---
title: Tesorio Reviews
meta_title: 'Tesorio Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 240 reviews by the users' company size, role or industry
  to find out how Tesorio works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 240
  scale: '5'
date_modified: '2026-08-13'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Tesorio Reviews
**Vendor:** Tesorio  
**Category:** [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 240
## About Tesorio
Tesorio has been a leader in accounts receivable and financial operations for 10 years, helping finance teams get paid faster and processing billions of dollars in receivables every year. Backed by Workday Ventures and a certified NetSuite partner, Tesorio pairs an AI-first architecture with the governance and controls enterprises require. It's trusted by companies, from hyper-growth startups to category leaders, including Fin, Veeva, GitLab, Plaid, Fastly, and Notion. Tesorio is the Agentic Financial Operations platform where AI agents handle the manual busywork across the order-to-cash lifecycle, including collections, cash application, and supplier portal management, while humans focus on judgment: exceptions, priorities, and customer relationships. The platform structures financial data from your source systems, automates execution, and delivers real-time visibility with AR forecasting, so teams always know where their receivables stand and can step in wherever a decision needs a person. Finance teams use Tesorio to turn revenue into cash faster. Instead of chasing payments and reconciling invoices by hand, teams clear repetitive work off their plate, improve cash flow predictability, and scale collections without adding headcount. Tesorio averages less than 1.5 months to go live, roughly 4x faster than the AR category average, so teams see value quickly. Results Tesorio customers see: - Up to 30% reduction in days sales outstanding (DSO) - 3x improvement in collections team efficiency - 75% reduction of bad debt write off - Scale collections volume without adding headcount See what the impact could be on your business with our ROI calculator: https://www.tesorio.com/roi-calculator



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

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

**What users dislike:**

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

## Tesorio Reviews
  ### 1. My experience with Tesorio has been great.

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** February 10, 2022

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

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

**What do you dislike about Tesorio?**

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

**Recommendations to others considering Tesorio:**

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

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

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

**Official Response from Carlos Vega:**

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


## 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?filters%5Bnps_score%5D%5B%5D=1&section=pricing&secure%5Bexpires_at%5D=2026-08-13+18%3A00%3A15+-0500&secure%5Bsession_id%5D=9ed470b9-8e9c-46f4-9ff9-c56e6a0dd34d&secure%5Btoken%5D=4b50ec91e3d6d3c5951537640584c690223422c669a87290301adaf8c92663e7&format=llm_user)
## Tesorio Integrations
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## Tesorio Features
**Customer Credit**
- Credit Limits
- Collection Agencies
- Accounting Integration
- Third-Party Integrations

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

**Reporting**
- Status
- Customer Credit
- History
- Sales Tax Management
- Activity Dashboard
- Customer Statements

**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**
- Partial Payments
- Disputed Transactions
- Personalized Customer Messaging
- Customer Profiles
- Electronic Payments

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

**Transactions**
- Invoices
- Partial Payments

**Analytics**
- At Risk Customers
- Esimated vs Actual Receipts
- Collections Effectiveness
- Scaleability
- Artificial Intelligence
- Payment Collection
- In-House Collections

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

**Workflows**
- Approvals
- Bank 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

**Additional Functionality**
- Reporting & Statistics
- Customizable Reports
- Generative AI
- Expense Tracking
- Data Import/Export
- Real-Time Data
- User Management
- ACH Payment Processing
- Invoice Processing
- Billing & Invoicing
- Alerts/Notifications
- AI Copilot
- Contact Database
- Aging Tracking
- Purchase Order Management
- Audit Trail
- Discount Management
- General Ledger
- Document Management
- Receivables Ledger
- Recurring/Subscription Billing
- Multi-Currency
- Workflow Management
- Credit Card Processing
- Task Management
- Customizable Templates
- Forecasting
- Cash Flow Management
- Self Service Portal
- Reminders
- Check Processing
- Receipt Management
- Overpayment Processing
- Financial Management
- Third-Party Integrations
- Payment Collection
- Approval Process Control
- API
- Profit/Loss Statement

**Additional Functionality**
- Real-Time Updates
- Compliance Management
- Activity Dashboard
- Auto-Dialer
- Credit Card Processing
- Payment Plans
- Automated Scheduling
- API
- Workflow Management
- Activity Tracking
- Multi-Currency
- Multiple Payment Options
- Callback Scheduling
- Generative AI
- Business Process Automation
- Email Templates
- Historical Reporting
- Multi-Channel Communication
- Data Import/Export
- Invoice Management
- Reporting & Statistics
- Transaction Management
- Multiple User Accounts
- Risk Assessment
- Customizable Templates
- AI Copilot
- Alerts/Notifications
- Client Management
- Contact Management
- Automated Notices
- Call Recording
- User Management
- Real-Time Analytics
- Credit Reporting
- Search/Filter
- Commission Management
- Borrower Management
- Template Management
- Customizable Reports
- Monitoring
- Reminders
- Real-Time Reporting

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