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;