Workflows
Build, customize, and automate your finance processes—without IT.
Tour Workflows
Automation Designed for Finance, Built for Your Business
Effortless Automation, Full Control
Workflows is purpose-built for finance—giving you full control over automation without relying on IT.
Customizable No-Code Workflows
Jumpstart automation with pre-built workflow templates. Customize them as needed—no coding required.
Automate Your Way
Tailor workflows to match your exact processes, ensuring automation works for you—not the other way around. Automate collections, invoice assignments, and more.
Seamless Integrations
Workflows doesn’t just sync data—it acts on it. By integrating with AI models, ERPs, CRMs, communication, and productivity tools, it triggers real-time finance actions like task assignments and note updates—without manual intervention.
The Workflow Gallery
A Community-Powered Automation Network
The Workflow Gallery is your shortcut to smarter automation where finance teams can share, adapt, and evolve strategies together. With the Gallery, you can adopt best practices from across our customer base, leverage pre-built workflows, and customize templates to fit your unique finance processes.
Trusted by the Best Finance and Accounting Teams
"Tesorio Workflows is incredibly intuitive—far more user-friendly than other automation tools. It saves us hours of manual effort every week."
Russell
Senior Collections Analyst
"The flexibility of Workflows is a game-changer. We can configure automation exactly how we manage collections—saving us hours per week."
Melissa
Senior Credit & Collections Manager