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BP

Brian P.

Manager - Accounts Receivable, Credit, and Collections

Mid-Market (51-1000 emp.)

11/19/2024

"Game changer for my team."

4/5

What do you like best about Tesorio?

This has taken our automated contacts for dunning and statements to the next level. It's also giving us invaluable insight into stats, trends, and account histories. It very customizable and basically any view you want to see can be built. The online support, both AI based and actual humans, is also topnotch. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Some of the automation setups are a little clunky and take some know how to set them up initially but after a few campaigns are set up it's much easier.

The second thing is that i wish the customer portal would integrate with more payment processors other than Stripe. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Hey Brian! Thank you so much for sharing your feedback.

We’re glad to hear that Tesorio has been a game-changer for your team, especially with automating dunning and providing insights that help you stay ahead.

We appreciate your feedback on automation setup and payment processor integrations. We’ll be sure to pass that along to our product team—we’re always working to make the platform even better for our users.

Thanks again for sharing how Tesorio is helping your team move faster and work smarter. We really appreciate it!

Cheers,

Demi

SS

Sarah S.

Supervising Senior AR Specialist

Mid-Market (51-1000 emp.)

11/20/2020

"Tesorio Changed the Way We Collect/ Manage our AR!"

5/5

What do you like best about Tesorio?

I love the dashboards in Tesorio that allow you to tag and pull invoices that need special action into one spot. The notes are very helpful because we are able to write them back into NetSuite and Domo so that anyone in our finance organization who has questions on our cash goal or invoices getting paid can have insight into the work we are doing trying to collect. It also helps us manage our AR Team and have clear insight into the work that is being done to collect on each invoice. The Dunning campaigns have allowed us to reliably reach out to customers on a set cadence and have been entirely customizable. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Any question that we have had, the support team has been able to research and either give us a solution or a work around for that question. Review collected by and hosted on G2.com.

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

Our key problem that we have solved is not having insight into invoices and payment across our organization. Now everyone in the organization can have the same insight on an invoice/customer as does the AR specialist assigned to that customer. Tesorio campaigns also solved the problem of letting collections slip/waiting too long between emails to customers. Now our emails are queued up automatically and collections doesn't fall behind when we get busy with month and quarter end close. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Sarah!

We’re happy to hear that Tesorio’s dashboards, tagging features, and customizable Dunning campaigns have transformed your collections process and provided valuable visibility into your AR.

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.

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!

TG

Taruna G.

Manager - Accounts Receivables

Enterprise (> 1000 emp.)

10/16/2023

"Most User Friendly System"

5/5

What do you like best about Tesorio?

I am the admin for Tesorio and the access to edit the templates, and campaigns as per my own choice is very easy.

The second functionality that I like the most is adding customer invoice-level fields from NetSuite to Tesorio. It is too simple and makes me feel independent as I don't have to depend on any IT Team for this. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

There is nothing specific that I don't like about Tesorio. I think, if we can export the data of the entire dashboard in one go, can be helpful. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Taruna. We’re happy to hear that you're enjoying AR Automation, Cash Application, and AP Portal Monitoring! And glad Tesorio is helping you reduce your manual workload :)

We appreciate your input on customization options, and we’re always looking for ways to enhance the platform's flexibility. If there’s anything else we can assist you with, feel free to reach out—our team is always here to support you!

Thank you! Cheers

UC

Verified User in Consumer Goods

Mid-Market (51-1000 emp.)

6/11/2025

"Best Collections System"

5/5

What do you like best about Tesorio?

Tesorio has been a game changer in my role as Collections Manager at my company. The visibility that the notes and tags allow the executive team and sales reps to see my progress has improved our collections tremendously. It has also helped tracking progress of different invoices and cadence of out reach. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I dislike that we have to wait a few hours for syncs, but it is manageable. 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 so glad to hear that Tesorio has been a game changer in your collections role. It's great to know that features like notes and tags are helping create transparency across teams and contributing to stronger collections performance.

We also appreciate your note about sync timing, your feedback is incredibly helpful and we’ll share it with our product team as we continue to refine the platform.

Thanks again for taking the time to leave such a thoughtful review!

Cheers,

Demi

CS

Clinton S.

Managing Member

Small-Business (50 or fewer emp.)

7/11/2025

"Certifiable Tesorio Brand Ambasidor"

5/5

What do you like best about Tesorio?

Elegant Intuitive Design coupled with Functional Simplicity. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Want for API's and Account Backup document storage. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Hey Clinton,

Thanks for the review and for being such a strong Tesorio advocate!

We’re glad the intuitive design and functional simplicity are hitting the mark. Your feedback on API access and backup document storage is noted and we’ll share it with the product team as we continue enhacing platform capabilities.

Appreciate your partnership and support!

Cheers,

Demi

AF

Ana Marie F.

Credit & Collections Analyst

Enterprise (> 1000 emp.)

7/9/2025

"User Friendly and efficient AR automation"

5/5

What do you like best about Tesorio?

Collection Forecast, Steamline collections processes and visibility into collection statuses Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Sync Issues with ERP, Notes entered in one customer are being repeated to other customer accounts. Constantly have to exit from invoices and do a refresh. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Hey Ana Marie,

Thanks so much for your review! We're happy to hear Tesorio’s helping make your collections process more efficient and giving you better visibility.

Appreciate your feedback on the sync and notes quirks as well. We're always looking for ways to enhance the platform and our integrations. Our support team is always here to help and would be happy to take a closer look if anything isn’t working as expected.

Thanks again for sharing your experience!

Best,

Demi

MR

Michael R.

VP Controller

Mid-Market (51-1000 emp.)

11/18/2024

"Its a great tool to Automate AR collections"

4.5/5

What do you like best about Tesorio?

Effective collections rely on consistent reminders and check-ins with customers. Tesorio allowed us to automate these processes, sending notifications days before the due date, on the due date, and at regular intervals after a payment is overdue. Additionally, Tesorio stores email copies with each invoice or customer record, ensuring that discussions are retained and accessible for the entire collections team. It was so easy to implement and integrate with SageIntacct and the Banking system we were running in the system within a month. The support team is great. The best of all benefits, we were able to lower our DSO. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Needs a little work on email management dashboard. But definitely not a show stopper. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Michael, thank you for sharing your feedback!

We’re happy to hear how Tesorio has helped automate your collections process and lower your DSO.

We appreciate your input on the email management dashboard. We’ll pass your feedback along to our product team as we continue enhancing the platform. If you ever need assistance, our support team is always here to help!

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

Cheers,

Demi

UC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

7/9/2025

"My experience with Tesorio has been extremely positive."

5/5

What do you like best about Tesorio?

It is a user-friendly platform which has enhanced our financial reporting. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

One drawback is that task reminders don’t automatically re-notify you after they’re initially set, which can impact follow-through. 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 helped enhance your financial reporting and streamline your customer accounts. We appreciate the note about task reminders, we will pass this along to our Product team. Your input helps us continue improving the platform. Thanks again for being a part of the Tesorio community!

– Demi

JD

Jatin D.

Senior Executive Accounts

Enterprise (> 1000 emp.)

2/11/2022

"User experience, Tesorio's key features and ease of User."

5/5

What do you like best about Tesorio?

Best Features are like Customized Tagging, Prediction of payments, Assigning invoices and customers to each other, Posting Notes and extracting of Customized dunning reports in excel, sharing statements to partners in every format.

Also, sending past due reminders from tesorios is very helpful and time saving. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Syncing issue. it would be great if we you upgrade this to real time syncing. Review collected by and hosted on G2.com.

Recommendations to others considering Tesorio:

Its a very useful tool, Best part is its customization features which saves times. Posting notes as per the latest updates is also a very useful feature. Last but not the least Tesorio team support is very helpful and always available for us and open for making any changes and providing resolutions on time. Review collected by and hosted on G2.com.

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

Extraction of Statements in a few seconds. Tracking of ageing of invoices, Variety of tamplates for sending payment reminders and statements to customers, Excelent Dashboard of an instant summary of information needed. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Jatin! We're glad to hear that Tesorio’s customized tagging, payment prediction, and flexible reporting features have made it easier for your team to manage collections efficiently.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if 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 sharing any new insights! Cheers

UC

Verified User in Computer Software

Enterprise (> 1000 emp.)

7/9/2025

"Tesorio is a great system!"

5/5

What do you like best about Tesorio?

Great system for collections on overdue invoices. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Don't like it when other user change fiters and changes what I have setup. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for your feedback! We’re glad to hear Tesorio is helping streamline your collections and keep everything organized in one place!

Totally understand the frustration around shared filters. You can always create your own private workspace with saved views and settings, so your setup stays just the way you like it.

Appreciate you taking the time to share your experience!

Cheers,

Demi