Tesorio Reviews

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.

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.

As mentioned earlier, Tesorio is a good Cash Flow management tool that suits all types of Industries.

I use Tesorio for cash collection forecasts, analyzing historical payment behavior, and tracking open invoices. The dashboard shows detailed reports on promises to pay and overall collection scores, helping AR specialists work efficiently.

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.

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.

Tesorio is helping in the day to day operations, helping smooth workflows and expedite processes.

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.

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.

Tesorio helps solve the hassle of manually searching for invoices and keeping track of updates across different records. Instead of going through multiple files or systems, everything is in one place, making it easier to find specific invoices quickly. It also addresses the need for clear communication by allowing users to add notes directly to invoices, so important details or follow-ups don’t get lost.

It makes easier the collections process, many automations and templates just to click and send. AI implementations are very useful.

AI accurate in ready and providing summaries.

The collections management within analysts.

Tesorio has made the cash application easier & efficient. Better insights of the whole Accounts Receivable from multiple filters & perspectives.

Email Inbox can be improved & made more user friendly to utilize regularly.

Very helpful & easy to use the tool.

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.

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.

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.

Tesorio solves several major problems that finance teams face when managing accounts receivable (AR), collections, and cash flow. These problems mostly come from manual processes, poor visibility into payments, and slow collections. Tesorio helps with Automated payment reminders and follow-ups, Tesorio helps with smart collections workflows and this helps companies reduce DSO and collect payments faster. Tesorio Automates invoice tracking and collections, Tesorio automatically matches payments to invoices and Tesorio Reduces manual reconciliation work.

Kept update with current systems updates, I still appreciate the intuitive design and ease of use

There is still some work that could be done towards interactivity and customisation however the off-the shelf version functions very well

As mentioned before, it allows us to keep communicating with our customer regularly and it allows to have a quick snapshot of our receivables at any time.

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

We are also using the Cash Application feature which is great automating payments from the bank back to our ERP system.

Communicating quicker when there are outages.

It good a great system & it will be of great benefit with collections.

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.

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.

Nothing. It's awesome

I use Tesorio to check invoice statuses, including overdue amounts and customer email validity. I can customize and download customer statements, saving time by not pulling aging reports. It's very helpful and reduces extra activities.