Tesorio Reviews & Product Details

I really enjoy all of the separate controls Tesorio provides; Building my own dashboard and workspaces, tagging and notation. It feels incredibly user friendly. I also really like that it saves selections between pages, a small detail but makes a huge difference when trying to work through lists. Review collected by and hosted on G2.com.

I dont like that when invoices are cleared the history of what happened with that invoice, including notes also feels like it gets cleared. I wish that notes were saved at a higher level so if you looked into the customer account it would show you a history of previous notes on the invoice level rather than only the customer level. This is helpful in credit authorization tasks. Review collected by and hosted on G2.com.

I love the dashborads, I like that you can customize reports with columns and filters that you need Review collected by and hosted on G2.com.

The fact that You cannot customize the width of the columns and have it remain as it is, the fact that you cannot assign the same email for 2 customer numbers, even though sometimes it does concern 1 or more customers. Also when invoices in an email correspond to more than 1 customers, the email remains unassigned to any (should be assigned to at least one). Rather slow in opening attachments or searching for invoice numbers Review collected by and hosted on G2.com.

The ability to tailor the platform to meet customer needs. Review collected by and hosted on G2.com.

The lack of proactiviness to communicate platform issues or enhacements Review collected by and hosted on G2.com.

Tasks and live info. The AI that is implemented Review collected by and hosted on G2.com.

There are too many email notifications, and they feel unnecessary. Review collected by and hosted on G2.com.

The layout is visually appealing, and the interface is easy to navigate. I like that we can automatically interface our invoices from NetSuite. Review collected by and hosted on G2.com.

I don’t like the filter feature because it opens a separate box, and then I have to dig around to find what I need. It would be easier to use the column headings as filters. Review collected by and hosted on G2.com.

Tesorio has made the cash application easier & efficient. Better insights of the whole Accounts Receivable from multiple filters & perspectives. Review collected by and hosted on G2.com.

Email Inbox can be improved & made more user friendly to utilize regularly. Review collected by and hosted on G2.com.

Tesorio has provided so much for any Accounting Dept move with ease.

1. Easy to send multiple invoices in one email

2. Batch dunning is a great feature

3. Ability to personalize emails

4. Allows customers to access their accounts to see open invoices, credit memos and payments Review collected by and hosted on G2.com.

I have not found anything that needs improvement. Review collected by and hosted on G2.com.

The more and more we are exploring Tesorio, it is making work easier. There are unlimited tasks you can perform with the help of Tesorio, you just have to keep exploring. It has so many filters and options to select. You can customize your search in an easy and effective way. Its campaigns are just amazing. Make full use of Tesorio and it will make your daily tasks hassle-free. Review collected by and hosted on G2.com.

I can't think of anything I want to change in it. It has only helped me. Review collected by and hosted on G2.com.

This tool has made my job much smoother than it was before. Having everything in one place is incredibly convenient. It lets me send emails and document both issues and their solutions efficiently. My workflow feels more streamlined overall. With just a few clicks, I can set up accounts by type, dollar amount, and urgency, which helps me concentrate on the more challenging issues without having to search through the entire system to find them. Review collected by and hosted on G2.com.

Not much. It's easy to use even without a ton of training. Review collected by and hosted on G2.com.

I love Tesorio because it saves me a lot of time by allowing me to download and customize customer statements easily. Unlike NetSuite, where customization wasn't an option, Tesorio lets me skip creating an aging report manually. This efficiency reduces extra activities for me, making it very helpful. I also appreciate how Tesorio helps me check the status of invoices, see overdue amounts, and access pertinent comments and customer emails to verify their activity. The initial setup was quite easy too, which was a nice bonus. Review collected by and hosted on G2.com.

Nothing. It's awesome Review collected by and hosted on G2.com.