Customer Referral Program
Help Other Finance Leaders Break Free from Manual Work
Introduce finance leaders to Al-powered connected financial operations, so they turn revenue into cash faster. Earn triple-win rewards.
Step 1: Keep scrolling for details.
Step 2: Refer your network through our form →.
Step 3: Unlock triple-win rewards.
Refer Your Network
Why Refer Tesorio?
Benefits that matter
Triple-win rewards, stronger community, and innovation that benefits everyone.
Triple-Win Rewards
- You get your choice of rewards ($500 Team Happy Hour, 2 years of ChatGPT Pro, or Charity Donation of your choice) You get rewarded immediately!
- Your company receives a free 1-year upgrade to a premium feature of your choice (Workflows Pro, AR Forecast, Cash Application Agent, or Supplier Portals Agent)
- Your referral gets a free Workflows Pro upgrade for their first year
Build a Stronger Finance Community
- Connect peers with AI-powered financial operations that turn revenue into cash faster
- Help other finance teams eliminate manual work and focus on strategic growth
- Join a community of forward-thinking finance leaders transforming their operations
Fuel Innovation
- Your referrals help us invest in new AI capabilities that benefit all customers
- Shape the future of financial operations alongside industry leaders
Want to share more about Tesorio first?
Download our Tesorio One-Pager Overview to share with your network.
Trusted by the Best Finance and Accounting Teams
"I used to put off collections until last because it was so tedious. Tesorio has made it so easy that now it’s the first thing I do every day. We even reduced our Average Days Delinquent by more than 30%!”
Tara Kelly
Order to Cash Operations Lead
Read Case Study
"Tesorio has cut the time spent on lower-priority accounts from 25% of the week to under 2 hours weekly."
Michael Renner
Senior AR & Collections Manager
Read Case StudyProgram Terms & Conditions
- The warm connection reward will be paid immediately after the introduction is confirmed.
- To qualify as a valid referral, submit through the form or directly through your Tesorio contact.
- Referral must be for a new opportunity, not opened within the past 3 months.
- Deal must close within 12 months of referral submission.
- Referrals are on a first-come, first-serve basis.
- For your company's reward, you can only choose the upgrade of a product they don't currently have, and the upgrade will be added to your company's account after the first invoice is paid by the newly referred customer.
- Tesorio reserves the right to update terms at its discretion.
Questions? Contact your Customer Success Manager or email referrals@tesorio.com
