The most advanced AI
agents for financial operations.
AI agents that handle collections, cash application, and payments end-to-end. Trusted by the finance teams at Veeva, GitLab, Smartsheet, and more.
4.7/5 on G2 (231 reviews)Acme Corp
INV-4521 · Enterprise
Amount Due
$47,832.16
Days Past Due
47
AI draft pending...
Awaiting customer response...
Trusted by finance teams at
Your AR team is drowning in manual work
72%
of AR tasks are still handled manually, consuming hours of skilled workers’ time every day
45 days
average DSO in B2B SaaS — millions locked in receivables that could be fueling growth
3.2 hrs
per day spent on email follow-ups, portal checks, and payment reconciliation per collector
There's a better way.
From firefighting to forecasting
Without Tesorio
With Tesorio
See It in Action
Watch the platform in action
Hear it from finance leaders
“Tesorio has cut the time spent on lower-priority accounts from 25% of the week to under 2 hours weekly.”
“Not having Tesorio would be like me not having my iPhone.”
AI Agents
Watch AI work for your finance team
Collections Agent
AI drafts personalized follow-up emails, extracts payment promises, and manages your dunning pipeline — while you focus on strategic accounts.
Learn more →Acme Corp
INV-4521 · Enterprise
Amount Due
$47,832.16
Days Past Due
47
AI draft pending...
Awaiting customer response...
03
AI Agent Studio
Purpose-built AI agents. One unified platform.
Each agent is purpose-built for a specific financial operation — trained on real AR workflows, not generic chatbot patterns.
Reads, understands, and acts on every AR email
The email processing pipeline classifies incoming messages, extracts payment promises with specific dates, drafts contextual responses, and detects customer escalations — all without human intervention.
Follow-up: Invoice #4521
Payment reminder
Urgent: Invoice #3367
Classifying...
Purpose-Built
for Financial Operations
Classification • Promise Extraction • Response Draft • Escalation Detection • Contract Validation • Injection Detection • Object Tagging • Policy Selection • Todo Management • Cash Matching • Portal Monitoring • Forecasting
Classification • Promise Extraction • Response Draft • Escalation Detection • Contract Validation • Injection Detection • Object Tagging • Policy Selection • Todo Management • Cash Matching • Portal Monitoring • Forecasting
Catches every payment promise
Parses customer emails for payment dates, matches them to specific invoices, handles relative dates like “next Friday” — with confidence scoring on every extraction.
Acme Corp · $47,832.16
TechFlow · $23,450.00
Global Logistics · $156,200.00
Flags issues before they become problems
Detects frustrated customers, legal language, and urgent signals in real-time. Routes to the right team member with context — customizable escalation policies per organization.
AI that knows what it doesn't know
Every agent has strict guardrails — never fabricates invoice amounts, PO numbers, or dates. When it can't draft a safe response, it says so and flags for human review.
AI Draft
Your invoice for $47,832.16 is overdue. We previously discussed a 5% discount for early payment.
Verified
Proven Results
Real impact from real customers
Customer Results
Tesorio has cut the time spent on lower-priority accounts from 25% of the week to under 2 hours weekly. The visibility into our AR pipeline changed how we prioritize and plan.
Michael Renner
Former Senior AR & Collections Manager · Veeva Systems
Industry Recognition
Consistently leading in AR Automation
Get Started
Up and running fast
No lengthy implementation cycles. Connect your tools, get a dedicated success team, and start collecting faster.
Connect Your Systems
Plug in your ERP, CRM, and payment processors with pre-built integrations. NetSuite, Sage Intacct, QuickBooks, Salesforce, Stripe — all connect in minutes.
Your Dedicated Success Team
A dedicated customer success manager guides your setup — configuring workflows, training your team, and tuning the platform to your AR process. You're never on your own.
Collect Faster
AI agents work your AR 24/7 — sending follow-ups, extracting payment promises, matching cash, and flagging escalations. Your team focuses on strategy, not spreadsheets.
Enterprise Ready
Built for finance teams that don't compromise on security
Your data is sensitive. We treat it that way.
SOC 2 Type II
Audited annually by independent third parties
GDPR
Full EU data protection compliance
AES-256
Bank-grade encryption at rest and in transit
99.9% Uptime
Enterprise SLA with automated failover
TLS 1.3
Latest transport layer security in transit
RBAC
Role-based access controls across the platform
Backed by
ROI Calculator
Calculate your savings
See how much working capital you can unlock and how quickly Tesorio pays for itself.
Confidence Level
1 Year Total Savings
$5.1M
Working Capital
$4.9M
Productivity Savings
$170K
Monthly Cost of Delay
$426.1K
Estimated DSO
42 days
Estimates are based on aggregated customer outcomes and industry benchmarks. Actual results vary based on invoice volume, payment terms, and customer mix.
05
Integrations
Connects to your entire finance stack
ERPs, CRMs, payment processors, email, and supplier portals — all connected out of the box.
NetSuite
Sage IntacctQuickBooks
ZuoraNetSuiteSage IntacctQuickBooksZuoraNetSuiteSage IntacctQuickBooksZuoraNetSuiteSage IntacctQuickBooksZuora
WorkdaySalesforceStripe
AWSWorkdaySalesforceStripeAWSWorkdaySalesforceStripeAWSWorkdaySalesforceStripeAWS
Plaid
Gmail
OutlookPlaidGmailOutlookPlaidGmailOutlookPlaidGmailOutlook
Slack
Coupa
AribaSlackCoupaAribaSlackCoupaAribaSlackCoupaAribaFAQ
Questions we hear on every call
Here's what we tell them.
Resources
Learn from the best
Tesorio Platform Walkthrough
See how finance teams automate collections, cash application, and forecasting.
The Tesorio 2025 AR Benchmark Report
Read more
How Big Should My AR Team Be?
Read more
Tesorio Earns Third Deloitte Technology Fast 500 Recognition
Read moreWhat Customers Say
“Not having Tesorio would be like me not having my iPhone. It isn’t even a concept I would like to consider.”
Greg Henry
CFO, Couchbase
Put your cash flow on autopilot.
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