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Tesorio

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

Profile Name

Star Rating

200
37
4
0
1

Tesorio Reviews

Review Filters
Profile Name
Star Rating
200
37
4
0
1
AN
03/24/2026
Validated Reviewer
Verified Current User
Review source: In-app

Tesorio Review – Simple and Gets the Job Done

Tesorio is easy to use and pretty straightforward, especially when it comes to searching for invoices. It saves a lot of time compared to manual tracking, and the search function is generally reliable. I also like the notes feature—it’s simple but really helpful for adding context or updates that the team can easily see. Overall, it supports daily tasks without being complicated.
Verified User in Computer Software
UC
Verified User in Computer Software
03/10/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Amazing tool for our collections process! Easy and user friendly!

It makes easier the collections process, many automations and templates just to click and send. AI implementations are very useful.
Mohammed P.
MP
Mohammed P.
03/05/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Tesorio Review 2026

Tesorio automates accounts-receivable tasks like sending reminders, tracking invoices, and managing collections. Instead of chasing payments manually, the system runs workflows automatically. One of Tesorio’s biggest strengths is its cash flow forecasting and dashboards. It analyzes invoice and payment data to predict when money will arrive. Tesorio uses machine learning to analyze historical payment patterns and predict when customers will pay. Tesorio integrates with ERPs and CRMs like NetSuite, Salesforce, and other accounting systems. I like Tesorio also because it automates collections and prioritizes invoices, businesses can reduce Days Sales Outstanding (DSO) and improve liquidity. The Customer support of Tesorio is very good and very fast at responding. The implementation of Tesorio was very smooth and easy.

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