Stop manually syncing, start managing it all
Smart Salesforce Financial Integration
Seamlessly connect your financial data to drive smarter decisions.
How Tesorio Works with Salesforce
Tesorio seamlessly connects your financial operations with Salesforce. Our integration syncs account information, contacts, and custom fields between systems, creating a unified view of customer financial health.
Tesorio's machine learning engine transforms this combined data into actionable insights for collections and cash flow forecasting. This direct integration enhances visibility between finance and sales teams, creating a strategic partnership that accelerates payments and strengthens customer relationships.
Empowering the World's Leading Finance Teams to Take Action
Salesforce Widget
The Tesorio widget seamlessly embeds within Salesforce, providing real-time financial visibility across systems. This integration synchronizes customer data, transforms it into actionable collection insights, and strengthens the finance-sales partnership. The result: streamlined workflows, enhanced forecasting, and accelerated payments—all within your familiar Salesforce environment.
Flexible Payments
Collect faster by giving your customers the ability to pay the way they prefer, including via credit card, debit card, and bank transfer. Even allow for offline reconciliation of transactions.
Self-Serve Convenience
Provide your customers with an easy way to view invoices, check payment history, and submit disputes or inquiries, reducing friction and speeding up payments.
Deliver Customer Satisfaction
Generate customized and personalized outreach campaigns with confidence and at scale so you can successfully deliver a great customer experience without compromising your collections performance.
Improve Cash Performance
Streamline your cash collection processes to enable you to immediately begin reducing your DSO, improving your CEI & not have to pay the cost of your cash being trapped in receivables.
"Prior to Tesorio, I had to manually consolidate 14 spreadsheets each week. Now with Tesorio, I can simply run an aging report, and trust they’ve received the appropriate dunning campaigns without reviewing each account scenario."
Danica Y.
Director of Collections & Payment Operations at Box
"What do I like best? The ease of implementation and the fact that they listen to their users. We have had countless small updates over the past 1.5 years, making our life that much easier."
G2 Review
"Tesorio has enabled us to fully automate our AR collections process, improving our AR aging and reducing the amount of manual work in heavy excel files."
G2 Review
"Tesorio is an outstanding collection tool that will help drive cash, lower DSO, and help prioritize daily tasks!"
Will Y.
Senior AR Manager at Smartsheet