the products that we help beta test can sometimes be missing essential features that can be difficult to justify the costs to our leadership. This is often temporary as Tesorio is transparent in sharing product roadmaps and can usually justify the costs within a year of new product or feature launches. **Recommendations to others considering Tesorio:** Tesorio is a great product to set up and use, especially if this is your first time utilizing automation software for dunning at scale. **What problems is Tesorio solving and how is that benefiting you?** We reduced our production time with dunning emails by building automated campaigns that target our customer base, ultimately increasing the speed at which we collect cash. Tesorio also allows us to communicate effectively cross functionally by keeping our latest notes, data, and production all in one system that syncs back to Netsuite, Salesforce and Slack. We are also able to move some of our lower ARR customers to be handled entirely by automation rather than having to assign a specific team member to the accounts allowing us to scale lean. **Official Response from Margaret Link:** > We're thrilled to hear that Tesorio has helped you reduce production time with dunning emails and improve cross-functional communication. We'll definitely take your suggestions for further customization features into account 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! ### 17. Makes A/R and collections easy **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer A. | Manager, Billing & Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Tesorio?** I'm a daily user of Tesorio. I came from the life of managing my A/R with numerous spreadsheets, v-lookups and pivot tables that needed manual updating daily. Now this is all in one place with a real time snapshot of my open A/R via an automatic sync to my billing system. I no longer have to create calendar reminders about follow up to clients. I can easily create tasks and just look at what I need to complete daily. It allows me to send campaigns to clients manually or automatically with easy filtering to avoid any unnecessary outreach. They sync to our CRM as well which allows other internal teams to see what we've sent to clients. Their support team is responsive and has quick resolution on issues as they arise. **What do you dislike about Tesorio?** There nothing I dislike about Tesorio. Keep up the good work. **What problems is Tesorio solving and how is that benefiting you?** Combining manual reports. Missed invoices (billings) and lack of follow up Easy to manage the teams BoB. **Official Response from Demi Hingeley:** > Hey Jennifer, Thanks so much for the kind words! It’s great to hear how Tesorio has helped you leave the spreadsheet life behind. Love that you’re finding campaigns, tasks, and CRM syncing helpful too. And I’ll definitely pass the kudos along to our support team, they’ll be thrilled to hear it. Appreciate you taking the time to share your feedback! Cheers, Demi ### 18. Tesorio? More like Winorio! **Rating:** 4.5/5.0 stars **Reviewed by:** Angelique W. | Staff Accountant, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2025 **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! **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! **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. **Official Response from Demi Hingeley:** > 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 ### 19. efficiency. **Rating:** 4.5/5.0 stars **Reviewed by:** Grace J. | Senior Associate, Finance & Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2025 **What do you like best about Tesorio?** its real-time cash flow forecasting One key feature you might appreciate is its real-time cash flow forecasting. For example, instead of manually updating spreadsheets, Tesorio automatically integrates with your financial data to give you an up-to-date view of your cash position. This allows you to make more informed decisions about spending and investment, and helps you avoid cash shortfalls. **What do you dislike about Tesorio?** If Tesorio doesn’t integrate well with certain accounting or ERP systems that your company uses, it might limit the effectiveness of its cash flow management features. This could lead to manual data entry or incomplete financial insights, which can be a drawback for users looking for seamless, automated solutions. **What problems is Tesorio solving and how is that benefiting you?** Manual Data Entry and Reconciliation: Many companies struggle with the time-consuming and error-prone process of manually entering and reconciling financial data. Tesorio automates these processes by integrating with existing financial systems, reducing manual work and improving accuracy. Lack of Real-Time Cash Flow Visibility: Traditional financial systems might offer limited or outdated views of cash flow. Tesorio provides real-time cash flow forecasting and visibility, allowing businesses to make informed decisions based on up-to-date information. Inefficient Accounts Receivable Management: Managing accounts receivable can be labor-intensive, with challenges in tracking overdue invoices and following up with customers. Tesorio automates collections processes, sends reminders, and provides insights into outstanding invoices, helping to speed up collections and improve cash flow. **Official Response from Demi Hingeley:** > Hey Grace, We’re glad to hear that Tesorio’s real-time cash flow forecasting has been a valuable asset to your team, especially in replacing manual spreadsheets with automated, up-to-date visibility. Also appreciate your input regarding integrations! Tesorio currently integrates directly with ERPs like NetSuite and Sage Intacct, as well as other systems through APIs and flat-file support. That said, we understand how important seamless data flow is for unlocking the full value of automated forecasting. I’ll be sure to pass your feedback along to our product team as they continue enhancing our integration capabilities. And if there’s anything we can assist you with in the meantime, please don’t hesitate to reach out to our support team. We’re always here to help :) Thanks again for taking the time to share your feedback! Best, Demi ### 20. Revolutionized Collection Process & Made Operational Tasks Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Sheena G. | Assistant Manager - Global AR, Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Tesorio?** Tesorio has made a lot of enhancements. The attention given to minute detailing as per our business requirements is promising. There have been additional features added like workflows, forecasting, updations in filtering the flat files, have graphical insights to our company's performance, editing template statements. **What do you dislike about Tesorio?** They can work on enhancements like real time ERP syncing, syncing JEs from ERP to Tesorio, filtering tags in campaigns, showing net payable balances in SOA, credit memo CSV importer files access in flat files section. **Recommendations to others considering Tesorio:** It will help reduce your daily burden by compiling work in a much understandable and presentable way. **What problems is Tesorio solving and how is that benefiting you?** Daily operational tasks has reduced and excel work is minimized **Official Response from Demi Hingeley:** > Sheena, thank you so much for sharing your feedback! We’re happy to hear how Tesorio has made your day-to-day operations easier and helped reduce the need for manual Excel work. Thank you again for sharing your experience–it means a lot to us! ### 21. very difficult to configure **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** March 30, 2026 **What do you like best about Tesorio?** shows open invoices. I really have been unable to use to the programs full potential **What do you dislike about Tesorio?** Very difficult to configure - please call or email me. We have had no luck setting up my view. chris.hennessey@bbgi.com **What problems is Tesorio solving and how is that benefiting you?** showing my opening invoices/aging etc.. **Official Response from Demi Hingeley:** > Hi Chris, Thank you for taking the time to leave a review, we really appreciate the feedback. We're sorry to hear you've had trouble getting your view set up. Our CS team has reached out to you directly, and we're going to make sure we get this sorted. Best, Demi ### 22. Powerful for Forecasting, but Slow at Times **Rating:** 5.0/5.0 stars **Reviewed by:** Germana C. **Reviewed Date:** December 15, 2025 **What do you like best about Tesorio?** I like Tesorio's templates which are very useful and I use them daily. I also find the ability to write pinned notes very useful, which help me make credit forecasts. **What do you dislike about Tesorio?** Sometimes it is slow and the formats that are pre-constructed by me move. They cannot be saved. If I want the pinned notes to be placed in the third position, the settings do not save. **What problems is Tesorio solving and how is that benefiting you?** Tesorio solves many forecasting problems and helps to write better emails with useful templates that I use daily. **Official Response from Demi Hingeley:** > Hi Germana! Thank you for sharing your feedback! We’re glad to hear the templates and pinned notes are helping with forecasting and your day-to-day work. We’ll share your notes with our product team, and if you ever need help troubleshooting anything, our support team is always here to help. Thanks again for taking the time to share your thoughts. Cheers, Demi ### 23. Great finance tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Melonie R. | Credit and Collections Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2025 **What do you like best about Tesorio?** What I like best about Tesorio is how it makes managing collections so much more efficient and collaborative. The platform's ability to predict payment timing based on customer history, display due dates clearly, and allow us to add tags for easy tracking has been incredibly helpful. I also really appreciate the automated email functionality, it saves us time while keeping communication consistent. On top of that, being able to see exactly what actions a teammate has taken on an account, including emails sent, has greatly improved our team's coordination and follow up efforts. **What do you dislike about Tesorio?** Currently, the only feature I find challenging is the ability to clean up contacts. For instance, if a customer requests the removal of a contact because they no longer wish to receive emails or the person has left the company, we do not have the functionality to delete that contact. As new contacts are added, the list grows longer and appears disorganized. It would be very helpful to have a feature that allows us to remove or archive old or unwanted contacts to maintain a cleaner and more efficient contact list. **What problems is Tesorio solving and how is that benefiting you?** The benefit of having all of our accounts in one place. It allows us to manage them without having to use several different systems. **Official Response from Demi Hingeley:** > Hey Melonie! Thank you for sharing your feedback. We’re glad Tesorio has supported better collaboration and efficiency for your team by keeping everything centralized in one place. We also appreciate you taking the time to share where contact management could be improved and will be shared with our product team. If you ever have questions, need additional clarity, or want help navigating the platform, our support team is always available and happy to help. Thanks again for leaving a review and for being a Tesorio customer. Cheers, Demi ### 24. Still very good **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Tesorio?** Kept update with current systems updates, I still appreciate the intuitive design and ease of use **What do you dislike about Tesorio?** There is still some work that could be done towards interactivity and customisation however the off-the shelf version functions very well **What problems is Tesorio solving and how is that benefiting you?** As mentioned before, it allows us to keep communicating with our customer regularly and it allows to have a quick snapshot of our receivables at any time. Overall this has given us the chance to improve our cashflow position **Official Response from Margaret Link:** > We're thrilled to hear that Tesorio has been a game changer for your company, especially with the growth of your customer base. We appreciate your feedback about the features and customer structure, and we'll take that into consideration for future improvements. We've added tons of improvements since you last reviewed us — would you mind updating your review here in G2? Shouldn't take more than a minute and it would mean a lot to us! Thanks, Margaret @ Tesorio ### 25. Collections Like Never Before **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2025 **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. **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. **What problems is Tesorio solving and how is that benefiting you?** Tesorio has allowed us to manage a larger client base without increasing headcount through automation, workflows, and streamlined communication. We are able to deliver a better, more consistent, more targeted collections cycle. **Official Response from Demi Hingeley:** > 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 ### 26. Detailed Customer Statement View **Rating:** 4.0/5.0 stars **Reviewed by:** Mike K. | L1 Customer Support Agent, Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Tesorio?** - Shows every open invoice, credit, and payment for one customer in a single statement, plus an ageing grid that highlights how long each amount has been outstanding. - One-click export lets me send the same statement as PDF or CSV without building a spreadsheet. - I can open each invoice to see the full collections email thread, so I know exactly what reminders went out. **What do you dislike about Tesorio?** - Each front-end component loads separately; the page shifts as elements appear, so the UI feels finnicky and slows me down. **What problems is Tesorio solving and how is that benefiting you?** Tesorio produces a single, up-to-date customer statement that lists every open invoice, credit, and payment in one place. This clear document removes the need to export data from NetSuite or build spreadsheets, so both our team and the customer immediately understand what is outstanding. The result is quicker answers, fewer follow-up emails, and faster cash collection. **Official Response from Demi Hingeley:** > Hey Mike! Thank you for sharing your feedback. We’re glad the customer statement view has been helpful for bringing clarity and reducing back-and-forth for both your team and your customers. Also appreciate your feedback on the UI experience and we’ll be sure to share it with our product team. Thanks again for taking the time to leave a review and for being a Tesorio customer. Cheers, Demi ### 27. Userfriendly tool that support your collection process **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas A. | Senior Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Tesorio?** Seamless integration with NetSuite for automatic syncing of invoices (incl PDF copies), payments, and customer data. Good dashboards (example: we directly cut the dashboard and use it in Board reports). Easy to create and flexible to maintain. Users can leave comments and collaborate directly on customer profiles, ensuring teams always have the necessary context. Tailor communications to different customer segments (e.g., large customers vs. small customers) **What do you dislike about Tesorio?** No downside. Would prefer some more flexibility to adjust score (ie eliminate one time corrections) **What problems is Tesorio solving and how is that benefiting you?** It helps managing our collection processes and share information across the org. We can run targeted campaigns to drive cash flow. **Official Response from Demi Hingeley:** > Hey Thomas, Thanks so much for the thoughtful review! We love hearing that the NetSuite integration, dashboards, and collaboration features are making a real impact. Appreciate the note on score flexibility too. That’s helpful feedback and I’ll be sure to pass it along to our product team. Thanks again for taking the time to share your feedback! Best, Demi ### 28. Tesorio has definitely made an impact on our collection efforts! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Tesorio?** The installation was easy, the training was right at the level we needed, and most of all, our Customer Success Manager, Nicole Thompson is top notch! **What do you dislike about Tesorio?** Its difficult to see what a full aging looks like for all customers because of the way it buckets and that on account payments are not really acknowledged. Also, if I have to delete dunning campaign letters, I can only delete 10 at a time. **What problems is Tesorio solving and how is that benefiting you?** Tesorio is assisting us in making sure all customers get called and no one is left out. We can set up tasks so we don't have to remember or write down what is happening. We are able to share info with each other with a simple tag. **Official Response from Demi Hingeley:** > Thanks for the great feedback! We’re happy to hear Tesorio is helping your team stay on top of collections and that onboarding and support from Nicole have been spot on. We’ve noted your feedback on aging views and campaign deletions and will share it with the product team as we continue to enhance the platform. Appreciate you taking the time to share! Best, Demi ### 29. Amazing Tool, Informative **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** July 31, 2023 **What do you like best about Tesorio?** We can bring new filter and workspaces according to our needs and requirement. Tesorio performance has improved and getting better with time. Sync issue has been improved. **What do you dislike about Tesorio?** Can improve the payment recording feature. **What problems is Tesorio solving and how is that benefiting you?** It is helpful in collections and getting accurate data about the customers and the goals. Also we can keep track of the customer history and there total balances. Statements can be send easily to customer through tesorio. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re glad to hear that Tesorio has made it easier to access customer data, track history, and support your forecasting and collections efforts. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with updates aimed at enhancing syncs, and if these and other 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. Tesorio is a good tracker for data **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2024 **What do you like best about Tesorio?** We can assign partners to the no. of individuals and it also helps to update tags and statuses for each invoice, and it is customizable, this is a really good feather. **What do you dislike about Tesorio?** We can not keep track for Credit memos with invoices which can show us the Net off balance. Intercompany JEs are not included which showing total collections. **What problems is Tesorio solving and how is that benefiting you?** Tesorio is really helpful for knowing the status for each invoice easily without going through all the mails. For ex: If we have received the remittance advice, we can simply put the tags and notes for that, **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re glad to hear that Tesorio has been a time saver for your team by centralizing data and providing real-time information. Your input on credit memo visibility is appreciated, and we’ll share it with our product team. Thanks again for taking the time to share your experience! ### 31. Tesorio is a great financial tool to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Ayushi . | Financial Representative, Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2024 **What do you like best about Tesorio?** Can show individual invoices, credit memos, and customers. Can get a pretty accurate collections number. Set up campaigns, get insights on ADC, ADD, and forecasting. **What do you dislike about Tesorio?** Nothing as of now. Will surely share after some time. **What problems is Tesorio solving and how is that benefiting you?** Can obtain a fairly precise number of collections. Can review my own customers and invoices. Set up campaigns, get insights on ADC, ADD, and forecasting. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Ayushi! We’re glad to hear that Tesorio makes it easy for you to review invoices, credit memos, and customer details. Your support means a lot to us, and we’re excited to keep providing value for your team. Thank you again for taking the time to share about your experience. Cheers! ### 32. A Day in the Life of a Tesorio User **Rating:** 4.5/5.0 stars **Reviewed by:** Dave H. | Global Credit & Collections Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Tesorio?** I log into Tesorio a minimum of 50 times per day. Forecasting Collections Route Cause Analysis Statements Payment Terms Analysis Team Performance Analysis Flux Analysis There is very little I can't do in Tesorio, I find my myself using our ERP less and less each day. **What do you dislike about Tesorio?** The locked forecast needs fixing / improving. Collections forecast vs actual is difficult as the forecast is ever changing **What problems is Tesorio solving and how is that benefiting you?** The dunning package is excellent and the forecasting accuracy is improving the longer we have Tesorio **Official Response from Demi Hingeley:** > Dave, thank you for sharing your feedback! We’re happy to hear how integral Tesorio has become to your daily workflows. We appreciate your input on the locked forecast and the collections forecast vs. actuals. We’ll bring this feedback to our product team. We're always evolving and continuously enhancing the platform to better support your needs. Thanks again for taking the time to share your experience! We really appreciate it. Best, Demi ### 33. AR Management Platform **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Tesorio?** The email campaigns allow for great customization for your target audience, whether it be internal or external customers. The automatic payment promise tags are a great help as more customer move towards platform billing. **What do you dislike about Tesorio?** Some of the historical analytics are not helpful. I liked the previous feature where you could see how many people viewed your email. **What problems is Tesorio solving and how is that benefiting you?** Reaching all customers regardless of invoice size. Having the AR Forecast tab has helped the FP&A team gauge cash levels for EoQ. **Official Response from Demi Hingeley:** > Hey there! Thank you for sharing your feedback. We’re glad to hear the flexibility of campaigns and the visibility from AR Forecast have been valuable. We also appreciate your input on historical analytics. We will share your comments with our product team. Thanks again for taking the time to leave a review and for being a Tesorio customer. Cheers, Demi ### 34. Handy software for all the receiveables. **Rating:** 5.0/5.0 stars **Reviewed by:** Pallavi . | Accounts Executive- Accounts Receivable, Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Tesorio?** It compiles all our invoices and requirements in one page—basically,a handy and good software to manage business.We have been using Tesorio since a long time now, it has really been a good software in managing all things related to Accounts receiveable i.e. customer payments, Credit memos, invoices. The different innovations that tesorio have had always been a good thing for our company. For eg: -Recently, we tried to automate payments into NS. Tesorio did a great job in automating payments via uploading the bank statement and then integarting the same to NetSuite. It has helped a lot in my day to day transactions. - Tesorio gave us opportunity to design a template and then send emails to customers. It has been a good time management thing i have ever come accross. I would definately recommend Tesorio to other companies. **What do you dislike about Tesorio?** Actually, nothing to dislike but sometimes there is issue with server. However, it gets resolved within a day which is a good thing. Also, the issue of server comes once in a year, which is not at all to worry about. **Recommendations to others considering Tesorio:** It is really a good software for managing business and Accounts receivable. **What problems is Tesorio solving and how is that benefiting you?** Initially we had issue with managing the invoices as we have a lot of people in our Team. However, tesorio's feature of assinging customers/invoices has solved this issue and we are using it in our daily routine. Acutually, without tesorio it is not at all possible for us to manage or take followup with the partners. It is the first thing we open in our laptop after Gmail. In short, managing receivales would be really difficult without Tesorio. It has proven to be time management tool. It has various features which help us in managing the whole receivales- - Assigning each team member a different customer is easy. -Tracking of all the invoices, payments and credit memos in single software. - Syncing advantage with Netsuite. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Pallavi! We’re glad to hear that Tesorio has been instrumental in organizing your receivables and invoices, simplifying follow-ups, and supporting your team’s daily routine. 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! ### 35. Tesorio has made it easy to collaborate across various teams and departments **Rating:** 4.5/5.0 stars **Reviewed by:** Maryam N. | Sr. Manager, Education and Engagement, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Tesorio?** While only certain departments at my company have access to Netsuite or Salesforce, a much wider range of people have access to Tesorio, which integrates with the other two. This has made it much easier to communicate and collaborate across teams, and to make the financial data and invoicing visible to those that need to access it. I'm only an occasional user, but I especially like being able to see the history of invoices/credit memos, emails, notes, etc. as well as the analytics for collections. It makes it clear which stage of the process an invoice is at, and most things are automated. **What do you dislike about Tesorio?** Again, I'm an occasional user and I only go in to look at very specific things. While the interface is easy to navigate and relatively intuitive, I find that I forget some of the workflows between my uses. I sometimes also struggle with company names vs account names vs invoicing entity, and how everything rolls up in the hierarchy. I believe these stem from upstream (Salesforce/Netsuite) but still impact my search results in Tesorio. **What problems is Tesorio solving and how is that benefiting you?** For me personally, Tesorio is making it simple to share financial data across various departments/teams. I believe our financial department is also using it for some email automations, cutting down on the manual work, as well as analytics of past payment history and estimates of future payments. It has made our collection process a lot smoother. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Maryam! We’re glad to hear how Tesorio has made it easier for your team to collaborate across departments and access the financial data they need. We appreciate your feedback on workflows and search challenges. We’ll pass your input along to our product team as we continue working to make Tesorio even more intuitive and user-friendly. In the meantime, our Customer Success team is always happy to walk through these workflows and help you get the most out of the platform. Please don't hesitate to reach out :) Thanks again for sharing your experience—it means a lot to us! Cheers, Demi ### 36. Amazing tool to manage collection and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Tarkeshwar T. | Manager - Global AR, Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Tesorio?** All the team members can access the same data simultaneously and in real time. Anyone can look at it without being dependept on the other. Usign the tool has helped us establish a seamless process and increased our efficiency to being a customer centric organization. **What do you dislike about Tesorio?** Tesorio inbox is not usable at all to manage emails. **Recommendations to others considering Tesorio:** It is a great tool and easy to incorporate into your existing system. You will notice your team members instantly being comfortable using it. For us, it has removed the need to maintain the excel file thoroughly. The customer support team is open to hearing what you need and encourages you to give them suggestions. The product is regularly updated and has developed in the last 1.5 years of our usage. We have experienced the easiness of using it in daily tasks. **What problems is Tesorio solving and how is that benefiting you?** No need to maintain excel anymore and everyone in the team can work simultaneously and have a real time view of the notes and status of AR. The dashbaords and creating/managing workspaces with so much of ease helps in being focussed. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback with us. We're glad to hear that Tesorio’s workspace customization and ease of use have made a positive impact on your team’s ability to collaborate in real time. Since some time has passed and we’ve made enhancements to the tagging functionality, 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 ### 37. Game changer for my team. **Rating:** 4.0/5.0 stars **Reviewed by:** Brian P. | Manager - Accounts Receivable, Credit, and Collections, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2024 **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. **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. **What problems is Tesorio solving and how is that benefiting you?** Our ERP systems native collections module is clunky at best. Tesorio is allowing us to contact our customers faster, have greater visibilty into actions being taken, and allowing our executive team to be more informed with a quick glance than they ever were with the native system. **Official Response from Demi Hingeley:** > 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 ### 38. Tesorio Changed the Way We Collect/ Manage our AR! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Supervising Senior AR Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2020 **What do you like best about Tesorio?** I love the dashboards in Tesorio that allow you to tag and pull invoices that need special action into one spot. The notes are very helpful because we are able to write them back into NetSuite and Domo so that anyone in our finance organization who has questions on our cash goal or invoices getting paid can have insight into the work we are doing trying to collect. It also helps us manage our AR Team and have clear insight into the work that is being done to collect on each invoice. The Dunning campaigns have allowed us to reliably reach out to customers on a set cadence and have been entirely customizable. **What do you dislike about Tesorio?** Any question that we have had, the support team has been able to research and either give us a solution or a work around for that question. **What problems is Tesorio solving and how is that benefiting you?** Our key problem that we have solved is not having insight into invoices and payment across our organization. Now everyone in the organization can have the same insight on an invoice/customer as does the AR specialist assigned to that customer. Tesorio campaigns also solved the problem of letting collections slip/waiting too long between emails to customers. Now our emails are queued up automatically and collections doesn't fall behind when we get busy with month and quarter end close. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Sarah! We’re happy to hear that Tesorio’s dashboards, tagging features, and customizable Dunning campaigns have transformed your collections process and provided valuable visibility into your AR. 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! ### 39. Most User Friendly System **Rating:** 5.0/5.0 stars **Reviewed by:** Taruna G. | Manager - Accounts Receivables, Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2023 **What do you like best about Tesorio?** I am the admin for Tesorio and the access to edit the templates, and campaigns as per my own choice is very easy. The second functionality that I like the most is adding customer invoice-level fields from NetSuite to Tesorio. It is too simple and makes me feel independent as I don't have to depend on any IT Team for this. **What do you dislike about Tesorio?** There is nothing specific that I don't like about Tesorio. I think, if we can export the data of the entire dashboard in one go, can be helpful. **What problems is Tesorio solving and how is that benefiting you?** Primarily the Tesorio is helping me for collections. The benefits that I am getting is : A very less manual work as campaigns helps to send out the reminders automatically No misses of manual follow up with clients and therefore quicker collections and improved DSO and cash flow **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Taruna. We’re happy to hear that you're enjoying AR Automation, Cash Application, and AP Portal Monitoring! And glad Tesorio is helping you reduce your manual workload :) We appreciate your input on customization options, and we’re always looking for ways to enhance the platform's flexibility. If there’s anything else we can assist you with, feel free to reach out—our team is always here to support you! Thank you! Cheers ### 40. Best Collections System **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2025 **What do you like best about Tesorio?** Tesorio has been a game changer in my role as Collections Manager at my company. The visibility that the notes and tags allow the executive team and sales reps to see my progress has improved our collections tremendously. It has also helped tracking progress of different invoices and cadence of out reach. **What do you dislike about Tesorio?** I dislike that we have to wait a few hours for syncs, but it is manageable. **What problems is Tesorio solving and how is that benefiting you?** Visibility to past due invoices and customer payment history. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We're so glad to hear that Tesorio has been a game changer in your collections role. It's great to know that features like notes and tags are helping create transparency across teams and contributing to stronger collections performance. We also appreciate your note about sync timing, your feedback is incredibly helpful and we’ll share it with our product team as we continue to refine the platform. Thanks again for taking the time to leave such a thoughtful review! Cheers, Demi ### 41. Certifiable Tesorio Brand Ambasidor **Rating:** 5.0/5.0 stars **Reviewed by:** Clinton S. | Managing Member , Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2025 **What do you like best about Tesorio?** Elegant Intuitive Design coupled with Functional Simplicity. **What do you dislike about Tesorio?** Want for API's and Account Backup document storage. **What problems is Tesorio solving and how is that benefiting you?** 3rd Party Agency Management **Official Response from Demi Hingeley:** > Hey Clinton, Thanks for the review and for being such a strong Tesorio advocate! We’re glad the intuitive design and functional simplicity are hitting the mark. Your feedback on API access and backup document storage is noted and we’ll share it with the product team as we continue enhacing platform capabilities. Appreciate your partnership and support! Cheers, Demi ### 42. User Friendly and efficient AR automation **Rating:** 5.0/5.0 stars **Reviewed by:** Ana Marie F. | Credit & Collections Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Tesorio?** Collection Forecast, Steamline collections processes and visibility into collection statuses **What do you dislike about Tesorio?** Sync Issues with ERP, Notes entered in one customer are being repeated to other customer accounts. Constantly have to exit from invoices and do a refresh. **What problems is Tesorio solving and how is that benefiting you?** Collection Management: Chasing overdue payments manually is unproductive. It streamline collections, prioritization and timely follow ups **Official Response from Demi Hingeley:** > Hey Ana Marie, Thanks so much for your review! We're happy to hear Tesorio’s helping make your collections process more efficient and giving you better visibility. Appreciate your feedback on the sync and notes quirks as well. We're always looking for ways to enhance the platform and our integrations. Our support team is always here to help and would be happy to take a closer look if anything isn’t working as expected. Thanks again for sharing your experience! Best, Demi ### 43. Its a great tool to Automate AR collections **Rating:** 4.5/5.0 stars **Reviewed by:** Michael R. | VP Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Tesorio?** Effective collections rely on consistent reminders and check-ins with customers. Tesorio allowed us to automate these processes, sending notifications days before the due date, on the due date, and at regular intervals after a payment is overdue. Additionally, Tesorio stores email copies with each invoice or customer record, ensuring that discussions are retained and accessible for the entire collections team. It was so easy to implement and integrate with SageIntacct and the Banking system we were running in the system within a month. The support team is great. The best of all benefits, we were able to lower our DSO. **What do you dislike about Tesorio?** Needs a little work on email management dashboard. But definitely not a show stopper. **What problems is Tesorio solving and how is that benefiting you?** Managing collections and communications with Clients and our internal support team. **Official Response from Demi Hingeley:** > Michael, thank you for sharing your feedback! We’re happy to hear how Tesorio has helped automate your collections process and lower your DSO. We appreciate your input on the email management dashboard. We’ll pass your feedback along to our product team as we continue enhancing the platform. If you ever need assistance, our support team is always here to help! Thanks again for sharing your experience—it means a lot to us! Cheers, Demi ### 44. My experience with Tesorio has been extremely positive. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Tesorio?** It is a user-friendly platform which has enhanced our financial reporting. **What do you dislike about Tesorio?** One drawback is that task reminders don’t automatically re-notify you after they’re initially set, which can impact follow-through. **What problems is Tesorio solving and how is that benefiting you?** The Tesorio platform has allowed our department to streamline our customer accounts more efficiently and effectively. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re happy to hear that Tesorio has helped enhance your financial reporting and streamline your customer accounts. We appreciate the note about task reminders, we will pass this along to our Product team. Your input helps us continue improving the platform. Thanks again for being a part of the Tesorio community! – Demi ### 45. User experience, Tesorio's key features and ease of User. **Rating:** 5.0/5.0 stars **Reviewed by:** Jatin D. | Senior Executive Accounts, Enterprise (> 1000 emp.) **Reviewed Date:** February 11, 2022 **What do you like best about Tesorio?** Best Features are like Customized Tagging, Prediction of payments, Assigning invoices and customers to each other, Posting Notes and extracting of Customized dunning reports in excel, sharing statements to partners in every format. Also, sending past due reminders from tesorios is very helpful and time saving. **What do you dislike about Tesorio?** Syncing issue. it would be great if we you upgrade this to real time syncing. **Recommendations to others considering Tesorio:** Its a very useful tool, Best part is its customization features which saves times. Posting notes as per the latest updates is also a very useful feature. Last but not the least Tesorio team support is very helpful and always available for us and open for making any changes and providing resolutions on time. **What problems is Tesorio solving and how is that benefiting you?** Extraction of Statements in a few seconds. Tracking of ageing of invoices, Variety of tamplates for sending payment reminders and statements to customers, Excelent Dashboard of an instant summary of information needed. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Jatin! We're glad to hear that Tesorio’s customized tagging, payment prediction, and flexible reporting features have made it easier for your team to manage collections efficiently. Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if 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 sharing any new insights! Cheers ### 46. Tesorio is a great system! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Tesorio?** Great system for collections on overdue invoices. **What do you dislike about Tesorio?** Don't like it when other user change fiters and changes what I have setup. **What problems is Tesorio solving and how is that benefiting you?** Automating email reminders for past due invoices, consolidating all overdue invoices in one location, and providing account history for collections purposes. **Official Response from Demi Hingeley:** > Thank you for your feedback! We’re glad to hear Tesorio is helping streamline your collections and keep everything organized in one place! Totally understand the frustration around shared filters. You can always create your own private workspace with saved views and settings, so your setup stays just the way you like it. Appreciate you taking the time to share your experience! Cheers, Demi ### 47. Good Product - Works as expected **Rating:** 4.0/5.0 stars **Reviewed by:** A L. | Director, Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2024 **What do you like best about Tesorio?** It's a convenient tool for sending out collection emails when you have a high volume of invoices. It's functions allow you to include multiple attachments which can be time consuming to do if manually drafting individual emails. It's also great for running detailed reports. Customer support is quick to respond and assist with user issues. **What do you dislike about Tesorio?** The reports and filters can be tricky to customize. There are some filters that are not available. It's ok overall for reporting but when you have very specific criteria in mind, you are still forced to download the details and manipulate in Excel. **What problems is Tesorio solving and how is that benefiting you?** - Manual creation of collection emails and attachments - Early collections due to campaigns - Tracking of collections and the days outstanding **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, A L! We’re glad to hear that Tesorio has been helpful for automating collection emails, running detailed reports, and tracking collections efficiently. We appreciate your feedback on report customization and filters, and we’ll share this with our product team as we continue to make enhancements. Thanks again for taking the time to share your experience! ### 48. Very user friendly and easy to navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Tesorio?** Tesorio is very user friendly and easy to navigate. I was able to jump right in with minimal training. I like that it connects with third party apps to sync payments and other valuable information over. The option to create my workspace and save it for my view only is very useful and comes in handy a lot. I like the many different filter options available to get precise results on what you are specifically looking for. **What do you dislike about Tesorio?** The only down side I have about Tesorio is the option to navigate between pages. If we could get the page numbers at the top and bottom that would be great. Also, if we can get the option to enter a specific page number to go to that would be useful as well. Sometimes when filtering on a specific amout I am needing, it doesn't always pull up (not sure why), but if I click through the pages, I can see the invoice amount I am looking for then. **What problems is Tesorio solving and how is that benefiting you?** Tesorio is helping to solve unapplied payment issues and past due invoice issues. The unapplied payments is an issue because we have customers that will overpay invoices and we like the ability to see which customer (s) are doing this and reach out to them to get it resolved whether they want to apply the overpayment to an future invoice or issue a refund. It also helps in keeping track of which customers have past due invoices and allows us to reaach out to the customer directly from Tesorio via email so that we can track communication between collector and customer. This helps in knowing when the invoice needs to be escalated to the next level if a customer isn't being responsive. **Official Response from Demi Hingeley:** > Hello! Thank you for sharing your feedback! We're happy to hear that Tesorio is helping you tackle unapplied payments and past-due invoice issues effectively while keeping communication seamless. We appreciate your feedback about navigation and filtering and will share this with our product team as we continue enhancing the platform. Thank you again for taking the time to share your experience—it means a lot to us! Cheers, Demi ### 49. Faster, More Accurate and Beautifully Collaborative **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Tesorio?** I love being able to filter based on my own parameters to focus my efforts, I mostly filter on aging buckets or largest balances. The collaborative nature is a huge plus, my collegues can easily check when a customer has been contacted, find email addresses and this means that we are not duplictating work. Very easy to run reports and to convert these to excel so that information can be shared with colleagues on other teams. Sending automated email campaigns and statements is essential and Tesorio does this very reliably. The 'Tags' Feature means that you can tell at a glance the overall status of an account and move on quickly iof no action is needed. **What do you dislike about Tesorio?** There is a delay in the sync between Netsuite and Tesorio - that may be our issue not Tesorio thpugh or perhaps I need to learn to be more patient... **What problems is Tesorio solving and how is that benefiting you?** Tesorio helps to keep me organised and focused, I am able to organise my day efficiently. The tesorio predicions for payment dates also allows me to quickly asses which Customers have historically had issues and so will probably require extra attention so Tesorio has become somewhat intuitive. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! We’re happy to hear that Tesorio’s filtering, collaboration features, and reporting tools are making a difference for you and your team. We appreciate your note on the sync timing with NetSuite and want to let you know we’re continuously working to enhance our integrations for a seamless experience. Thank you again for your valuable insights—they help us make Tesorio even better! Cheers, Demi ### 50. Very good **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2024 **What do you like best about Tesorio?** Its easy to use and give a overview of our collections **What do you dislike about Tesorio?** Predictions can be more precised so that we can have the actual collections number. **What problems is Tesorio solving and how is that benefiting you?** seeing the partner very conveniently **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We appreciate it. We’re glad to hear that you find Tesorio’s functions convenient and easy to use. We will share your feedback on syncing times with our product team as we continue to enhance the platform to better serve our users. Thanks again for taking the time to share your thoughts with us! ## 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?section=pricing&secure%5Bexpires_at%5D=2026-06-03+08%3A51%3A19+-0500&secure%5Bsession_id%5D=ff859772-95bc-46ad-92a3-53a788b5691b&secure%5Btoken%5D=9c5eb5f76fa0c7e937e90b1e5f197a4b4d445c3a852833f8c97a26c86af1ec45&format=llm_user) ## Tesorio Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [NetSuite](https://www.g2.com/products/netsuite/reviews) - [Workday Financial Management](https://www.g2.com/products/workday-financial-management/reviews) - [Zuora](https://www.g2.com/products/zuora-zuora/reviews) ## Tesorio Features **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Reporting** - Status - 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** - Credits - 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** - 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 ## Top Tesorio Alternatives - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (395 reviews) - [Quadient Accounts Receivable](https://www.g2.com/products/quadient-accounts-receivable/reviews) - 4.4/5.0 (136 reviews) - [Billtrust](https://www.g2.com/products/billtrust/reviews) - 4.4/5.0 (505 reviews)