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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Yash S.

Enterprise (> 1000 emp.)

10/16/2023

"Amazing tool for AR process"

4.5/5

What do you like best about Tesorio?

Tesorio has helped a lot to streamline the AR process. I have been using this for over 2 years and it is wonderful. It creates ready reference reports which are all editable and multiple fields can be added or removed which can be used for the in depth analysis. The dashboards and buckets support identifying and executing the AR strategies. The cash collection forecast is the best feature that helps predict the cash inflow. Multiple tags can be used to reduce manual efforts. Invoice status can be easily tracked. Manual efforts are also reduced as automated emails can be sent on the set timings. It also has a functionality to pre set email templates which saves a lot ot manual time investment. It is a robust and very user friendly software that provides all the required information for the accounts receivable process Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

No visibility over adjustments by Journal entries on the invoices. Review collected by and hosted on G2.com.

Response from Margaret Link of Tesorio

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Hey Yash – Thank you for sharing your positive experience with Tesorio! We're glad to hear that our software has been user-friendly and has helped in streamlining your AR process with features like cash collection forecast and automated emails. If you're still struggling with the visibility over journal entries adjustments, we'd love to help you out — have you chatted with your Tesorio CSM yet? If not, let's connect.

If you wouldn't mind, could you be so kind as to update your review? It helps us out a ton (G2 de-prioritizes older reviews, ugh).

Thank you! -Margaret @ Tesorio

Verified User in Music

Small-Business (50 or fewer emp.)

10/15/2024

"Great tool for finance pros to automate A/R and get cash flow intelligence"

5/5

What do you like best about Tesorio?

Really strong A/R tool, easy to implement, great support from the team. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

they're still developing a lot of the features that I'll want to use in the future. 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 delighted to hear that Tesorio has been a strong tool for your A/R automation and cash flow forecasting. We’re excited to continue developing new capabilities and features that will align with your needs.

If there's anything we can assist you with, feel free to reach out—our team is always here to support you!

Thank you! Cheers

Jeremy K.

Collections Manager

Enterprise (> 1000 emp.)

2/1/2023

"Automation of our dunning communications is so important"

5/5

What do you like best about Tesorio?

Being able to bulk email customers through the program, leaving bulk notes on the Invoice and/or Customer levels, email templates already writing the email body, Invoices and Statements attach to emails with 1-click, keeping all communications in the program Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Sometimes there is so much data that the search takes a long time or fails 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, Jeremy!

We’re happy to hear that Tesorio’s bulk email, note-taking, and automated campaign features have streamlined your communication processes and helped you manage your growing customer base efficiently.

Since some time has passed, we’d love to hear if recent updates have made a difference, particularly in managing large volumes of data. Your feedback is invaluable as we continue to optimize Tesorio and make platform enhancements.

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

Charlene R.

Small-Business (50 or fewer emp.)

10/13/2023

"Unique"

5/5

What do you like best about Tesorio?

That, unlike other accounting applications, Tesorio is really friendly user, pretty much self-explanatory, which helps a lot with colleagues that are using this app for the very first time. It has various functions, which makes it competitive and reliable. It has a well-structured customer support service, so if there's no other colleague around, you can always communicate with the support team if further doubts arise. Having so many features also allows it to be a "must use daily" app. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

So far, nothing really dislikes me from this app. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Charlene!

We’re thrilled to hear that Tesorio has helped streamline communication and collaboration for AR and billing matters.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if our platform improvements 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!

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

2/1/2024

"Streamlined Efficiency and Minor Quirks"

3.5/5

What do you like best about Tesorio?

1. Makes tasks like collections and cash management more efficient with less manual work

2. Integration with systems like NetSuite enhances workflow

3. Platform's interface is user-friendly and I appreciate the direct links to other tools

4. The application effectively displays aged invoices Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

1. Need more data display options in the insights page widgets

2. Would like further detail into forecasting methods like forecasting using "Tesorio Forecast" or "Average Days Collected"

3. Downloading historical monthly reports needs to be better 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 glad to hear that Tesorio has streamlined your collections and cash management processes. We appreciate your input about additional data display options, deeper forecasting insights, and improvements to historical report downloads—we 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 recent updates have improved your experience. Your updated review helps us continue enhancing the platform to better serve you. Thanks again for taking the time to share!

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

1/19/2024

"A Helpful Tool for AR Forecasting"

4.5/5

What do you like best about Tesorio?

The simple and clear interface is easy to use for beginners. It also has all the basic functions to display and summarize the dataset. I use it to feed my Bad Debt analysis and find it a very helpful tool to track AR forecasts. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I would like to see features that show changes in AR forecasting to help me identify the main drivers to the variances. 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 glad to hear that Tesorio has been helpful in tracking AR forecasts and has supported your bad debt analysis.

We wanted to let you know about our latest enhancements to our forecasting features. AR Forecast now has Live Forecast Tracking, which allows you to monitor forecast changes in real time and understand key drivers of these shifts. Additionally, our new Variance Analysis reveals discrepancies between forecasts and actual outcomes, helping you identify variances and make proactive adjustments.

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 updating your review and sharing any new insights! Cheers

Verified User in Marketing and Advertising

Enterprise (> 1000 emp.)

2/2/2024

"Robust and User Friendly"

5/5

What do you like best about Tesorio?

Tesorio pulls pertinent data from Salesforce and NetSuite. This enables me to properly categorize each customer account and pull in desired data into my reporting. I am able to customize campaigns and either set and forget them or trigger them manually. The Tesorio dashboard tells a comprehensive story about your portfolio, such as, total cash collected, missed promise to pays, risk accounts and which buckets to focus on with your campaigns. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The monthly cash forecast ebbs and flows. This may work for some but we set a solid target every month 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 glad to hear that Tesorio has made it easier to categorize accounts, customize campaigns, and generate insightful reporting for your collections process.

Since some time has passed, we'd love to hear how your experience with Tesorio has continued to evolve, especially around the cash flow forecasting enhancements and other product updates. Your latest 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!

Verified User in Computer & Network Security

Enterprise (> 1000 emp.)

2/1/2024

"Great for tracking outstanding invoices and their status"

4/5

What do you like best about Tesorio?

Tesorio is a great repository for all of our outstanding invoices. It helps us to organize invoices by status, and drill into certainty around cash flow timing. It has helpful tools to isolate customers that are on time with payment vs. historically pay late. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The AI/forecasting tool is extremely inaccurate. 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 tracking outstanding invoices and organizing cash flow timing.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, particularly with enhancements in our forecasting capabilities. Your updated thoughts 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!

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/2/2021

"Great collections efforts while using the Tesorio platform."

4/5

What do you like best about Tesorio?

I find the campaigns best help me in reaching out and following up with customers that have open balances. The campaigns are easy to create and maintain. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I do not have a problem with tagging customer emails that require me to constantly update email addresses before sending out campaigns. 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 glad to hear that Tesorio’s campaign functionality has streamlined your collections efforts and saved your team time.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved. If you’re still encountering the need to frequently update email addresses, please don’t hesitate to reach out to your Customer Success Manager—we’re here to help!

Thanks again for considering updating your review and sharing any new insights. Your feedback is invaluable as we continue to innovate and enhance the platform. Cheers!

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

6/18/2024

"Tesorio is easy and helps us follow up on overdue invoices"

4.5/5

What do you like best about Tesorio?

I like the automated overdue notices that go out to our customers from Tesorio along with the ease of tracking payment and utlilzing the portal. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I have not experienced any downside yet! 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’s automated notices and tracking features are making it easier for you to manage overdue invoices and streamline collections.Thanks again for your experience—your insights are invaluable to us as we continue enhancing Tesorio. Cheers!