Tesorio Reviews & Product Details

It compiles all our invoices and requirements in one page—basically, a handy and good software to manage business. We have been using Tesorio since a long time now, it has really been a good software in managing all things related to Accounts receivable i.e. customer payments, Credit memos, invoices. The different innovations that Tesorio have had always been a good thing for our company. For eg:

-Recently, we tried to automate payments into NS. Tesorio did a great job in automating payments via uploading the bank statement and then integrating the same to NetSuite. It has helped a lot in my day to day transactions.

- Tesorio gave us opportunity to design a template and then send emails to customers. It has been a good time management thing I have ever come across.

I would definitely recommend Tesorio to other companies. Review collected by and hosted on G2.com.

Actually, nothing to dislike but sometimes there is an issue with the server. However, it gets resolved within a day which is a good thing. Also, the issue of the server comes once in a year, which is not at all to worry about. Review collected by and hosted on G2.com.

While only certain departments at my company have access to Netsuite or Salesforce, a much wider range of people have access to Tesorio, which integrates with the other two. This has made it much easier to communicate and collaborate across teams, and to make the financial data and invoicing visible to those that need to access it. I'm only an occasional user, but I especially like being able to see the history of invoices/credit memos, emails, notes, etc. as well as the analytics for collections. It makes it clear which stage of the process an invoice is at, and most things are automated. Review collected by and hosted on G2.com.

Again, I'm an occasional user and I only go in to look at very specific things. While the interface is easy to navigate and relatively intuitive, I find that I forget some of the workflows between my uses. I sometimes also struggle with company names vs account names vs invoicing entity, and how everything rolls up in the hierarchy. I believe these stem from upstream (Salesforce/Netsuite) but still impact my search results in Tesorio. Review collected by and hosted on G2.com.

All the team members can access the same data simultaneously and in real time. Anyone can look at it without being dependent on the other. Using the tool has helped us establish a seamless process and increased our efficiency to being a customer-centric organization. Review collected by and hosted on G2.com.

Tesorio inbox is not usable at all to manage emails. Review collected by and hosted on G2.com.

This has taken our automated contacts for dunning and statements to the next level. It's also giving us invaluable insight into stats, trends, and account histories. It very customizable and basically any view you want to see can be built. The online support, both AI based and actual humans, is also topnotch. Review collected by and hosted on G2.com.

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 easier

The second thing is that i wish the customer portal would integrate with more payment processors other than Stripe. Review collected by and hosted on G2.com.

I love the dashboards in Tesorio that allow you to tag and pull invoices that need special action into one spot. The notes are very helpful because we are able to write them back into NetSuite and Domo so that anyone in our finance organization who has questions on our cash goal or invoices getting paid can have insight into the work we are doing trying to collect. It also helps us manage our AR Team and have clear insight into the work that is being done to collect on each invoice. The Dunning campaigns have allowed us to reliably reach out to customers on a set cadence and have been entirely customizable. Review collected by and hosted on G2.com.

Any question that we have had, the support team has been able to research and either give us a solution or a work around for that question. Review collected by and hosted on G2.com.

I am the admin for Tesorio and the access to edit the templates, and campaigns as per my own choice is very easy.

The second functionality that I like the most is adding customer invoice-level fields from NetSuite to Tesorio. It is too simple and makes me feel independent as I don't have to depend on any IT Team for this. Review collected by and hosted on G2.com.

There is nothing specific that I don't like about Tesorio. I think, if we can export the data of the entire dashboard in one go, can be helpful. Review collected by and hosted on G2.com.

Tesorio has been a game changer in my role as Collections Manager at my company. The visibility that the notes and tags allow the executive team and sales reps to see my progress has improved our collections tremendously. It has also helped tracking progress of different invoices and cadence of outreach. Review collected by and hosted on G2.com.

I dislike that we have to wait a few hours for syncs, but it is manageable. Review collected by and hosted on G2.com.

Elegant Intuitive Design coupled with Functional Simplicity. Review collected by and hosted on G2.com.

Want for API's and Account Backup document storage. Review collected by and hosted on G2.com.

Collection Forecast, Streamline collections processes and visibility into collection statuses Review collected by and hosted on G2.com.

Sync Issues with ERP, Notes entered in one customer are being repeated to other customer accounts. Constantly have to exit from invoices and do a refresh. Review collected by and hosted on G2.com.

Effective collections rely on consistent reminders and check-ins with customers. Tesorio allowed us to automate these processes, sending notifications days before the due date, on the due date, and at regular intervals after a payment is overdue. Additionally, Tesorio stores email copies with each invoice or customer record, ensuring that discussions are retained and accessible for the entire collections team. It was so easy to implement and integrate with SageIntacct and the Banking system we were running in the system within a month. The support team is great. The best of all benefits, we were able to lower our DSO. Review collected by and hosted on G2.com.

Needs a little work on email management dashboard. But definitely not a show stopper. Review collected by and hosted on G2.com.