Tesorio
AI Chat + MCP

Stop digging through your data. Get trusted answers in seconds.

Ask questions about your data across order-to-cash and get trusted answers in seconds, whether you're inside Tesorio with AI Chat or working from Claude, ChatGPT, and Cursor with Tesorio MCP.

Trusted by finance teams at

How it works

Two ways to work with your data

Your analyst inside Tesorio

Ask questions about your live data and get trusted answers in seconds, with no report building, no exports, and no manual double-checking before you can act.

dashboard.tesorio.com/ai-chat
AI Chat

Reporting and analysis shouldn’t eat up your day.

AR and finance teams need trusted insights to keep work moving. But getting to them usually means digging through dashboards, exports, and spreadsheets, then double-checking before you can act.

Today

Hours of manual work to get the full picture

  • Dig through dashboards, exports, and spreadsheets
  • Piece together context from multiple places
  • Manually confirm the numbers before you can act

With AI Chat + MCP

Trusted insights in seconds

  • Grounded in live Tesorio data
  • No manual report build, export, or double-check
  • Faster decisions, with context you can trust

Proof

Teams are turning questions into action

MCP server

Overdue accounts routed to the right AE

Finds high-value overdue accounts, identifies the account owner, sends the Slack nudge, and updates Tesorio.

What used to be a manual, multi-step process is now something I can initiate in a single prompt and have done in seconds.

Russell McBain

Russell McBain

Lead Billing Operations Specialist

Fin

FAQ

AI Chat + MCP

Common questions about Tesorio's AI Chat + MCP.

Get answers faster. Keep work moving.

See how Tesorio AI helps your team get trusted answers, run analyses, and complete connected workflows.

Trusted by the best finance teams in tech

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