Tesorio’s UI is among the cleanest I’ve used in a finance tool. It feels modern and purpose-built, not like a legacy system that’s been patched together over time. Our team ramped up quickly because the workflows are intuitive and don’t come with a lot of training overhead.

The AI-powered features are where it really differentiates. Intelligent prioritization of collections tasks and automated customer communications turn what used to be manual, judgment-heavy work into a more systematic process. It consistently surfaces the right accounts at the right time, which has noticeably improved our team’s focus and overall output.

Performance has also been consistently strong. Pages load quickly, the platform has been reliable, and we haven’t experienced any meaningful downtime that disrupted our team’s workflow.

Integrations with NetSuite and Salesforce are a major reason Tesorio works so well for us. Our AR data flows in cleanly from NetSuite, and the Salesforce connection gives our collections team customer context without needing to constantly toggle between systems. For a company managing revenue across multiple business segments, having those three platforms connected has removed a lot of manual reconciliation and data chasing. Review collected by and hosted on G2.com.

Tesorio can surface custom fields from Salesforce and NetSuite, which is genuinely useful. The downside is that getting those fields configured requires going through support, rather than being something an admin can self-serve in the product. For a team that moves quickly and iterates often, having to open a ticket for what feels like a straightforward configuration change adds unnecessary friction. It’s not a dealbreaker, and support has been responsive when we’ve needed help, but giving admins more control over custom field mapping directly in the UI would be a meaningful improvement. Review collected by and hosted on G2.com.

I like Tesorio's dashboard and detailed AR tools. The dashboard provides a detailed report on our customer promised to pay invoices, customers at risk, Collected vs Forecast, Open AR Aging, and Overall collection Score. These tools help AR Specialists to work more effectively. The initial setup was very easy and user-friendly. Review collected by and hosted on G2.com.

I don't like the lack of additional pre-built dashboard tools and AI support. It would be helpful to retrieve on-time data that we need on a daily basis and pull reports from our portfolio through AI. Review collected by and hosted on G2.com.

Tesorio automates accounts-receivable tasks like sending reminders, tracking invoices, and managing collections. Instead of chasing payments manually, the system runs workflows automatically. One of Tesorio’s biggest strengths is its cash flow forecasting and dashboards. It analyzes invoice and payment data to predict when money will arrive. Tesorio uses machine learning to analyze historical payment patterns and predict when customers will pay. Tesorio integrates with ERPs and CRMs like NetSuite, Salesforce, and other accounting systems. I like Tesorio also because it automates collections and prioritizes invoices, businesses can reduce Days Sales Outstanding (DSO) and improve liquidity. The Customer support of Tesorio is very good and very fast at responding. The implementation of Tesorio was very smooth and easy. Review collected by and hosted on G2.com.

The only areas I see where Tesorio can possibly improve is by Real-time syncing with ERP systems. Another common improvement area is data syncing speed. The sync delays between Tesorio and ERP systems, can slow down financial reporting and forecasting. Review collected by and hosted on G2.com.

Now Tesorio has introduced couple of quick navigation that help getting the reports easily and more insightful Review collected by and hosted on G2.com.

The same Tesorio still not able to download comments in excel format Review collected by and hosted on G2.com.

Tesorio allows us to easily segment our customers for collections purposes, provide targeted communications, and effectively guide our workflows. A huge win is that our NetSuite integration runs flawlessly.

Tesorio was super easy to implement and our CSM and Support are always super responsive when we have ongoing questions. Review collected by and hosted on G2.com.

I'd appreciate a more frequent integration with NetSuite than 3 times per day – and being able to include pay links in our NetSuite invoices.

Knowing which features are included versus not are sometimes difficult to figure out as well. Review collected by and hosted on G2.com.

Tesorio is easy to use and pretty straightforward, especially when it comes to searching for invoices. It saves a lot of time compared to manual tracking, and the search function is generally reliable. I also like the notes feature—it’s simple but really helpful for adding context or updates that the team can easily see. Overall, it supports daily tasks without being complicated. Review collected by and hosted on G2.com.

The system can feel a bit basic and sometimes slow, especially when handling a large volume of invoices. The interface could be more intuitive, and a few improvements in speed and navigation would make it more efficient. It works, but there’s definitely room for enhancement to make the experience smoother. Review collected by and hosted on G2.com.

I really enjoy all of the separate controls Tesorio provides; Building my own dashboard and workspaces, tagging and notation. It feels incredibly user friendly. I also really like that it saves selections between pages, a small detail but makes a huge difference when trying to work through lists. Review collected by and hosted on G2.com.

I dont like that when invoices are cleared the history of what happened with that invoice, including notes also feels like it gets cleared. I wish that notes were saved at a higher level so if you looked into the customer account it would show you a history of previous notes on the invoice level rather than only the customer level. This is helpful in credit authorization tasks. Review collected by and hosted on G2.com.

I love the dashborads, I like that you can customize reports with columns and filters that you need Review collected by and hosted on G2.com.

The fact that You cannot customize the width of the columns and have it remain as it is, the fact that you cannot assign the same email for 2 customer numbers, even though sometimes it does concern 1 or more customers. Also when invoices in an email correspond to more than 1 customers, the email remains unassigned to any (should be assigned to at least one). Rather slow in opening attachments or searching for invoice numbers Review collected by and hosted on G2.com.

The ability to tailor the platform to meet customer needs. Review collected by and hosted on G2.com.

The lack of proactiviness to communicate platform issues or enhacements Review collected by and hosted on G2.com.

The layout is visually appealing, and the interface is easy to navigate. I like that we can automatically interface our invoices from NetSuite. Review collected by and hosted on G2.com.

I don’t like the filter feature because it opens a separate box, and then I have to dig around to find what I need. It would be easier to use the column headings as filters. Review collected by and hosted on G2.com.