For CFOs and Finance Teams

Get Instant Access to the Best A/R Dashboard for Google Sheets


Unlock access to our A/R Dashboard in our resource directory and take your first step towards transforming your A/R processes.


- Get a quick overview of essential metrics related to your accounts receivable, enabling you to track them efficiently.


- Keep track of customers who default, cash tied up in various aging buckets, DSO, and CEI.


- Stay on top of your invoices and accounts.


... much more!

Tesorio Resources Background 2

Curated by Tesorio A Brand Trusted By The Top B2B Finance Teams

  • Highspot logo
  • Box logo
  • Bank of america logo
  • Smartsheet logo
  • Couchbase logo
  • Domo logo
  • Veeva logo
  • Untitled design

Limited Time Offer

A/R Dashboard Template

In this exclusive resource, you'll find:

  • A fully editable A/R Dashboard template that tracks the total amount of outstanding customer invoices, the number of days it takes to collet payments,(DSO), the effectiveness of the collection process (CEI) , and the aging of receivables (ie: how long invoices have been outstanding), and any customer accounts that are in default or delinquent.

  • Sections to track overall health of your business by tracking cash flow and other financial indicators.

  • Invoice data tab to track info such as customer name, invoice number, invoice date, credit terms, total amount and due date.

  • .....and much more!

Top 15 templates for finance teams

ACCOUNTS RECEIVABLE

AR Automation

Allow employees to focus on more strategic work.
Enable impactful opportunities with freed up cash.

Empower your collections team to collect cash faster by automating key processes and providing valuable insights on when to collect and communicate with your customers. Allow your team to focus on your most strategic accounts to maximize the impact collections has on your cash.

AR 3 invoice prediction

FINANCIAL CARE CENTER

Customer payments portal

Improve relationships with your customers.
Streamline the collection of payments.

Improve your customer relationships by empowering them to easily check account status on demand, allowing customers to self-serve payments through our customer payment portal.

Financial Care Center

Top-Rated Cash Flow Solution

A/R Platform Testimonials

  • Not having Tesorio would be like me not having my iPhone. It isn’t even a concept I would like to consider.

    Greg Henry, CFO of Couchbase

    Photo of Greg Henry, CFO of Couchbase
  • Tesorio has reduced time spent on lower priority accounts from 25% of the week to less than two hours per week.

    Michael Renner, Credit and Collections Leader at Veeva

    Photo of Michael Renner, Credit and Collections Leader at Veeva
  • At Slack we've needed only two people in collections as we scaled to thousands of customers because we use Tesorio.

    Steven Odell, Credit & Collections Leader at Slack

    Photo of Steven Odell, Credit & Collections Leader at Slack
  • I used to spend two days each week chasing money. Now I spend half a day focused solely on our high priority clients. I can't tell you how much easier Tesorio has made my life.

    Victoria Vetrova, Finance Leader

    Photo of Victoria Vetrova, Finance Leader
  • 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

    Photo of Tara Kelly, Order to Cash Operations Lead
  • That's the beauty of Tesorio— through the scalability of the software, we've had the opportunity to reach out to customers in a way we never had before, giving them 'white-glove' treatment in a stressful and uncertain time.

    Kevin Beam, Credit & Collections Leader

    Photo of Kevin Beam, Credit & Collections Leader