Tesorio's MCP connector is now available through Claude Marketplace. Finance teams can find it in the Claude Connectors Directory, review what the connector can do, and connect using their existing Tesorio account.
Finance teams already use Tesorio MCP with Claude. Now, Tesorio customers can find the connector in Claude's Connectors Directory, connect their account in a few clicks, and start working with their live order-to-cash data.
Order-to-cash questions rarely live in one system. The invoice is in the ERP, the latest customer reply is in email, and a payment may still be sitting unapplied. By the time finance reconstructs the account, the forecast may have moved again.
Start With the Finance Question
A dashboard filter can show what is overdue. The harder questions cross invoices, customer communication, task ownership, payment behavior, and account history.
Which customers are 30+ days past due, and what did we last hear from them?
Using the Tesorio data available to the signed-in user, Claude can combine invoice status and aging with the latest customer thread and current task owner. The team can inspect the account and add a note without rebuilding the story in another report.
How Fin and Sitetracker Use Tesorio MCP
At Fin, the Billing Ops team uses Tesorio MCP each morning to pull a filtered account list and check recent activity with a single prompt. The wider Claude workflow then posts personalized Slack messages to the relevant account executives.
"What used to be a manual, multi-step process is now something I can initiate in a single prompt and have done in seconds. It's the kind of automation I didn't think was possible without engineering support."
Russell McBain, Lead Billing Operations Specialist, Fin (previously Intercom)
Sitetracker uses the AR tags and signals it already manages in Tesorio to monitor invoices flagged as disputed, bad-debt potential, or otherwise needing attention. When one of those invoices is paid, its wider Claude workflow posts the account context to Slack.
"Tesorio's MCP lets us connect AR data to the rest of our stack through Claude. We can pull invoices, tags, and customer details from Tesorio alongside ERP and CRM data in a single workflow."
Carey Van, AR & Revenue Accounting Manager, Sitetracker
In both workflows, Tesorio supplies the finance context. Claude carries that context into the wider workflow, including the Slack step.
One Connection Across Order-to-Cash
The Tesorio connector reaches beyond collections. Teams can check supplier-portal invoice submissions, review dunning performance, investigate unmatched payments, and examine customer payment behavior and cash risk.
Try asking:
- "How did this month's dunning campaigns perform?"
- "Which payments couldn't the Cash Application Agent match?"
- "How does Acme usually pay, and is their balance at risk this quarter?"
Finance Data You Can Trust
Every answer comes from the same live data Tesorio keeps in sync with your ERP. Claude only sees what the signed-in user is allowed to see, and users can review the account context before taking a supported action, such as adding a note.
Find Tesorio in Claude
Revenue isn't real until you get paid. Bring the finance question to Claude with live Tesorio context behind the answer.
View Tesorio in the Claude Connectors Directory
Requires a Tesorio account. New to Tesorio? See how Tesorio runs order-to-cash.
