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Tesorio Reviews & Product Details - Page 2

Tesorio Overview

What is Tesorio?

Tesorio provides finance leaders with the industry's first AI-driven connected financial operations platform, designed to empower business partners and drive growth while maintaining capital efficiency. By aggregating, structuring, and analyzing real-time primary source data, Tesorio delivers actionable insights and automates workflows for collections, cash application, and cash flow forecasting. Unlike platforms that stop at data reporting or point solutions that address only parts of the cash flow process, Tesorio offers end-to-end intelligent automation and enhances cross-functional collaboration. This enables finance leaders to effectively manage cash flow, optimize payment timing, and make strategic decisions that propel the business forward. Key benefits that Tesorio customers realize include: ▪︎ Reduction in days sales outstanding (DSO) ▪︎ 3x improvement in your collections team’s efficiency ▪︎ 75% decrease in time spent on low-value dunning activities ▪︎ 4x increase in customer-base reached See what the impact could be on your business with our ROI calculator: https://www.tesorio.com/roi-calculator

Tesorio Details
Product Website
Languages Supported
English
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Product Description

Tesorio, a leading provider of Cash Flow Performance Solutions, is revolutionizing the way businesses handle their Accounts Receivable. Its cutting-edge technology, powered by AI and machine learning, offers advanced A/R automation tools that include intelligent workflow, payment prediction, collections forecasting, self-service customer payments, invoice matching and more. Trusted by global organizations such as Slack, Bank of America, Box, Veeva Systems, Twilio, Domo and others Tesorio helps businesses maximize cash flow performance, streamline credit and collections processes, and create better customer experiences.

How do you position yourself against your competitors?

Richest data platform: Because Tesorio connects all finance data sources, including ERP, CRM, payment systems, banks, data lakes, etc., & touches every team in Finance, including AR, AP, & Treasury, we can provide the most comprehensive look at cash flow performance today, and into the future, with the tools to take action to speed up or slow down cash flow.

ETL Process: Tesorio is able to extract and structure data from all your finance platforms as well as your primary source data. As a result, Tesorio automates processes that have been manual until now.

Fast implementation: Everyone says it, but we can prove it: our best-in-class implementation team will have you up and running in less than 30 days.

Loved by customers - If you don’t think that a finance tool could be loved, just check out our reviews!


Seller Details
Seller
Tesorio
Company Website
Year Founded
2015
HQ Location
San Francisco, California
Twitter
@usetesorio
484 Twitter followers
LinkedIn® Page
www.linkedin.com
67 employees on LinkedIn®
Description

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.


Demi H.
DH
Overview Provided by:
B2B Marketing | Product Marketing | Events

Recent Tesorio Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Excellent collection tool!"
Tesorio provided excellent visibility on collection status in different methods. We can easily identify where to focus our energy.
Sweta S.
SS
Sweta S.Enterprise (> 1000 emp.)
4.5 out of 5
"Friendly and Useful Software"
Quick problem solving team and user friendly software.
Verified User
U
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Amazing Tool"
It makes easy to access data of our customers and get accurate data related to the customer history. Useful in forecasting and get collection numb...
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Tesorio Media

Tesorio Demo - More Efficiency & Personalization
Create personalized emails from templates in minutes so communications are triggered at the perfect moment.
Tesorio Demo - Seamless Integrations & Workflows
Out-of-the-box integrations to your existing systems, like your ERP, removes the tedious import and export process.
Tesorio Demo - Facilitate Collaboration
Collaborate with customizable workspaces that enable your team to share notes and aggregate AR data.
Tesorio Demo - Improve Accuracy
Machine Learning delivers per-customer predictive models to better know when to expect cash.
Tesorio Demo - On-Demand Forecasts
View, create, or adjust forecasts to deliver critical cash insights so you can make business decisions faster.
Tesorio Demo - More Precision
Transaction-level data combined with predictive AI and human adjustments means unprecedented precision.
Play Tesorio Video
Play Tesorio Video
Play Tesorio Video

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Video Reviews

212 Tesorio Reviews

4.7 out of 5
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212 Tesorio Reviews
4.7 out of 5
212 Tesorio Reviews
4.7 out of 5

Tesorio Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for TesorioQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Tusharika K.
TK
Account Executive AR
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Tesorio?

It has so many filters and options to select.You can customised your serach in a easy and effective way. It campaign are just amazing. Its even helps to set your goals and reminder feature is just amazing. I have been using this app for more than 3 year now and it have helped me alot. The data analysis and data prediction do you wonder Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

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

What problems is Tesorio solving and how is that benefiting you?

We rely on tesorio for day to day working. It has been a great help for us. It has made our work so much sorted. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

Tusharika, thank you for sharing your feedback. We really appreciate it.

We’re happy to hear how Tesorio’s filters, customization options, and campaign features have made your work easier and more organized over the past three years.

Thanks again for taking the time to share your Tesorio experience!

Cheers,

Demi

Verified User in Accounting
UA
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Tesorio?

Tesorio is very user friendly and easy to navigate. I was able to jump right in with minimal training. I like that it connects with third party apps to sync payments and other valuable information over. The option to create my workspace and save it for my view only is very useful and comes in handy a lot. I like the many different filter options available to get precise results on what you are specifically looking for. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

The only down side I have about Tesorio is the option to navigate between pages. If we could get the page numbers at the top and bottom that would be great. Also, if we can get the option to enter a specific page number to go to that would be useful as well. Sometimes when filtering on a specific amout I am needing, it doesn't always pull up (not sure why), but if I click through the pages, I can see the invoice amount I am looking for then. Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Tesorio is helping to solve unapplied payment issues and past due invoice issues. The unapplied payments is an issue because we have customers that will overpay invoices and we like the ability to see which customer (s) are doing this and reach out to them to get it resolved whether they want to apply the overpayment to an future invoice or issue a refund. It also helps in keeping track of which customers have past due invoices and allows us to reaach out to the customer directly from Tesorio via email so that we can track communication between collector and customer. This helps in knowing when the invoice needs to be escalated to the next level if a customer isn't being responsive. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

Hello! Thank you for sharing your feedback!

We're happy to hear that Tesorio is helping you tackle unapplied payments and past-due invoice issues effectively while keeping communication seamless.

We appreciate your feedback about navigation and filtering and will share this with our product team as we continue enhancing the platform.

Thank you again for taking the time to share your experience—it means a lot to us!

Cheers,

Demi

Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Tesorio?

I love being able to filter based on my own parameters to focus my efforts, I mostly filter on aging buckets or largest balances.

The collaborative nature is a huge plus, my collegues can easily check when a customer has been contacted, find email addresses and this means that we are not duplictating work.

Very easy to run reports and to convert these to excel so that information can be shared with colleagues on other teams.

Sending automated email campaigns and statements is essential and Tesorio does this very reliably.

The 'Tags' Feature means that you can tell at a glance the overall status of an account and move on quickly iof no action is needed. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

There is a delay in the sync between Netsuite and Tesorio - that may be our issue not Tesorio thpugh or perhaps I need to learn to be more patient... Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Tesorio helps to keep me organised and focused, I am able to organise my day efficiently.

The tesorio predicions for payment dates also allows me to quickly asses which Customers have historically had issues and so will probably require extra attention so Tesorio has become somewhat intuitive. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

Thank you for sharing your feedback on G2!

We’re happy to hear that Tesorio’s filtering, collaboration features, and reporting tools are making a difference for you and your team.

We appreciate your note on the sync timing with NetSuite and want to let you know we’re continuously working to enhance our integrations for a seamless experience. Thank you again for your valuable insights—they help us make Tesorio even better!

Cheers,

Demi

Arun S.
AS
Accounts Executive
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
(Original )Information
What do you like best about Tesorio?

Dunning campaigns are awesome to send automated emails by single click. Complete view of your ageing buckets. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

There is a little lag in updating Notes for invoice at times. Review collected by and hosted on G2.com.

Recommendations to others considering Tesorio:

Very helpful & easy to use the tool. Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Dashboard gives oversight of whole outstanding balance for quick review. When any other team member updates something for my assigned customer or invoice then it get notified about the change which is very useful. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio
(Original )

Thank you for sharing your feedback, Arun!

We’re glad to hear that Tesorio’s predictions are helping your team stay on track with projections.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved, especially with updates to email inbox, and if other improvements have made a difference for your team.

Thanks again for considering updating your review and sharing any new insights. Your updated thoughts would be incredibly valuable to us as we continue to innovate and enhance the platform. Cheers!

Vlademier A.
VA
Senior Collections Specialist
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Tesorio?

Next to none when it comes to it being user-friendly. The updates they continue to make are timely and relevant to the role of its users.

Every update Tesorio makes really surprises me as they make my life easier. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

I can't think of any feature that will make me NOT like the tool. Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Tesorio helps me identify way easier which customer to chase for payments, who do I need to follow-up on. It is also now able to show us the $$ we collected. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

Thank you for sharing your feedback, Vlademier!

We’re happy to hear that Tesorio is making a positive impact on your collections efforts and helping streamline your processes.

Thanks again for sharing your experience—your insights are invaluable as we work to keep enhancing the platform. Cheers!

Verified User in Information Technology and Services
AI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Tesorio?

Tesorio application is a very user-friendly application and the UI is easy to navigate. We recently implemented the AR Forecast which our teams are finding very useful! Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Some things like if you are not familair with the application, the email Templates are only available under the user settings, a user might expect these to be located on the left hand side of application with campaigns. Review collected by and hosted on G2.com.

Recommendations to others considering Tesorio:

It good a great system & it will be of great benefit with collections. Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Our business teams are using Tesorio for collections management. We use the dunning campaigns to notify our customers when they have payments are over due. We also use the AR forecast which our teams are finding very useful. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

Thank you for sharing your feedback!

We’re happy to hear that Tesorio’s user-friendly interface and AR Forecast feature have been valuable for your team’s collections management efforts.

Since some time has passed, we’d love to know how your experience with Tesorio has evolved and if recent updates and product enhancements have made a difference for your team. Your updated insights would be incredibly valuable as we continue to innovate and enhance the platform.

Thanks again for considering updating your review and sharing any new insights! Cheers!

RV
Sr. AR and Recover Analyst
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Tesorio?

"What I enjoy most about using Tesorio middleware is its ability to continually evolve in a dynamic market and industry. Tesorio consistently adapts to provide its customers with an exceptional, high-quality product. Additionally, their customer support is unparalleled, delivering the best in customer satisfaction." Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

"The Tesorio middleware email system has made impressive progress in a short time. However, I find this module to be one of the more tedious aspects of the platform." Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Tesorio provides a more intuitive platform compared to Netsuite our current ERP system, simplifying the generation of aging reports and enhancing collection strategies.

Tesorio reduces manual workloads, allowing our AR team to focus on strategic collection activities. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

Rolando,

Thank you for sharing your feedback!

We're glad to hear how Tesorio has simplified your AR processes and helped your team focus on more strategic initiatives.

We appreciate your thoughts on the email system and will share this with our product team as we continue to improve and enhance the platform.

Thank you again for taking the time to share your experience!

Cheers,

Demi

Chloe S.
CS
Finance Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Tesorio?

I love how easy it is to send customized emails in bulk. The campaign tools have increased our collections efficiency. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

There could be better integrations with Salesforce to make it a more comprehensive tool. Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Tesorio allows for one-click emails with attached invoices and easy customization within the email copy. This allows our bililng team to follow up more quickly with invoices. This has decreased our DSO and stress on the team. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

Hi Chloe,

Thank you for sharing your feedback on G2!

We’re happy to hear that Tesorio’s campaign tools and one-click email features have boosted your collections efficiency and helped reduce DSO (and some stress!).

We appreciate your input on Salesforce integrations. We have some exciting Salesforce enhancements in the works, making it even easier for teams to stay aligned. Keep an eye out for these enhancements in the coming months!

Thank you again for your valuable feedback—it helps us continue to improve Tesorio for teams like yours.

Cheers,

Demi

Srinivasan S.
SS
Associate Manager, Accounts Receivables
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Tesorio?

Tesorio is a best and powerful AR tool. Improves cash flow, user friendly, automation, easy to manage customer accounts, saves times are the most I like in Tesorio. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Nothing big to dislike Tesorio as it is a current best AR tool. But one thing I want to see a new/trendy dashboard. Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Monitoring daily collections, Managing customer accounts, Improve Data Accuracy, Enhance cash flow and Minimize Bad Debts. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

Srinivasan, thank you for sharing your feedback!

We’re thrilled to hear that Tesorio has been helpful in improving cash flow, enhancing data accuracy, and streamlining your AR processes.

We appreciate your input on the dashboard. We’ll pass this along to our product team as we’re always working to enhance the platform. In the meantime, feel free to reach out to our Customer Success team if there’s anything we can do to help you make the most of Tesorio.

Thank you again for sharing your experience!

Cheers,

Demi

Hershel R.
HR
AR coordinator
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: In-app
Incentivized Review
(Original )Information
What do you like best about Tesorio?

How simple it is to use and fast to find what you are looking for. Very intuitive and user friendly. Review collected by and hosted on G2.com.

What do you dislike about Tesorio?

Can't think of anything that I dont like. Review collected by and hosted on G2.com.

What problems is Tesorio solving and how is that benefiting you?

Help me find the AR person working on the invoices I am reviewing, also being able to send email directly from Tesorio and sync with gmail. Review collected by and hosted on G2.com.

Response from Demi Hingeley of Tesorio

Thank you for your feedback, Hershel!

We’re happy to hear that Tesorio’s ease of use has made finding information simple and effective for your team.

Since some time has passed, we’d love to hear how your experience with Tesorio has evolved and if recent updates have made a difference in your day-to-day workflows. Your updated insights would be incredibly valuable as we continue to innovate and enhance the platform.

Thanks again for considering updating your review and sharing any new insights! Cheers!