Blog // August 6, 2025

Tesorio Workflows: Custom Automation for Finance Teams, Without the Custom Price Tag

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Modern finance teams are ditching rigid solutions and expensive consultants. Discover how Tesorio Workflows delivers flexible, self-serve automation built for your unique processes.

Finance automation has come a long way. But for many teams, especially those with unique processes or lean resources, getting automation tailored to their needs still means navigating clunky workarounds, waiting on external support, or paying hefty service fees.

That’s starting to change.

The next generation of finance teams isn’t looking for off-the-shelf workflows that mostly fit or custom builds that take months to implement. They’re demanding tools that let them move fast, adapt quickly, and stay in control.

Tesorio Workflows was built for this shift.

Automation That Reflects Your Business, Not Someone Else’s

From collections strategies and approval workflows to dispute resolution and how you collaborate across teams, your processes likely don’t look exactly like anyone else’s.

With Tesorio Workflows, finance teams can automate processes that reflect how their business operates, without technical expertise or IT dependencies.

As one of our customers put it:

“The flexibility of Tesorio’s Workflows has been a game-changer. We can configure automation to match exactly how we manage collections... all without manual intervention, saving us hours per week.”
— Melissa Zmuda, Senior Credit & Collections Manager at Pendo

Real Results, Fast: A $350MM ARR Case Study

One company using Tesorio Workflows, with approximately $350 million in ARR, relies on NetSuite, Stripe, Zuora, Salesforce, and Slack to run order-to-cash across a 7-person team. They needed automation that could tie everything together without piling on more tools, consultants, or hours.

Within just 2 months of implementation, they were running ~23,000 automated workflows per month. These workflows triggered actions like:

  • Classifying invoices in Tesorio based on the source billing system
  • Sending Slack alerts when Tesorio’s Supplier Portals Agent detects a dispute on an assigned invoice

If each of those 23,000 tasks had taken a human just 1–2 minutes, that adds up to ~600 hours saved per month.

Outcome: $400–500K in annualized time savings unlocked in under 60 days.

It’s a clear sign that when finance teams have the right tools, meaningful results follow quickly.

What Modern Finance Teams Are Building

That’s just one example. Across the Tesorio customer base, teams are using Workflows to streamline and scale their operations without technical lift. A few more examples:

  • Flagging potential churn in AR and surfacing it directly in Salesforce

  • Catching invoices missing PO numbers before they delay payment

  • Auto-tagging accounts based on payment history, credit terms, or other custom logic

Whether your team is focused on collections, forecasting, or collaboration, the ability to build and adapt your automations is becoming a competitive edge.

Templates from the Best Finance Teams

To make getting started even easier, we launched the Workflows Gallery: a curated library of plug-and-play automations, some built and shared by top-performing teams that run on Tesorio.

No need to build from scratch. Browse pre-built workflows and proven templates, adapt them to your business, or contribute your own to the community.

It’s a shared foundation for innovation, designed to accelerate impact without reinventing the wheel.

No IT or Developers. No Delays. No Surprise Costs.

Some vendors treat workflow automation like a black box. Customization often means waiting on professional services, paying for change requests, or locking into long timelines and rigid scopes.

Tesorio takes a more transparent approach. With Workflows, finance teams can design and manage their own automations, starting with self-serve tools and scaling into more advanced capabilities as their needs grow.

“Tesorio Workflows is intuitive and easy to manage without technical expertise—far more user-friendly than other workflow tools I’ve used. It’s thoughtfully designed to simplify automation, saving time on processes that used to require manual effort.”
— Russell McBain, Senior Collections Analyst at Intercom

Where Finance Is Headed

Automation is becoming a strategic lever for finance teams to operate with more agility, insight, and cross-functional impact. But to get there, teams need more than one-size-fits-all solutions or consultant-led implementations.

They need flexibility, speed, and the ability to shape tools around their workflows, not the other way around.

The future of finance automation is self-serve, adaptable, and community-powered. Whether you’re solving for collections, forecasting, or collaboration, the tools you choose should grow with you and give you the freedom to build what works today and evolve tomorrow.

Ready to Build Your First Workflow?

The best finance teams aren’t waiting months for custom automation. 

Explore how Tesorio Workflows helps you turn your unique process into real-time action without the friction.