Tesorio Reviews & Product Details

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 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. Review collected by and hosted on G2.com.

The system can feel a bit basic and sometimes slow, especially when handling a large volume of invoices. The interface could be more intuitive, and a few improvements in speed and navigation would make it more efficient. It works, but there’s definitely room for enhancement to make the experience smoother. Review collected by and hosted on G2.com.

I really enjoy all of the separate controls Tesorio provides; Building my own dashboard and workspaces, tagging and notation. It feels incredibly user friendly. I also really like that it saves selections between pages, a small detail but makes a huge difference when trying to work through lists. Review collected by and hosted on G2.com.

I dont like that when invoices are cleared the history of what happened with that invoice, including notes also feels like it gets cleared. I wish that notes were saved at a higher level so if you looked into the customer account it would show you a history of previous notes on the invoice level rather than only the customer level. This is helpful in credit authorization tasks. Review collected by and hosted on G2.com.

Tesorio has made the cash application easier & efficient. Better insights of the whole Accounts Receivable from multiple filters & perspectives. Review collected by and hosted on G2.com.

Email Inbox can be improved & made more user friendly to utilize regularly. Review collected by and hosted on G2.com.

Tesorio has provided so much for any Accounting Dept move with ease.

1. Easy to send multiple invoices in one email

2. Batch dunning is a great feature

3. Ability to personalize emails

4. Allows customers to access their accounts to see open invoices, credit memos and payments Review collected by and hosted on G2.com.

I have not found anything that needs improvement. Review collected by and hosted on G2.com.

The more and more we are exploring to teorio. It is making more ease of work. There is unlimited task 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 customised your search in a easy and effective way. It campaign are just amazing. Make full use of tesorio and it will make your daily task hastle free. Review collected by and hosted on G2.com.

I cant think of anything I want to change in it. It has only helped me Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Not much. It's easy to use even without a ton of training. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing. It's awesome Review collected by and hosted on G2.com.