---
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&#39;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&#39;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&#39;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&#39;s **email functionality lacking** , particularly for managing emails and reporting effectively. (4 reviews)
- Integration Issues (4 reviews)
- Users find the **limited functionality** of Tesorio&#39;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. 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!

  ### 2. 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!

  ### 3. 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

  ### 4. 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

  ### 5. 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

  ### 6. 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!

  ### 7. 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!

  ### 8. 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

  ### 9. 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!

  ### 10. Lots of insights available

**Rating:** 5.0/5.0 stars

**Reviewed by:** Luke L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 24, 2023

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

The visibility it gives to all employees we want to be able to see unpaid invoices, as well as the insights it gives us on our historical cash collection, as well as what we need to do this month in order to hit our target.

**What do you dislike about Tesorio?**

I think Tesorio needs better reporting with regards to accountability - we would like the system to automatically email our sales reps with their client's outstanding invoices listed so they can chase.

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

Our ERP system is Netsuite, which is not user friendly and is difficult to extract data from. Tesorio makes it easy to us to see data on outstanding invoices and cash collection in real time.

**Official Response from Margaret Link:**

> Hey Luke, thank you for sharing your positive experience with Tesorio — love that the platform is keeping your team on track to hit targets!  I understand your concerns about reporting and accountability features, and we will take your feedback into account as we continue to improve our platform. 

It's been a couple of years since you wrote this review — would you mind updating? It would really help us out. 

Thank you!
Margaret @ Tesorio

  ### 11. Great AR tool to help collect invoices

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anthony C. | Enterprise (> 1000 emp.)

**Reviewed Date:** March 17, 2023

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

We are able to connect multiple invoices to one payor. We are also able to add tags to the payor to be able to tell how they are as payors.

**What do you dislike about Tesorio?**

It can difficult to communicate with employees in the software.

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

Collecting payments, they have been a great feature compared to what we were doing previously.

**Official Response from Demi Hingeley:**

> Thank you for sharing your feedback, Anthony!

We’re glad to hear that Tesorio’s tagging and invoice-linking features have been helpful in organizing information and streamlining your collections process. Since some time has passed, we’re excited to let you know we've had new product enhancements aimed at improving communication and collaboration, including Slack integration and a Gmail Chrome extension.

We’d love to hear if these updates 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!


## 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=1555936&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+20%3A49%3A31+-0500&secure%5Bsession_id%5D=274fb250-1fb9-4604-a6b7-01ebb28e0728&secure%5Btoken%5D=300c115a470243347b4f66c70b8a82dc595d0b9b6e75211022af9fa82c06539b&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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