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.

Tesorio has made the cash application easier & efficient. Better insights of the whole Accounts Receivable from multiple filters & perspectives. Review collected by and hosted on G2.com.

Email Inbox can be improved & made more user friendly to utilize regularly. Review collected by and hosted on G2.com.

Tesorio has provided so much for any Accounting Dept move with ease.

1. Easy to send multiple invoices in one email

2. Batch dunning is a great feature

3. Ability to personalize emails

4. Allows customers to access their accounts to see open invoices, credit memos and payments Review collected by and hosted on G2.com.

I have not found anything that needs improvement. Review collected by and hosted on G2.com.

The more and more we are exploring to teorio. It is making more ease of work. There is unlimited task you can perform with the help of tesorio ,you just have to keep exploring. It has so many filters and options to select.You can customised your search in a easy and effective way. It campaign are just amazing. Make full use of tesorio and it will make your daily task hastle free. Review collected by and hosted on G2.com.

I cant think of anything I want to change in it. It has only helped me Review collected by and hosted on G2.com.

This tool has made my job much smoother than it was before. Having everything in one place is incredibly convenient. It lets me send emails and document both issues and their solutions efficiently. My workflow feels more streamlined overall. With just a few clicks, I can set up accounts by type, dollar amount, and urgency, which helps me concentrate on the more challenging issues without having to search through the entire system to find them. Review collected by and hosted on G2.com.

Not much. It's easy to use even without a ton of training. Review collected by and hosted on G2.com.

I love Tesorio because it saves me a lot of time by allowing me to download and customize customer statements easily. Unlike NetSuite, where customization wasn't an option, Tesorio lets me skip creating an aging report manually. This efficiency reduces extra activities for me, making it very helpful. I also appreciate how Tesorio helps me check the status of invoices, see overdue amounts, and access pertinent comments and customer emails to verify their activity. The initial setup was quite easy too, which was a nice bonus. Review collected by and hosted on G2.com.

Nothing. It's awesome Review collected by and hosted on G2.com.

We are also using the Cash Application feature which is great automating payments from the bank back to our ERP system. Review collected by and hosted on G2.com.

Communicating quicker when there are outages. Review collected by and hosted on G2.com.

It makes easier the collections process, many automations and templates just to click and send. AI implementations are very useful. Review collected by and hosted on G2.com.

AI accurate in ready and providing summaries. Review collected by and hosted on G2.com.

One of my favorite features is the invoice tags — they make it super easy to see the status of invoices at a glance, whether they're paid, pending, or need follow-up. It saves a ton of time not having to dig through emails or spreadsheets. I also really appreciate the notes feature. It’s great for keeping track of both internal and external communication, so everyone stays in the loop. It helps avoid duplicate outreach or confusion around customer follow-ups.

Another thing I love is the ability to search for invoices by amount range — super handy when you’re looking for specific transactions without knowing the exact number. Plus, I can choose to view invoices individually or grouped by customer, depending on what I need at the moment. The search functionality overall is solid.

I’m also really happy with how the tags feature, especially the Payment Expected tag, helps us with our monthly financial forecasts. It gives us better visibility into expected cash inflows, which makes planning so much smoother.

And lastly, the interface is clean and intuitive, which made it especially easy to navigate when I first got onboarded back in September 2024. Review collected by and hosted on G2.com.

Honestly, there’s nothing that really stands out as a major downside — overall, it’s been a great tool. That said, I’ve noticed a small issue that might be related to syncing with our system (we use NetSuite). Sometimes there are open invoices in NetSuite that don’t show up in Tesorio when I filter for "open" status. For example, I’ll search an invoice number and get no results, but then if I remove the "open items" filter, the invoice shows up — even though in NetSuite, the status is definitely open. I’m not sure if it’s a syncing issue or something else, but I’d really love to understand more about why that happens.

Also, it would be great if credit memos were easier to search or view. It’s possible the feature is already there and I just haven’t figured it out yet — if that’s the case, I’d be super happy to learn how to access it! Review collected by and hosted on G2.com.