Tesorio Reviews & Product Details

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.

Communicating quicker when there are outages. Review collected by and hosted on G2.com.

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.

AI accurate in ready and providing summaries. Review collected by and hosted on G2.com.

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.

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.

The team behind Tesorio helps Smartsheet do more with less with their always improving products and services. When we bring ideas to the Tesorio team for additional use cases or automations, their team often has existing or upcoming features that they are excited to help us with enablement.

The collections tools that are offered have rapidly expanded in features over the past five years. It has allowed us to scale our monthly cash collections by over 3X while being able to keep our headcount within a reasonable budget.

Tesorio has also improved on being able to handle increased data sets from our ERP. We are able to provide visibility from the system to our Sales team using a Salesforce plugin to give them visibility on our latest collection efforts. When we first started using Tesorio, the product was primarily only able to intake data from our systems, but now there are integrations and workflows that push data from Tesorio to Salesforce, Netsuite, Slack, and more.

As Smartsheet continues to grow, we continue to look forward to our partnership with Tesorio for our Cash, Collections, and Forecasting needs. Review collected by and hosted on G2.com.

Tesorio has made improvements to what we can utilize from our ERP source data, but I would like to see further control on what we import and do not import from these systems. In addition, we would like to see additional details beyond the Account level data in Salesforce to include Quotes and Opportunities to help us reduce the need to duplicate fields so Tesorio can import the relevant data.

In addition, while we enjoying seeing additional features are being offered à la carte to best fit our needs, the products that we help beta test can sometimes be missing essential features that can be difficult to justify the costs to our leadership. This is often temporary as Tesorio is transparent in sharing product roadmaps and can usually justify the costs within a year of new product or feature launches. Review collected by and hosted on G2.com.

I'm a daily user of Tesorio. I came from the life of managing my A/R with numerous spreadsheets, v-lookups and pivot tables that needed manual updating daily. Now this is all in one place with a real time snapshot of my open A/R via an automatic sync to my billing system. I no longer have to create calendar reminders about follow up to clients. I can easily create tasks and just look at what I need to complete daily. It allows me to send campaigns to clients manually or automatically with easy filtering to avoid any unnecessary outreach. They sync to our CRM as well which allows other internal teams to see what we've sent to clients. Their support team is responsive and has quick resolution on issues as they arise. Review collected by and hosted on G2.com.

There nothing I dislike about Tesorio. Keep up the good work. Review collected by and hosted on G2.com.

Tesorio is a software that can change how the working environment operates and I know it has for me! It is extremely user friendly and as someone who works with a lot of software. Tesorio has to be one op the top ones! It is really easy to implement as well as integrated into your existing software. I use Tesorio on a daily basis along side our AR team and the ease of which we can see what we have outstanding for collections is just amazing. The features that you get when viewing clients is also such a handy thing! Their customer support is always on point and very eager to assist. I would recommend Tesorio in a heartbeat! Review collected by and hosted on G2.com.

There's nothing negative I can say about Tesorio, but an area of improvement can definitely be on the AP side. Imagine a software where AR and AP is the main focus, what a dream! Review collected by and hosted on G2.com.

Its real-time cash flow forecasting One key feature you might appreciate is its real-time cash flow forecasting. For example, instead of manually updating spreadsheets, Tesorio automatically integrates with your financial data to give you an up-to-date view of your cash position. This allows you to make more informed decisions about spending and investment, and helps you avoid cash shortfalls. Review collected by and hosted on G2.com.

If Tesorio doesn’t integrate well with certain accounting or ERP systems that your company uses, it might limit the effectiveness of its cash flow management features. This could lead to manual data entry or incomplete financial insights, which can be a drawback for users looking for seamless, automated solutions. Review collected by and hosted on G2.com.

Tesorio has made a lot of enhancements. The attention given to minute detailing as per our business requirements is promising. There have been additional features added like workflows, forecasting, updations in filtering the flat files, have graphical insights to our company's performance, editing template statements. Review collected by and hosted on G2.com.

They can work on enhancements like real time ERP syncing, syncing JEs from ERP to Tesorio, filtering tags in campaigns, showing net payable balances in SOA, credit memo CSV importer files access in flat files section. Review collected by and hosted on G2.com.

shows open invoices. I really have been unable to use to the programs full potential Review collected by and hosted on G2.com.

Very difficult to configure - please call or email me. We have had no luck setting up my view.

chris.hennessey@bbgi.com Review collected by and hosted on G2.com.

I like Tesorio's templates which are very useful and I use them daily. I also find the ability to write pinned notes very useful, which help me make credit forecasts. Review collected by and hosted on G2.com.

Sometimes it is slow and the formats that are pre-constructed by me move. They cannot be saved. If I want the pinned notes to be placed in the third position, the settings do not save. Review collected by and hosted on G2.com.