# Tesorio Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Tesorio the right Billing and Invoicing solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/198469/Tesorio/reviews

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Tesorio

4.9 (10)

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Last updated March 13th, 2026

# Reviews of Tesorio

Ease of use

4.9

Customer Service

4.7

## Showing most helpful reviews

Showing 1-10 of 10 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MH

Marietta H.  
Billing Manger  
Information Technology and Services  
Used the software for: 6-12 months

### "Ekos Software Finance Team"

June 29, 2023

4.0

My overall experience with this product is quite positive. I would recommend it to others especially knowing you have a team ready and able to answer your questions and are aimed at helping you be successful.

Pros

There are several features that I like within Tesorio's platform. I like that we are able to house almost everything out of it. I do like the collection capabilities where Tesorio synchs with our billing system to record payments, submit invoices, create dunning templets, manage collection functionalities like follow ups; Review aging and generate reports; Make notes, send notices, use a dashboard for a broad picture of at risk customers, missed promise to pay, cash trends, new customers and such. Everything is essentially at your fingertips.

Cons

Integration went well. Customer service is very helpful and responds well. The only thing I would like to see happen and I know is being worked on is when an invoice is paid, but the invoice number that is referenced is no longer open for on reason or another, Tesorio is working on making sue that payment is not unidentified. Currently we have to look for those payments and archive them after ensuring the payment was posted to the customer's account. This is not an issue that all will face, however it is one thing that we are hoping to see become more efficient.

Review Source

FG

Felipe G.  
Director, Technical and Revenue Accounting  
Computer Software  
Used the software for: 6-12 months

### "Tesorio was crucial in substantially improving overall collections with less manual work."

July 13, 2023

5.0

Tesorio was crucial in substantially improving overall collections with less manual work. With Tesorio, we not only significantly reduced the amount of manual work from the team, but also substantially improved our collections performance, which ultimately is key for cash management, a key goal for our business today. The integration with NetSuite is seamless and allow us to quickly navigate between systems.

Pros

Easy to set up, easy to use. The automation of previously manual tasks and the actual results it brought from a collections and cash management perspective.

Cons

Not much. But the widgets in the insights page could allow more data from a timing perspective than it currently does. In addition, the ability to send "batch" emails would be a good feature. Outside of the campaigns, it would be good to have the ability to, at any given day, "send a reminder email to all customers above 30 days".

Review Source

AJ

Allan J.  
Accounts Receivable Analyst  
Computer Software  
Used the software for: 1-2 years

### "How Tesorio helps our Billing process"

July 3, 2023

5.0

Overall, I find Tesorio as a very useful and effective tool in our Team's Billing and Collection process.

Pros

For the Billing and Collection process, Tesorio's effective interface with our Netsuite system greatly assist us in knowing the status of invoices and enables us to effectively prioritize in the follow-up process. The data our team saves and retrieves from Tesorio also ensures that our team will be able to address the concerns or issues that our raised to our attention by our customers.

Cons

I currently have not encountered any features which I don't like

Review Source

GK

Geetha K.  
Sr Accountant  
Consumer Services  
Used the software for: 2+ years

### "Easy and Systematic"

June 22, 2023

5.0

Nice and good

Pros

Campaign - systematic and accurate method of campaign system.

Cons

Invoice tagging - now feature but good attractive.

Reason for choosing Tesorio

Good and nice experience overall.

Review Source

JJV

Jimmy Je V.  
Collections Specialist  
Computer Software  
Used the software for: 1-2 years

### "First Time Tesorio User Review"

June 26, 2023

5.0

I am having fun using Tesorio. One of the best tool in AR that you can actually use for fast communication and sending notifications to the client.

Pros

Tesorio is a great product in the AR field. Pre-populated email templates helps a lot in communicating with the clients. Data are update immediately which you'll have up to date information with the actual current balance of the account.

Cons

There were times that in using the email functionality of Tesorio, adding (cc) another email address is not working.

Review Source

DM

Daniela M.  
Accounts Receivable  
Computer Software  
Used the software for: 1-2 years

### "Tesorio "

July 17, 2023

5.0

I love the tool, one of the best! If not the best tools that I've used in 4 years working at Finance.

Pros

How everything is so user friendly, how you get direct links to other tools such like Netsuite, statements, notes, now we are able to track accounts to be suspended, when there are errors or issues, the tech team solves the issues really fast.

Cons

There arent really any cons, once in a while the tool goes down but its fixed within hours!

Review Source

KL

Kathie L.  
Senior Accountant  
Wholesale  
Used the software for: 2+ years

### "Great product"

July 5, 2023

5.0

Collecting past dues.Sending missing invoices customer's request.

Pros

The ease of using to send customers past due invoices, invoices coming due & statements.

Cons

There is nothing that is negative about Tesorio.

Review Source

MS

Manjodh S.  
Deputy Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "User friendly and easy to train"

June 29, 2023

5.0

This is very effective application when it comes to see the aged invoices and see customer history. It provides forecasting of funds.

Pros

This is very effective application when it comes to see the aged invoices and see customer history. It provides forecasting of funds.

Cons

Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well. Nothing. All works well.

Review Source

PS

Prathamesh S.  
Sr Consultant  
Information Technology and Services  
Used the software for: 1-2 years

### "Prathamesh Tesorio Review"

June 20, 2023

5.0

Excellent!

Pros

I think the most I like was the user interface which is very very simple

Cons

I think there is some scope for improvement like, For picking future dates like 10 years ahead we have to scroll all the way month by month

Review Source

NN

Natalie N.  
Director, Billing & Collections  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Immediate Results from Tesorio!"

June 26, 2023

5.0

Overall, Tesorio is a great product. Its easy to learn and had an immediate impact on our collections process.

Pros

Tesorio has excellent customer service. The entire team is incredibly responsive and resolved our questions quickly. Providing visibility to the open invoices and payment history has saved so much time on both sides.

Cons

The challenging piece on our side is how customized our Netsuite and SFDC instances are. It would be really helpful if the Admin could map and unmap fields on their own.

Review Source

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