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
Requirements:
Sage Intacct Platform Services
Price:
Annual, subscription-based pricing
Integration Approved Countries:
United States
About:
Tesorio provides finance leaders with the industry's first AI-driven connected finance operations platform, designed to empower business partners and drive growth while maintaining capital efficiency. By aggregating, structuring, and analyzing real-time primary source data, Tesorio delivers actionable insights and automates workflows for collections, cash application, and cash flow forecasting. Unlike platforms that stop at data reporting or point solutions that address only parts of the cash flow process, Tesorio offers end-to-end intelligent automation and enhances cross-functional collaboration. This enables finance leaders to effectively manage cash flow, optimize payment timing, and make strategic decisions that propel the business forward.
With Tesorio, customers decrease DSO by an average of 33 days and increase Collections team productivity by 300%, making it a favorite with best-in-class finance teams from companies like Redis, Veeva Systems, and Drift. Venture-funded, Tesorio has passionate employees across the Americas and has been recognized for its workplace culture multiple years in a row. Customers regularly recognize Tesorio’s impact on software review sites, like G2, where Tesorio is a leading financial solution in both the mid-market and Enterprise categories.
For more information, visit www.tesorio.com.