Tesorio Reviews & Product Details

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.

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.

Kept update with current systems updates, I still appreciate the intuitive design and ease of use Review collected by and hosted on G2.com.

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.

- 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.

- 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.

Seamless integration with NetSuite for automatic syncing of invoices (incl PDF copies), payments, and customer data. Good dashboards (example: we directly cut the dashboard and use it in Board reports). Easy to create and flexible to maintain. Users can leave comments and collaborate directly on customer profiles, ensuring teams always have the necessary context. Tailor communications to different customer segments (e.g., large customers vs. small customers) Review collected by and hosted on G2.com.

No downside. Would prefer some more flexibility to adjust score (ie eliminate one time corrections) Review collected by and hosted on G2.com.

The installation was easy, the training was right at the level we needed, and most of all, our Customer Success Manager, Nicole Thompson is top notch! Review collected by and hosted on G2.com.

It's difficult to see what a full aging looks like for all customers because of the way it buckets and that on account payments are not really acknowledged. Also, if I have to delete dunning campaign letters, I can only delete 10 at a time. Review collected by and hosted on G2.com.

We can bring new filter and workspaces according to our needs and requirement. Tesorio performance has improved and getting better with time. Sync issue has been improved. Review collected by and hosted on G2.com.

Can improve the payment recording feature. Review collected by and hosted on G2.com.

We can assign partners to the number of individuals and it also helps to update tags and statuses for each invoice, and it is customizable, this is a really good feature. Review collected by and hosted on G2.com.

We cannot keep track of Credit memos with invoices which can show us the Net off balance. Intercompany JEs are not included which show total collections. Review collected by and hosted on G2.com.

Can show individual invoices, credit memos, and customers. Can get a pretty accurate collections number. Set up campaigns, get insights on ADC, ADD, and forecasting. Review collected by and hosted on G2.com.

Nothing as of now. Will surely share after some time. Review collected by and hosted on G2.com.

I log into Tesorio a minimum of 50 times per day.

Forecasting

Collections

Route Cause Analysis

Statements

Payment Terms Analysis

Team Performance Analysis

Flux Analysis

There is very little I can't do in Tesorio, I find my myself using our ERP less and less each day. Review collected by and hosted on G2.com.

The locked forecast needs fixing / improving. Collections forecast vs actual is difficult as the forecast is ever changing Review collected by and hosted on G2.com.

The email campaigns allow for great customization for your target audience, whether it be internal or external customers. The automatic payment promise tags are a great help as more customer move towards platform billing. Review collected by and hosted on G2.com.

Some of the historical analytics are not helpful. I liked the previous feature where you could see how many people viewed your email. Review collected by and hosted on G2.com.