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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
AK
Aman K.
12/15/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

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.
Ed A.
EA
Ed A.
12/12/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

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.
Tusharika K.
TK
Tusharika K.
09/11/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Tesorio is the best automation platform. Love this app and excellent for Data analysis.

The more and more we are exploring Tesorio, it is making work easier. There are unlimited tasks you can perform with the help of Tesorio, you just have to keep exploring. It has so many filters and options to select. You can customize your search in an easy and effective way. Its campaigns are just amazing. Make full use of Tesorio and it will make your daily tasks hassle-free.

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