Getting answers from your data used to mean pulling reports, checking the numbers, and turning raw data into something finance leaders could use.
Today, Phelim Comerford, Sr. Director of Global Billing and Collections at Coupa, types a question and gets “reliable data and speed at the touch of a button.”
With Tesorio AI Chat, he gets to the drivers behind collections performance faster: what changed, which accounts need attention, and what context belongs in executive conversations.
AI Chat gives finance teams trusted insight from live data across order-to-cash, without the manual analysis that traditionally stood in the way.
The problem was never a lack of data
Most finance teams already have what they need. Aging reports, payment histories, customer balances, DSO trends, and forecasts are already available. The challenge is turning that information into answers quickly enough to act on.
Too often, getting an answer means building a query, running an export, or knowing exactly which report to pull and how to analyze it. By the time you have what you need, the opportunity to act may have passed.
AI Chat changes that. Ask a question. Get an answer from your live data spanning order-to-cash.
Built for finance-grade trust
The obvious concern with AI and financial data is accuracy. Generic AI tools draw from broad sources and lack the controls finance teams require. That's not acceptable when you're preparing a board update, reviewing cash flow risk, or deciding which accounts need attention.
Tesorio AI Chat is grounded in your Tesorio data: AR transactions, payment histories, customer activity, and forecasts already available within the platform. Answers come from your Tesorio environment, not from outside sources.
For Phelim, that accuracy is what makes it usable in the moments that matter:
"Now, with AI Chat, I can generate detailed reports or executive summaries in minutes. This allows me to bring accurate data directly into executive-level conversations for real-time decision-making."
What to ask AI Chat on day one
AI Chat is designed for the questions finance teams already ask every day. Instead of pulling reports, exporting data, or asking someone else to find the answer, you can get trusted insight directly from the financial data already connected in Tesorio.
Here are some examples to get started.
Here are some ways Tesorio customers are leveraging AI Chat:
1. Instant invoice and customer briefings
Ask AI Chat what is happening with a specific invoice or account, why it is still due, what actions have been taken, and what the latest customer update is.
2. Collections prioritization
Ask which customers are highest risk, which invoices need attention, what to focus on today, and which accounts are driving overdue balances.
3. Communication intelligence
Ask AI Chat to summarize customer emails, find unanswered messages, review reminder coverage, analyze campaigns, and identify communication gaps.
4. AR reporting in natural language
Ask for open AR by currency, aging by region, overdue invoices by bucket, top balances, DSO trends, collection efficiency, or exportable tables.
5. Collector performance and coaching
Ask who has collected the most, which collectors have the biggest portfolios, where follow-up is needed, and how individual collectors are progressing.
6. Segment and tag analysis
Ask how AR breaks down by tag, workspace, PO status, customer segment, country, currency, region, or industry.
7. PTP and forecast follow-up
Ask which invoices have promise-to-pay dates, whether customers kept their promises, which predicted payments are coming due, and how much AR is expected this month.
8. Payment and credit investigation
Ask whether a payment was received, whether it maps to an open invoice, which customers have credit balances, and where unapplied or unidentified payments exist.
What does this change for finance teams?
The immediate benefit is efficiency: fewer exports, less manual analysis, and faster access to accurate information.
The bigger shift is who can access that information. Today, meaningful analysis often depends on knowing where the data lives and how to query it. AI Chat broadens that access across finance teams, giving AR managers, finance leaders, and CFOs the ability to get answers without waiting for a report.
Finance teams already have the data. What they're missing is fast, trusted access to it.
Get started
See AI Chat in action in the guided tour or book time with the team to walk through what it could look like with your data.
