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Tesorio

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240 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.7
Serving customers since
2015

Profile Name

Star Rating

197
38
4
0
1

Tesorio Reviews

Review Filters
Profile Name
Star Rating
197
38
4
0
1
CA
Chanda A.
07/30/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Powerful Financial Automation with Responsive Support

Tesorio is incredibly useful for my organization's billing, payment, and cash flow processes. It provides detailed, real-time control over all financial transactions, which I find wonderful. I love its ability to improve process automation by simplifying repetitive tasks and reducing errors by eliminating the possibility of human error in data entry. The compliance facilitation and report generation for audits are also impressive. The best things are the customization and customer service. The customization capacity is great as it allows me to adapt it to my needs. The customer service is very responsible, responds quickly, and always provides detailed information.
PJ
Philip J.
07/27/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Versatile Automation with Room for Regional Customization

I use Tesorio for reconciliation and payment tracking because it connects to the ERP system to match payments, reduce outstanding balances, and facilitate accounting closings. I like the configurable automation, and the communication flows and templates are customizable, allowing me to adapt them to internal and regional policies. I also love the action dashboard and impact-based prioritization. The combination of contact automation and scoring results in a reduction of the time spent on collections. For the initial integration, we used native connectors to synchronize invoices, payments, and clients, and everything went well.
Melina S.
MS
Melina S.
07/16/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Highly Customizable Platform That Meets Customer Needs

The ability to tailor the platform to meet customer needs.

About

Contact

HQ Location:
San Francisco, California

Social

@usetesorio

What is Tesorio?

Tesorio is an Agentic Financial Operations platform for the order-to-cash lifecycle. AI agents handle manual busywork across collections, cash application, and supplier portal management, while finance teams focus on exceptions, priorities, and customer relationships. The platform structures financial data from source systems, automates execution, and delivers real-time visibility with AR forecasting. Backed by Workday Ventures and a certified NetSuite partner, Tesorio is used by companies including Fin, Veeva, GitLab, Plaid, Fastly, and Notion.

Details

Year Founded
2015
Website
www.tesorio.com