Tesorio Reviews & Product Details

Hi Chloe,

Thank you for sharing your feedback on G2!

We’re happy to hear that Tesorio’s campaign tools and one-click email features have boosted your collections efficiency and helped reduce DSO (and some stress!).

We appreciate your input on Salesforce integrations. We have some exciting Salesforce enhancements in the works, making it even easier for teams to stay aligned. Keep an eye out for these enhancements in the coming months!

Thank you again for your valuable feedback—it helps us continue to improve Tesorio for teams like yours.

Cheers,

Demi

Srinivasan, thank you for sharing your feedback!

We’re thrilled to hear that Tesorio has been helpful in improving cash flow, enhancing data accuracy, and streamlining your AR processes.

We appreciate your input on the dashboard. We’ll pass this along to our product team as we’re always working to enhance the platform. In the meantime, feel free to reach out to our Customer Success team if there’s anything we can do to help you make the most of Tesorio.

Thank you again for sharing your experience!

Cheers,

Demi

Thank you for your feedback, Hershel!

We’re happy to hear that Tesorio’s ease of use has made finding information simple and effective for your 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 in your day-to-day workflows. Your updated insights would be incredibly valuable as we continue to innovate and enhance the platform.

Thanks again for considering updating your review and sharing any new insights! Cheers!

Hi, I’m Carlos Vega, co-founder & CEO of Tesorio. Thank you for taking the time to share your feedback. I’d love to speak if you’re open to it, please shoot me a note: carlos at tesorio.com.

Listening to our customers has always been a key part of our journey and I meet regularly with them. It was early customer insights that inspired us to look at the A/R space. While it’s always difficult to hear that someone is dissatisfied, I find those conversations incredibly valuable and always look for ways to learn and improve. Your input is important to us, and we’re committed to using it to continue evolving and better meet our customers’ needs.

The background with QBO is that we built the integration for ourselves so that we could use Tesorio at Tesorio, and then others started asking for it. Our VPs of Finance and Customer Success are power users who provide unfiltered input to our product team.

But you’re right, we have been focused upmarket for a long time, and our product is optimized for companies running ERPs like NetSuite, Workday, and Intacct, and we have more implementations for Oracle & SAP than we have Quickbooks. But we hope to grow here too.

We initially targeted the middle enterprise market because it was more underserved. You picked up on the fact that our QBO offering is not as robust as the mid-market/enterprise offering. Our strategy is to keep the core features simpler, reflecting the generally simpler workflows of QBO users, while identifying and developing the most valuable features for this segment. The cool part is that we've been adding new workflows upstream in the order-to-cash process, giving our QBO users first dibs. I’d be happy to share more when we talk.

You’re correct in that our invoices are generated by QuickBooks. However, we run Tesorio for our A/R. Since there are many regulations in the invoice creation process with our multinational customers, our strategy has been to allow the ERP to be the source of truth and control.

As of today, almost everything you highlighted is available in the other ERP integrations, but we’re moving quickly and as we learn more, you’ll see updates here too. If you want to keep track of some of our latest features, we can add you to our product updates newsletter, and you can follow how we’re pushing the limits at www.tesorio.ai.

Thank you again, and I do hope you reach out.

Cheers,

Carlos

Thank you for sharing your feedback, Ankita! We're glad to hear that features like invoice tags and notes have been valuable for your financial analysis and collections processes.

We appreciate your feedback regarding the email inbox, and since your review, we’ve made enhancements to improve its functionality. Since some time has passed, we’d love to hear if these updates have made a difference for your team and how your experience with Tesorio has evolved.

Thanks again for considering sharing any new insights!

Hi Kathleen,

Thank you for sharing your feedback on G2!

We’re happy to hear that Tesorio has been helpful in easily looking up customers' past-due payments by age and helping you stay on top of collections.

Your insights are invaluable to us—thank you again!

Cheers,

Demi

Thank you for sharing your feedback on G2!

We're happy to hear that Tesorio has been a valuable tool for helping streamline your AR, manage cash flow, and support collaboration within your team. We appreciate your insight on additional features, and we’re actively working on building out more capabilities to add even more value for teams like yours.

Thanks again for your input—it’s truly appreciated!

Thank you for sharing your feedback, Sweta!

We’re thrilled to hear that Tesorio’s user-friendly design and automated campaigns have been valuable to your team.

Since some time has passed, we’d love to hear if and how recent updates and product enhancements have made a difference for you and your team. Your updated insights would be incredibly valuable as we continue to innovate and improve the platform.

Thanks again for considering updating your review and sharing any new insights! Cheers!

Hi Eileen,

Thank you for sharing your feedback with us!

We’re happy to hear how Tesorio’s robust capabilities, customization options, and responsive customer support have been valuable for your team.

We wanted to let you know that Tesorio does support ACH payments alongside credit cards, and we’d be happy to help ensure you’re set up to take full advantage of this capability. Please feel free to reach out to our customer support team if you need assistance!

Thanks again for sharing your experience—we really appreciate it.

Cheers!

Thank you for sharing your feedback!

We’re glad to hear that Tesorio’s user-friendly interface, timely reminders, and ability to access customer and invoice details have been valuable for your team. Your suggestions about auto notifications for past-due invoices and payment applied notifications are appreciated, and we’ll share them with our product team.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if recent updates have improved your workflows. Your updated review would be incredibly helpful as we continue to enhance the platform.

Thanks again for taking the time to share your experience—we’re always working to improve and support finance teams!