Do I need both integrations set up separately?

Yes, but setup is simple. NetSuite connects via token-based authentication and Salesforce via managed package. Both can be configured in the same session and most customers complete setup within days.

How does Tesorio match accounts between NetSuite and Salesforce?

Tesorio uses configurable matching rules — typically customer name, email domain, or a shared external ID. The matching is verified during setup and runs automatically going forward.

Can sales reps see AR data in Salesforce?

Yes. With the managed package, invoice status, aging, payment history, and collection activity appear directly on Salesforce Account and Opportunity records.

Combo

NetSuite + Salesforce

Unified AR with full CRM context — from deal close to cash collection.

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Case study

How It Works

Three steps to get started

Connect Both Systems

Authenticate NetSuite via token-based authentication and install the Tesorio managed package in Salesforce. Tesorio maps your account hierarchies across both platforms automatically.

Bidirectional Data Flow

Invoices, payments, and aging data from NetSuite flow into Salesforce. Account tier, deal size, and CSM ownership from Salesforce inform collection strategy in Tesorio.

AI-Powered Collections

AI agents use combined ERP + CRM context to personalize collection timing, tone, and escalation paths. Strategic accounts get a different approach than transactional ones.

Capabilities

What syncs between Tesorio and NetSuite + Salesforce

Revenue-to-Cash Visibility

Track the full lifecycle from Salesforce opportunity to NetSuite invoice to cash collection. Identify where deals close but payments stall.

CRM-Informed Collections

AI agents use Salesforce data — account tier, deal size, renewal date, CSM notes — to personalize collection strategies and escalation paths.

Bidirectional Invoice Sync

NetSuite invoices, payments, and credit memos sync to Tesorio while AR status pushes back to Salesforce Account records.

Multi-Subsidiary + Multi-Account

Support for NetSuite multi-subsidiary structures mapped to Salesforce account hierarchies for consolidated AR management.

Automated Writeback

Cash application entries and collection activity write back to NetSuite GL while Salesforce tasks and Chatter posts keep sales informed.

“Tesorio has transformed our collections process. We reduced DSO by 30% and our team is 3x more productive. The AI agents handle the repetitive follow-ups so our collectors can focus on strategic accounts.”

Finance Leader

VP of Finance, Pluralsight

Works With

Tesorio products powered by NetSuite + Salesforce

Setup

Up and running in weeks, not months

Pre-built connectors and guided setup mean your NetSuite + Salesforce integration is production-ready faster than you'd expect. No consultants, no custom code, no long implementation projects.

Get Started

FAQ

NetSuite + Salesforce Integration

Common questions about connecting NetSuite + Salesforce with Tesorio.

Ready to connect NetSuite + Salesforce?

$100B+ invoices collected|90%+ auto-match rate|33-day avg DSO reduction

See how Tesorio integrates with NetSuite + Salesforce to automate your AR operations.

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