• Tesorio

    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:
    To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License;
    Sage Intacct Platform Services

    Annual, subscription-based pricing

    Integration Approved Countries:
    United States;


    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.

    Phone: (650) 772-5752
    Website: https://www.tesorio.com/
    Year Founded: 2013
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