Tesorio
242 reviews
- 1 profiles
- 3 categories
Average star rating
4.7
Serving customers since
2015
Tesorio Reviews
MR
Melonie R.
Great finance tool!
What I like best about Tesorio is how it makes managing collections so much more efficient and collaborative. The platform's ability to predict payment timing based on customer history, display due dates clearly, and allow us to add tags for easy tracking has been incredibly helpful.
I also really appreciate the automated email functionality, it saves us time while keeping communication consistent. On top of that, being able to see exactly what actions a teammate has taken on an account, including emails sent, has greatly improved our team's coordination and follow up efforts.
MK
Mike K.
Detailed Customer Statement View
- Shows every open invoice, credit, and payment for one customer in a single statement, plus an ageing grid that highlights how long each amount has been outstanding.
- One-click export lets me send the same statement as PDF or CSV without building a spreadsheet.
- I can open each invoice to see the full collections email thread, so I know exactly what reminders went out.
AC
Verified User in Computer Software
AR Management Platform
The email campaigns allow for great customization for your target audience, whether it be internal or external customers. The automatic payment promise tags are a great help as more customer move towards platform billing.
About
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