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

Show More Integrations

Verified User in Consumer Goods

Mid-Market (51-1000 emp.)

1/31/2025

"Excellent collection tool!"

4.5/5

What do you like best about Tesorio?

Tesorio provided excellent visibility on collection status in different methods. We can easily identify where to focus our energy. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The limitation to add surcharge on customer level. Review collected by and hosted on G2.com.

Response from Margaret Link of Tesorio

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We're glad to hear that you find Tesorio's collection visibility helpful! We appreciate your feedback about the limitation on adding surcharge at the customer level. We'll take this into consideration for future improvements. Thank you!

Fabiana D.

Mid-Market (51-1000 emp.)

2/1/2024

"Headache relief!"

5/5

What do you like best about Tesorio?

Our company recently implemented Tesorio a few months back and it's made coordination between GTM and Billing extremely easy. I love the commenting capabilities which have majorly improved communications internally in regards to collection. The platform is super intuitive and now I have a view of my entire customer set and outstanding invoices. SSO is an added bonus! Tesorio has been a breath of fresh air that our siloed teams desperately needed. I've used so many tools throughout my career and can genuinely recommend Tesorio. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I truthfully haven't encountered a downside with the platform so far. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback with us, Fabiana!

We’re happy to hear that Tesorio has enhanced collaboration between your GTM and Billing teams and that the commenting capabilities have streamlined your internal communications.

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 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 thoughts! Cheers!

Kyrylo P.

Billing & Collections Intern

Mid-Market (51-1000 emp.)

8/1/2024

"Tesorio is my main software as a collection specialist"

4/5

What do you like best about Tesorio?

User friendly interface, pleasant design Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Glitches and bugs are present in the inbox and general email flow Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Kyrylo!

We’re glad to hear that Tesorio’s user-friendly interface and design are supporting your collections work. We appreciate your notes on the inbox and email flow and will pass these along to our product team to keep enhancing the experience. Your feedback is invaluable to us as we work to make Tesorio even better.

Thank you again for your input!

Verified User in Accounting

Enterprise (> 1000 emp.)

2/1/2024

"Revolutionizing tool"

4.5/5

What do you like best about Tesorio?

Tesorio has revolutionized our cash flow management experience. It is very intuitive, we have real-life visibility into our finances, enabling us to make informed decisions. The automation features have saved us countless hours of manual work, allowing us to focus on strategic initiatives. Tesorio's customer support team is responsive and knowledgeable, ensuring a smooth onboarding process.

Tesorio is an everyday tool where you can manage all your AR in one place, it gives more details at hand than any other tools in the market. Tesorio has exceeded our expectations, and has become an indispensable tool for optimizing our cash flow management. Highly recommend it to any business looking to take control of their finances and drive growth. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Integrations with other tools would provide users with a more seamless experience when handling multiple tasks. Implementing features that facilitate collaboration and communication among team members within the platform would improve efficiency and teamwork in cash flow management processes. Review collected by and hosted on G2.com.

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

Tesorio provides real-time visibility of forecasting cash flow, and the automation helps to reduce the hours of manual work and allows focus on key accounts that will impact the business. Tesorio empowers AR analysts to optimize collections processes, make data-driven decisions to enhance overall financial performance. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your thoughtful feedback with us!

We’re happy to hear how Tesorio has revolutionized your cash flow management, providing real-time visibility, automation, and valuable insights to help you focus on strategic initiatives.

We appreciate your suggestions about enhancing integrations and collaboration features to improve cash flow management processes. Feedback like this is incredibly valuable, and we’ll share it with our product team as we continue to evolve the platform.

Thank you again for sharing your experience—it means a lot to us!

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/14/2024

"Tesorio is a great tool to keep track of everything"

4.5/5

What do you like best about Tesorio?

My favorite is using this to keep track of updates regarding invoices and when we last sent emails Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

sometimes it takes an entire day for an invoice that was billed in NS to show up in Tesorio Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback with us!

We’re glad to hear that Tesorio helps you stay on top of invoice updates and track communications efficiently. We appreciate your input about the delay in syncing invoices and will share this with our product team. Please don’t hesitate to reach out to our customer support team—we’re always here to help and ensure everything is running smoothly for you.

Thanks again for taking the time to share your experience!

Verified User in Computer Software

Mid-Market (51-1000 emp.)

2/1/2024

"Amazing Tool for your AR Team!"

4/5

What do you like best about Tesorio?

Tesorio has helped to streamline all of our collections outreach and forecasting. We have taken full advantage of its capabilities to customize dunning templates, and generate individualized workspaces. It makes it easy to configure dashboards for daily/weekly/monthly goals and to track invoice and customer tags (promises to pay, disputes, etc.) whose data can also be pulled down to excel reports. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Does not sync with and AR related Journal Entries from our ERP system, which can cause some oversight in past due balances. Review collected by and hosted on G2.com.

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

Tesorio helps to streamline our collections team and has allowed us to create and track the efficiency of our processes. Prior to fully utilizing Tesorio, our outreach was inconsistent and ineffective. Now Tesorio has allowed us to create better strategies and forecasts around weekly/monthly collections by utilizing tags, notes, and assigning invoices to specific team members as well as creating escalation workflows. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback with us!

We’re happy to hear how Tesorio has streamlined your collections outreach and forecasting. We also appreciate your feedback regarding the AR-related journal entries and will share this with our product team as we continue to enhance the platform.

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 work to enhance the platform further.

Thanks again for taking the time to share your experience!

Verified User in Computer Software

Mid-Market (51-1000 emp.)

7/31/2024

"Tesorio professionalized our processes"

5/5

What do you like best about Tesorio?

The ease in implementation and the fact that they listen to their users. We have had countless small updates over the past 1,5 years making our life that much easier Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

If anything, they (currently) can't accommodate live services/feedback for customers outside the US (save some overlapping hours late in the afternoon) 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 been helpful in streamlining your invoicing, dunning, and forecasting processes, and helping reduce your DSO.

We appreciate your note about support hours, and we’ll be sure to bring this feedback to our team. Our Customer Success team is committed to assisting you promptly, ensuring you have the support you need no matter where you’re located.

Thanks again for your insights—they’re invaluable as we continue to enhance the platform and your experience with Tesorio. Cheers!

Robin S.

Mid-Market (51-1000 emp.)

2/1/2024

"Quick Risk Identification and Automated Insights"

5/5

What do you like best about Tesorio?

Tesorio has changed our collections process for the better. The dashboard's quick identification of high-risk customers and automated updates have saved us significant time. The platform's insights across different time periods provide a comprehensive view, empowering us to make informed decisions and proactively address challenges quickly. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Sometimes, it is difficult navigating around Tesorio, but the support team is super quick and helpful in providing instructions to navigate Tesorio. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Robin!

We’re glad to hear that Tesorio has been helping you quickly identify high-risk customers and providing valuable insights for proactive decision-making.

Since some time has passed, we’d love to hear how your experience with Tesorio has continued to evolve and how recent updates have impacted you and. your team. Your insights are incredibly valuable as we continue to innovate and improve the platform.

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

Nikita B.

Enterprise (> 1000 emp.)

10/19/2023

"Tesorio, one spot for all AR needs!"

5/5

What do you like best about Tesorio?

Tesorio is an extremely helpful tool. Out of the many interesting features it possesses, a few are as follows:

1. It is very helpful that we can put the promise to pay date against each invoice. This helps in tracking payment.

2. Various tags help us to understand the history of an invoice just by looking at it.

3. Tesorio is very user-friendly and helps in cash forecasting based on the payment trend of a customer.

4. The dashboard helps to analyze the progress on each invoice/customer.

5. Setting campaigns helps to send emails as per organizational needs. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Invoices reflect the balance amount against it. However, there is no visibility for the original invoice amount. This is confusing in case of short payment as only the balance amount reflects against it instead of both the original and balance amount. Review collected by and hosted on G2.com.

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

It reduces manual efforts. Campaigns help in timely follow-up as per organizational needs. The dashboard shows bucket-wise bifurcation of invoices. Cash collection against invoices is reflected at once. Adding tags is helpful for identifying invoices with different issues. Easy features make Tesorio very user-friendly. Review collected by and hosted on G2.com.

Response from Margaret Link of Tesorio

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Hey Nikita, thank you for your detailed feedback! We're pleased to hear that Tesorio is helping you with cash forecasting, campaign management, and invoice analysis. We appreciate your input about the visibility of original invoice amount and will take it into account for further development — means a lot that you took the time to share your notes.

Would you mind updating your review quickly? It genuinely helps us out. Also, if you have any questions please reach out! -Margaret @ Tesorio

Priyanka G.

Enterprise (> 1000 emp.)

10/17/2023

"Overall experience with Tesorio"

5/5

What do you like best about Tesorio?

It helps in creating dunning templates, featuring a user-friendly interface. It also facilitates the review and tracking of overdue invoices. Streamlines report extraction with simplicity. We publish the aging reports to our leadership. It really helps us in giving accurate data. It prepares a dashboard for us which we use in our KPIs. Notes, customer promise to pay date, and tags for each invoice for also us in collecting the money. It also helps us in forecasting our cash. It really is a good tool. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

At times, the tool automatically logs off, which can be inconvenient. Otherwise, I find everything good Review collected by and hosted on G2.com.

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

We have created two campaigns in Tesorio for our end-user customers and for our resellers. We have set criteria and email templates (different different tones) as per our AR policy. It helps us with the collection. This also shows the customer level and invoice level open balance view(as per the filter) and count along with the aging buckets. This tool is successfully integrated with our other tool(Netsuite). It syncs three times a day. It gives us the leverage to select the sync time according to us. And other than that we can sync the data any time we want. So it really helps. It gives the list of those customers who are higher at risk, as a result, we can initiate a different approach for those customers. It also provides us the data like the customer who has missed paying as per their promise to pay date, again it helps us in collecting the data. Also, It also created reminders for us to take the necessary action, so that we cannot forget. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Priyanka!

We’re happy to hear that Tesorio’s tagging, promise-to-pay tracking, and risk identification features are helping your team stay organized and proactive in collections efforts.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved, especially around recent updates, including any improvements to session stability and automatic log-offs, 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!