Tesorio has revolutiozined our cash flow management experience. It is very intuituve, we have real-life visibility into our finances, enabling us to make informed decisions. The automation featured have saved us countless hours of manual work, allowing us to focus on strategic initiatives. Tesorio customer support team is responsive and knowledgeable, ensuring a smooth onboarding process.

Tesorio is a every day tool where you can manage all your AR in one place, it gives more details at hand than any other tools in the market.

Tesorio has exceeded our expectations, and has become an indispensable tool for optimizing our cash flow management. Higly recommend it to any the business looking to take control of their finances and drive growth. Review collected by and hosted on G2.com.

Integrations with other tools would provide user more seamless experience when handling multi tasks.

Implementing features that facilitate collaboration and communication among team members within the platform would improve efficiency and teamwork in cash flow management processes. Review collected by and hosted on G2.com.

My favorite is using this to keep track of updates regarding invoices and when we last sent emails Review collected by and hosted on G2.com.

sometimes it takes an entire day for an invoice that was billed in NS to show up in Tesorio Review collected by and hosted on G2.com.

Tesorio has helped to streamline all of our collections outreach and forecasting. We have taken full advantage of it's capabilities to customize dunning templates, and generate individualized workspaces. It makes it easy to configure dashboards for daily/weekly/monthly goals and to track invoice and customer tags (promises to pay, disputes, etc..) whose data can also be pulled down to excel reports. Review collected by and hosted on G2.com.

Does not sync with and AR related Journal Entries from our ERP system, which can cause some oversight in past due balances. Review collected by and hosted on G2.com.

The ease in implementation and the fact that they listen to their users. We have had countless small updates over the past 1,5 years making our life that much easie Review collected by and hosted on G2.com.

If anything, they (currently) can't accommodate live services/feedback for customers outside the US (save some overlapping hours late in the afternoon) Review collected by and hosted on G2.com.

Tesorio has changed our collections process for the better. The dashboard's quick identification of high-risk customers and automated updates have saved us significant time. The platform's insights across different time periods provide a comprehensive view, empowering us to make informed decisions and proactively address challenges quickly. Review collected by and hosted on G2.com.

Sometimes, it is difficult navigating around Tesorio, but the support team is super quick and helpful in providing instructions to navigate Tesorio. Review collected by and hosted on G2.com.

Tesorio is an extremely helpful tool. Out of the many interesting features it posses few are as follows:

1. It is very help that we can put the promise to pay date against each invoice. This helps in tracking payment.

2. Various tags help us to understand the history of an invoice just by looking at it.

3. Tesorio is very user friendly and helps in cash forcast basis on payment trend of a customer.

4. The dashboard helps to analyse the progress on each invoice/customer.

5. Setting campaign helps to send e-mail as per organisational needs. Review collected by and hosted on G2.com.

Invoices reflect the balance amount against it. However, there is no visibility for original invoice amount. This is confusing in case of shortpayment as only balance amount reflects against it instead of both original and balance amount. Review collected by and hosted on G2.com.

It helps in creating dunning templates, featuring a user-friendly interface. It also facilitates the review and tracking of overdue invoices. Streamlines report extraction with simplicity. We publish the aging reports to our leadership. It really helps us in giving accurate data. It prepares a dashboard for us which we use in our KPIs. Notes, customer promise to pay date, and tags for each invoice for also us in collecting the money. It also helps us in forecasting our cash. It really is a good tool. Review collected by and hosted on G2.com.

At times, the tool automatically logs off, which can be inconvenient. Otherwise, I find everything good Review collected by and hosted on G2.com.

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.

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

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

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.

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.

Sometimes there is so much data that the search takes a long time or fails Review collected by and hosted on G2.com.