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Tesorio
231 reviews
- 1 profiles
- 3 categories
Average star rating
4.7
Serving customers since
2015
Tesorio Reviews
GC
Germana C.
Powerful for Forecasting, but Slow at Times
I like Tesorio's templates which are very useful and I use them daily. I also find the ability to write pinned notes very useful, which help me make credit forecasts.
AK
Aman K.
Streamlined Invoice Management with Customization Flexibility
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.
EA
Ed A.
Streamlined Workflow and Effortless Organization
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.
About
What is Tesorio?
Tesorio is a cash flow management platform designed to help businesses optimize their working capital and financial operations. The platform uses AI-driven insights to automate cash flow forecasting, collections, and accounts receivable management, enabling companies to make data-driven decisions, improve liquidity, and reduce financial risk. Tesorio integrates with accounting systems and provides real-time visibility into cash positions, empowering finance teams to streamline processes and improve cash flow efficiency.
Details
Year Founded
2015
Website
www.tesorio.comHunting for software insights?
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