Tesorio Reviews & Product Details

Finance teams should spend their time on the decisions that move cash, not on the manual work that stands between Closed Won and Done. Every company runs on cash, yet getting from invoice to payment still depends on people uploading invoices to customer portals, chasing replies, and matching remittances by hand. Tesorio's agentic order-to-cash analyst does that work today. It follows up on open invoices, captures promise-to-pay dates, triages the collections inbox, applies cash, and keeps invoices current in customer portals. Your team handles what needs a person: priorities, customer relationships, and exceptions. Customers see up to a 30% reduction in DSO and have collected $355 billion through Tesorio. Companies using Tesorio include Fin, Veeva, GitLab, Plaid, Fastly, and Notion.

Seller

Tesorio

Discussions

Tesorio Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Demi Hingeley (B2B Marketing | Product Marketing | Events)

Used by Fin and 22 others

Beta

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

View More Pricing Information

Tesorio Integrations

(18)

Verified by Tesorio

Show More Integrations

Verified User in Entertainment

Mid-Market (51-1000 emp.)

2/1/2024

"Overall, a helpful business tool"

4/5

What do you like best about Tesorio?

Tracking of multiple aspects of a customer record, including linking emails. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

It would be very helpful to have a tab just for attachments, and not that the only option to attach something is to an invoice. If we send the customer a written collections letter, not by email, I can't attach that in the general record, only to one invoice record. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback with us!

We’re glad to hear that Tesorio has been helpful for tracking customer records and providing better visibility into aging. We appreciate your suggestion about adding a dedicated tab for attachments and will share this with our product team as we continue to enhance the platform.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if any recent updates have addressed your needs. Your updated review would mean a lot to us!

Thanks again for taking the time to share your experience!

Megan B.

Enterprise (> 1000 emp.)

7/18/2023

"Great Partners"

5/5

What do you like best about Tesorio?

Tesorio has allowed us to automate the vast majority of our collections process, allowing for greater penetration rates and better insight into the health of our portfolio. We consistently have great response times when issues arise. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Tesorio has some glitches that can be frustrating when working because they are disruptive. The email module isn't ideal but if you're able to use it more as a reference rather than the primary email for communicating with customers, it would be much easier. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Megan!

We’re happy to hear that Tesorio has helped streamline your collections process and automate dunning for a more efficient workflow.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with email inbox enhancements, and if 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!

Jeffrey B.

Customer Success Manager

Mid-Market (51-1000 emp.)

2/1/2023

"Great experiences with Tesorio"

5/5

What do you like best about Tesorio?

The ability to communicate directly with customers through the Tesorio interface to send or follow up on invoices, as well as see all communications sent or received for those specific invoices. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

For the most part, I have no complaints. The only thing that I'm not fond of is that to see the itemized invoice PDF, it takes multiple clicks and I have to open the PDF up outside of Tesorio. I'd really like to have an in-app PDF reader or preview, so I can check the contents of the PDF Invoice without having to open new tabs every time. That would enable me to scan through multiple invoices faster. Review collected by and hosted on G2.com.

Response from Margaret Link of Tesorio

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Hey Jeffrey — great profile pic and thank you for sharing your positive experiences with Tesorio! We're thrilled to hear that you find our platform helpful in communicating with customers and tracking invoices.

We appreciate your feedback regarding the itemized invoice PDF view — your suggestion for an in-app PDF reader makes a ton of sense. Sent that to the devs!

Thank you for being a Tesorio user. If you wouldn't mind, could you please update your review to keep our ranking relevant? Seriously, thank you.

-Margaret @ Tesorio

Ellis G.

Mid-Market (51-1000 emp.)

10/16/2023

"Integral to our AR Aging Analytics and Collections Process"

4/5

What do you like best about Tesorio?

We've use Tesorio on an almost daily basis as an AR aging dashboard. We've found the solution very easy to use as it provides all necessary information in a clear and concise UI.

We've integrated it seamlessly into our internal processes and use its reporting functions as a base to kick-off internal discussions on our collections process.

Customer support has also been very helpful whenever clarification is needed on specific features. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I would highly encourage Tesorio to continue adding additional features that they could see being useful in managing AR aging and collections. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Ellis!

We’re glad to hear that Tesorio’s AR dashboard, reporting functions, and NetSuite integration have been integral to your collections process and internal analytics.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent feature updates have made a difference for your AR aging and collections efforts.

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!

Verified User in Manufacturing

Small-Business (50 or fewer emp.)

2/1/2024

"Good system overall"

4/5

What do you like best about Tesorio?

Organized views, love the campaigns, customer support is very responsive. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Not having the ability to email credit memos or see them from the invoice dashboard, not being able to have tesorio email you things like task reminders. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback!

We’re glad to hear that Tesorio’s organized views, campaigns, and responsive customer support have been valuable for your team. We appreciate your input about credit memos and task reminders 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 addressed any of your needs. Your updated review would be incredibly helpful as we continue to enhance the platform.

Thanks again for sharing your experience!

Warner S.

Financial care specialist

Enterprise (> 1000 emp.)

10/13/2023

"Tesorio is very friendly to use, a very good tool."

5/5

What do you like best about Tesorio?

The layout is great, easy to search, and being able to tag invoices is awesome. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

So far I do not have anything I dislike. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Warner!

We’re glad to hear that Tesorio’s layout, search functionality, and tagging features have made a positive impact on your workflow.

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!

Verified User in Computer Software

Enterprise (> 1000 emp.)

2/1/2024

"Simple and Versatile"

4/5

What do you like best about Tesorio?

It is easy to learn and organizes everything we need it to for our AR team. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

There are some occasional integration issues. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback!

We’re glad to hear that Tesorio has been helpful in keeping your AR team organized and efficient.

Since some time has passed, we'd love to hear how your experience with Tesorio has continued to evolve, especially regarding integration enhancements, and other product updates. Your latest 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!

geethanjali K.

ACCOUNTANT

Mid-Market (51-1000 emp.)

2/12/2022

"Best cash flow review software. Easy to understand and use. Very quick in emailing."

5/5

What do you like best about Tesorio?

Dashboard view with all small tables and sending reminders for the payment using drafted templates. The goal button can edited it according to the needs. Mainly campaign for sending remidners. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

It constantly disconnects with the team email ID when the password rest. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Geethanjali!

We’re glad to hear that Tesorio’s dashboard, reminder templates, and campaign features have been helpful in supporting your cash flow review and payment reminder processes.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates, especially around team email connectivity, 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!

Verified User in Computer Software

Mid-Market (51-1000 emp.)

2/1/2024

"A great tool for streamlining our collections efforts"

5/5

What do you like best about Tesorio?

A great tool for streamline out collections outreach. Has helped improve and keep our DSO down! Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Tesorio has been very helpful for our AR team. No issues yet. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for your feedback!

We’re happy to hear that Tesorio has streamlined your collections process and helped keep your DSO down.

Since some time has passed, we’d love to hear how your experience with Tesorio has continued to evolve and if recent updates have impacted 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 insights! Cheers!

Kimberly P.

Mid-Market (51-1000 emp.)

2/1/2024

"Easy to use"

5/5

What do you like best about Tesorio?

The ease of use and setting everything up. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I haven't used it long enough to know if there is anything I dislike. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for your feedback, Kimberly!

We’re glad to hear that Tesorio’s ease of use has helped streamline your setup process and communication challenges.

We’d love to hear how your experience has evolved since leaving your review and if any recent updates or features add value to your workflow. Your latest feedback would be incredibly helpful as we continue to innovate and enhance Tesorio to meet the needs of our users.

Thanks again for considering updating your review and sharing any new insights. Cheers!