Tesorio Reviews & Product Details

I like seeing all the invoices on one page and receiving emails linked to those invoices. It allows me to make notes on the invoice without having to switch between an email and invoice page, which makes everything easier. Tesorio manages all of my portfolio on one platform, making it easier to follow up. Review collected by and hosted on G2.com.

I find the automated emails a bit problematic since the contacts are not always updated. There's sometimes issue with the campaigns not getting the correct contact for a specific invoice. So, the contact management aspect for each invoice could really use some improvement. Review collected by and hosted on G2.com.

This has taken our automated contacts for dunning and statements to the next level. It's also giving us invaluable insight into stats, trends, and account histories. It very customizable and basically any view you want to see can be built. The online support, both AI based and actual humans, is also topnotch. Review collected by and hosted on G2.com.

Some of the automation setups are a little clunky and take some know how to set them up initially but after a few campaigns are set up it's much easier

The second thing is that i wish the customer portal would integrate with more payment processors other than Stripe. Review collected by and hosted on G2.com.

I can clearly view all my invoices and their aging. I also like the predicted date and the tasks feature, which makes it easier to stay on top of everything. Review collected by and hosted on G2.com.

It would be great if we could rearrange the information shown on the dashboards, and also have more filtering options. Also, it would be great to have it synced best with zuora/salesforce as this are softwares are also part of our day to day work Review collected by and hosted on G2.com.

Tesorio’s UI is among the cleanest I’ve used in a finance tool. It feels modern and purpose-built, not like a legacy system that’s been patched together over time. Our team ramped up quickly because the workflows are intuitive and don’t come with a lot of training overhead.

The AI-powered features are where it really differentiates. Intelligent prioritization of collections tasks and automated customer communications turn what used to be manual, judgment-heavy work into a more systematic process. It consistently surfaces the right accounts at the right time, which has noticeably improved our team’s focus and overall output.

Performance has also been consistently strong. Pages load quickly, the platform has been reliable, and we haven’t experienced any meaningful downtime that disrupted our team’s workflow.

Integrations with NetSuite and Salesforce are a major reason Tesorio works so well for us. Our AR data flows in cleanly from NetSuite, and the Salesforce connection gives our collections team customer context without needing to constantly toggle between systems. For a company managing revenue across multiple business segments, having those three platforms connected has removed a lot of manual reconciliation and data chasing. Review collected by and hosted on G2.com.

Tesorio can surface custom fields from Salesforce and NetSuite, which is genuinely useful. The downside is that getting those fields configured requires going through support, rather than being something an admin can self-serve in the product. For a team that moves quickly and iterates often, having to open a ticket for what feels like a straightforward configuration change adds unnecessary friction. It’s not a dealbreaker, and support has been responsive when we’ve needed help, but giving admins more control over custom field mapping directly in the UI would be a meaningful improvement. Review collected by and hosted on G2.com.

Implementation and support team, Tesorio team has taken the most complex AR processes to execute and perform beyond expectation. The team is incredible to work with. Review collected by and hosted on G2.com.

Not being able to trigger campaigns at customer level which is helpful for corporate communications. Review collected by and hosted on G2.com.

I like Tesorio's dashboard and detailed AR tools. The dashboard provides a detailed report on our customer promised to pay invoices, customers at risk, Collected vs Forecast, Open AR Aging, and Overall collection Score. These tools help AR Specialists to work more effectively. The initial setup was very easy and user-friendly. Review collected by and hosted on G2.com.

I don't like the lack of additional pre-built dashboard tools and AI support. It would be helpful to retrieve on-time data that we need on a daily basis and pull reports from our portfolio through AI. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The only areas I see where Tesorio can possibly improve is by Real-time syncing with ERP systems. Another common improvement area is data syncing speed. The sync delays between Tesorio and ERP systems, can slow down financial reporting and forecasting. Review collected by and hosted on G2.com.

Now Tesorio has introduced couple of quick navigation that help getting the reports easily and more insightful Review collected by and hosted on G2.com.

The same Tesorio still not able to download comments in excel format Review collected by and hosted on G2.com.

Tesorio allows us to easily segment our customers for collections purposes, provide targeted communications, and effectively guide our workflows. A huge win is that our NetSuite integration runs flawlessly.

Tesorio was super easy to implement and our CSM and Support are always super responsive when we have ongoing questions. Review collected by and hosted on G2.com.

I'd appreciate a more frequent integration with NetSuite than 3 times per day – and being able to include pay links in our NetSuite invoices.

Knowing which features are included versus not are sometimes difficult to figure out as well. Review collected by and hosted on G2.com.

It is fast and user friendly, good to have a platform that can be used for sending customer notices and handling customer portfolios at the same time. Review collected by and hosted on G2.com.

Sometimes it takes too much time to send notices when multiple invoices are included. Review collected by and hosted on G2.com.