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Charlene R.

Small-Business (50 or fewer emp.)

10/13/2023

"Unique"

5/5

What do you like best about Tesorio?

That, unlike other accounting applications, Tesorio is really friendly user,pretty much self-explanatory, which helps a lot with colleagues that are using this app for the very first time. It has various funtions, which makes it competitive and reliable. It has a well structured customer support service, so if there's no other colleague around, you can always comunicate with the suppor team if further doubts arises. Having so many features also allows it to be a "must used daily" app. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

So far, nothing really diskikes me from this app. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Charlene!

We’re thrilled to hear that Tesorio has helped streamline communication and collaboration for AR and billing matters.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if our platform improvements 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.)

2/1/2024

"Streamlined Efficiency and Minor Quirks"

3.5/5

What do you like best about Tesorio?

1. Makes tasks like collections and cash management more efficient with less manual work

2. Integration with systems like NetSuite enhances workflow

3. Platform's interface is user-friendly and I appreciate the direct links to other tools

4. The application effectively displays aged invoices Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

1. Need more data display options in the insights page widgets

2. Would like further detail into forecasting methods like forecasting using "Tesorio Forecast" or "Average Days Collected"

3. Downloading historical monthly reports needs to be better 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 glad to hear that Tesorio has streamlined your collections and cash management processes. We appreciate your input about additional data display options, deeper forecasting insights, and improvements to historical report downloads—we will share this with our product team as we continue to enhance the platform.

Since some time has passed, we’d love to hear if recent updates have improved your experience. Your updated review helps us continue enhancing the platform to better serve you. Thanks again for taking the time to share!

UI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

1/19/2024

"A Helpful Tool for AR Forecasting"

4.5/5

What do you like best about Tesorio?

The simple and clear interface is easy to use for beginners. It also has all the basic functions to display and summarize the dataset. I use it to feed my Bad Debt analysis and find it a very helpful tool to track AR forecasts. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I would like to see features that show changes in AR forecasting to help me identify the main drivers to the variances. 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 glad to hear that Tesorio has been helpful in tracking AR forecasts and has supported your bad debt analysis.

We wanted to let you know about our latest enhancements to our forecasting features. AR Forecast now has Live Forecast Tracking, which allows you to monitor forecast changes in real time and understand key drivers of these shifts. Additionally, our new Variance Analysis reveals discrepancies between forecasts and actual outcomes, helping you identify variances and make proactive adjustments.

Since some time has passed, we'd love to hear if 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 updating your review and sharing any new insights! Cheers

AM

Verified User in Marketing and Advertising

Enterprise (> 1000 emp.)

2/2/2024

"Robust and User Friendly"

5/5

What do you like best about Tesorio?

Tesorio pulls pertinent data from Salesforce and NetSuite. This enables me to properly categorize each customer account and pull in desired data into my reporting.

I am able to customize campaigns and either set and forget them or trigger them manually.

The Tesorio dashboard tells a comprehensive story about your portfolio, such as, total cash collected, missed promise to pays, risk accounts and which buckets to focus on with your campaigns. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The monthly cash forecast ebbs and flows. This may work for some but we set a solid target every month 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 glad to hear that Tesorio has made it easier to categorize accounts, customize campaigns, and generate insightful reporting for your collections process.

Since some time has passed, we'd love to hear how your experience with Tesorio has continued to evolve, especially around the cash flow forecasting enhancements and other product updates. Your latest 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!

UC

Verified User in Computer & Network Security

Enterprise (> 1000 emp.)

2/1/2024

"Great for tracking outstanding invoices and their status"

4/5

What do you like best about Tesorio?

Tesorio is a great repository for all of our outstanding invoices. It helps us to organize invoices by status, and drill into certainty around cash flow timing. It has helpful tools to isolate customers that are on time with payment vs. historically pay late. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The AI/forecasting tool is extremeley inaccurate. 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 been helpful in tracking outstanding invoices and organizing cash flow timing.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, particularly with enhancements in our forecasting capabilities. Your updated thoughts would be incredibly valuable as we continue to innovate and enhance the platform.

Thanks again for considering updating your review and sharing any new insights. Cheers!

AC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/2/2021

"Great collections efforts while using the Tesorio platform."

4/5

What do you like best about Tesorio?

I find the campaigns best help me in reaching out and following up with customers that have open balances. The campaigns are easy to create and maintain. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I do not have a problem with tagging customer emails that require me to constantly update email addresses before sending out campaigns. 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 glad to hear that Tesorio’s campaign functionality has streamlined your collections efforts and saved your team time.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved. If you’re still encountering the need to frequently update email addresses, please don’t hesitate to reach out to your Customer Success Manager—we’re here to help!

Thanks again for considering updating your review and sharing any new insights. Your feedback is invaluable as we continue to innovate and enhance the platform. Cheers!

UI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

6/18/2024

"Tesorio is easy and helps us follow up on overdue invoices"

4.5/5

What do you like best about Tesorio?

I like the automated overdue notices that go out to our customers from Tesorio along with the ease of tracking payment and utlilzing the portal. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I have not experienced any downside yet! 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’s automated notices and tracking features are making it easier for you to manage overdue invoices and streamline collections.Thanks again for your experience—your insights are invaluable to us as we continue enhancing Tesorio. Cheers!

UE

Verified User in Entertainment

Mid-Market (51-1000 emp.)

2/1/2024

"Overall, a helpful business tool"

4/5

What do you like best about Tesorio?

Tracking of multiple aspects of a customer record, including linking emails. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

It would be very helpful to have a tab just for attachments, and not that the only option to attach something is to an invoice. If we send the customer a written collections letter, not by email, I can't attach that in the general record, only to one invoice record. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback with us!

We’re glad to hear that Tesorio has been helpful for tracking customer records and providing better visibility into aging. We appreciate your suggestion about adding a dedicated tab for attachments and will share this with our product team as we continue to enhance the platform.

Since some time has passed, we’d love to hear if your experience with Tesorio has evolved and if any recent updates have addressed your needs. Your updated review would mean a lot to us!

Thanks again for taking the time to share your experience!

MB

Megan B.

Enterprise (> 1000 emp.)

7/18/2023

"Great Partners"

5/5

What do you like best about Tesorio?

Tesorio has allowed us to automate the vast majority of our collections process, allowing for greater penetration rates and better insight into the health of our portfolio. We consistently have great response times when issues arise. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Tesorio has some glitches that can be frustrating when working because they are disruptive. The email module isn't ideal but if you're able to use it more as a reference rather than the primary email for communicating with customers, it would be much easier. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

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Thank you for sharing your feedback, Megan!

We’re happy to hear that Tesorio has helped streamline your collections process and automate dunning for a more efficient workflow.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with email inbox enhancements, and if 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!

JB

Jeffrey B.

Customer Success Manager

Mid-Market (51-1000 emp.)

2/1/2023

"Great experiences with Tesorio"

5/5

What do you like best about Tesorio?

The ability to communicate directly with customers through the Tesorio interface to send or follow up on invoices, as well as see all communications sent or received for those specific invoices. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

For the most part, I have no complaints. The only thing that I'm not fond of is that to see the itemized invoice PDF, it takes multiple clicks and I have to open the PDF up outside of Tesorio. I'd really like to have an in-app PDF reader or preview, so I can check the contents of the PDF Invoice without having to open new tabs every time. That would enable me to scan through multiple invoices faster. Review collected by and hosted on G2.com.

Response from Margaret Link of Tesorio

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Hey Jeffrey — great profile pic and thank you for sharing your positive experiences with Tesorio! We're thrilled to hear that you find our platform helpful in communicating with customers and tracking invoices.

We appreciate your feedback regarding the itemized invoice PDF view — your suggestion for an in-app PDF reader makes a ton of sense. Sent that to the devs!

Thank you for being a Tesorio user. If you wouldn't mind, could you please update your review to keep our ranking relevant? Seriously, thank you.

-Margaret @ Tesorio