--- title: Tesorio Reviews meta_title: 'Tesorio Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 238 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: 238 scale: '5' date_modified: '2026-07-21' 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:** 238 ## 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. 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 ### 2. 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! ### 3. 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 ### 4. 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! ### 5. Tesorio exceeds my expectations of a AR Middleware. **Rating:** 5.0/5.0 stars **Reviewed by:** Rolando V. | Sr. AR and Recover Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Tesorio?** "What I enjoy most about using Tesorio middleware is its ability to continually evolve in a dynamic market and industry. Tesorio consistently adapts to provide its customers with an exceptional, high-quality product. Additionally, their customer support is unparalleled, delivering the best in customer satisfaction." **What do you dislike about Tesorio?** "The Tesorio middleware email system has made impressive progress in a short time. However, I find this module to be one of the more tedious aspects of the platform." **What problems is Tesorio solving and how is that benefiting you?** Tesorio provides a more intuitive platform compared to Netsuite our current ERP system, simplifying the generation of aging reports and enhancing collection strategies. Tesorio reduces manual workloads, allowing our AR team to focus on strategic collection activities. **Official Response from Demi Hingeley:** > Rolando, Thank you for sharing your feedback! We're glad to hear how Tesorio has simplified your AR processes and helped your team focus on more strategic initiatives. We appreciate your thoughts on the email system and will share this with our product team as we continue to improve and enhance the platform. Thank you again for taking the time to share your experience! Cheers, Demi ### 6. 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 ### 7. 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 ### 8. 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! ### 9. Great idea not as good with QB's yet **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2024 **What do you like best about Tesorio?** I like the idea of the concept, a system that can take your invoices and allow you to build a collection and monitoring system around it. **What do you dislike about Tesorio?** - Unreliable login, often times out, doesn't work. - A lof of feature promises and no deliveries. They claim to run 2 week sprints but nothing seems to come out of these sprints. No clear what's new, no visible changelogs, etc -Can't do partial payments which is almost unheard of these days - Their own company is not using Tesorio to invoice you. Our Testorio invoice and every reminder to pay came from QB's. Eat your own dog food is a concept not applied here. - Can't really configure the payment portal. You can add a name and url but if you like to add more info, like support url's, maybe banking, not available. -all attachments that are attached to an invoice will not show in tesorio and not be available to customers in the portal. So customers need the original QB's like if they want all the attachments their invoice came with. - Claim many features that then turn out to not be available for all platforms. If you use Netsuite, they might be ok, if you use Quickbooks, then it is not ready **What problems is Tesorio solving and how is that benefiting you?** We had hoped Tesorio would help with collection, a payment portal customers can go to to see all invoices, make full or partial payments but Tesorio did not deliver this promise. **Official Response from Carlos Vega:** > Hi, I’m Carlos Vega, co-founder & CEO of Tesorio. Thank you for taking the time to share your feedback. I’d love to speak if you’re open to it, please shoot me a note: carlos at tesorio.com. Listening to our customers has always been a key part of our journey and I meet regularly with them. It was early customer insights that inspired us to look at the A/R space. While it’s always difficult to hear that someone is dissatisfied, I find those conversations incredibly valuable and always look for ways to learn and improve. Your input is important to us, and we’re committed to using it to continue evolving and better meet our customers’ needs. The background with QBO is that we built the integration for ourselves so that we could use Tesorio at Tesorio, and then others started asking for it. Our VPs of Finance and Customer Success are power users who provide unfiltered input to our product team. But you’re right, we have been focused upmarket for a long time, and our product is optimized for companies running ERPs like NetSuite, Workday, and Intacct, and we have more implementations for Oracle & SAP than we have Quickbooks. But we hope to grow here too. We initially targeted the middle enterprise market because it was more underserved. You picked up on the fact that our QBO offering is not as robust as the mid-market/enterprise offering. Our strategy is to keep the core features simpler, reflecting the generally simpler workflows of QBO users, while identifying and developing the most valuable features for this segment. The cool part is that we've been adding new workflows upstream in the order-to-cash process, giving our QBO users first dibs. I’d be happy to share more when we talk. You’re correct in that our invoices are generated by QuickBooks. However, we run Tesorio for our A/R. Since there are many regulations in the invoice creation process with our multinational customers, our strategy has been to allow the ERP to be the source of truth and control. As of today, almost everything you highlighted is available in the other ERP integrations, but we’re moving quickly and as we learn more, you’ll see updates here too. If you want to keep track of some of our latest features, we can add you to our product updates newsletter, and you can follow how we’re pushing the limits at www.tesorio.ai. Thank you again, and I do hope you reach out. Cheers, Carlos ### 10. It is a great platform to have the whole financial data of a company analysis. **Rating:** 5.0/5.0 stars **Reviewed by:** Ankita B. | Accounts Executive, Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Tesorio?** Invoice tags, Notes, Customer data representation, Notifications **What do you dislike about Tesorio?** Tesorio can work upon their email inbox. **What problems is Tesorio solving and how is that benefiting you?** Financial Analysis, Estimation of collections, transaction updates **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Ankita! We're glad to hear that features like invoice tags and notes have been valuable for your financial analysis and collections processes. We appreciate your feedback regarding the email inbox, and since your review, we’ve made enhancements to improve its functionality. Since some time has passed, we’d love to hear if these updates have made a difference for your team and how your experience with Tesorio has evolved. Thanks again for considering sharing any new insights! ### 11. Easy to use and look up customers past due payments by age **Rating:** 5.0/5.0 stars **Reviewed by:** Kathleen C. | Accounts Receivabale, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Tesorio?** you can pull them up by age of due date on invoice **What do you dislike about Tesorio?** I am new to Tesorio, and was hesitant, but the more i used it the more i like it. There is "Nothing" i dislike about it. **What problems is Tesorio solving and how is that benefiting you?** in one click you can tell where you are at in collections, either by age and or by customer. **Official Response from Demi Hingeley:** > Hi Kathleen, Thank you for sharing your feedback on G2! We’re happy to hear that Tesorio has been helpful in easily looking up customers' past-due payments by age and helping you stay on top of collections. Your insights are invaluable to us—thank you again! Cheers, Demi ### 12. 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! ### 13. 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! ### 14. Tesorio is the collection tool that all Businesses needs **Rating:** 5.0/5.0 stars **Reviewed by:** Eileen C. | Regional Accounting Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2024 **What do you like best about Tesorio?** The robust capabilities and customization you can create for reporting that current accounting software cannot do, the ability to create customized tags and dunning campaigns, the ease of the software and how to find copies of invoices, setting up payment platforms. Customer support is always very responsive and quick **What do you dislike about Tesorio?** Nothing - every company I've worked at that uses Tesorio - we build the platform based on our needs and utilize every function we can. The only suggestion would love to see capability to pay directly from the bank - ach payments instead of Credit card only. **What problems is Tesorio solving and how is that benefiting you?** Sending out invoices, sending out statements, various templates to be created **Official Response from Demi Hingeley:** > Hi Eileen, Thank you for sharing your feedback with us! We’re happy to hear how Tesorio’s robust capabilities, customization options, and responsive customer support have been valuable for your team. We wanted to let you know that Tesorio does support ACH payments alongside credit cards, and we’d be happy to help ensure you’re set up to take full advantage of this capability. Please feel free to reach out to our customer support team if you need assistance! Thanks again for sharing your experience—we really appreciate it. Cheers! ### 15. Great Tool for accounts and speeds up the collections **Rating:** 5.0/5.0 stars **Reviewed by:** vinoth R. | Sr.AR Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2023 **What do you like best about Tesorio?** very user friendly and have all the information related to the invoices and the customer information is very helpful and timely reminders are really handy to reach out to the customer **What do you dislike about Tesorio?** Auto notification or a reminder about past due invoices would be great and payment applied notification is not available **What problems is Tesorio solving and how is that benefiting you?** Can send emails with ease to the customer, look at the past payment history, outstanding amount, due dates, expected payment date and email templates are very handy for different scenarios **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re glad to hear that Tesorio’s user-friendly interface, timely reminders, and ability to access customer and invoice details have been valuable for your team. Your suggestions about auto notifications for past-due invoices and payment applied notifications are appreciated, and we’ll share them with our product team. Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if recent updates have improved your workflows. Your updated review would be incredibly helpful as we continue to enhance the platform. Thanks again for taking the time to share your experience—we’re always working to improve and support finance teams! ### 16. Excellent collection tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2025 **What do you like best about Tesorio?** Tesorio provided excellent visibility on collection status in different methods. We can easily identify where to focus our energy. **What do you dislike about Tesorio?** The limitation to add surcharge on customer level. **What problems is Tesorio solving and how is that benefiting you?** Payment portal. **Official Response from Margaret Link:** > We're glad to hear that you find Tesorio's collection visibility helpful! We appreciate your feedback about the limitation on adding surcharge at the customer level. We'll take this into consideration for future improvements. Thank you! ### 17. Headache relief! **Rating:** 5.0/5.0 stars **Reviewed by:** Fabiana D. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** Our company recently implemented Tesorio a few months back and it's made coordination between GTM and Billing extremely easy. I love the commenting capabilities which have majorly improved communications internally in regards to collection. The platform is super intuitive and now I have a view of my entire customer set and outstanding invoices. SSO is an added bonus! Tesorio has been a breath of fresh air that our siloed teams desperately needed. I've used so many tools throughout my career and can genuinely recommend Tesorio. **What do you dislike about Tesorio?** I truthfully haven't encountered a downside with the platform so far. **What problems is Tesorio solving and how is that benefiting you?** It's allowing better internal communication between GTM (customer success) and our Accounts Receivable team. Instead of spending time going back in forth in Google Sheets, Tesorio's commenting capabilities allows for better and easier communication. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback with us, Fabiana! We’re happy to hear that Tesorio has enhanced collaboration between your GTM and Billing teams and that the commenting capabilities have streamlined your internal communications. 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 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! ### 18. Tesorio is my main software as a collection specialist **Rating:** 4.0/5.0 stars **Reviewed by:** Kyrylo P. | Billing & Collections Intern , Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Tesorio?** User friendly interface, pleasant design **What do you dislike about Tesorio?** Glitches and bugs are present in the inbox and general email flow **What problems is Tesorio solving and how is that benefiting you?** As for now Tesorio is our main software for communication with clients and dunning campaigns **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Kyrylo! We’re glad to hear that Tesorio’s user-friendly interface and design are supporting your collections work. We appreciate your notes on the inbox and email flow and will pass these along to our product team to keep enhancing the experience. Your feedback is invaluable to us as we work to make Tesorio even better. Thank you again for your input! ### 19. Revolutionizing tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** Tesorio has revolutiozined our cash flow management experience. It is very intuituve, we have real-life visibility into our finances, enabling us to make informed decisions. The automation featured have saved us countless hours of manual work, allowing us to focus on strategic initiatives. Tesorio customer support team is responsive and knowledgeable, ensuring a smooth onboarding process. Tesorio is a every day tool where you can manage all your AR in one place, it gives more details at hand than any other tools in the market. Tesorio has exceeded our expectations, and has become an indispensable tool for optimizing our cash flow management. Higly recommend it to any the business looking to take control of their finances and drive growth. **What do you dislike about Tesorio?** Integrations with other tools would provide user more seamless experience when handling multi tasks. Implementing features that facilitate collaboration and communication among team members within the platform would improve efficiency and teamwork in cash flow management processes. **What problems is Tesorio solving and how is that benefiting you?** Tesorio provides a real-time visiliblity of the forescasting cash flow, also the automation helps to reduce the hours of manual work and allow to focus on key accounts that will impact the business. Tesorio empowers AR analysts to optimize collections processes, make data-drive decisions to enhance overall financial performance. **Official Response from Demi Hingeley:** > Thank you for sharing your thoughtful feedback with us! We’re happy to hear how Tesorio has revolutionized your cash flow management, providing real-time visibility, automation, and valuable insights to help you focus on strategic initiatives. We appreciate your suggestions about enhancing integrations and collaboration features to improve cash flow management processes. Feedback like this is incredibly valuable, and we’ll share it with our product team as we continue to evolve the platform. Thank you again for sharing your experience—it means a lot to us! ### 20. Tesorio is a great tool to keep track of everything **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Tesorio?** My favorite is using this to keep track of updates regarding invoices and when we last sent emails **What do you dislike about Tesorio?** sometimes it takes an entire day for an invoice that was billed in NS to show up in Tesorio **What problems is Tesorio solving and how is that benefiting you?** keeping up to date on invoices **Official Response from Demi Hingeley:** > Thank you for sharing your feedback with us! We’re glad to hear that Tesorio helps you stay on top of invoice updates and track communications efficiently. We appreciate your input about the delay in syncing invoices and will share this with our product team. Please don’t hesitate to reach out to our customer support team—we’re always here to help and ensure everything is running smoothly for you. Thanks again for taking the time to share your experience! ### 21. Amazing Tool for your AR Team! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** Tesorio has helped to streamline all of our collections outreach and forecasting. We have taken full advantage of it's capabilities to customize dunning templates, and generate individualized workspaces. It makes it easy to configure dashboards for daily/weekly/monthly goals and to track invoice and customer tags (promises to pay, disputes, etc..) whose data can also be pulled down to excel reports. **What do you dislike about Tesorio?** Does not sync with and AR related Journal Entries from our ERP system, which can cause some oversight in past due balances. **What problems is Tesorio solving and how is that benefiting you?** Tesorio helps to streamline our collections team and has allowed us to create and track the efficiency of our processes. Prior to fully utlizing Tesorio, our outreach was inconsistent and ineffective. Now Tesorio has allowed us to create better strategies and forecasts around weekly/monthly collections but utilizing tags, notes and assigning invoices to specific team members as well as creating esclation workflows **Official Response from Demi Hingeley:** > Thank you for sharing your feedback with us! We’re happy to hear how Tesorio has streamlined your collections outreach and forecasting. We also appreciate your feedback regarding the AR-related journal entries 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 recent updates have improved your workflows. Your updated review would be incredibly helpful as we work to enhance the platform further. Thanks again for taking the time to share your experience! ### 22. Tesorio professionalized our processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Tesorio?** The ease in implementation and the fact that they listen to their users. We have had countless small updates over the past 1,5 years making our life that much easie **What do you dislike about Tesorio?** If anything, they (currently) can't accommodate live services/feedback for customers outside the US (save some overlapping hours late in the afternoon) **What problems is Tesorio solving and how is that benefiting you?** Tesorio is streamlining our invoicing, dunning and forecasting processes. This has helped us lowering our DSO while getting a better insight in our customer base. We also improved our cash flow management, thanks to a more precise forecasting model **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re happy to hear that Tesorio has been helpful in streamlining your invoicing, dunning, and forecasting processes, and helping reduce your DSO. We appreciate your note about support hours, and we’ll be sure to bring this feedback to our team. Our Customer Success team is committed to assisting you promptly, ensuring you have the support you need no matter where you’re located. Thanks again for your insights—they’re invaluable as we continue to enhance the platform and your experience with Tesorio. Cheers! ### 23. Quick Risk Identification and Automated Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Robin S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** Tesorio has changed our collections process for the better. The dashboard's quick identification of high-risk customers and automated updates have saved us significant time. The platform's insights across different time periods provide a comprehensive view, empowering us to make informed decisions and proactively address challenges quickly. **What do you dislike about Tesorio?** Sometimes, it is difficult navigating around Tesorio, but the support team is super quick and helpful in providing instructions to navigate Tesorio. **What problems is Tesorio solving and how is that benefiting you?** Tesorio is allowing us to focus on high-risk customers and informing us where to spend our time. This is has been super beneficial in priortizing our time and to make better strategic decisions. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Robin! We’re glad to hear that Tesorio has been helping you quickly identify high-risk customers and providing valuable insights for proactive decision-making. Since some time has passed, we’d love to hear how your experience with Tesorio has continued to evolve and how recent updates have impacted you and. your team. Your insights are incredibly valuable as we continue to innovate and improve the platform. Thanks again for considering updating your review and sharing any new insights! Cheers! ### 24. Tesorio, one spot for all AR needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Nikita B. | Enterprise (> 1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Tesorio?** Tesorio is an extremely helpful tool. Out of the many interesting features it posses few are as follows: 1. It is very help that we can put the promise to pay date against each invoice. This helps in tracking payment. 2. Various tags help us to understand the history of an invoice just by looking at it. 3. Tesorio is very user friendly and helps in cash forcast basis on payment trend of a customer. 4. The dashboard helps to analyse the progress on each invoice/customer. 5. Setting campaign helps to send e-mail as per organisational needs. **What do you dislike about Tesorio?** Invoices reflect the balance amount against it. However, there is no visibility for original invoice amount. This is confusing in case of shortpayment as only balance amount reflects against it instead of both original and balance amount. **What problems is Tesorio solving and how is that benefiting you?** It reduses the manual efforts. Campaign helps in time follow up as per organisational needs. Dashboard shows bucket wise bifercation of invoices. Cash collection against invoices is reflected at once. Adding tags is helpful for identify invoices with diffreent issues. Easy features make tesorio very user friendly. **Official Response from Margaret Link:** > Hey Nikita, thank you for your detailed feedback! We're pleased to hear that Tesorio is helping you with cash forecasting, campaign management, and invoice analysis. We appreciate your input about the visibility of original invoice amount and will take it into account for further development — means a lot that you took the time to share your notes. Would you mind updating your review quickly? It genuinely helps us out. Also, if you have any questions please reach out! -Margaret @ Tesorio ### 25. Overall experience with Tesorio **Rating:** 5.0/5.0 stars **Reviewed by:** Priyanka G. | Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Tesorio?** It helps in creating dunning templates, featuring a user-friendly interface. It also facilitates the review and tracking of overdue invoices. Streamlines report extraction with simplicity. We publish the aging reports to our leadership. It really helps us in giving accurate data. It prepares a dashboard for us which we use in our KPIs. Notes, customer promise to pay date, and tags for each invoice for also us in collecting the money. It also helps us in forecasting our cash. It really is a good tool. **What do you dislike about Tesorio?** At times, the tool automatically logs off, which can be inconvenient. Otherwise, I find everything good **What problems is Tesorio solving and how is that benefiting you?** We have created two campaigns in Tesorio for our end-user customers and for our resellers. We have set criteria and email templates (different different tones) as per our AR policy. It helps us with the collection. This also shows the customer level and invoice level open balance view(as per the filter) and count along with the aging buckets. This tool is successfully integrated with our other tool(Netsuite). It syncs three times a day. It gives us the leverage to select the sync time according to us. And other than that we can sync the data any time we want. So it really helps. It gives the list of those customers who are higher at risk, as a result, we can initiate a different approach for those customers. It also provides us the data like the customer who has missed paying as per their promise to pay date, again it helps us in collecting the data. Also, It also created reminders for us to take the necessary action, so that we cannot forget. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Priyanka! We’re happy to hear that Tesorio’s tagging, promise-to-pay tracking, and risk identification features are helping your team stay organized and proactive in collections efforts. Since some time has passed, we’d love to hear if your experience with Tesorio has evolved, especially around recent updates, including any improvements to session stability and automatic log-offs, 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! ### 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. Automation of our dunning communications is so important **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy K. | Collections Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 01, 2023 **What do you like best about Tesorio?** Being able to bulk email customers through the program, leaving bulk notes on the Invoice and/or Customer levels, email templates already writing the email body, Invoices and Statements attach to emails with 1-click, keeping all communications in the program **What do you dislike about Tesorio?** Sometimes there is so much data that the search takes a long time or fails **What problems is Tesorio solving and how is that benefiting you?** Scaling our communication processes to reach out to an ever growing number of customers, ensuring all Invoices and Customers are contacted regularly and in many cases automatically through campaigns **Official Response from Demi Hingeley:** > Thank you for sharing your feedback with us, Jeremy! We’re happy to hear that Tesorio’s bulk email, note-taking, and automated campaign features have streamlined your communication processes and helped you manage your growing customer base efficiently. Since some time has passed, we’d love to hear if recent updates have made a difference, particularly in managing large volumes of data. Your feedback is invaluable as we continue to optimize Tesorio and make platform enhancements. Thanks again for considering updating your review and sharing any new insights. Cheers! ### 29. Unique **Rating:** 5.0/5.0 stars **Reviewed by:** Charlene R. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2023 **What do you like best about Tesorio?** That, unlike other accounting applications, Tesorio is really friendly user,pretty much self-explanatory, which helps a lot with colleagues that are using this app for the very first time. It has various funtions, which makes it competitive and reliable. It has a well structured customer support service, so if there's no other colleague around, you can always comunicate with the suppor team if further doubts arises. Having so many features also allows it to be a "must used daily" app. **What do you dislike about Tesorio?** So far, nothing really diskikes me from this app. **What problems is Tesorio solving and how is that benefiting you?** AR further information (peers responsible for a specif account or invoice): Most of the times, further communication is needed with the AR colleagues in order to solve billing matters (Purchase ordes issues most of the time). **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Charlene! We’re thrilled to hear that Tesorio has helped streamline communication and collaboration for AR and billing matters. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if our platform improvements 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! ### 30. Streamlined Efficiency and Minor Quirks **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** 1. Makes tasks like collections and cash management more efficient with less manual work 2. Integration with systems like NetSuite enhances workflow 3. Platform's interface is user-friendly and I appreciate the direct links to other tools 4. The application effectively displays aged invoices **What do you dislike about Tesorio?** 1. Need more data display options in the insights page widgets 2. Would like further detail into forecasting methods like forecasting using "Tesorio Forecast" or "Average Days Collected" 3. Downloading historical monthly reports needs to be better **What problems is Tesorio solving and how is that benefiting you?** Understanding our Accounts Receivables aging and how we collect on it **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re glad to hear that Tesorio has streamlined your collections and cash management processes. We appreciate your input about additional data display options, deeper forecasting insights, and improvements to historical report downloads—we 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 recent updates have improved your experience. Your updated review helps us continue enhancing the platform to better serve you. Thanks again for taking the time to share! ### 31. A Helpful Tool for AR Forecasting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2024 **What do you like best about Tesorio?** The simple and clear interface is easy to use for beginners. It also has all the basic functions to display and summarize the dataset. I use it to feed my Bad Debt analysis and find it a very helpful tool to track AR forecasts. **What do you dislike about Tesorio?** I would like to see features that show changes in AR forecasting to help me identify the main drivers to the variances. **What problems is Tesorio solving and how is that benefiting you?** Tesorio hosts the data I need to forecast bad debt and serves as a single source of truth in collaborating with my business partners in Accounting team. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re glad to hear that Tesorio has been helpful in tracking AR forecasts and has supported your bad debt analysis. We wanted to let you know about our latest enhancements to our forecasting features. AR Forecast now has Live Forecast Tracking, which allows you to monitor forecast changes in real time and understand key drivers of these shifts. Additionally, our new Variance Analysis reveals discrepancies between forecasts and actual outcomes, helping you identify variances and make proactive adjustments. Since some time has passed, we'd love to hear if 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 ### 32. Robust and User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** February 02, 2024 **What do you like best about Tesorio?** Tesorio pulls pertinent data from Salesforce and NetSuite. This enables me to properly categorize each customer account and pull in desired data into my reporting. I am able to customize campaigns and either set and forget them or trigger them manually. The Tesorio dashboard tells a comprehensive story about your portfolio, such as, total cash collected, missed promise to pays, risk accounts and which buckets to focus on with your campaigns. **What do you dislike about Tesorio?** The monthly cash forecast ebbs and flows. This may work for some but we set a solid target every month **What problems is Tesorio solving and how is that benefiting you?** Implementing Tesorio is like hiring a 6 person collection team. I am able to categorize and assign accounts Robust reporting due to accurate syncs between Salesforce and NetSuite **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re glad to hear that Tesorio has made it easier to categorize accounts, customize campaigns, and generate insightful reporting for your collections process. Since some time has passed, we'd love to hear how your experience with Tesorio has continued to evolve, especially around the cash flow forecasting 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! ### 33. Great for tracking outstanding invoices and their status **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** Tesorio is a great repository for all of our outstanding invoices. It helps us to organize invoices by status, and drill into certainty around cash flow timing. It has helpful tools to isolate customers that are on time with payment vs. historically pay late. **What do you dislike about Tesorio?** The AI/forecasting tool is extremeley inaccurate. **What problems is Tesorio solving and how is that benefiting you?** The tracking features are so great - it is way more accurate than if we were doing it manually or in Excel, and reduces so much time. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re happy to hear that Tesorio has been helpful in tracking outstanding invoices and organizing cash flow timing. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, particularly with enhancements in our forecasting capabilities. Your updated thoughts 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! ### 34. Great collections efforts while using the Tesorio platform. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2021 **What do you like best about Tesorio?** I find the campaigns best help me in reaching out and following up with customers that have open balances. The campaigns are easy to create and maintain. **What do you dislike about Tesorio?** I do not have a problem with tagging customer emails that require me to constantly update email addresses before sending out campaigns. **What problems is Tesorio solving and how is that benefiting you?** I joined Hover shortly after Tesorio was implemented. I realized that Tesorio saves so much time since our NetSuite accounts are synced. Almost seamless. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re glad to hear that Tesorio’s campaign functionality has streamlined your collections efforts and saved your team time. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved. If you’re still encountering the need to frequently update email addresses, please don’t hesitate to reach out to your Customer Success Manager—we’re here to help! Thanks again for considering updating your review and sharing any new insights. Your feedback is invaluable as we continue to innovate and enhance the platform. Cheers! ### 35. Tesorio is easy and helps us follow up on overdue invoices **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2024 **What do you like best about Tesorio?** I like the automated overdue notices that go out to our customers from Tesorio along with the ease of tracking payment and utlilzing the portal. **What do you dislike about Tesorio?** I have not experienced any downside yet! **What problems is Tesorio solving and how is that benefiting you?** Tesorio allows us to streamline invoicing and collections **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re happy to hear that Tesorio’s automated notices and tracking features are making it easier for you to manage overdue invoices and streamline collections.Thanks again for your experience—your insights are invaluable to us as we continue enhancing Tesorio. Cheers! ### 36. Overall, a helpful business tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** Tracking of multiple aspects of a customer record, including linking emails. **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. **What problems is Tesorio solving and how is that benefiting you?** Tracking collections for better visibility on aging. **Official Response from Demi Hingeley:** > 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! ### 37. Great Partners **Rating:** 5.0/5.0 stars **Reviewed by:** Megan B. | Enterprise (> 1000 emp.) **Reviewed Date:** July 18, 2023 **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. **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. **What problems is Tesorio solving and how is that benefiting you?** Prior to implementing Tesorio for collections, we didn't have automated dunning or the ability to tag invoices as disputed, etc. Tesorio has allowed us to automate dunning for the vast majority of our customers so our team of collectors can focus on accounts that need specialized attention. **Official Response from Demi Hingeley:** > 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! ### 38. Great experiences with Tesorio **Rating:** 5.0/5.0 stars **Reviewed by:** Jeffrey B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2023 **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. **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. **What problems is Tesorio solving and how is that benefiting you?** For me personally, Tesorio has been a huge help in tracking overdue invoices and allowing me to easily track communications with the customer around them. I spend a lot less time scanning through my emails, and can quickly follow up or resend invoices when necessary. **Official Response from Margaret Link:** > 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 ### 39. Integral to our AR Aging Analytics and Collections Process **Rating:** 4.0/5.0 stars **Reviewed by:** Ellis G. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2023 **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. **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. **What problems is Tesorio solving and how is that benefiting you?** Syncs seamlessly with NetSuite to build a highly interactive AR aging schedule that allows users to add contextual information for internal discussion **Official Response from Demi Hingeley:** > 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! ### 40. Good system overall **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** Organized views, love the campaigns, customer support is very responsive. **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. **What problems is Tesorio solving and how is that benefiting you?** Allowing for automation / ease of sending statements, reminders etc which saves time. **Official Response from Demi Hingeley:** > 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! ### 41. Tesorio is very friendly to use , a very good tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Warner S. | Financial care specialist , Enterprise (> 1000 emp.) **Reviewed Date:** October 13, 2023 **What do you like best about Tesorio?** The leyout are great ease to search and to be able to tag invoices are awesome **What do you dislike about Tesorio?** So far I do not have anything I dislike. **What problems is Tesorio solving and how is that benefiting you?** Tesorio helps identify invocies taht are current or past due, also allow us to tagg and advise for veiwers what status the invoices on like tobe suspended or if PO needed or so, it is so complete. **Official Response from Demi Hingeley:** > 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! ### 42. Simple and Versatile **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** It is easy to learn and organizes everything we need it to for our AR team. **What do you dislike about Tesorio?** There are some occasional integration issues. **What problems is Tesorio solving and how is that benefiting you?** This software helps delegate thousands of accounts and in millions of dollars in collections across many team members while allowing for analysis. **Official Response from Demi Hingeley:** > 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! ### 43. Best cash flow review software. Easy to understand and use. Very quick in emailing. **Rating:** 5.0/5.0 stars **Reviewed by:** geethanjali K. | ACCOUNTANT, Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2022 **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. **What do you dislike about Tesorio?** It constantly disconnects with the team email ID when the password rest. **Recommendations to others considering Tesorio:** ITs very good software and friendly **What problems is Tesorio solving and how is that benefiting you?** Benefits - gets instant customer support from the Tesorio team (Russ). **Official Response from Demi Hingeley:** > 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! ### 44. A great tool for streamlining our collections efforts **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** A great tool for streamline out collections outreach. Has helped improve and keep our DSO down! **What do you dislike about Tesorio?** Tesorio has been very helpful for our AR team. No issues yet. **What problems is Tesorio solving and how is that benefiting you?** Streamlines our collections process and outreach on past due balances. **Official Response from Demi Hingeley:** > 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! ### 45. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly P. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Tesorio?** The ease of use and setting everything up. **What do you dislike about Tesorio?** I haven't used it long enough to know if there is anything I dislike. **What problems is Tesorio solving and how is that benefiting you?** Automation issues as well and documenting and communication issues. **Official Response from Demi Hingeley:** > 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! ### 46. Amazing tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Tesorio?** User friendly. I can easily find the information about the open balance with one click **What do you dislike about Tesorio?** The only thing that I don't like is that sometimes is down and I cannot see the information when I need it, but overall is a good and easy tool to use. **What problems is Tesorio solving and how is that benefiting you?** I can see the notes from the AR Team, as well as the agent assigned to the invoice. Makes more easy to understand the customer history when we are looking at the emails sent to them. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re happy to hear that Tesorio’s user-friendly interface and easy access to open balance information have been beneficial for your team. Since some time has passed, we’d love to hear if and how your experience with Tesorio has evolved and if improvements 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! ### 47. Been using Tesorio for almost 2 years and it's been a great toll **Rating:** 5.0/5.0 stars **Reviewed by:** Daniela M. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Tesorio?** Easy to use, how it sends automatic notices to let customers know about theit past due balance, customer support is always quickly to respond and resolve issues. **What do you dislike about Tesorio?** We have to manually tag twice to make sure clients dont get emails. **What problems is Tesorio solving and how is that benefiting you?** makes collections process easier, tags help us automatize processes **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Daniela! We’re glad to hear that Tesorio’s ease of use, automatic notices, and responsive customer support have made a positive impact on your collections process. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with improvements to tags, 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! ### 48. Seamless Accounts Receivable Visibility: Empowering Customer-Facing Teams **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?** Streamlined implementation and user-friendly interface provided instant clarity on accounts receivables, enhancing collaboration for customer-facing teams. **What do you dislike about Tesorio?** Consider refining the UI for enhanced usability and a smoother experience. **What problems is Tesorio solving and how is that benefiting you?** Tesorio tackles AR and customer-facing team collaboration head-on. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re happy to hear that Tesorio has brought instant clarity to your AR processes and enhanced collaboration. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent enhancements have made a difference for your team. Your updated thoughts 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! ### 49. 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! ### 50. Great Cover Program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2023 **What do you like best about Tesorio?** Tesorio is a great cover program for NetSuite that puts essential functions of this ERP right at your fingertips. It's easy to use and gives quick access to essential functions. statistical data and downloadable data. **What do you dislike about Tesorio?** The data is not real time so sometime you have to double-check NetSuite before proceeding with actions on accounts. The customer contact information is not consistent between platforms. **What problems is Tesorio solving and how is that benefiting you?** Navigation and data retrieval from the ERP. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We’re happy to hear that Tesorio has been helping with data access and making navigation more efficient for your team. Since some time has passed, we’d love to hear if your experience with Tesorio has evolved, especially with updates related to data sync and customer contact information, and if recent improvements 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! ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+12%3A25%3A42+-0500&secure%5Bsession_id%5D=06a6959e-c43f-4248-89d8-a2cffa157fff&secure%5Btoken%5D=d2502740874cfa30dcf27180b568fd045cfa91da0989d3bb24c548881532edb4&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 **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Reporting** - Status - Customer Credit - History **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** - Late Payments - Disputed Transactions - Personalized Customer Messaging - Customer Profiles **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Transactions** - Invoices - Payments **Analytics** - At Risk Customers - Esimated vs Actual Receipts - Collections Effectiveness - Scaleability - Artificial Intelligence **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **Workflows** - Approvals - 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 ## Top Tesorio Alternatives - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (398 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 (508 reviews)