Tesorio seamlessly integrates with Sage Intacct, empowering CFOs and finance teams to boost profits
Tesorio seamlessly integrates with Sage Intacct, empowering CFOs and finance teams to boost profits by better managing, predicting, and collecting cash. The Tesorio platform helps Accounts Receivable teams build strong customer relationships and collect cash more quickly and easily by automating key processes and providing invaluable, AI-driven insights and recommendations revealing where to best focus their efforts every day based on Sage Intacct Data.
Key Benefits:
Cash Flow Performance - Accounts Receivable Automation
Tesorio applies artificial intelligence to increase accounts receivable efficiency and effectiveness including smart workflow tools, predicted pay dates, and automated collections forecasting, and dunning campaigns. Treasury, FP&A, accounts receivable, sales, and customer experience teams can all leverage cash insights to gain perspective into customer health.
Customers can expect to:
Accelerate Collections via automation and Artificial Intelligence
Reduce DSO and improve working capital efficiency
Have more time for the highest impact work and customer relationships
Balance workloads and improve morale across the collections team
Anticipate challenges with AI-driven insights and alerts
Key Features:
Accounts Receivable Automation - Reduce DSO
Automated dunning
Customizable senders, recipients, and templates
Capture email communications to customers - append to Sage Intacct records
AI predicted payment dates
Collections CRM - Improve Relationships
Comprehensive collections dashboard
Dynamic workspace functionality
AR data aggregation
Intuitive, user-friendly interface
Payment Portal - Frictionless Payments
Payments made and collected in seconds
Capture invoices, statements, and receipts
Dispute and inquire all in one place
System Requirements:
Sage Intacct Web Services
Sage Intacct Platform Services
Price:
Annual, subscription-based pricing
Integration Approved Countries:
United States;
About:
Tesorio connects people and data to make cash flow actionable and predictable so companies can invest with a long-term view to change the world. The Tesorio Cash Flow Performance Platform replaces tedious and reactive cash flow forecasting and collections processes with total cash flow visibility, control, and predictability. Connected Finance teams are empowered to access previously unavailable data flows and transform legacy workflows to create breakthrough business value and growth while improving customer experience and relationships.