--- 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: 4.6 review_count: 240 scale: '5' date_modified: '2026-08-03' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Tesorio Reviews **Vendor:** Tesorio **Category:** [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) **Average Rating:** 4.6/5.0 **Total Reviews:** 240 ## About Tesorio Tesorio has been a leader in accounts receivable and financial operations for 10 years, helping finance teams get paid faster and processing billions of dollars in receivables every year. Backed by Workday Ventures and a certified NetSuite partner, Tesorio pairs an AI-first architecture with the governance and controls enterprises require. It's trusted by companies, from hyper-growth startups to category leaders, including Fin, Veeva, GitLab, Plaid, Fastly, and Notion. Tesorio is the Agentic Financial Operations platform where AI agents handle the manual busywork across the order-to-cash lifecycle, including collections, cash application, and supplier portal management, while humans focus on judgment: exceptions, priorities, and customer relationships. The platform structures financial data from your source systems, automates execution, and delivers real-time visibility with AR forecasting, so teams always know where their receivables stand and can step in wherever a decision needs a person. Finance teams use Tesorio to turn revenue into cash faster. Instead of chasing payments and reconciling invoices by hand, teams clear repetitive work off their plate, improve cash flow predictability, and scale collections without adding headcount. Tesorio averages less than 1.5 months to go live, roughly 4x faster than the AR category average, so teams see value quickly. Results Tesorio customers see: - Up to 30% reduction in days sales outstanding (DSO) - 3x improvement in collections team efficiency - 75% reduction of bad debt write off - Scale collections volume without adding headcount See what the impact could be on your business with our ROI calculator: https://www.tesorio.com/roi-calculator ## Tesorio Pros & Cons **What users like:** - Users find Tesorio's **ease of use** impressive, facilitating effective work and seamless collaboration across teams. (30 reviews) - Users value the **automation capabilities** of Tesorio, enhancing their dunning processes and providing insightful analytics. (16 reviews) - Users appreciate the **collections efficiency** of Tesorio, enhancing collaboration and visibility across teams for effective invoicing. (16 reviews) - Users appreciate the **ease of editing templates and invoicing features** , fostering independence and effective cash management. (16 reviews) - Users appreciate the **visibility and organization** Tesorio provides for managing collections and improving cash flow insights. (15 reviews) - Users value Tesorio's **user-friendly interface and automation features** , enhancing efficiency and ease of use. (15 reviews) - Efficiency (13 reviews) - Customization (12 reviews) - Users appreciate Tesorio for its **time-saving capabilities** , enabling easy customization and efficient invoice management. (12 reviews) - Customization Options (11 reviews) **What users dislike:** - Users feel that Tesorio requires **improvements in reporting and prediction accuracy** to enhance their overall experience. (12 reviews) - Users experience **sync issues** with delays and problems in data transfer between Tesorio and their ERP systems. (8 reviews) - Users experience **invoicing issues** with delays and confusion over entity names that hinder functionality in Tesorio. (6 reviews) - Users find **email automation issues** with Tesorio, particularly with managing inbox functionality and setup complications. (4 reviews) - Users find Tesorio's **email functionality lacking** , particularly for managing emails and reporting effectively. (4 reviews) - Integration Issues (4 reviews) - Users find the **limited functionality** of Tesorio's automation and integrations hampers efficiency and ease of use. (4 reviews) - Users find **missing features** in Tesorio, particularly in payment recording and insights data capabilities. (4 reviews) - Syncing Issues (4 reviews) - Inaccuracy (3 reviews) ## Tesorio Reviews ### 1. It's really good software to follow up and keep a track on each company and is very user friendly. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Tesorio?** The Notes part of tesorio is beneficial because it's easy for us to track the history of the customer and follow up with them further. It helps us to send bulk emails to all the customers instead of sending each customer manually. **What do you dislike about Tesorio?** I wish we could have an option to edit the invoice since many of the customers asks us to update PO number in their respective invoices. **Recommendations to others considering Tesorio:** Its user friendly and will help to keep track of customer daily **What problems is Tesorio solving and how is that benefiting you?** As the customer updates us with the correct contact email, we can immediately modify that in Tesorio and select the right tag for each person. also, we can easily download the invoice and send the same to the customers. **Official Response from Margaret Link:** > Thank you for sharing your positive experience with Tesorio. We're pleased to hear that the Notes feature and bulk email capability are helping you track customer interactions. 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! ### 2. Very helpful & efficient collections tool - we cannot be without **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** January 16, 2020 **What do you like best about Tesorio?** I like the customization feature of Tesorio & how we can differentiate & manage different ledgers and different risks customers with tags and filters. I also like that the support team are very open & suggesting ways to use Tesorio to our best ability **What do you dislike about Tesorio?** Reporting tool - at present, I know the Tesorio team is working on this daily to get this feature up & running so we can analyze our dunning campaigns. **Recommendations to others considering Tesorio:** Gmail to account linking via dunning responses. **What problems is Tesorio solving and how is that benefiting you?** The size of our ledger - it has been so beneficial for us with the automated dunning campaigns as we would not be physically able to reach out to each & every customer requesting payment, given that our headcount is so small at present. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! We appreciate your input on reporting and wanted to let you know that we’ve advanced our insights and reporting capabilities to give you better visibility into your dunning campaigns. Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve and how these updates have impacted your workflows. Thanks again for considering sharing any new insights! ### 3. Tesorio is one tool that I use every day to optimize collections **Rating:** 5.0/5.0 stars **Reviewed by:** Bill C. | VP Corporate Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Tesorio?** Tesorio allows me to visualize our receivables including status of accounts, key metrics and predictions. **What do you dislike about Tesorio?** I would like to see more customizable dashboard capabilities. **What problems is Tesorio solving and how is that benefiting you?** Optimizing collections. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Bill. We're happy to hear that Tesorio has been helpful in visualizing receivables, monitoring key metrics, and optimizing collections effectively. Since some time has passed, we’d love to hear if your experience with Tesorio has evolved, especially with enhancements to dashboard customizability, and if other 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! ### 4. Tesorio makes it easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2021 **What do you like best about Tesorio?** The ease of implementation with NetSuite makes this a stellar product. The ease of use for my team and the options that it has to export the data. **What do you dislike about Tesorio?** I can't think of a particular thing that I do not like about the program. **What problems is Tesorio solving and how is that benefiting you?** We currently do not have any bugs with Tesorio. We have had the benefits of the campaign notices that lead to more contacts and leads to more money coming into the company. **Official Response from Demi Hingeley:** > Thank you so much for sharing your feedback on G2! We’re thrilled to hear that the ease of implementation with NetSuite and the user-friendly features have made a difference for your team. Since some time has passed, we'd love to hear how your experience with Tesorio has evolved. Your updated thoughts would mean a lot to us, and we value your perspective as we continue to innovate and enhance the product. Thank you again for your review and for considering sharing any new insights! ### 5. Improved our collections, and creates a deeper understanding of our accounts receivable balances **Rating:** 5.0/5.0 stars **Reviewed by:** Tim R. | Controller, Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2021 **What do you like best about Tesorio?** The daily updates of the dashboard allow the team to focus on the accounts in need of attention. The customization of the dashboard allows each team member to see their issues at a glance. The running record of the collector's contact notes is well organized and allows all team members to understand issues and recommend corrective actions. **What do you dislike about Tesorio?** It would be useful to create custom aging reports instead of using the standard 30-60-90 day tranches. This would allow the team to focus on the aging as it will appear at reporting date. **Recommendations to others considering Tesorio:** Tesorio integrates well with NetSuite, and was quick and easy to integrate into our system. **What problems is Tesorio solving and how is that benefiting you?** Prior to using Tesorio, the collections team maintained contact notes in an excel file which was cumbersome and difficult to sort through to follow the history. The tags and notes within the Tesorio app are far more useful and efficient with the team's time. This allows the team to get more done during the work day. The data downloads from Tesorio are customizable and allow the team to organize the data easily for internal reporting. **Official Response from Margaret Link:** > Hi Tim! Thanks for taking the time to leave a review – means a lot to our team. 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! ### 6. Best cash flow performance platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** August 06, 2021 **What do you like best about Tesorio?** Tesorio is easy to use and implement; with its Intuitive navigation, option to customize and build different reports, it's the best tool for the Collections team. It provides everything needed for the companies to manage their cash flow with accurate real-time predictions. It integrates with different ERP systems relatively easily, and their team is available to help with any inquiries and offers exceptional support to their business partners. One of the best companies to work with! **What do you dislike about Tesorio?** There's nothing to dislike about this product **Recommendations to others considering Tesorio:** This tool will provide everything you need to manage collections, it's worth it, and it has good ROI value. **What problems is Tesorio solving and how is that benefiting you?** Fast implementation and integration with different ERP systems. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback with us! We're thrilled to hear that Tesorio has been helping your Collections team manage cash flow effectively. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if there have been any updates that 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 sharing any new insights! ### 7. Automation Makes AR Collection Easy and Fun! **Rating:** 5.0/5.0 stars **Reviewed by:** Jun F. | Global Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Tesorio?** If anyone thinks an enterprise company that has a lower volume of invoices doesn’t need a collection tool like Tesorio, think again, as it helps us gain massive efficiency in accounts receivable. Tesorio also gives us a higher level of consistency in our communication with our strategic customers so they feel like they are our most important client, even though they are part of a behind the scenes automated campaign. This great tool definitely outshines other competitors in many ways! The implementation was fast and easy. Literally it took us a couple days to get it live and with no interruption to our daily work. We love the two way sync with our ERP system, NetSuite. Assigning a tag/ label makes collaboration easy, and gives our team a workspace to manage tasks. With clear workflow and efficiency on Tesorio, we are able to have fun while working as a remote team, unlike the good old days stressing out about collections. The solution provides the insights we need for forecasting short term cash flows with great confidence. The list just goes on and on and their awesome customer support team is just icing on the cake! **What do you dislike about Tesorio?** I can’t think of anything at the moment. The team is constantly working on something new to make this great platform even better so I can’t wait to see what’s out next! **What problems is Tesorio solving and how is that benefiting you?** It helps us gain massive efficiency in accounts receivable. Tesorio also gives us a higher level of consistency in our communication with our strategic customers so they feel like they are our most important client, even though they are part of a behind the scenes automated campaign. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Jun! We’re happy to hear that Tesorio has been instrumental in driving efficiency in your AR. 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. 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! ### 8. This is a great product that has a lot of potential **Rating:** 4.0/5.0 stars **Reviewed by:** Sara Y. | S, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2021 **What do you like best about Tesorio?** Tesorio is a great tool and has continued to provide great customer service throughout our entire partnership. They are always asking for feedback and finding ways to improve their product. The tool has a lot of potential for automating of AR processes. They are super helpful when you have questions whether be by getting support through our CSM or their help docs **What do you dislike about Tesorio?** I can't think of anything I dislike about the product **What problems is Tesorio solving and how is that benefiting you?** Because of current resource constraints, we are not utilizing Tesorio to their fullest potential however our whole AR process was relying on Tesorio historically. It is a great tool for collaboration **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Sara! We’re happy to hear that Tesorio has been a valuable tool for automating AR processes and fostering collaboration within your team. Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and how 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! ### 9. Great partner! **Rating:** 4.5/5.0 stars **Reviewed by:** Tara K. | Global Order to Cash Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Tesorio?** Tesorio are very quick to respond to feedback, open with sharing their product roadmap, and eager to improve at all times. **What do you dislike about Tesorio?** Syncing with large sets of data can be quite slow. **Recommendations to others considering Tesorio:** Get to know the roadmap so you know what's coming up that might make your life easier! Tesorio have been very willing to share. **What problems is Tesorio solving and how is that benefiting you?** Automate collections efforts for the bulk of our past-due customers **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Tara! We’re happy to hear that Tesorio’s automation features have helped streamline collections efforts, especially for past-due customers. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with the updates we've made to data syncs, and if other 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! ### 10. Great tool for staying top of A/R! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2021 **What do you like best about Tesorio?** Automation! I have experience with similar collection tools and Tesorio really takes the lead in staying on top of all your accounts and customers. The campaigns help reduce the repetitive follow-ups you find yourself manually doing every day. **What do you dislike about Tesorio?** Im still learning the ins and outs of the Tesorio so I have no issues as of yet! **What problems is Tesorio solving and how is that benefiting you?** No account goes unnoticed as long as you utilize features Tesorio has to offer. Productivity increases and the dashboards give you visibility of all your collection efforts. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We're happy to hear that Tesorio’s automation features have been instrumental in staying on top of your accounts and reducing manual follow-ups. Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Thanks again for considering sharing any new insights! Cheers ### 11. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Tesorio?** Holistic feature set for end to end customer statements, collections needs for companies **What do you dislike about Tesorio?** Wish it also baked in cash application with ERPs like NetSuite and integrated with a bank's lockbox/payments file to do that automatically **What problems is Tesorio solving and how is that benefiting you?** Statements, collections **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! We're glad to hear that Tesorio has been helping your company with customer statements and collections. We wanted to let you know that Tesorio now offers cash application functionality. Since some time has passed, we'd love to hear how your experience with Tesorio has evolved and would appreciate any feedback on the cash application feature, if you’ve had the chance to use it. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Thanks again for considering sharing any new insights! ### 12. Nothing but positive things to say about the portal and the supporting staff. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2021 **What do you like best about Tesorio?** The status tags for both customer and invoice level, along with the automated follow-up emails. **What do you dislike about Tesorio?** The formula used to calculate the collections estimate. **What problems is Tesorio solving and how is that benefiting you?** The campagins have helped with keeping track with which customers we need to follow up with. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! We're happy to hear that Tesorio’s status tags and automated follow-up emails have been helpful in managing your customer and invoice-level tasks. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if any updates, such as enhancements to the collections estimate, have made a difference for your team. Thanks again for considering sharing any new insights! ### 13. Tesorio makes following up with customers more manageable **Rating:** 4.5/5.0 stars **Reviewed by:** Sara S. | Accounts Receivable Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2021 **What do you like best about Tesorio?** I like being able to see when was the last time I contacted someone. I can keep track of invoices with the notes **What do you dislike about Tesorio?** Sometimes Tesorio has glitches with the emails or their invoice filters. **What problems is Tesorio solving and how is that benefiting you?** I can keep up with collection efforts and anyone can access our notes so it makes it easy keep everyone updated. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Sara! We’re happy to hear that Tesorio has made it easier to manage customer follow-ups and track collection efforts through notes and invoice tracking. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with any updates related to email functionality and invoice filters, and if other 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! ### 14. User-friendly and efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2021 **What do you like best about Tesorio?** The Dashboard provides a snapshot of Overview at a glimpse The tool is highly user-friendly for any new user. I love that it syncs the emails, and all history is available if the account is reassigned to another user. The Campaign is providing invaluable to work more efficiently by sending out reminders to customers. Tags have been great for reporting purposes **What do you dislike about Tesorio?** Campaign perhaps to also be able to print preview the inovice/statement prior to approving **Recommendations to others considering Tesorio:** I would highly recommend **What problems is Tesorio solving and how is that benefiting you?** The team is so more efficient, reassigned account at the click of a button. It means we can concentrate or flag by using the Tags with the management of pending issues. Loving the predictive payment date based on customers behavior, it helps with cash forecasting metrics **Official Response from Margaret Link:** > We're thrilled to hear that Tesorio has made your team more efficient and has provided valuable tools for managing pending issues. Thank you for recommending us! We will continue to work on improving our features based on your feedback. 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! ### 15. The Tesorio team goes above and beyond and is constantly evolving to address business needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** July 28, 2021 **What do you like best about Tesorio?** The flexibility and collaboration within the tools are precious to our team. **What do you dislike about Tesorio?** There is room for improvement when it comes to "queues" and visibility into workload management. However, even business use case is different, but that might be the complexity of our book of business. **What problems is Tesorio solving and how is that benefiting you?** Collections is complex and managing different types of customers adds to that complexity. Tesorio allows us to generalize some customers but treat others with a more white-glove experience. That is extremely important when wanting to create different customer experiences. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! We’re delighted to hear that Tesorio’s flexibility and collaborative tools have been valuable to your team. We appreciate your feedback regarding workload management and queues. Since your review, we’ve made improvements to the queues functionality and introduced workload management widgets on the dashboard to help provide better visibility into tasks, priorities, and collector allocation. Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Thanks again for considering sharing any new insights! Cheers ### 16. Easy & Robust Collections Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2021 **What do you like best about Tesorio?** Having Tesorio allows our team to keep all information relevant to collections in one place, which keeps our machine running quickly & efficiently. **What do you dislike about Tesorio?** Although the ability to leverage custom fields at the micro-level (invoice/customer) workspaces is excellent thanks to the robust NetSuite integration, the macro-level (subsidiary/company) dashboards do not yet allow for equally extensive customization. **What problems is Tesorio solving and how is that benefiting you?** Tesorio makes it easy to stay organized, keeps all stakeholders better informed, and gives us more control over the collections process. **Official Response from Margaret Link:** > Thank you for sharing your positive experience with Tesorio. We understand the importance of customization at both micro and macro levels, and we are continuously working to enhance our platform to better meet your needs. 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! ### 17. ar program that immediately shows positive impact! **Rating:** 5.0/5.0 stars **Reviewed by:** Juan E. | senior otc specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2021 **What do you like best about Tesorio?** the tags I can create, the forecasting features **What do you dislike about Tesorio?** doesn't have a customer grading system for ae's to utilize when speaking to customers about renewals **What problems is Tesorio solving and how is that benefiting you?** timing consumption, and creating many types of reports used by different departments **Official Response from Demi Hingeley:** > Thanks for your feedback! We're glad you're enjoying the forecasting features and tags. Since your review, we’ve launched a Customer Score for grading customers. If you have a moment, we’d love for you to update your review to reflect your latest experience: https://trytesorio.co/4jSjyDp ### 18. Great software to help you bring down your DSO **Rating:** 5.0/5.0 stars **Reviewed by:** Brannen C. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2020 **What do you like best about Tesorio?** We have it integrated with NetSuite and use it for maintaining real-time notes on our customer receivable balances that are past due. This has allowed us to ditch our AR aging spreadsheets that contained these notes before and that were outdated the minute they are produced. We also use Tesorio to send automated emails to customers with copies to relevant people within our sales organization. We found the functionality in NetSuite on these two items was quite lacking. As a result of using Tesorior, we gain back valuable time allowing our team to be much more efficient at cash collection activities. We've seen a decent drop in our DSO since we implemented approximately 18 months ago. **What do you dislike about Tesorio?** We've had some issues with automated collection emails being hung up in customer's spam filters. It would be great if there were some ways that Tesorio could help with reducing this. **What problems is Tesorio solving and how is that benefiting you?** Ultimately, we are working towards having a better experience for our customers in the order to cash cycle and also we are focused on maximizing cash flow. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Brannen! We’re happy to hear that Tesorio’s integration with NetSuite has helped streamline your collections process, maintain real-time notes, and reduce your team’s reliance on AR aging spreadsheets. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates, especially around email deliverability, 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! ### 19. Would not be able to hit our targets without Tesorio **Rating:** 5.0/5.0 stars **Reviewed by:** Lorna G. | Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2020 **What do you like best about Tesorio?** The ability to customise our dunnings - particularly for the high volume - low value ledger that we do not have the capacity or option with our current ERP to reach out to individually. We also utilise the 'tag' feature as an easy way to identify different groups of customers that does not require time consuming manual grouping. Tesorio's support team are always on hand & available to assist with some issues & suggest resolutions or processes to work with our requests. The building of dunning campaigns are very user friendly & can adapt to whatever way you wish to run while the approval process is very easy & keeps stats on the number of dunnings sent. **What do you dislike about Tesorio?** At present we cannot sync our in house billing platform to run invoice copies with the dunnings but this is more of an inhouse issue rather than Tesorio. **What problems is Tesorio solving and how is that benefiting you?** High volume - low value customer contact - we would not have the headcount to reach individually without these dunning features. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Lorna! We’re happy to hear that Tesorio has helped contribute to your success in hitting targets. 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. 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! ### 20. Tesorio Feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** August 03, 2021 **What do you like best about Tesorio?** 1. I like the interface 2. Emails - I like the way it captures the email conversations. 3. User friendly **What do you dislike about Tesorio?** It's not updating the contacts and invoice data in real time **What problems is Tesorio solving and how is that benefiting you?** Emails are not getting updated by I was told by someone at Tesorio that Netsuite is the true source to update contact. I will have to check and revert. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2. We're pleased to hear that you find Tesorio's interface user-friendly and are a fan of email conversations. Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve and your latest feedback on our improved data syncing with NetSuite. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Thanks again for considering sharing any new insights! Cheers ### 21. One of the best A/R management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2021 **What do you like best about Tesorio?** I like the fact that Tesorio gives us the prediction of the customer payment date based on the history. I like the new Insight graphs. **What do you dislike about Tesorio?** We are only able to refresh the data 3 times a day based on the setting. It would be nice to have the data refresh every hour automatically. **What problems is Tesorio solving and how is that benefiting you?** Currently no problems with Tesorio right now. **Official Response from Margaret Link:** > We're thrilled to hear that Tesorio is meeting your A/R management needs. 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! ### 22. Application with Comfort **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Tesorio?** Tesorio is one of the best applications that i have come through where i use for my day to day operations as it is very much self explanatory. & ease to work on.The automatic reports that it displays is so meaningful and we no need to search or wait to populate the data anymore.. **What do you dislike about Tesorio?** It can better in reassigning the accounts when we upload an excel file it should have capability of reassigning at back .. **What problems is Tesorio solving and how is that benefiting you?** Collections activities that i am performing while searching for an Account & invoice made my life easier. **Official Response from Demi Hingeley:** > Thank you for your positive feedback! We're glad Tesorio’s intuitive interface and automatic reports are making your day-to-day easier. We heard your feedback on reassigning accounts—and good news! We've added new reassignment capabilities to help teams stay flexible and better manage workloads. If you have a moment, we’d love to hear how your experience has evolved. Please consider updating your review here: https://trytesorio.co/4jSjyDp Cheers, Demi ### 23. Good Platform for automated Collections & Reports **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Tesorio?** Campaigns are automated, and it's easy for follow-ups, Easy to manage workspace and download reports as per requirement **What do you dislike about Tesorio?** The dashboard needs to be easier to access or available for users to change the formats. **What problems is Tesorio solving and how is that benefiting you?** There was due date disconnection in Tesorio andTesorio team resolved immediatly **Official Response from Demi Hingeley:** > Thank you for sharing your feedback with us! We're glad to hear that Tesorio’s automated campaigns and easy-to-manage workspaces have made a difference in your collections process and reporting. We appreciate your input on dashboard and wanted to let you know that we’ve made some enhancements, including more flexible customization options and improved widgets. Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Thanks again for considering sharing any new insights! Cheers ### 24. Excellent collections management tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Tesorio?** What I like most about my Tesorio solutions is the ease of implementation and use—quickly integrated to NetSuite and very intuitive to use. **What do you dislike about Tesorio?** There's really no downside to using Tesorio. **What problems is Tesorio solving and how is that benefiting you?** Increasing cashflow and reducing aged AR **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We're glad to hear that Tesorio has helped increase cash flow and reduce aged AR. Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Thanks again for considering sharing any new insights! ### 25. Very easy to view past due invoices and email customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** November 02, 2021 **What do you like best about Tesorio?** Ability to send email and invoices quickly **What do you dislike about Tesorio?** Refresh times for data do not seem to occur frequently enough **What problems is Tesorio solving and how is that benefiting you?** Liquidity - ability to jump on past due invoices quicker **Official Response from Demi Hingeley:** > Thank you for sharing your feedback with us! We're glad to hear that Tesorio helps you stay on top of past due accounts and improve liquidity. Since some time has passed, we’d love to hear how your experience with Tesorio and our enhanced data syncs has evolved and if there have been any updates that have made a difference for your team. Thanks again for considering sharing any new insights! ### 26. Slick UI and simple to integrate with NetSuite **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Tesorio?** Tesorio user Interface is straightforward for users to get the hang of and drives engagement with the platform. Integration is essentially 'plug and play' with NetSuite. Can get up and running in minutes. **What do you dislike about Tesorio?** Parent/Child customer hierarchy is not as clean-cut as in NetSuite and has caused users some issues. **What problems is Tesorio solving and how is that benefiting you?** Increase cashflow. We are lowering debtor days and streamlining and saving the Finance team a substantial amount of time debt chasing. **Official Response from Margaret Link:** > We're glad to hear that you find our user interface slick and easy to integrate with NetSuite. We strive to make the onboarding process as seamless as possible! 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! ### 27. Simple to use, has all the tools and functionality needed and really quick and easy to implement! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2020 **What do you like best about Tesorio?** Easy implementation with no/ minimal engineering effort. Salesforce integration is a real benefit for us. Able to provide Sales Teams insight into the world of finance with easy to use filters and functions which improves visibility and a reduction in internal question/ data handling. The ability to create complex + custom collection workflows. **What do you dislike about Tesorio?** Can only connect one payment gateway for invoices to be paid on CC i.e. only collect CC payments in once currency - we connected our USD gateway, which has resulted in our AUD invoices being settled in USD, which causes problems for finance. The ability to split campaigns and reports etc across multiple subsidiaries and currencies is clunky. We don't use the AP product as this does not meet our needs just yet, we look forward to the evolution of this product. **What problems is Tesorio solving and how is that benefiting you?** Our ageing, in a global pandemic, is at the lowest its ever been, Tesorio has been a huge help in this regard, but for full disclosure, we added 1.5 headcounts to the AR collections team. **Official Response from Demi Hingeley:** > Thank you for your thoughtful review! We’re thrilled to hear that Tesorio has been easy to implement and that features like Salesforce integration, custom workflows, and finance visibility for Sales have helped reduce aging and streamline collaboration. We appreciate your feedback on areas like multi-currency handling and campaign flexibility. We’ve released many enhancements since your review and are continually working to improve the platform across the board. If you have a moment, we’d love to hear your latest thoughts—feel free to update your review and let us know how your experience has evolved: https://trytesorio.co/4jSjyDp Thank you! Demi ### 28. Great Collections Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2020 **What do you like best about Tesorio?** As a company is hyper-growth mode, we needed something that would be easy to implement and see immediate time and energy savings. Tesorio was absolutely the tool for the job. By just putting a few of their features in place, Tesorio allowed us to maintain our collection rates as we continued to grow, without increasing the time and effort spent. When we added more team members and could devote more time to the project, we were able to circle back to further develop our Tesorio tools to create even more efficiencies within AR. Last but not least, their customer support team is always very helpful and responsive. **What do you dislike about Tesorio?** While Tesorio accomplishes the "must have features" we were looking for, an area that we would like to see improvement on is the ability to help forecast. Currently, the forecasting abilities are fairly limited and not flexible to company-specific assumptions and models. **What problems is Tesorio solving and how is that benefiting you?** Growing number of customers and invoices with only 1 primary person managing collections. Diverse subsets of customers with varying degrees of processes. Cash being a company-wide priority. Tesorio allows us our to have only one AR Specialist effectively manage a growing number of invoices outstanding. We are able to create different workflows based on customer size and internal processes. Notes and tagging allow reviewers and other company stakeholders to quickly gain and understanding of where payment is/when it will be expected to be received. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! We’re glad to hear that Tesorio has been a valuable tool in helping your team manage collections efficiently. We appreciate your input on forecasting, and we’re excited to let you know that we’ve enhanced our AR Forecast, AP Forecast, and 13-week cash flow forecast capabilities. If you’ve had a chance to explore these features, we’d love to hear your thoughts on how they’re working for your team. Since some time has passed, we'd also love to hear if your experience with Tesorio has continued to evolve. Your updated feedback would be incredibly valuable as we continue to innovate and improve the platform. Thanks again for considering sharing any new insights! Cheers ### 29. Excellent support, revolutionized our collections **Rating:** 5.0/5.0 stars **Reviewed by:** Tara K. | Order to Cash Operations Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2020 **What do you like best about Tesorio?** The workspaces are super helpful and allow users to have a "saved search" for all intents and purposes. You can filter your AR balances by customer or by invoice, and it helps pinpoint where you need to work. **What do you dislike about Tesorio?** It can be a little slow to load, especially when you have a lot of data. We sync with Netsuite three times a day and loading a customer can sometimes be slow. **What problems is Tesorio solving and how is that benefiting you?** Automated communications to our customers so we don't have to spend hours every day writing emails about past due balances. The templates and campaigns significantly reduce the time spent. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Tara! We’re happy to hear that Tesorio’s workspaces and filtering capabilities have been instrumental in streamlining your collections process and helping you target AR balances effectively. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with syncing and load times, 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! ### 30. User Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Tesorio?** Easy to read, use the system, able to download Aging to analysis outstanding debts of clients **What do you dislike about Tesorio?** SOA & outstanding invoices not pay need to go & manual approve then the SOA & Invoice will send to client. **What problems is Tesorio solving and how is that benefiting you?** no problems **Official Response from Demi Hingeley:** > Thank you for sharing your feedback! We're thrilled to hear that Tesorio is easy to use and helps you effectively analyze outstanding debts. We understand the frustration around the manual approval process for sending SOAs and invoices, and want you to know that we're actively working to improve this experience. If you have a moment, we’d love to hear how your experience has evolved. Please consider updating your review here: https://trytesorio.co/4jSjyDp ### 31. Great Application and Easy to Use! **Rating:** 4.0/5.0 stars **Reviewed by:** Michelle T. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2020 **What do you like best about Tesorio?** The campaigns are great and some customizing to workspaces. I like the ability to filter certain parameters to set up a quick view of invoices in your workspace. It is a great application overall and is exciting to hear there are more features coming in the near future. **What do you dislike about Tesorio?** The reporting could be more manageable with cleaner notes and emails as it relates to formatting etc. **What problems is Tesorio solving and how is that benefiting you?** Enhancements to more customization with campaigns and workspaces along with improving reporting. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Michelle! We’re happy to hear that Tesorio’s campaigns and workspace customization features have been valuable for setting up efficient views and managing invoices. Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with improvements in reporting, and if other 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! ### 32. User Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** July 28, 2021 **What do you like best about Tesorio?** Easy to use and the support team is great **What do you dislike about Tesorio?** Sometimes in creating campaigns it can have system issues **What problems is Tesorio solving and how is that benefiting you?** How to narrow down urgent delinquencies. Who to target **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! Since some time has passed, we wanted to let you know that we’ve made several enhancements to our campaigns functionality to improve performance and flexibility. We’d love to hear how these updates and your experience with Tesorio have continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Thanks again for considering sharing any new insights! ### 33. Excellent AR Dunning Dunning Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2020 **What do you like best about Tesorio?** Excellent user interface. The improvements we saw in DSO and the time saved by the AR team was significant. **What do you dislike about Tesorio?** Not much to dislike at all. IT took us a bit to design dunning campaigns that would be most effective for our purposes but once established, it was easy to maintain. **Recommendations to others considering Tesorio:** This is a really great tool for AR automation and for communication in a standardized and structured pattern with your customers. I have used it at both my jobs and would strongly recommend it. Overall the work ethic of the leadership team is what I believe to be the biggest strength of this product and therefore I continue to use and recommend it. **What problems is Tesorio solving and how is that benefiting you?** DSO improvement was the main objective. Also for better internal controls, we wanted to send out system-generated statements. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! We’re thrilled to hear that Tesorio has helped improve your DSO and save your AR team significant time. Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Thanks again for considering sharing any new insights! Cheers ### 34. Great AR management tool to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian S. | Director of Tax & Treasury **Reviewed Date:** February 24, 2021 **What do you like best about Tesorio?** Customer service and responsiveness are excellent. **What do you dislike about Tesorio?** There is nothing that I could think that I dislike. **What problems is Tesorio solving and how is that benefiting you?** We use Tesorio for dunning emails and letters we sent to our customers and it is working very well. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback, Brian! We’re happy to hear that Tesorio has been effective in helping you manage your dunning emails and letters for customer outreach. 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! ### 35. Great collection tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2020 **What do you like best about Tesorio?** The dashboard is very helpful and it keeps the team focus on at risk accounts. We are using the dunning campaing diaily and these automated past due notifications let the collectors spend more time on the dispute resolutions. Team is more productive and our customers are informed of the outstanding invoices. **What do you dislike about Tesorio?** I would like to see more customized reports in the future. **What problems is Tesorio solving and how is that benefiting you?** Tesorio helped us to simplify the collections process and authomate the manual AR communication with the customers. **Official Response from Demi Hingeley:** > Thank you for sharing your feedback on G2! We’re glad to hear that Tesorio’s dashboard and automated dunning campaigns have helped keep your team focused on at-risk accounts and made your collections process more efficient. We appreciate your input on reporting, and since your review, we’ve introduced more advanced reporting capabilities and insights. Since some time has passed, we'd love to hear if your experience with Tesorio has continued to evolve. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Thanks again for considering sharing any new insights! Cheers ### 36. User Friendly, Customizable A/R Processing software that is what our evolving world needs **Rating:** 4.5/5.0 stars **Reviewed by:** Enza D. | Data Integrity Analyst; WTIS Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** May 28, 2020 **What do you like best about Tesorio?** I like that you can customize the functions in order to meet your needs and is able to automate a lot of manual tasks that have saved hours of time **What do you dislike about Tesorio?** The reporting can be improved as the functions are extremely customizable but the reporting is not yet **What problems is Tesorio solving and how is that benefiting you?** It is extremely time saving as automation with Accounts Receivable is rather new as it has been extremely manual and time consuming for years. Tesorio is solving that issue. **Official Response from Demi Hingeley:** > Hi Enza, Thank you for your feedback! We're so glad to hear that Tesorio’s automation and customization features have helped save your team valuable time—it's exactly what we aim for. We appreciate your note on reporting. We’ve released many enhancements across the platform and reporting since your review, and we’d love to hear how your experience has evolved. If you have a moment, feel free to update your review: https://trytesorio.co/4jSjyDp Thanks again for sharing! Cheers, Demi ### 37. Tesorio makes collections management a breeze! **Rating:** 5.0/5.0 stars **Reviewed by:** Cayde R. | AR Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2020 **What do you like best about Tesorio?** Tesorio is so easy to navigate and organize. The dunning campaign has worked flawlessly and saves so much time in managing constant emails to customers regarding collections. The dashboard is easy to customize, and has enough options to meet all of our needs for collections. **What do you dislike about Tesorio?** The only thing I dislike is the inability to change contacts per individual email. **Recommendations to others considering Tesorio:** Make sure you are using the full capabilities of NetSuite as Tesorio integrates exactly to what is used in NetSuite **What problems is Tesorio solving and how is that benefiting you?** We are automating our collections process and keeping more organized records of collections efforts. **Official Response from Demi Hingeley:** > Hey Cayde, Thank you for your great feedback! We’re thrilled to hear that Tesorio’s dunning campaigns and customizable dashboard are making collections management easier and more efficient for your team. We appreciate your note on contact flexibility—we’ve released several enhancements to contacts since your review and would love to hear how your experience has evolved. If you have a moment, feel free to update your review: https://trytesorio.co/4jSjyDp Thanks again for sharing your experience! Best, Demi ### 38. Excellent AR/AP management tool, easy implementation and user friendly interface **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2019 **What do you like best about Tesorio?** We loved the AR dunning process and have seen an improvement in our DSO as a result Mass communications to customers is easy to schedule and manage. We use Tesorio to send customer statements and that has been extremely helpful. **What do you dislike about Tesorio?** There are a few things in the works like being able to sort the AR aging by invoicing item type. But overall there is not much to dislike. This is a truly great product. The cash forecast functionality is still being improved upon but gives a fairly decent guideline on cash flow forecast. **Recommendations to others considering Tesorio:** This is the easiest implementation I ave ever seen. WE on boarded about 6-8 users and them start using the system in the very first week. Let your team sync their emails to Tesorio to enhance the benefit of customer communications. **What problems is Tesorio solving and how is that benefiting you?** AR dunning (several as noted above biggest is easy customer communications and reduced DSO) Customer Statements - system automatically sends customer statements. AP management (better view of AP aging and easy to see recent vendor communications) **Official Response from Demi Hingeley:** > Thank you for the great feedback! We’re thrilled to hear that Tesorio has helped reduce your DSO, streamline customer communications, and support your financial processes with ease. We appreciate your notes on aging sort by item type and cash forecasting—both are areas we’ve continued to improve. Since your review, we’ve released several enhancements across the platform, and we’d love to hear how your experience has evolved. If you have a moment, feel free to update your review and share your latest thoughts: https://trytesorio.co/4jSjyDp Thanks again! Cheers, Demi ### 39. Work Smarter - Use Tesorio **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2018 **What do you like best about Tesorio?** - Ease of use. It is a simple, straight forward, powerful interface **What do you dislike about Tesorio?** The product roadmap is still being worked through. I love the software, want to use it in more areas to address more things but some of the features are still on the roadmap and not entirely baked. The team is very forward thinking and great to work with so I have no concerns that they will execute on additional features that make the product even better. **Recommendations to others considering Tesorio:** The tools that are available are awesome. Not every need you might have right now will be met, but they will get there and you will enjoy the experience a ton in the meantime. **What problems is Tesorio solving and how is that benefiting you?** - Time saver. Instead of having to build reports and models from data in NetSuite we get to move things to the decision state. Analysis and review of FX, AR, collections, and AP are much easier to manage. - A more functional way to assess ForEx exposure on a more regular basis. - Super slick management of customer invoices, collections, and the communication surrounding these items. - Very easy way to manage short term cash forecasting and working capital management. **Official Response from Demi Hingeley:** > Thank you for the great review! We’re so glad to hear that Tesorio’s ease of use and powerful interface helped streamline your AR, FX, and cash forecasting workflows. Since your review, we’ve released many new features and product enhancements to address exactly the kinds of roadmap items you mentioned—from more robust forecasting tools to expanded automation across order-to-cash processes. If you have a moment, we’d love to hear how your experience with Tesorio has evolved over the years. Feel free to update your review: https://trytesorio.co/4jSjyDp Thanks again for being an early advocate—we appreciate your support! Cheers, Demi ### 40. Robust and intuitive product that revolutionizes workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2018 **What do you like best about Tesorio?** -User friendly and intuitive design -Incredibly fast processing speed -Interactive invoices dashboard provides everything Accounts Receivable accountant needs in one place to assess collection risk, prioritize, manage contacts, workflows, and notes. Unlike what is done in accounting system, in Tesorio you don't have to click around and open many new windows -Products team is available at a moment's notice and implements customer feedback rapidly (once a suggestion was implemented within 15 minutes) **What do you dislike about Tesorio?** Nothing so far. The team is responsive and addressed my feedback in a timely manner **What problems is Tesorio solving and how is that benefiting you?** Every Accounts Receivable workflow has improved since Tesorio was synced to our accounting system. -Collections follow-up time decreased substantially and difficult customer accounts are identified at point of booking -Days sales outstanding ratio is updated daily and uses a weighted average, providing relevant and real-time decision-making insight **Official Response from Demi Hingeley:** > Thank you for the great feedback! We’re so glad to hear that Tesorio’s intuitive design, speed, and interactive dashboard made such a strong impact on your AR workflows and decision-making. Since your review, we’ve continued to evolve the platform with many new features and enhancements—including deeper insights, smarter workflows, and expanded capabilities across collections and forecasting. If you have a moment, we’d love to hear how your experience has evolved over the years. Feel free to update your review: https://trytesorio.co/4jSjyDp Thanks again for being part of our journey! Cheers, Demi ## Tesorio Discussions - [Is there any scope, if you can make the Sync option on real time basis.?](https://www.g2.com/discussions/is-there-any-scope-if-you-can-make-the-sync-option-on-real-time-basis) - 1 comment, 1 upvote - [What is the best way to use Tesorio to its fuller capacity?](https://www.g2.com/discussions/what-is-the-best-way-to-use-tesorio-to-its-fuller-capacity) - 1 comment, 1 upvote - [Is it possible in Tesorio to provide us in Collections the entire account of a customer that shows all payments being applied to its invoices?](https://www.g2.com/discussions/is-it-possible-in-tesorio-to-provide-us-in-collections-the-entire-account-of-a-customer-that-shows-all-payments-being-applied-to-its-invoices) - 1 comment, 1 upvote - [How do I use Tesorio to its full potential with its existing features?](https://www.g2.com/discussions/how-do-i-use-tesorio-to-its-full-potential-with-its-existing-features) - 2 comments, 1 upvote - [View Tesorio pricing details and edition comparison](https://www.g2.com/products/tesorio/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+05%3A51%3A27+-0500&secure%5Bsession_id%5D=5239f6e5-7b83-4ea7-82dd-837ad13c9a32&secure%5Btoken%5D=3a4d40a4f5bbaca5feccc02b644e3a657984335f318b395aba2325935c7dac1b&format=llm_user) ## Tesorio Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Coupa](https://www.g2.com/products/coupa-software-coupa/reviews) - [Cursor](https://www.g2.com/products/cursor/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [MCP Server](https://www.g2.com/products/mcp-server/reviews) - [Microsoft Dynamics 365 Supply Chain Management](https://www.g2.com/products/microsoft-dynamics-365-supply-chain-management/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Net@Suite](https://www.g2.com/products/net-suite/reviews) - [Plaid](https://www.g2.com/products/plaid/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [SAP Ariba](https://www.g2.com/products/sap-ariba/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews) - [Workday Financial Management](https://www.g2.com/products/workday-financial-management/reviews) - [Zuora](https://www.g2.com/products/zuora-zuora/reviews) ## Tesorio Features **Customer Credit** - Credit Limits **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Reporting** - Status - Customer Credit - History **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Invoice Matching** - Incomplete Payments - Match Invoices and Payments - Errors and Adjustments - Cash Application **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Integrations** - Accounting - ERP **Collections** - Late Payments - Disputed Transactions - Personalized Customer Messaging - Customer Profiles **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Transactions** - Invoices - Payments **Analytics** - At Risk Customers - Esimated vs Actual Receipts - Collections Effectiveness - Scaleability - Artificial Intelligence **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **Workflows** - Approvals - Reconciliation **Self Service** - Customer Portal - Financial Documents **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Agentic AI - Accounts Receivable Automation** - Autonomous Task Execution **Agentic AI - Credit and Collections** - Autonomous Task Execution - Multi-step Planning - Adaptive Learning **AI - Accounts Receivable** - Generative - Responses - Predictive Analytics ## Top Tesorio Alternatives - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (398 reviews) - [Quadient Accounts Receivable](https://www.g2.com/products/quadient-accounts-receivable/reviews) - 4.4/5.0 (154 reviews) - [Billtrust](https://www.g2.com/products/billtrust/reviews) - 4.4/5.0 (509 reviews)