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Tesorio
AR automation puts your cash in a state of flow.
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Tesorio Features
Features Summary
Functionality
4.9
/5
10
Total features
41
3 categories
Tesorio features
Common features of Billing and Invoicing software
Screenshots
Contenders comparison
Functionality
4.9
/5
10
Price starts from
30000
Per year
Total Features
41
Unique features
Workflow Management
Projections
Alerts/Notifications
Reminders
Functionality
4.4
/5
20.4K
Price starts from
1922
Per year
Total Features
213
Features in Common
29
Unique features
Contingency Billing
Budget Tracking
For Government
Document Storage
Functionality
4.3
/5
7.4K
Price starts from
30
Per month
Total Features
172
Features in Common
36
Unique features
Customizable Fields
Bank Reconciliation
Income & Balance Sheet
Expense Tracking
Common Tesorio comparisons
Reviewers who mentioned features said:
Felipe G.
Computer Software, 501-1,000 employees
Used daily for 6-12 months
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Tesorio was crucial in substantially improving overall collections with less manual work. With Tesorio, we not only significantly reduced the amount of manual work from the team, but also substantially improved our collections performance, which ultimately is key for cash management, a key goal for our business today. The integration with NetSuite is seamless and allow us to quickly navigate between systems.
Easy to set up, easy to use. The automation of previously manual tasks and the actual results it brought from a collections and cash management perspective.
Not much. But the widgets in the insights page could allow more data from a timing perspective than it currently does. In addition, the ability to send "batch" emails would be a good feature. Outside of the campaigns, it would be good to have the ability to, at any given day, "send a reminder email to all customers above 30 days".
Allan J.
Computer Software, 501-1,000 employees
Used daily for 1-2 years
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Overall, I find Tesorio as a very useful and effective tool in our Team's Billing and Collection process.
For the Billing and Collection process, Tesorio's effective interface with our Netsuite system greatly assist us in knowing the status of invoices and enables us to effectively prioritize in the follow-up process. The data our team saves and retrieves from Tesorio also ensures that our team will be able to address the concerns or issues that our raised to our attention by our customers.
I currently have not encountered any features which I don't like
Marietta H.
Information Technology and Services, 51-200 employees
Used daily for 6-12 months
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My overall experience with this product is quite positive. I would recommend it to others especially knowing you have a team ready and able to answer your questions and are aimed at helping you be successful.
There are several features that I like within Tesorio's platform. I like that we are able to house almost everything out of it. I do like the collection capabilities where Tesorio synchs with our billing system to record payments, submit invoices, create dunning templets, manage collection functionalities like follow ups; Review aging and generate reports; Make notes, send notices, use a dashboard for a broad picture of at risk customers, missed promise to pay, cash trends, new customers and such. Everything is essentially at your fingertips.
Integration went well. Customer service is very helpful and responds well. The only thing I would like to see happen and I know is being worked on is when an invoice is paid, but the invoice number that is referenced is no longer open for on reason or another, Tesorio is working on making sue that payment is not unidentified. Currently we have to look for those payments and archive them after ensuring the payment was posted to the customer's account. This is not an issue that all will face, however it is one thing that we are hoping to see become more efficient.
Jimmy Je V.
Computer Software, 5,001-10,000 employees
Used daily for 1-2 years
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I am having fun using Tesorio. One of the best tool in AR that you can actually use for fast communication and sending notifications to the client.
Tesorio is a great product in the AR field. Pre-populated email templates helps a lot in communicating with the clients. Data are update immediately which you'll have up to date information with the actual current balance of the account.
There were times that in using the email functionality of Tesorio, adding (cc) another email address is not working.
Natalie N.
Marketing and Advertising, 201-500 employees
Used daily for less than 6 months
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Overall, Tesorio is a great product. Its easy to learn and had an immediate impact on our collections process.
Tesorio has excellent customer service. The entire team is incredibly responsive and resolved our questions quickly. Providing visibility to the open invoices and payment history has saved so much time on both sides.
The challenging piece on our side is how customized our Netsuite and SFDC instances are. It would be really helpful if the Admin could map and unmap fields on their own.
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