--- 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. ![Drew U.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Drew U.") DU Drew U. Financial and Systems Analyst Enterprise (\> 1000 emp.) 11/29/2021 "Tesorio continues to adapt to the latest industry collection standards using automation and AI" 5/5 What do you like best about Tesorio? 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. What do you dislike about Tesorio? 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. Recommendations to others considering Tesorio: Tesorio is a great product to set up and use, especially if this is your first time utilizing automation software for dunning at scale. Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? We reduced our production time with dunning emails by building automated campaigns that target our customer base, ultimately increasing the speed at which we collect cash. Tesorio also allows us to communicate effectively cross functionally by keeping our latest notes, data, and production all in one system that syncs back to Netsuite, Salesforce and Slack. We are also able to move some of our lower ARR customers to be handled entirely by automation rather than having to assign a specific team member to the accounts allowing us to scale lean. Review collected by and hosted on G2.com. Show More Response from Margaret Link of Tesorio [Editedit](https://www.g2.com/survey_responses/tesorio-review-5162654/official_response/edit) We're thrilled to hear that Tesorio has helped you reduce production time with dunning emails and improve cross-functional communication. We'll definitely take your suggestions for further customization features into account as we continue to enhance our platform. 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 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! 7/9/2025 Current UserValidated ReviewerIncentivizedSource: In-app JA Jennifer A. Manager, Billing & Operations Mid-Market (51-1000 emp.) 7/9/2025 "Makes A/R and collections easy" 5/5 What do you like best about Tesorio? 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. What do you dislike about Tesorio? There nothing I dislike about Tesorio. Keep up the good work. Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? Combining manual reports. Missed invoices (billings) and lack of follow up Easy to manage the teams BoB. 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-11380807/official_response/edit) Hey Jennifer, Thanks so much for the kind words! It’s great to hear how Tesorio has helped you leave the spreadsheet life behind. Love that you’re finding campaigns, tasks, and CRM syncing helpful too. And I’ll definitely pass the kudos along to our support team, they’ll be thrilled to hear it. Appreciate you taking the time to share your feedback! Cheers, Demi Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Angelique W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Angelique W.") AW Angelique W. Staff Accountant Accounting Mid-Market (51-1000 emp.) 7/9/2025 "Tesorio? More like Winorio!" 4.5/5 What do you like best about Tesorio? 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. What do you dislike about Tesorio? 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. What problems is Tesorio solving and how is that benefiting you? Tesorio has really helped clean up our AR and collections process. Before, we were juggling spreadsheets and manual reminders, which made it hard to keep track of who owed what and when. Now, everything’s automated—follow-ups go out on time, and we can easily see what’s outstanding and who needs chasing. The forecasting is also super helpful. It gives us a better idea of when payments are likely to come in, so we can plan our cash flow more confidently. Overall, it’s saved us a ton of time and helped us collect faster. 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-11380688/official_response/edit) Hey Angelique, Thank you for the glowing review, “Tesorio? More like Winorio!” made our day :) And happy to hear Tesorio has made such a positive impact on your daily AR work and that the ease of use, visibility, and support are all hitting the mark. Appreciate the note on AP too - we hear you and I’ll pass that along to our product team! Thanks again for taking the time to share your feedback. Best, Demi Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Grace J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Grace J.") GJ Grace J. Senior Associate, Finance & Operations Small-Business (50 or fewer emp.) 6/28/2025 "efficiency." 4.5/5 What do you like best about Tesorio? 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. What do you dislike about Tesorio? 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. What problems is Tesorio solving and how is that benefiting you? Manual Data Entry and Reconciliation: Many companies struggle with the time-consuming and error-prone process of manually entering and reconciling financial data. Tesorio automates these processes by integrating with existing financial systems, reducing manual work and improving accuracy. Lack of Real-Time Cash Flow Visibility: Traditional financial systems might offer limited or outdated views of cash flow. Tesorio provides real-time cash flow forecasting and visibility, allowing businesses to make informed decisions based on up-to-date information. Inefficient Accounts Receivable Management: Managing accounts receivable can be labor-intensive, with challenges in tracking overdue invoices and following up with customers. Tesorio automates collections processes, sends reminders, and provides insights into outstanding invoices, helping to speed up collections and improve cash flow. 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-9958812/official_response/edit) Hey Grace, We’re glad to hear that Tesorio’s real-time cash flow forecasting has been a valuable asset to your team, especially in replacing manual spreadsheets with automated, up-to-date visibility. Also appreciate your input regarding integrations! Tesorio currently integrates directly with ERPs like NetSuite and Sage Intacct, as well as other systems through APIs and flat-file support. That said, we understand how important seamless data flow is for unlocking the full value of automated forecasting. I’ll be sure to pass your feedback along to our product team as they continue enhancing our integration capabilities. And if there’s anything we can assist you with in the meantime, please don’t hesitate to reach out to our support team. We’re always here to help :) Thanks again for taking the time to share your feedback! Best, Demi Current UserValidated ReviewerIncentivizedSource: Seller invite ![Sheena G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sheena G.") SG Sheena G. Assistant Manager - Global AR Enterprise (\> 1000 emp.) 2/24/2022 "Revolutionized Collection Process & Made Operational Tasks Easy" 5/5 What do you like best about Tesorio? 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. What do you dislike about Tesorio? 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. Recommendations to others considering Tesorio: It will help reduce your daily burden by compiling work in a much understandable and presentable way. Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? Daily operational tasks has reduced and excel work is minimized 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-5372904/official_response/edit) Sheena, thank you so much for sharing your feedback! We’re happy to hear how Tesorio has made your day-to-day operations easier and helped reduce the need for manual Excel work. Thank you again for sharing your experience–it means a lot to us! 9/3/2025 Current UserValidated ReviewerIncentivizedSource: Seller invite AN Verified User in Marketing and Advertising 3/30/2026 "very difficult to configure" 2.5/5 What do you like best about Tesorio? shows open invoices. I really have been unable to use to the programs full potential Review collected by and hosted on G2.com. What do you dislike about Tesorio? 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. What problems is Tesorio solving and how is that benefiting you? showing my opening invoices/aging etc.. 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-12564120/official_response/edit) Hi Chris, Thank you for taking the time to leave a review, we really appreciate the feedback. We're sorry to hear you've had trouble getting your view set up. Our CS team has reached out to you directly, and we're going to make sure we get this sorted. Best, Demi Current UserValidated ReviewerSource: In-app GC Germana C. 12/15/2025 "Powerful for Forecasting, but Slow at Times" 5/5 What do you like best about Tesorio? 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. What do you dislike about Tesorio? 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. What problems is Tesorio solving and how is that benefiting you? Tesorio solves many forecasting problems and helps to write better emails with useful templates that I use daily. 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-12092831/official_response/edit) Hi Germana! Thank you for sharing your feedback! We’re glad to hear the templates and pinned notes are helping with forecasting and your day-to-day work. We’ll share your notes with our product team, and if you ever need help troubleshooting anything, our support team is always here to help. Thanks again for taking the time to share your thoughts. Cheers, Demi Validated ReviewerIncentivizedSource: Seller inviteAI Translated ![Melonie R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melonie R.") MR Melonie R. Credit and Collections Analyst Small-Business (50 or fewer emp.) 7/27/2025 "Great finance tool!" 5/5 What do you like best about Tesorio? What I like best about Tesorio is how it makes managing collections so much more efficient and collaborative. The platform's ability to predict payment timing based on customer history, display due dates clearly, and allow us to add tags for easy tracking has been incredibly helpful. I also really appreciate the automated email functionality, it saves us time while keeping communication consistent. On top of that, being able to see exactly what actions a teammate has taken on an account, including emails sent, has greatly improved our team's coordination and follow up efforts. Review collected by and hosted on G2.com. What do you dislike about Tesorio? Currently, the only feature I find challenging is the ability to clean up contacts. For instance, if a customer requests the removal of a contact because they no longer wish to receive emails or the person has left the company, we do not have the functionality to delete that contact. As new contacts are added, the list grows longer and appears disorganized. It would be very helpful to have a feature that allows us to remove or archive old or unwanted contacts to maintain a cleaner and more efficient contact list. Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? The benefit of having all of our accounts in one place. It allows us to manage them without having to use several different systems. 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-11439326/official_response/edit) Hey Melonie! Thank you for sharing your feedback. We’re glad Tesorio has supported better collaboration and efficiency for your team by keeping everything centralized in one place. We also appreciate you taking the time to share where contact management could be improved and will be shared with our product team. If you ever have questions, need additional clarity, or want help navigating the platform, our support team is always available and happy to help. Thanks again for leaving a review and for being a Tesorio customer. Cheers, Demi Validated ReviewerSource: G2 invite on behalf of seller ![Verified User in Medical Devices](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Medical Devices") UM Verified User in Medical Devices Small-Business (50 or fewer emp.) 5/12/2022 "Still very good" 4.5/5 What do you like best about Tesorio? Kept update with current systems updates, I still appreciate the intuitive design and ease of use Review collected by and hosted on G2.com. What do you dislike about Tesorio? There is still some work that could be done towards interactivity and customisation however the off-the shelf version functions very well Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? As mentioned before, it allows us to keep communicating with our customer regularly and it allows to have a quick snapshot of our receivables at any time. Overall this has given us the chance to improve our cashflow position Review collected by and hosted on G2.com. Show More Response from Margaret Link of Tesorio [Editedit](https://www.g2.com/survey_responses/tesorio-review-6601629/official_response/edit) We're thrilled to hear that Tesorio has been a game changer for your company, especially with the growth of your customer base. We appreciate your feedback about the features and customer structure, and we'll take that into consideration for future improvements. We've added tons of improvements since you last reviewed us — would you mind updating your review here in G2? Shouldn't take more than a minute and it would mean a lot to us! Thanks, Margaret @ Tesorio 3/3/2026 Validated ReviewerIncentivizedSource: Organic ![Mike K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike K.") MK Mike K. L1 Customer Support Agent Enterprise (\> 1000 emp.) 7/23/2025 "Detailed Customer Statement View" 4/5 What do you like best about Tesorio? - Shows every open invoice, credit, and payment for one customer in a single statement, plus an ageing grid that highlights how long each amount has been outstanding. - One-click export lets me send the same statement as PDF or CSV without building a spreadsheet. - I can open each invoice to see the full collections email thread, so I know exactly what reminders went out. Review collected by and hosted on G2.com. What do you dislike about Tesorio? - Each front-end component loads separately; the page shifts as elements appear, so the UI feels finnicky and slows me down. Review collected by and hosted on G2.com. What problems is Tesorio solving and how is that benefiting you? Tesorio produces a single, up-to-date customer statement that lists every open invoice, credit, and payment in one place. This clear document removes the need to export data from NetSuite or build spreadsheets, so both our team and the customer immediately understand what is outstanding. The result is quicker answers, fewer follow-up emails, and faster cash collection. 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-11423292/official_response/edit) Hey Mike! Thank you for sharing your feedback. We’re glad the customer statement view has been helpful for bringing clarity and reducing back-and-forth for both your team and your customers. Also appreciate your feedback on the UI experience and we’ll be sure to share it with our product team. Thanks again for taking the time to leave a review and for being a Tesorio customer. 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