--- 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: '2026-08-14' 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. 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 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 ### 3. 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 ### 4. 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! ### 5. 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 ### 6. 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 ### 7. 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! ### 8. 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! ### 9. 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! ### 10. 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 ### 11. 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 ### 12. 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! ### 13. 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 ### 14. 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 ### 15. 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! ### 16. 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 ### 17. 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 ### 18. 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! ### 19. Helped us to reduce DSO by over 10 days! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2024 **What do you like best about Tesorio?** Ease of tagging invoices for specific campaigns. Customizability of the product for campaigns and views that are limited in NetSuite. **What do you dislike about Tesorio?** The integrated inbox isn't as user friendly as your gmail interface and doesn't offer multiple folders to file emails away in. You still have to manage your gmail inbox seperately. **What problems is Tesorio solving and how is that benefiting you?** NetSuite's dunning processes had limited flexibility and customizability for different products or customer types. Tesorio allows you to easily customize campaigns and touchpoints for different customers. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re happy to hear that Tesorio has helped reduce your DSO by over 10 days and that campaign tagging has streamlined your collection efforts. Since you mentioned inbox usability, we wanted to let you know about Tesorio's new Gmail Chrome Extension. It brings your AR data directly into your gmail inbox, providing one-click navigation to customer records, attach invoices and documents in seconds, and seamless task assignments—all within Gmail. This feature is designed to reduce system hopping and increase productivity, making collections management smoother and faster. For more details, feel free to reach out to your Customer Success Manager! Since some time has passed, 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 updating your review and sharing any new insights! Cheers ### 20. Amazing tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Vlademier A. | Senior Collections Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Tesorio?** Next to none when it comes to it being user-friendly. The updates they continue to make are timely and relevant to the role of its users. Every update Tesorio makes really surprises me as they make my life easier. **What do you dislike about Tesorio?** I can't think of any feature that will make me NOT like the tool. **What problems is Tesorio solving and how is that benefiting you?** Tesorio helps me identify way easier which customer to chase for payments, who do I need to follow-up on. It is also now able to show us the $$ we collected. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Vlademier! We’re happy to hear that Tesorio is making a positive impact on your collections efforts and helping streamline your processes. Thanks again for sharing your experience—your insights are invaluable as we work to keep enhancing the platform. Cheers! ### 21. Great Tool to Automate Collections **Rating:** 4.5/5.0 stars **Reviewed by:** Chloe S. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Tesorio?** I love how easy it is to send customized emails in bulk. The campaign tools have increased our collections efficiency. **What do you dislike about Tesorio?** There could be better integrations with Salesforce to make it a more comprehensive tool. **What problems is Tesorio solving and how is that benefiting you?** Tesorio allows for one-click emails with attached invoices and easy customization within the email copy. This allows our bililng team to follow up more quickly with invoices. This has decreased our DSO and stress on the team. **Official Response from Demi Hingeley:** > Hi Chloe, Thank you for sharing your feedback on G2! We’re happy to hear that Tesorio’s campaign tools and one-click email features have boosted your collections efficiency and helped reduce DSO (and some stress!). We appreciate your input on Salesforce integrations. We have some exciting Salesforce enhancements in the works, making it even easier for teams to stay aligned. Keep an eye out for these enhancements in the coming months! Thank you again for your valuable feedback—it helps us continue to improve Tesorio for teams like yours. Cheers, Demi ### 22. Tesorio - An easy AR collection Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Srinivasan S. | Associate Manager, Accounts Receivables, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Tesorio?** Tesorio is a best and powerful AR tool. Improves cash flow, user friendly, automation, easy to manage customer accounts, saves times are the most I like in Tesorio. **What do you dislike about Tesorio?** Nothing big to dislike Tesorio as it is a current best AR tool. But one thing I want to see a new/trendy dashboard. **What problems is Tesorio solving and how is that benefiting you?** Monitoring daily collections, Managing customer accounts, Improve Data Accuracy, Enhance cash flow and Minimize Bad Debts. **Official Response from Demi Hingeley:** > Srinivasan, thank you for sharing your feedback! We’re thrilled to hear that Tesorio has been helpful in improving cash flow, enhancing data accuracy, and streamlining your AR processes. We appreciate your input on the dashboard. We’ll pass this along to our product team as we’re always working to enhance the platform. In the meantime, feel free to reach out to our Customer Success team if there’s anything we can do to help you make the most of Tesorio. Thank you again for sharing your experience! Cheers, Demi ### 23. Such a great tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Hershel R. | AR coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** October 13, 2023 **What do you like best about Tesorio?** How simple it is to use and fast to find what you are looking for. Very intuitive and user friendly. **What do you dislike about Tesorio?** Can't think of anything that I dont like. **What problems is Tesorio solving and how is that benefiting you?** Help me find the AR person working on the invoices I am reviewing, also being able to send email directly from Tesorio and sync with gmail. **Official Response from Demi Hingeley:** > Thank you for your feedback, Hershel! We’re happy to hear that Tesorio’s ease of use has made finding information simple and effective for your team. 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 in your day-to-day workflows. 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! ### 24. Future-focused AR software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Tesorio?** Super helpful for AR & collections team. Was easy to get started and didn't take my team a too long to find value. **What do you dislike about Tesorio?** n/a — they're still working on building out some features that I hope can add value in the future **What problems is Tesorio solving and how is that benefiting you?** Streamlining AR Cash flow mgmt Collections management and admin Collaboration w/in Collections team **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! We're happy to hear that Tesorio has been a valuable tool for helping streamline your AR, manage cash flow, and support collaboration within your team. We appreciate your insight on additional features, and we’re actively working on building out more capabilities to add even more value for teams like yours. Thanks again for your input—it’s truly appreciated! ### 25. Friendly and Useful Software **Rating:** 4.5/5.0 stars **Reviewed by:** Sweta S. | Account receivable, Enterprise (> 1000 emp.) **Reviewed Date:** February 11, 2022 **What do you like best about Tesorio?** Quick problem solving team and user friendly software. **What do you dislike about Tesorio?** Nothing as such. Tesorio is very user frendily software. **What problems is Tesorio solving and how is that benefiting you?** Minimize our reporting work and automated campaign **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Sweta! We’re thrilled to hear that Tesorio’s user-friendly design and automated campaigns have been valuable to your team. Since some time has passed, we’d love to hear if and how recent updates and product enhancements have made a difference for you and your team. Your updated insights would be incredibly valuable as we continue to innovate and improve the platform. Thanks again for considering updating your review and sharing any new insights! Cheers! ### 26. Amazing tool for AR process **Rating:** 4.5/5.0 stars **Reviewed by:** Yash S. | Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2023 **What do you like best about Tesorio?** Tesorio has helped a lot to streamline the AR process. I have been using this for over 2 years and it is wonderful. It creates ready reference reports which are all editable and multiple fields can be added or removed which can be used for the in depth analysis. The dashboards and buckets support identifying and executing the AR strategies. The cash collection forecast is the best feature that helps predict the cash inflow. Multiple tags can be used to reduce manual efforts. Invoice status can be easily tracked. Manual efforts are also reduced as automated emails can be sent on the set timings. It also has a functionality to pre set email templates which saves a lot ot manual time investment. It is a robust and very user friendly software that provides all the required information for the accounts receivable process **What do you dislike about Tesorio?** No visibility over adjustments by Journal entries on the invoices. **What problems is Tesorio solving and how is that benefiting you?** Helps in the cash flow forecast Helps to implement AR strategies Helps to form buckets. Helps in sending automated emails. Helps to add tags for better tracking and visibility. Helps to execute campaigns. Helps to reduce manual efforts. **Official Response from Margaret Link:** > Hey Yash – Thank you for sharing your positive experience with Tesorio! We're glad to hear that our software has been user-friendly and has helped in streamlining your AR process with features like cash collection forecast and automated emails. If you're still struggling with the visibility over journal entries adjustments, we'd love to help you out — have you chatted with your Tesorio CSM yet? If not, let's connect. If you wouldn't mind, could you be so kind as to update your review? It helps us out a ton (G2 de-prioritizes older reviews, ugh). Thank you! -Margaret @ Tesorio ### 27. Great tool for finance pros to automate A/R and get cash flow intelligence **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about Tesorio?** Really strong A/R tool, easy to implement, great support from the team. **What do you dislike about Tesorio?** they're still developing a lot of the features that I'll want to use in the future. **What problems is Tesorio solving and how is that benefiting you?** Cash flow forecasting, pulling in data and identifying outliers in our books. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! We’re delighted to hear that Tesorio has been a strong tool for your A/R automation and cash flow forecasting. We’re excited to continue developing new capabilities and features that will align with your needs. If there's anything we can assist you with, feel free to reach out—our team is always here to support you! Thank you! Cheers ### 28. Tesorio was crucial in substantially improving overall collections with less manual work. **Rating:** 5.0/5.0 stars **Reviewed by:** Felipe G. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Tesorio?** Easy to set up, easy to use. The automation of previously manual tasks and the actual results it brought from a collections and cash management perspective. **What do you dislike about Tesorio?** Not much. But the widgets in the insights page could allow more data from a timing perspective than it currently does. **What problems is Tesorio solving and how is that benefiting you?** Tesorio automates collection campaigns and, by doing so, reduces the amount of manual work from the team and ultimately improves our collection results. This, as a consequence, also improves our cash flow management, which is a critical goal of our business currently. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Felipe! We’re happy to hear that Tesorio has been instrumental in reducing manual work for your team and enhancing collections and cash flow management. Since some time has passed, we’d love to know how your experience with Tesorio has evolved in the last year and if recent updates have made a difference for your team. Your updated thoughts would be incredibly valuable as we continue to innovate and improve. Thanks again for considering updating your review and sharing any new insights! Cheers! ### 29. Review G2 **Rating:** 5.0/5.0 stars **Reviewed by:** Dee B. | AR Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2022 **What do you like best about Tesorio?** I like that it sends notices without approval. I like how user-friendly it is. I like that it offers available resources. Lastly, I like the Coffee, Collections and Cash flow zoom meeting that is offered; you gain tons of information. **What do you dislike about Tesorio?** I can't say what I dislike; however, I know there is more to learn under all of Tesorio's functionalities. **What problems is Tesorio solving and how is that benefiting you?** Nothing currently! **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Dee! We’re glad to hear that Tesorio’s user-friendly platform, automated notices, and available resources have been beneficial. Since some time has passed, we’d love to hear if recent updates or new functionalities have made a difference for you and your team. Your 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 thoughts! Cheers! ## 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%5Bsentiment_snippet%5D=1555716&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+21%3A36%3A27+-0500&secure%5Bsession_id%5D=b212989b-2a26-4e7f-bb25-d0c1cbf7c09e&secure%5Btoken%5D=dbf101eb4db9b7c31d324cb6d5d045e25e551ba12f5e74bfab7f95b8c6e7eadc&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) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Net@Suite](https://www.g2.com/products/net-suite/reviews) - [Plaid](https://www.g2.com/products/plaid/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [SAP Ariba](https://www.g2.com/products/sap-ariba/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews) - [Workday Financial Management](https://www.g2.com/products/workday-financial-management/reviews) - [Zuora](https://www.g2.com/products/zuora-zuora/reviews) ## 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 ## Top Tesorio Alternatives - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (400 reviews) - [Quadient Accounts Receivable](https://www.g2.com/products/quadient-accounts-receivable/reviews) - 4.4/5.0 (154 reviews) - [Billtrust](https://www.g2.com/products/billtrust/reviews) - 4.4/5.0 (509 reviews)