• 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 NetSuite 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

    About:

    Tesorio is the cash flow performance platform, which Treasury, FP and A, and Accounts Receivable teams use to manage, predict, and collect cash. We apply machine learning to financial data to help customers with A/R automation including smart workflow tools, predicted pay dates, and automated collections forecasting. Sales, customer experience, and audit committees also leverage cash insights to gain perspective into customer health and to migrate away from running critical cash workflows in Excel. Our AI processes over $30B in transactions each year for companies ranging from 50-10,000 employees. Tesorio serves customers worldwide across verticals including software, manufacturing, retail, and finance.


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