Tesorio
240 reviews
- 1 profiles
- 3 categories
Average star rating
4.7
Serving customers since
2015
Tesorio Reviews
SG
Sheena G.
Revolutionized Collection Process & Made Operational Tasks Easy
Tesorio has made a lot of enhancements. The attention given to minute detailing as per our business requirements is promising. There have been additional features added like workflows, forecasting, updations in filtering the flat files, have graphical insights to our company's performance, editing template statements.
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.
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.com