Tesorio Reviews & Product Details

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.

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.

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.

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

Tesorio has made the cash application easier & efficient. Better insights of the whole Accounts Receivable from multiple filters & perspectives. Review collected by and hosted on G2.com.

Email Inbox can be improved & made more user friendly to utilize regularly. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

I have not found anything that needs improvement. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I cant think of anything I want to change in it. It has only helped me Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Not much. It's easy to use even without a ton of training. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing. It's awesome Review collected by and hosted on G2.com.

We are also using the Cash Application feature which is great automating payments from the bank back to our ERP system. Review collected by and hosted on G2.com.

Communicating quicker when there are outages. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.