Edit

TA

Thomas A.

Senior Vice President

Mid-Market (51-1000 emp.)

7/10/2025

"Userfriendly tool that support your collection process"

5/5

What do you like best about Tesorio?

Seamless integration with NetSuite for automatic syncing of invoices (incl PDF copies), payments, and customer data.

Good dashboards (example: we directly cut the dashboard and use it in Board reports). Easy to create and flexible to maintain.

Users can leave comments and collaborate directly on customer profiles, ensuring teams always have the necessary context.

Tailor communications to different customer segments (e.g., large customers vs. small customers) Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

No downside.

Would prefer some more flexibility to adjust score (ie eliminate one time corrections) Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

edit

Hey Thomas,

Thanks so much for the thoughtful review! We love hearing that the NetSuite integration, dashboards, and collaboration features are making a real impact.

Appreciate the note on score flexibility too. That’s helpful feedback and I’ll be sure to pass it along to our product team.

Thanks again for taking the time to share your feedback!

Best,

Demi

AI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

7/15/2025

"Tesorio has definitely made an impact on our collection efforts!"

5/5

What do you like best about Tesorio?

The installation was easy, the training was right at the level we needed, and most of all, our Customer Success Manager, Nicole Thompson is top notch! Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Its difficult to see what a full aging looks like for all customers because of the way it buckets and that on account payments are not really acknowledged. Also, if I have to delete dunning campaign letters, I can only delete 10 at a time. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

edit

Thanks for the great feedback!

We’re happy to hear Tesorio is helping your team stay on top of collections and that onboarding and support from Nicole have been spot on. We’ve noted your feedback on aging views and campaign deletions and will share it with the product team as we continue to enhance the platform.

Appreciate you taking the time to share!

Best,

Demi

UA

Verified User in Accounting

Enterprise (> 1000 emp.)

7/31/2023

"Amazing Tool, Informative"

5/5

What do you like best about Tesorio?

We can bring new filter and workspaces according to our needs and requirement. Tesorio performance has improved and getting better with time. Sync issue has been improved. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Can improve the payment recording feature. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

edit

Thank you for sharing your feedback!

We’re glad to hear that Tesorio has made it easier to access customer data, track history, and support your forecasting and collections efforts.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with updates aimed at enhancing syncs, and if these and 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!

UI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

12/12/2024

"Tesorio is a good tracker for data"

5/5

What do you like best about Tesorio?

We can assign partners to the no. of individuals and it also helps to update tags and statuses for each invoice, and it is customizable, this is a really good feather. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

We can not keep track for Credit memos with invoices which can show us the Net off balance.

Intercompany JEs are not included which showing total collections. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

edit

Thank you for sharing your feedback!

We’re glad to hear that Tesorio has been a time saver for your team by centralizing data and providing real-time information. Your input on credit memo visibility is appreciated, and we’ll share it with our product team. Thanks again for taking the time to share your experience!

A

Ayushi .

Financial Representative

Enterprise (> 1000 emp.)

12/12/2024

"Tesorio is a great financial tool to work with"

5/5

What do you like best about Tesorio?

Can show individual invoices, credit memos, and customers. Can get a pretty accurate collections number. Set up campaigns, get insights on ADC, ADD, and forecasting. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Nothing as of now. Will surely share after some time. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

edit

Thank you for sharing your feedback, Ayushi!

We’re glad to hear that Tesorio makes it easy for you to review invoices, credit memos, and customer details. Your support means a lot to us, and we’re excited to keep providing value for your team.

Thank you again for taking the time to share about your experience.

Cheers!

DH

Dave H.

Global Credit & Collections Manager

Enterprise (> 1000 emp.)

7/18/2025

"A Day in the Life of a Tesorio User"

4.5/5

What do you like best about Tesorio?

I log into Tesorio a minimum of 50 times per day.

Forecasting

Collections

Route Cause Analysis

Statements

Payment Terms Analysis

Team Performance Analysis

Flux Analysis

There is very little I can't do in Tesorio, I find my myself using our ERP less and less each day. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The locked forecast needs fixing / improving. Collections forecast vs actual is difficult as the forecast is ever changing Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

edit

Dave, thank you for sharing your feedback!

We’re happy to hear how integral Tesorio has become to your daily workflows.

We appreciate your input on the locked forecast and the collections forecast vs. actuals. We’ll bring this feedback to our product team. We're always evolving and continuously enhancing the platform to better support your needs.

Thanks again for taking the time to share your experience! We really appreciate it.

Best,

Demi

AC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

7/21/2025

"AR Management Platform"

3.5/5

What do you like best about Tesorio?

The email campaigns allow for great customization for your target audience, whether it be internal or external customers. The automatic payment promise tags are a great help as more customer move towards platform billing. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Some of the historical analytics are not helpful. I liked the previous feature where you could see how many people viewed your email. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

edit

Hey there! Thank you for sharing your feedback.

We’re glad to hear the flexibility of campaigns and the visibility from AR Forecast have been valuable. We also appreciate your input on historical analytics. We will share your comments with our product team.

Thanks again for taking the time to leave a review and for being a Tesorio customer.

Cheers,

Demi

P

Pallavi .

Accounts Executive- Accounts Receivable

Enterprise (> 1000 emp.)

2/24/2022

"Handy software for all the receiveables."

5/5

What do you like best about Tesorio?

It compiles all our invoices and requirements in one page—basically,a handy and good software to manage business.We have been using Tesorio since a long time now, it has really been a good software in managing all things related to Accounts receiveable i.e. customer payments, Credit memos, invoices. The different innovations that tesorio have had always been a good thing for our company. For eg:

-Recently, we tried to automate payments into NS. Tesorio did a great job in automating payments via uploading the bank statement and then integarting the same to NetSuite. It has helped a lot in my day to day transactions.

- Tesorio gave us opportunity to design a template and then send emails to customers. It has been a good time management thing i have ever come accross.

I would definately recommend Tesorio to other companies. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Actually, nothing to dislike but sometimes there is issue with server. However, it gets resolved within a day which is a good thing. Also, the issue of server comes once in a year, which is not at all to worry about. Review collected by and hosted on G2.com.

Recommendations to others considering Tesorio:

It is really a good software for managing business and Accounts receivable. Review collected by and hosted on G2.com.

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

Initially we had issue with managing the invoices as we have a lot of people in our Team. However, tesorio's feature of assinging customers/invoices has solved this issue and we are using it in our daily routine. Acutually, without tesorio it is not at all possible for us to manage or take followup with the partners. It is the first thing we open in our laptop after Gmail. In short, managing receivales would be really difficult without Tesorio.

It has proven to be time management tool. It has various features which help us in managing the whole receivales-

- Assigning each team member a different customer is easy.

-Tracking of all the invoices, payments and credit memos in single software.

- Syncing advantage with Netsuite. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

edit

Thank you for sharing your feedback, Pallavi!

We’re glad to hear that Tesorio has been instrumental in organizing your receivables and invoices, simplifying follow-ups, and supporting your team’s daily routine.

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 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!

MN

Maryam N.

Sr. Manager, Education and Engagement

Mid-Market (51-1000 emp.)

11/19/2024

"Tesorio has made it easy to collaborate across various teams and departments"

4.5/5

What do you like best about Tesorio?

While only certain departments at my company have access to Netsuite or Salesforce, a much wider range of people have access to Tesorio, which integrates with the other two. This has made it much easier to communicate and collaborate across teams, and to make the financial data and invoicing visible to those that need to access it. I'm only an occasional user, but I especially like being able to see the history of invoices/credit memos, emails, notes, etc. as well as the analytics for collections. It makes it clear which stage of the process an invoice is at, and most things are automated. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Again, I'm an occasional user and I only go in to look at very specific things. While the interface is easy to navigate and relatively intuitive, I find that I forget some of the workflows between my uses. I sometimes also struggle with company names vs account names vs invoicing entity, and how everything rolls up in the hierarchy. I believe these stem from upstream (Salesforce/Netsuite) but still impact my search results in Tesorio. Review collected by and hosted on G2.com.

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

For me personally, Tesorio is making it simple to share financial data across various departments/teams. I believe our financial department is also using it for some email automations, cutting down on the manual work, as well as analytics of past payment history and estimates of future payments. It has made our collection process a lot smoother. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

edit

Thank you for sharing your feedback, Maryam!

We’re glad to hear how Tesorio has made it easier for your team to collaborate across departments and access the financial data they need.

We appreciate your feedback on workflows and search challenges. We’ll pass your input along to our product team as we continue working to make Tesorio even more intuitive and user-friendly. In the meantime, our Customer Success team is always happy to walk through these workflows and help you get the most out of the platform. Please don't hesitate to reach out :)

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

Cheers,

Demi

TT

Tarkeshwar T.

Manager - Global AR

Enterprise (> 1000 emp.)

8/5/2021

"Amazing tool to manage collection and easy to use"

4.5/5

What do you like best about Tesorio?

All the team members can access the same data simultaneously and in real time. Anyone can look at it without being dependept on the other.

Usign the tool has helped us establish a seamless process and increased our efficiency to being a customer centric organization. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Tesorio inbox is not usable at all to manage emails. Review collected by and hosted on G2.com.

Recommendations to others considering Tesorio:

It is a great tool and easy to incorporate into your existing system. You will notice your team members instantly being comfortable using it. For us, it has removed the need to maintain the excel file thoroughly. The customer support team is open to hearing what you need and encourages you to give them suggestions. The product is regularly updated and has developed in the last 1.5 years of our usage. We have experienced the easiness of using it in daily tasks. Review collected by and hosted on G2.com.

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

No need to maintain excel anymore and everyone in the team can work simultaneously and have a real time view of the notes and status of AR. The dashbaords and creating/managing workspaces with so much of ease helps in being focussed. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

edit

Thank you for sharing your feedback with us. We're glad to hear that Tesorio’s workspace customization and ease of use have made a positive impact on your team’s ability to collaborate in real time.

Since some time has passed and we’ve made enhancements to the tagging functionality, we'd love to hear how 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 sharing any new insights! Cheers