--- 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. 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 ### 2. Does the basics well **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** Can see exactly how much has been paid and is outstanding, and can see invoices and statements with ease **What do you dislike about Tesorio?** Cannot see memo notes from an account level **What problems is Tesorio solving and how is that benefiting you?** I can see why accounts have been put on credit hold quickly **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re glad to hear that Tesorio makes it easy to track payments, outstanding balances, and account details efficiently. We appreciate your input about viewing memo notes at the account level and have shared this with our product team. Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if recent updates have improved your workflows. Your updated review would be incredibly helpful as we continue to enhance the platform. Thanks again for taking the time to share your experience! ### 3. Tesorio Review **Rating:** 3.0/5.0 stars **Reviewed by:** Bryant L. | Senior Manager, Accounts Receivable, Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2021 **What do you like best about Tesorio?** The UI is Tesorio's best feature and ease of use. I appreciate how easy it is to get templates set up. I appreciate the ease at which you can pretty much sync over any fields you need. I like how the campaigns are customizable and relatively easy to set up. I like the flexibility in how I can structure campaigns to include/exclude invoicing. I like the tagging system and how it can be easily used on invoices/customers. This helps organize billing/collections and collections. **What do you dislike about Tesorio?** The assigning of accounts needs to be automated. Right now, we have to enter a collector name in another field to sync that over and then attach the Assignee in Tesorio. There is no auto-pay functionality for subscription customers. There is no auto-cash application functionality with Netsuite. There is no invoice sync to customer portal functionality for e-invoicing. Currently, we have to manually upload invoices into each customer portal. There is no credit check or auto-mated credit evaluation functionality which is typical in an AR role. The dashboards are not customizable and easily configured for both a collector level and manager level view. There is not an easy way to assign goals per month for each collector. The dunning messaging does not make sense based on the invoice age. It should follow the oldest invoice especially for a company like ours that bills on a monthly basis. The workflows are not auto-mated and easy for collection team members to use. There is no live sync with Netsuite. It would be ideal if it was a 2 way sync, but currently it's on a schedule and takes 2-4 hours to complete which is not ideal. **Recommendations to others considering Tesorio:** If you need something solely for collections, easy to use, and is compatible with Netsuite and no other functionality, it may be a good option if it comes at the right price. However, if you need something more robust with respect to all aspects of A/R (Credit evaluation, collections, invoicing, cash application), there are other options out there that might be more beneficial for you to explore. **What problems is Tesorio solving and how is that benefiting you?** Tesorio serves as our collections tool. We could use netsuite, but it's not as easy to set up dunning campaigns and organize collections. After using Tesorio for collections, I thought it would be best to move our invoicing to there as well. It was better because the invoices would come from the assigned collector, more control over who would get the invoices, ability to pay in the customer portal, and easier to organize which invoices need to be uploaded into our customer's 3rd party portals (i.e. Coupa, Vendorcafe, etc.) **Official Response from Demi Hingeley:** > Hi Bryant, Thank you for your thoughtful and detailed feedback! We're glad to hear that Tesorio’s intuitive UI, flexible campaigns, tagging system, and syncing capabilities have been helpful in organizing and streamlining your collections process. We also truly appreciate your honest input on areas for improvement. Over the years, we’ve released many enhancements to address several of the issues you mentioned—including improved reassignment capabilities, updates to campaign logic and dunning flexibility, and continued investments in NetSuite sync stability and workflow usability. We've also expanded functionality across cash application and portal integrations with the Cash Application Agent and Supplier Portals Agent to better support AR teams like yours. Your insights are incredibly valuable as we continue to improve. If you're open to it, we’d love for you to update your review and share how your experience has evolved with these updates. You can update here: https://trytesorio.co/4jSjyDp Thanks again for sharing! ### 4. Tax Accountant View of Tesorio **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Tesorio?** There are real-time updates reflected from NetSuite. **What do you dislike about Tesorio?** The level of experience and consistency that our Collections team has with using Tesorio. **What problems is Tesorio solving and how is that benefiting you?** Ability to see all invoices that require tax adjustments (as long as they are indicated as such.) **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! We're glad to hear that Tesorio’s real-time updates from NetSuite have been helpful for your workflow, especially with tracking invoices that require tax adjustments. Since some time has passed, we'd love to know if your experience with Tesorio has evolved and how your Collections team is using Tesorio today. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Thanks again for considering sharing any new insights! ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+21%3A20%3A16+-0500&secure%5Bsession_id%5D=a828549c-ae63-45d9-9e75-1316d64d4883&secure%5Btoken%5D=6b7d7e5f38e89d9da2553832e04b362a1d0aa57cfbfecdb9e27bafbde7aab782&format=llm_user) ## Tesorio Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Coupa](https://www.g2.com/products/coupa-software-coupa/reviews) - [Cursor](https://www.g2.com/products/cursor/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [MCP Server](https://www.g2.com/products/mcp-server/reviews) - [Microsoft Dynamics 365 Supply Chain Management](https://www.g2.com/products/microsoft-dynamics-365-supply-chain-management/reviews) - 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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 - 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