Tesorio Reviews & Product Details

Finance teams should spend their time on the decisions that move cash, not on the manual work that stands between Closed Won and Done. Every company runs on cash, yet getting from invoice to payment still depends on people uploading invoices to customer portals, chasing replies, and matching remittances by hand. Tesorio's agentic order-to-cash analyst does that work today. It follows up on open invoices, captures promise-to-pay dates, triages the collections inbox, applies cash, and keeps invoices current in customer portals. Your team handles what needs a person: priorities, customer relationships, and exceptions. Customers see up to a 30% reduction in DSO and have collected $355 billion through Tesorio. Companies using Tesorio include Fin, Veeva, GitLab, Plaid, Fastly, and Notion.

Seller

Tesorio

Discussions

Tesorio Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Demi Hingeley (B2B Marketing | Product Marketing | Events)

Used by Fin and 22 others

Beta

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

View More Pricing Information

Tesorio Integrations

(18)

Verified by Tesorio

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Verified User in Computer Software

Small-Business (50 or fewer emp.)

7/9/2025

"My experience with Tesorio has been extremely positive."

5/5

What do you like best about Tesorio?

It is a user-friendly platform which has enhanced our financial reporting. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

One drawback is that task reminders don’t automatically re-notify you after they’re initially set, which can impact follow-through. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback!

We’re happy to hear that Tesorio has helped enhance your financial reporting and streamline your customer accounts. We appreciate the note about task reminders, we will pass this along to our Product team. Your input helps us continue improving the platform. Thanks again for being a part of the Tesorio community!

– Demi

Jatin D.

Senior Executive Accounts

Enterprise (> 1000 emp.)

2/11/2022

"User experience, Tesorio's key features and ease of User."

5/5

What do you like best about Tesorio?

Best Features are like Customized Tagging, Prediction of payments, Assigning invoices and customers to each other, Posting Notes and extracting of Customized dunning reports in excel, sharing statements to partners in every format. Also, sending past due reminders from tesorios is very helpful and time saving. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Syncing issue. it would be great if we you upgrade this to real time syncing. Review collected by and hosted on G2.com.

Recommendations to others considering Tesorio:

Its a very useful tool, Best part is its customization features which saves times. Posting notes as per the latest updates is also a very useful feature. Last but not the least Tesorio team support is very helpful and always available for us and open for making any changes and providing resolutions on time. Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Extraction of Statements in a few seconds. Tracking of ageing of invoices, Variety of tamplates for sending payment reminders and statements to customers, Excelent Dashboard of an instant summary of information needed. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Jatin! We're glad to hear that Tesorio’s customized tagging, payment prediction, and flexible reporting features have made it easier for your team to manage collections efficiently.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if 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 sharing any new insights! Cheers

Verified User in Computer Software

Enterprise (> 1000 emp.)

7/9/2025

"Tesorio is a great system!"

5/5

What do you like best about Tesorio?

Great system for collections on overdue invoices. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Don't like it when other user change filters and changes what I have setup. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for your feedback! We’re glad to hear Tesorio is helping streamline your collections and keep everything organized in one place!

Totally understand the frustration around shared filters. You can always create your own private workspace with saved views and settings, so your setup stays just the way you like it.

Appreciate you taking the time to share your experience!

Cheers,

Demi

A L.

Director

Enterprise (> 1000 emp.)

11/15/2024

"Good Product - Works as expected"

4/5

What do you like best about Tesorio?

It's a convenient tool for sending out collection emails when you have a high volume of invoices. It's functions allow you to include multiple attachments which can be time consuming to do if manually drafting individual emails. It's also great for running detailed reports.

Customer support is quick to respond and assist with user issues. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The reports and filters can be tricky to customize. There are some filters that are not available. It's ok overall for reporting but when you have very specific criteria in mind, you are still forced to download the details and manipulate in Excel. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, A L!

We’re glad to hear that Tesorio has been helpful for automating collection emails, running detailed reports, and tracking collections efficiently. We appreciate your feedback on report customization and filters, and we’ll share this with our product team as we continue to make enhancements. Thanks again for taking the time to share your experience!

Verified User in Accounting

Enterprise (> 1000 emp.)

11/18/2024

"Very user friendly and easy to navigate"

5/5

What do you like best about Tesorio?

Tesorio is very user friendly and easy to navigate. I was able to jump right in with minimal training. I like that it connects with third party apps to sync payments and other valuable information over. The option to create my workspace and save it for my view only is very useful and comes in handy a lot. I like the many different filter options available to get precise results on what you are specifically looking for. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The only downside I have about Tesorio is the option to navigate between pages. If we could get the page numbers at the top and bottom that would be great. Also, if we can get the option to enter a specific page number to go to that would be useful as well. Sometimes when filtering on a specific amount I am needing, it doesn't always pull up (not sure why), but if I click through the pages, I can see the invoice amount I am looking for then. Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Tesorio is helping to solve unapplied payment issues and past due invoice issues. The unapplied payments is an issue because we have customers that will overpay invoices and we like the ability to see which customer(s) are doing this and reach out to them to get it resolved whether they want to apply the overpayment to a future invoice or issue a refund. It also helps in keeping track of which customers have past due invoices and allows us to reach out to the customer directly from Tesorio via email so that we can track communication between collector and customer. This helps in knowing when the invoice needs to be escalated to the next level if a customer isn't being responsive. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Hello! Thank you for sharing your feedback!

We're happy to hear that Tesorio is helping you tackle unapplied payments and past-due invoice issues effectively while keeping communication seamless.

We appreciate your feedback about navigation and filtering and will share this with our product team as we continue enhancing the platform.

Thank you again for taking the time to share your experience—it means a lot to us!

Cheers,

Demi

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/18/2024

"Faster, More Accurate and Beautifully Collaborative"

5/5

What do you like best about Tesorio?

I love being able to filter based on my own parameters to focus my efforts, I mostly filter on aging buckets or largest balances.

The collaborative nature is a huge plus, my colleagues can easily check when a customer has been contacted, find email addresses and this means that we are not duplicating work.

Very easy to run reports and to convert these to excel so that information can be shared with colleagues on other teams.

Sending automated email campaigns and statements is essential and Tesorio does this very reliably.

The 'Tags' Feature means that you can tell at a glance the overall status of an account and move on quickly if no action is needed. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

There is a delay in the sync between Netsuite and Tesorio - that may be our issue not Tesorio though or perhaps I need to learn to be more patient... Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Tesorio helps to keep me organized and focused, I am able to organize my day efficiently.

The Tesorio predictions for payment dates also allow me to quickly assess which Customers have historically had issues and so will probably require extra attention so Tesorio has become somewhat intuitive. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback on G2!

We’re happy to hear that Tesorio’s filtering, collaboration features, and reporting tools are making a difference for you and your team.

We appreciate your note on the sync timing with NetSuite and want to let you know we’re continuously working to enhance our integrations for a seamless experience. Thank you again for your valuable insights—they help us make Tesorio even better!

Cheers,

Demi

Verified User in Accounting

Enterprise (> 1000 emp.)

12/12/2024

"Very good"

5/5

What do you like best about Tesorio?

It's easy to use and gives an overview of our collections Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Predictions can be more precise so that we can have the actual collections number. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback! We appreciate it.

We’re glad to hear that you find Tesorio’s functions convenient and easy to use. We will share your feedback on syncing times with our product team as we continue to enhance the platform to better serve our users.

Thanks again for taking the time to share your thoughts with us!

Verified User in Computer Software

Mid-Market (51-1000 emp.)

1/19/2024

"Helped us to reduce DSO by over 10 days!"

4.5/5

What do you like best about Tesorio?

Ease of tagging invoices for specific campaigns. Customizability of the product for campaigns and views that are limited in NetSuite. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The integrated inbox isn't as user friendly as your gmail interface and doesn't offer multiple folders to file emails away in. You still have to manage your gmail inbox separately. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback!

We’re happy to hear that Tesorio has helped reduce your DSO by over 10 days and that campaign tagging has streamlined your collection efforts.

Since you mentioned inbox usability, we wanted to let you know about Tesorio's new Gmail Chrome Extension. It brings your AR data directly into your gmail inbox, providing one-click navigation to customer records, attach invoices and documents in seconds, and seamless task assignments—all within Gmail. This feature is designed to reduce system hopping and increase productivity, making collections management smoother and faster. For more details, feel free to reach out to your Customer Success Manager!

Since some time has passed, we'd love to hear how 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 updating your review and sharing any new insights! Cheers

Vlademier A.

Senior Collections Specialist

Enterprise (> 1000 emp.)

7/29/2024

"Amazing tool!"

5/5

What do you like best about Tesorio?

Next to none when it comes to it being user-friendly. The updates they continue to make are timely and relevant to the role of its users. Every update Tesorio makes really surprises me as they make my life easier. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I can't think of any feature that will make me NOT like the tool. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Vlademier!

We’re happy to hear that Tesorio is making a positive impact on your collections efforts and helping streamline your processes.

Thanks again for sharing your experience—your insights are invaluable as we work to keep enhancing the platform. Cheers!

Rolando V.

Sr. AR and Recover Analyst

Small-Business (50 or fewer emp.)

11/18/2024

"Tesorio exceeds my expectations of a AR Middleware."

5/5

What do you like best about Tesorio?

What I enjoy most about using Tesorio middleware is its ability to continually evolve in a dynamic market and industry. Tesorio consistently adapts to provide its customers with an exceptional, high-quality product. Additionally, their customer support is unparalleled, delivering the best in customer satisfaction. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The Tesorio middleware email system has made impressive progress in a short time. However, I find this module to be one of the more tedious aspects of the platform. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Rolando,

Thank you for sharing your feedback!

We're glad to hear how Tesorio has simplified your AR processes and helped your team focus on more strategic initiatives.

We appreciate your thoughts on the email system and will share this with our product team as we continue to improve and enhance the platform.

Thank you again for taking the time to share your experience!

Cheers,

Demi