Do I need technical skills to build workflows?

No. The workflow builder is drag-and-drop with pre-built templates for common financial operations. You can create conditional logic, set up approvals, trigger notifications, and connect to any integrated system without writing code.

Can workflows trigger actions in our ERP?

Yes. Workflows can create, update, and read records in your ERP (NetSuite, Sage Intacct, QuickBooks, etc.), as well as trigger actions in Salesforce, send Slack notifications, and initiate email sequences.

How do approval workflows work?

You can define multi-level approval chains with conditional routing. For example, invoices under $10K auto-approve, $10K-$50K route to a manager, and $50K+ require VP sign-off. Approvers receive notifications and can approve from email or Slack.

Can we track workflow performance?

Yes. Every workflow includes built-in analytics showing execution counts, success rates, processing times, and bottleneck identification. You can see exactly where workflows slow down and optimize accordingly.

Workflow Automation

Workflows

Build custom automation workflows with a visual drag-and-drop builder. Connect triggers, conditions, and actions across all your finance tools — from collection escalations to approval routing to cross-system notifications. No code required.

Speak With a Human Try Interactive Demo →

4.7/5 on G2 (231 reviews)

70%Automation Rate

3xThroughput

24/7AI Coverage

Trusted by finance teams at

Case study

Product Demo

See Workflows in action

dashboard.tesorio.com/workflows

Workflow Builder- PTP to ERP Sync

ActiveEdit

⚡Promise to Pay Detectedtrigger

Tesorio

Tesorio AI extracts PTP from customer email

?Invoice Amount > $25Kcondition

Filter

Route high-value promises for review

→Update Customer Recordaction

NetSuite

Set expected payment date in NetSuite

→Log Note on Accountaction

Salesforce

Add PTP details to Salesforce activity

✓Notify Account Owneraction

Slack

Send Slack message to assigned rep

Workflows Active

142

Executions Today

Systems Connected

99%

Success Rate

5 steps - 3 systems connected

Features

How Workflows works

Visual Workflow Builder

Create complex automation workflows with drag-and-drop simplicity. Connect triggers from any integrated system, add conditional logic, and define actions — all without writing a single line of code.

Workflow Builder

⚡

Trigger

PTP detected

Condition

Amount > $50K

→

Action

Update NetSuite

✓

Action

Notify in Slack

Cross-System Orchestration

Trigger workflows from Tesorio AI events - promise-to-pay detection, escalation alerts, email classification - or from any connected system. When the AI detects a payment promise, automatically update your ERP and notify the account owner in Slack.

Tesorio

PTP detected

NetSuite

Record updated

Slack

Team notified

Conditional Logic & Branching

Build workflows with if/then branching, time delays, approval gates, and parallel execution paths. Route different invoice amounts through different approval chains, or escalate based on customer risk score.

Conditional Logic

If Amount > $50K

—

If Amount > $10K

—

If Risk = High

—

Else

—

Pre-Built Templates

Start with ready-made templates for common operations - invoice auto-assignment, customer tagging automation, PO validation rules, and post-action note logging. Customize any template to match your specific processes.

Invoice Auto-Assignment

Popular

Route by amount & region

Used by 89%Use Template

Customer Tagging

Popular

Auto-tag on status change

Used by 76%Use Template

PO Validation

Flag missing PO numbers

Used by 64%Use Template

Note Logging

Log after campaign emails

Used by 52%Use Template

Use Cases

Built for real scenarios

Revenue Operations

Automating deal-to-invoice handoff between Salesforce and NetSuite

Zero manual handoffs, invoices created in minutes

AR Manager

Building escalation paths for overdue invoices

Automatic escalation chains based on amount and aging

Finance Director

Standardizing approval workflows across global teams

15+ manual processes automated in the first month

Workflow

What changes in your workflow

Before

Manual handoffs between systems and teams
Approval requests via email with no tracking
Inconsistent processes across regions
No visibility into bottlenecks or delays

After Tesorio

Automated cross-system orchestration
Structured approval chains with audit trail
Standardized global processes with local flexibility
Real-time workflow analytics and bottleneck detection

Integrations

Works with the tools you already use

Workflows connects natively with your existing tech stack.

Nylas

By the Numbers

Built for production, proven at scale

80%Automation Rate

7+Workflow Templates

11Connected Systems

33 daysAvg DSO Reduction

What Customers Say

“Tesorio's ability to give us real-time visibility into our cash position completely changed how we manage the business. We went from reacting to cash surprises to proactively managing our working capital.”

Greg Henry

CFO, Couchbase

Better Together

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Resources