Tesorio 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Tesorio

4.9

(10)

Pricing

Starting at $30,000.00 per year

About Tesorio

As a market leader in account receivable automation, Tesorio's intelligent A/R platform empowers Finance, Sales, and Customer Success by automating key finance processes and providing valuable insights on when to collect and communicate with customers.

Tesorio unifies cash data from all your disparate systems—including your ERP—and aggregates it into a single, intuitive platform. Focus on your most strategic accounts to maximize the impact collections have on your cash flow. Unlock smart workflow tools, predicted pay dates, and automated collections forecasting.

Tesorio Screenshots

Tesorio Pricing and Plans

Starting price: $30,000.00 per year

Free Trial

Free Version

Basic

$30,000.00

usage based, per year

No plan information available

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Tesorio Features

Popular features found in Billing and Invoicing
Billing Portal
Contact Database
Customizable Invoices
Invoice Processing
Mobile Payments
Multi-Currency
Payment Processing
Quotes/Estimates
Reporting & Statistics
Tax Calculation
Time & Expense Tracking
More features of Tesorio
Accounting
Accounting Integration
ACH Payment Processing
Activity Dashboard
Aging Tracking
Alerts/Notifications
Billing & Invoicing
Cash Flow Management
Cash Management
Check Processing
Credit Card Processing
Customer Statements
Customizable Reports
Customizable Templates
Data Import/Export
Dunning Management
Email Management
Financial Analysis
Financial Management
Forecasting
General Ledger
Invoice History
Online Invoicing
Online Payments
Overpayment Processing
Partial Payments
Payment Collection
Projections
Purchase Order Management
Real-Time Data
Real-Time Reporting
Receivables Ledger
Recurring/Subscription Billing
Reminders
Third-Party Integrations
Workflow Management

Tesorio Integrations

Stripe Issuing

Stripe Billing

Acumatica Cloud ERP

Sage Intacct

QAD Adaptive ERP

NetSuite

See all 15 integrations

Tesorio User Reviews

Overall Rating

4.9

Ratings Breakdown

90%

10%

Secondary Ratings

Ease of Use

4.9

Value for money

5.0

Customer support

4.7

Functionality

4.9

Have you used Tesorio and would like to share your experience with others?

Marietta H.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed June 2023

Ekos Software Finance Team

My overall experience with this product is quite positive. I would recommend it to others especially knowing you have a team ready and able to answer your questions and are aimed at helping you be successful.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

There are several features that I like within Tesorio's platform. I like that we are able to house almost everything out of it. I do like the collection capabilities where Tesorio synchs with our billing system to record payments, submit invoices, create dunning templets, manage collection functionalities like follow ups; Review aging and generate reports; Make notes, send notices, use a dashboard for a broad picture of at risk customers, missed promise to pay, cash trends, new customers and such. Everything is essentially at your fingertips.

Cons:

Integration went well. Customer service is very helpful and responds well. The only thing I would like to see happen and I know is being worked on is when an invoice is paid, but the invoice number that is referenced is no longer open for on reason or another, Tesorio is working on making sue that payment is not unidentified. Currently we have to look for those payments and archive them after ensuring the payment was posted to the customer's account. This is not an issue that all will face, however it is one thing that we are hoping to see become more efficient.

Reasons for switching to Tesorio

My management team felt it would be a better option for our business.

Felipe G.

Verified reviewer

Computer Software

501-1000 employees

Used daily for less than 12 months

Reviewed July 2023

Tesorio was crucial in substantially improving overall collections with less manual work.

Tesorio was crucial in substantially improving overall collections with less manual work. With Tesorio, we not only significantly reduced the amount of manual work from the team, but also substantially improved our collections performance, which ultimately is key for cash management, a key goal for our business today. The integration with NetSuite is seamless and allow us to quickly navigate between systems.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to set up, easy to use. The automation of previously manual tasks and the actual results it brought from a collections and cash management perspective.

Cons:

Not much. But the widgets in the insights page could allow more data from a timing perspective than it currently does. In addition, the ability to send "batch" emails would be a good feature. Outside of the campaigns, it would be good to have the ability to, at any given day, "send a reminder email to all customers above 30 days".

Allan J.

Verified reviewer

Computer Software

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed July 2023

How Tesorio helps our Billing process

Overall, I find Tesorio as a very useful and effective tool in our Team's Billing and Collection process.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

For the Billing and Collection process, Tesorio's effective interface with our Netsuite system greatly assist us in knowing the status of invoices and enables us to effectively prioritize in the follow-up process. The data our team saves and retrieves from Tesorio also ensures that our team will be able to address the concerns or issues that our raised to our attention by our customers.

Cons:

I currently have not encountered any features which I don't like

Geetha K.

Verified reviewer

Consumer Services

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed June 2023

Easy and Systematic

Nice and good

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Campaign - systematic and accurate method of campaign system.

Cons:

Invoice tagging - now feature but good attractive.

Reasons for choosing Tesorio

Good and nice experience overall.

Jimmy Je V.

Verified reviewer

Computer Software

5001-10000 employees

Used daily for less than 2 years

Review source

Reviewed June 2023

First Time Tesorio User Review

I am having fun using Tesorio. One of the best tool in AR that you can actually use for fast communication and sending notifications to the client.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Tesorio is a great product in the AR field. Pre-populated email templates helps a lot in communicating with the clients. Data are update immediately which you'll have up to date information with the actual current balance of the account.

Cons:

There were times that in using the email functionality of Tesorio, adding (cc) another email address is not working.

Daniela M.

Verified reviewer

Computer Software

1001-5000 employees

Used daily for less than 2 years

Reviewed July 2023

Tesorio

I love the tool, one of the best! If not the best tools that I've used in 4 years working at Finance.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

How everything is so user friendly, how you get direct links to other tools such like Netsuite, statements, notes, now we are able to track accounts to be suspended, when there are errors or issues, the tech team solves the issues really fast.

Cons:

There arent really any cons, once in a while the tool goes down but its fixed within hours!

Kathie L.

Verified reviewer

Wholesale

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2023

Great product

Collecting past dues.Sending missing invoices customer's request.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of using to send customers past due invoices, invoices coming due & statements.

Cons:

There is nothing that is negative about Tesorio.

Manjodh S.

Verified reviewer

Information Technology and Services

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed June 2023

User friendly and easy to train

This is very effective application when it comes to see the aged invoices and see customer history. It provides forecasting of funds.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This is very effective application when it comes to see the aged invoices and see customer history. It provides forecasting of funds.

Cons:

Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well.

Prathamesh S.

Verified reviewer

Information Technology and Services

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed June 2023

Prathamesh Tesorio Review

Excellent!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I think the most I like was the user interface which is very very simple

Cons:

I think there is some scope for improvement like, For picking future dates like 10 years ahead we have to scroll all the way month by month

Natalie N.

Verified reviewer

Marketing and Advertising

201-500 employees

Used daily for less than 6 months

Review source

Reviewed June 2023

Immediate Results from Tesorio!

Overall, Tesorio is a great product. Its easy to learn and had an immediate impact on our collections process.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Tesorio has excellent customer service. The entire team is incredibly responsive and resolved our questions quickly. Providing visibility to the open invoices and payment history has saved so much time on both sides.

Cons:

The challenging piece on our side is how customized our Netsuite and SFDC instances are. It would be really helpful if the Admin could map and unmap fields on their own.

Showing 1 - 10 of 10 Reviews