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Tesorio

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211 avis
  • 1 profils
  • 4 catégories
Note moyenne des étoiles
4.7
Au service des clients depuis
2015

Profile Name

Star Rating

175
33
3
0
1

Tesorio Reviews

Review Filters
Profile Name
Star Rating
175
33
3
0
1
Eileen C.
EC
Eileen C.
Financial Leader, Morale Motivator and Culture Champion
05/03/2024
Évaluateur validé
Utilisateur actuel vérifié
Source de l'avis : Invitation du vendeur
Avis incitatif
Traduit à l'aide de l'IA

Tesorio est l'outil de collecte dont toutes les entreprises ont besoin.

Les capacités robustes et la personnalisation que vous pouvez créer pour les rapports que le logiciel de comptabilité actuel ne peut pas faire, la possibilité de créer des étiquettes personnalisées et des campagnes de relance, la facilité du logiciel et comment trouver des copies de factures, la mise en place de plateformes de paiement. Le support client est toujours très réactif et rapide.
CL
Cathi L.
02/02/2024
Évaluateur validé
Source de l'avis : Sendoso
Avis incitatif

Robust and User Friendly

Tesorio pulls pertinent data from Salesforce and NetSuite. This enables me to properly categorize each customer account and pull in desired data into my reporting. I am able to customize campaigns and either set and forget them or trigger them manually. The Tesorio dashboard tells a comprehensive story about your portfolio, such as, total cash collected, missed promise to pays, risk accounts and which buckets to focus on with your campaigns.
DV
Diego V.
02/01/2024
Évaluateur validé
Utilisateur actuel vérifié
Source de l'avis : Sendoso
Avis incitatif

Revolutionizing tool

Tesorio has revolutiozined our cash flow management experience. It is very intuituve, we have real-life visibility into our finances, enabling us to make informed decisions. The automation featured have saved us countless hours of manual work, allowing us to focus on strategic initiatives. Tesorio customer support team is responsive and knowledgeable, ensuring a smooth onboarding process. Tesorio is a every day tool where you can manage all your AR in one place, it gives more details at hand than any other tools in the market. Tesorio has exceeded our expectations, and has become an indispensable tool for optimizing our cash flow management. Higly recommend it to any the business looking to take control of their finances and drive growth.

About

Contact

HQ Location:
San Francisco, California

Social

@usetesorio

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

Année de fondation
2015