--- title: Tesorio Reviews meta\_title: 'Tesorio Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 240 reviews by the users' company size, role or industry to find out how Tesorio works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 240 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- ### Tesorio Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users find Tesorio's **ease of use** impressive, facilitating effective work and seamless collaboration across teams. [(30 mentions)](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1555716&qs=pros-and-cons#reviews) Users value the **automation capabilities** of Tesorio, enhancing their dunning processes and providing insightful analytics. [(16 mentions)](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556443&qs=pros-and-cons#reviews) Users appreciate the **collections efficiency** of Tesorio, enhancing collaboration and visibility across teams for effective invoicing. [(16 mentions)](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556050&qs=pros-and-cons#reviews) Users appreciate the **ease of editing templates and invoicing features** , fostering independence and effective cash management. [(16 mentions)](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556905&qs=pros-and-cons#reviews) Users appreciate the **visibility and organization** Tesorio provides for managing collections and improving cash flow insights. [(15 mentions)](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556728&qs=pros-and-cons#reviews) Users feel that Tesorio requires **improvements in reporting and prediction accuracy** to enhance their overall experience. [(12 mentions)](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1555936&qs=pros-and-cons#reviews) Users experience **sync issues** with delays and problems in data transfer between Tesorio and their ERP systems. [(8 mentions)](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556314&qs=pros-and-cons#reviews) Users experience **invoicing issues** with delays and confusion over entity names that hinder functionality in Tesorio. [(6 mentions)](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556705&qs=pros-and-cons#reviews) Users find **email automation issues** with Tesorio, particularly with managing inbox functionality and setup complications. [(4 mentions)](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1555829&qs=pros-and-cons#reviews) Users find Tesorio's **email functionality lacking** , particularly for managing emails and reporting effectively. [(4 mentions)](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556214&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Tesorio ##### 1. Ease of Use Users find Tesorio's **ease of use** impressive, facilitating effective work and seamless collaboration across teams. [ See 30 mentions ](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1555716&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Collections Like Never Before" What do you like about Tesorio? Tesorio allows us to easily segment our customers for collections purposes, provide targeted communications, and effectively guide our workflows. A hu SS Srinivasan S. Mid-Market (51-1000 emp.) 5.0/5 "Essential AR Tool with User-Friendly Dashboard" What do you like about Tesorio? I like Tesorio's dashboard and detailed AR tools. The dashboard provides a detailed report on our customer promised to pay invoices, customers at risk ##### 2. Automation Users value the **automation capabilities** of Tesorio, enhancing their dunning processes and providing insightful analytics. [ See 16 mentions ](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556443&qs=pros-and-cons#reviews) See Related User Reviews SS Srinivasan S. Mid-Market (51-1000 emp.) 5.0/5 "Essential AR Tool with User-Friendly Dashboard" What do you like about Tesorio? I like Tesorio's dashboard and detailed AR tools. The dashboard provides a detailed report on our customer promised to pay invoices, customers at risk ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Amazing tool for our collections process! Easy and user friendly!" What do you like about Tesorio? It makes easier the collections process, many automations and templates just to click and send. AI implementations are very useful. ##### 3. Collections Efficiency Users appreciate the **collections efficiency** of Tesorio, enhancing collaboration and visibility across teams for effective invoicing. [ See 16 mentions ](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556050&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Collections Like Never Before" What do you like about Tesorio? Tesorio allows us to easily segment our customers for collections purposes, provide targeted communications, and effectively guide our workflows. A hu SS Srinivasan S. Mid-Market (51-1000 emp.) 5.0/5 "Essential AR Tool with User-Friendly Dashboard" What do you like about Tesorio? I like Tesorio's dashboard and detailed AR tools. The dashboard provides a detailed report on our customer promised to pay invoices, customers at risk ##### 4. Invoicing Management Users appreciate the **ease of editing templates and invoicing features** , fostering independence and effective cash management. [ See 16 mentions ](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556905&qs=pros-and-cons#reviews) See Related User Reviews KL Kathie L. Small-Business (50 or fewer emp.) 5.0/5 "Program for Accouting" What do you like about Tesorio? Tesorio has provided so much for any Accounting Dept move with ease. 1. Easy to send multiple invoices in one email 2. Batch dunning is a great feat AK Aman K. 5.0/5 "Streamlined Invoice Management with Customization Flexibility" What do you like about Tesorio? I love Tesorio because it saves me a lot of time by allowing me to download and customize customer statements easily. Unlike NetSuite, where customiza ##### 5. Collections Management Users appreciate the **visibility and organization** Tesorio provides for managing collections and improving cash flow insights. [ See 15 mentions ](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556728&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Collections Like Never Before" What do you like about Tesorio? Tesorio allows us to easily segment our customers for collections purposes, provide targeted communications, and effectively guide our workflows. A hu SS Srinivasan S. Mid-Market (51-1000 emp.) 5.0/5 "Essential AR Tool with User-Friendly Dashboard" What do you like about Tesorio? I like Tesorio's dashboard and detailed AR tools. The dashboard provides a detailed report on our customer promised to pay invoices, customers at risk ### 5 Cons or Disadvantages of Tesorio ##### 1. Improvement Needed Users feel that Tesorio requires **improvements in reporting and prediction accuracy** to enhance their overall experience. [ See 12 mentions ](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1555936&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 5.0/5 "Amazing Tool, Informative" What do you dislike about Tesorio? Can improve the payment recording feature. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 5.0/5 "Very good" What do you dislike about Tesorio? Predictions can be more precised so that we can have the actual collections number. ##### 2. Sync Issues Users experience **sync issues** with delays and problems in data transfer between Tesorio and their ERP systems. [ See 8 mentions ](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556314&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Collections Like Never Before" What do you dislike about Tesorio? I'd appreciate a more frequent integration with NetSuite than 3 times per day – and being able to include pay links in our NetSuite invoices. Knowin ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Best Collections System" What do you dislike about Tesorio? I dislike that we have to wait a few hours for syncs, but it is manageable. ##### 3. Invoicing Issues Users experience **invoicing issues** with delays and confusion over entity names that hinder functionality in Tesorio. [ See 6 mentions ](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556705&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Collections Like Never Before" What do you dislike about Tesorio? I'd appreciate a more frequent integration with NetSuite than 3 times per day – and being able to include pay links in our NetSuite invoices. Knowin ![Arun S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Arun S.") AS Arun S. Enterprise (\> 1000 emp.) 5.0/5 "Reliant Cash Management Tool" What do you dislike about Tesorio? Email Inbox can be improved & made more user friendly to utilize regularly. ##### 4. Email Automation Issues Users find **email automation issues** with Tesorio, particularly with managing inbox functionality and setup complications. [ See 4 mentions ](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1555829&qs=pros-and-cons#reviews) See Related User Reviews BP Brian P. Mid-Market (51-1000 emp.) 4.0/5 "Game changer for my team." What do you dislike about Tesorio? Some of the automation setups are a little clunky and take some know how to set them up initially but after a few campaigns are set up it's much easie ![Tarkeshwar T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tarkeshwar T.") TT Tarkeshwar T. Enterprise (\> 1000 emp.) 4.5/5 "Amazing tool to manage collection and easy to use" What do you dislike about Tesorio? Tesorio inbox is not usable at all to manage emails. ##### 5. Email Functionality Users find Tesorio's **email functionality lacking** , particularly for managing emails and reporting effectively. [ See 4 mentions ](https://www.g2.com/products/tesorio/reviews?filters%5Bsentiment_snippet%5D=1556214&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Enterprise (\> 1000 emp.) 4.5/5 "Tesorio review" What do you dislike about Tesorio? Communicating quicker when there are outages. ![Michael R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael R.") MR Michael R. Mid-Market (51-1000 emp.) 4.5/5 "Its a great tool to Automate AR collections" What do you dislike about Tesorio? Needs a little work on email management dashboard. But definitely not a show stopper. ![Melina S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melina S.") MS Melina S. AR Manager Mid-Market (51-1000 emp.) 7/16/2026 "Highly Customizable Platform That Meets Customer Needs" 5/5 What do you like best about Tesorio? The ability to tailor the platform to meet customer needs. Review collected by and hosted on G2.com. What do you dislike about Tesorio? The lack of proactiviness to communicate platform issues or enhacements Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? The posibility to upload invoices to portals, this saved a lot manual work of my team Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite CH Carol H. Lead Accountant Small-Business (50 or fewer emp.) 4/7/2026 "Visually Appealing, Easy-to-Navigate Interface with Smooth NetSuite Invoice Integration" 4/5 What do you like best about Tesorio? 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. What do you dislike about Tesorio? 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. What problems is Tesorio solving and how is that benefiting you? It allows management to see at a glance where we are with collections. This way, they can focus on the ones that stand out. I like that it's our go-to place for notes and comments on our outstanding accounts, vs having notes on each individual account. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Arun S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Arun S.") AS Arun S. Accounts Executive Enterprise (\> 1000 emp.) 2/14/2022 "Reliant Cash Management Tool" 5/5 What do you like best about Tesorio? 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. What do you dislike about Tesorio? Email Inbox can be improved & made more user friendly to utilize regularly. Review collected by and hosted on G2.com. Recommendations to others considering Tesorio: Very helpful & easy to use the tool. Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? Dashboard gives oversight of whole outstanding balance for quick review. When any other team member updates something for my assigned customer or invoice then it get notified about the change which is very useful. Review collected by and hosted on G2.com. Show More Response from Demi Hingeley of Tesorio [Editedit](https://www.g2.com/survey_responses/tesorio-review-5342367/official_response/edit) Thank you for sharing your feedback, Arun! We’re glad to hear that Tesorio’s predictions are helping your team stay on track with projections. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with updates to email inbox, and if other 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! 3/5/2026 Current UserValidated ReviewerSource: Seller invite KL Kathie L. Small-Business (50 or fewer emp.) 9/5/2023 "Program for Accouting" 5/5 What do you like best about Tesorio? Tesorio has provided so much for any Accounting Dept move with ease. 1. Easy to send multiple invoices in one email 2. Batch dunning is a great feature 3. Ability to personalize emails 4. Allows customers to access their accounts to see open invoices, credit memos and payments Review collected by and hosted on G2.com. What do you dislike about Tesorio? I have not found anything that needs improvement. Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? Collecting past dues from customers and sending invoices customer's request. Review collected by and hosted on G2.com. Show More Response from Demi Hingeley of Tesorio [Editedit](https://www.g2.com/survey_responses/tesorio-review-8565616/official_response/edit) Thank you for sharing your feedback, Kathie! We’re happy to hear that Tesorio has been an effective tool for sending customer emails and statements with ease, and that it’s supporting your collections process and past-due follow-ups efficiently. Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if recent updates have made a difference for your team. Thanks again for considering updating your review and sharing any new insights. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Cheers! 3/3/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Tusharika K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tusharika K.") TK Tusharika K. Account Executive AR Enterprise (\> 1000 emp.) 2/24/2022 "Tesorio is the best automation platform. Love this app and excellent for Data analysis." 5/5 What do you like best about Tesorio? The more and more we are exploring to teorio. It is making more ease of work. There is unlimited task you can perform with the help of tesorio ,you just have to keep exploring. It has so many filters and options to select.You can customised your search in a easy and effective way. It campaign are just amazing. Make full use of tesorio and it will make your daily task hastle free. Review collected by and hosted on G2.com. What do you dislike about Tesorio? I cant think of anything I want to change in it. It has only helped me Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? We rely on tesorio for day to day working. It has been a great help for us. It has made our work so much sorted. We run campaigns for sending emails, predict data for estimations, we assign partner, check there esctimated payment date. Forcast collection. check payment status,keep notes against partner and so on. We rely on tesorio on lot of task . Review collected by and hosted on G2.com. Show More Response from Demi Hingeley of Tesorio [Editedit](https://www.g2.com/survey_responses/tesorio-review-5372789/official_response/edit) Tusharika, thank you for sharing your feedback. We really appreciate it. We’re happy to hear how Tesorio’s filters, customization options, and campaign features have made your work easier and more organized over the past three years. Thanks again for taking the time to share your Tesorio experience! Cheers, Demi 9/11/2025 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Ed A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ed A.") EA Ed A. Senior Analyst - Finance Operations Mid-Market (51-1000 emp.) 12/12/2025 "Streamlined Workflow and Effortless Organization" 4.5/5 What do you like best about Tesorio? This tool has made my job much smoother than it was before. Having everything in one place is incredibly convenient. It lets me send emails and document both issues and their solutions efficiently. My workflow feels more streamlined overall. With just a few clicks, I can set up accounts by type, dollar amount, and urgency, which helps me concentrate on the more challenging issues without having to search through the entire system to find them. Review collected by and hosted on G2.com. What do you dislike about Tesorio? Not much. It's easy to use even without a ton of training. Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? I'm narrowing down my accounts to just the ones that require my attention. This approach really helps with time management within the system. I no longer have to search in different places or juggle multiple platforms—everything I need is conveniently in one place. Review collected by and hosted on G2.com. Show More Response from Demi Hingeley of Tesorio [Editedit](https://www.g2.com/survey_responses/tesorio-review-12084824/official_response/edit) Hey Ed! Thank you for sharing your feedback. We’re glad to hear Tesorio has been a positive addition to your day-to-day work and that having everything in one place has made it easier to stay focused on what matters most. We appreciate you taking the time to leave a thoughtful review and will be sure to share your feedback with our product team. Thanks again for being a Tesorio customer. Cheers, Demi Validated ReviewerIncentivizedSource: G2 invite on behalf of seller AK Aman K. 12/15/2025 "Streamlined Invoice Management with Customization Flexibility" 5/5 What do you like best about Tesorio? I love Tesorio because it saves me a lot of time by allowing me to download and customize customer statements easily. Unlike NetSuite, where customization wasn't an option, Tesorio lets me skip creating an aging report manually. This efficiency reduces extra activities for me, making it very helpful. I also appreciate how Tesorio helps me check the status of invoices, see overdue amounts, and access pertinent comments and customer emails to verify their activity. The initial setup was quite easy too, which was a nice bonus. Review collected by and hosted on G2.com. What do you dislike about Tesorio? Nothing. It's awesome Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? I use Tesorio to check invoice statuses, including overdue amounts and customer email validity. I can customize and download customer statements, saving time by not pulling aging reports. It's very helpful and reduces extra activities. Review collected by and hosted on G2.com. Show More Response from Demi Hingeley of Tesorio [Editedit](https://www.g2.com/survey_responses/tesorio-review-12090718/official_response/edit) Hey Aman! Happy New Year! Thank you for taking the time to share your feedback! We’re happy to hear Tesorio is saving you time with customizable statements and helping you stay on top of invoice status and overdue amounts. We’ll be sure to share this back with our product team Thanks again for your support and feedback! Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Enterprise (\> 1000 emp.) 7/11/2023 "Tesorio review" 4.5/5 What do you like best about Tesorio? We are also using the Cash Application feature which is great automating payments from the bank back to our ERP system. Review collected by and hosted on G2.com. What do you dislike about Tesorio? Communicating quicker when there are outages. Review collected by and hosted on G2.com. Recommendations to others considering Tesorio: It good a great system & it will be of great benefit with collections. Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? Our business teams are using Tesorio for collections management. We use the dunning campaigns to notify our customers when they have payments are over due. We also use the AR forecast which our teams are finding very useful. Review collected by and hosted on G2.com. Show More Response from Demi Hingeley of Tesorio [Editedit](https://www.g2.com/survey_responses/tesorio-review-4584352/official_response/edit) Thank you for sharing your feedback! We’re happy to hear that Tesorio’s user-friendly interface and AR Forecast feature have been valuable for your team’s collections management efforts. Since some time has passed, we’d love to know how your experience with Tesorio has evolved and if recent updates and product enhancements have made a difference for your team. Your updated insights would be incredibly valuable as we continue to innovate and enhance the platform. Thanks again for considering updating your review and sharing any new insights! Cheers! 3/3/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 8/10/2023 "Amazing tool for our collections process! Easy and user friendly!" 5/5 What do you like best about Tesorio? It makes easier the collections process, many automations and templates just to click and send. AI implementations are very useful. Review collected by and hosted on G2.com. What do you dislike about Tesorio? AI accurate in ready and providing summaries. Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? The collections management within analysts. We can distribute accounts assigning to the AR analysts, tesorios keep sending automatically emails so we don't need to be keeping an eye on every single invoice, but can focus our attention on really important matters to solve customer's issues Review collected by and hosted on G2.com. Show More Response from Demi Hingeley of Tesorio [Editedit](https://www.g2.com/survey_responses/tesorio-review-8453405/official_response/edit) Thank you for sharing your feedback! We’re glad to hear that Tesorio’s dunning campaigns and automated emails have streamlined your collections process, saving your team time and allowing you to focus on high-priority matters. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates have improved login stability. Your updated insights would be incredibly valuable to us as we continue to innovate and enhance the platform. Thanks again for considering updating your review and sharing any new thoughts. Cheers! 3/10/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Jasrel I.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jasrel I.") JI Jasrel I. Accounts Receivable Analyst Small-Business (50 or fewer emp.) 7/9/2025 "Makes managing invoices and communication so much easier" 5/5 What do you like best about Tesorio? One of my favorite features is the invoice tags — they make it super easy to see the status of invoices at a glance, whether they're paid, pending, or need follow-up. It saves a ton of time not having to dig through emails or spreadsheets. I also really appreciate the notes feature. It’s great for keeping track of both internal and external communication, so everyone stays in the loop. It helps avoid duplicate outreach or confusion around customer follow-ups. Another thing I love is the ability to search for invoices by amount range — super handy when you’re looking for specific transactions without knowing the exact number. Plus, I can choose to view invoices individually or grouped by customer, depending on what I need at the moment. The search functionality overall is solid. I’m also really happy with how the tags feature, especially the Payment Expected tag, helps us with our monthly financial forecasts. It gives us better visibility into expected cash inflows, which makes planning so much smoother. And lastly, the interface is clean and intuitive, which made it especially easy to navigate when I first got onboarded back in September 2024. Review collected by and hosted on G2.com. What do you dislike about Tesorio? Honestly, there’s nothing that really stands out as a major downside — overall, it’s been a great tool. That said, I’ve noticed a small issue that might be related to syncing with our system (we use NetSuite). Sometimes there are open invoices in NetSuite that don’t show up in Tesorio when I filter for "open" status. For example, I’ll search an invoice number and get no results, but then if I remove the "open items" filter, the invoice shows up — even though in NetSuite, the status is definitely open. I’m not sure if it’s a syncing issue or something else, but I’d really love to understand more about why that happens. Also, it would be great if credit memos were easier to search or view. It’s possible the feature is already there and I just haven’t figured it out yet — if that’s the case, I’d be super happy to learn how to access it! Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? This is my first time encountering Tesorio, and I’ve honestly been really happy with how much it’s helped make collections easier for our team. I’m not entirely sure what the process looked like before I joined, but compared to my previous roles — where we had to download data manually from our systems and rely heavily on spreadsheets — Tesorio is a big step up. Having everything in one platform, from invoice tracking to communication history, really streamlines the whole process. It makes follow-ups more efficient, helps avoid duplicated efforts, and gives us better visibility into where things stand with each customer. It's definitely made my onboarding and day-to-day work much smoother. Review collected by and hosted on G2.com. Show More Response from Demi Hingeley of Tesorio [Editedit](https://www.g2.com/survey_responses/tesorio-review-11380907/official_response/edit) Thank you so much for the thoughtful review, Jasrel! We’re happy to hear how Tesorio has helped streamline your collections workflow and made your day-to-day smoother. We really appreciate you flagging the syncing behavior with NetSuite and the credit memo visibility. I’ll be sure to pass that along to our team, and if you haven’t already, feel free to reach out to Support - we’d be happy to help clarify or troubleshoot! Thanks again for sharing your experience and for being part of the Tesorio community! Cheers, Demi Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Top-Rated Alternatives [ ![Invoiced](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Invoiced") Invoiced 4.5/5(414) ](https://www.g2.com/products/invoiced/reviews) [ ![Quadient Accounts Receivable](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Quadient Accounts Receivable") Quadient Accounts Receivable 4.4/5(154) ](https://www.g2.com/products/quadient-accounts-receivable/reviews) [ ![Billtrust](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Billtrust") Billtrust 4.4/5(511) ](https://www.g2.com/products/billtrust/reviews) [ View All Alternatives ](https://www.g2.com/products/tesorio/competitors/alternatives) ##### Categories on G2 [Accounts Receivable](https://www.g2.com/categories/accounts-receivable)[Cash Flow Management](https://www.g2.com/categories/cash-flow-management)[Credit and Collections](https://www.g2.com/categories/credit-and-collections) ##### Explore More [What decision making software do executive assistants and operations leads at technology companies actually trust based on long-term use rather than demo-day impressions?](https://www.g2.com/discussions/what-decision-making-software-do-executive-assistants-and-operations-leads-at-technology-companies-actually-trust-based-on-long-term-use-rather-than-demo-day-impressions)[What is the top mobile app analytics solution for gaming apps?](https://www.g2.com/discussions/what-is-the-top-mobile-app-analytics-solution-for-gaming-apps)[Top tools for managing hot desking and workspace reservations](https://www.g2.com/discussions/what-are-the-top-tools-for-managing-hot-desking-and-workspace-reservations) [Best event registration software for mid-size company](https://www.g2.com/discussions/best-event-registration-software-for-a-mid-size-company)[Which gym management solutions offer the best integration capabilities for connecting with existing fitness business systems?](https://www.g2.com/discussions/which-gym-management-solutions-offer-the-best-integration-capabilities-for-connecting-with-existing-fitness-business-systems)[Pros and Cons Details](https://www.g2.com/products/tesorio/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)