Welcome to Tesorio Workflows — your new way to automate and optimize finance operations with ease.
Tesorio Workflows empowers your team to eliminate repetitive manual tasks, streamline processes, and focus on more strategic work. With no coding required, finance teams can quickly set up powerful automations that keep operations running smoothly.
What is Tesorio Workflows?
Tesorio Workflows is an automation engine built directly into the Tesorio platform. It allows users to create workflows that automatically trigger actions based on defined criteria or events. Whether you're assigning invoices, tagging missing POs, sending alerts, or updating customer records, Workflows makes it effortless.
Why Use Tesorio Workflows?
Save Time: Automate time-consuming tasks like invoice assignments and note-taking.
Increase Accuracy: Reduce manual errors by standardizing workflows across your team.
Move Faster: Enable real-time updates and alerts without manual intervention.
Empower Your Team: Put automation directly into the hands of finance users without needing technical expertise.
What Can You Automate with Workflows?
Here are just a few examples of what's possible:
Customer and Invoice Auto-Assignments based on criteria you define.
Tagging invoices that are missing a purchase order (PO) number.
Sending Slack alerts when an invoice is disputed.
Adding notes automatically when certain tags are applied to invoices or customers.
And this is just the beginning. With Tesorio Workflows, your finance team can design processes tailored exactly to your business needs.
What's Next?
To help you get started quickly, Tesorio offers both Pre-Built Workflows (ready-to-use automations with simple setup) and Workflow Templates (starting points for building your own custom workflows).
Learn more in the next article: How Workflows Are Organized: Pre-Built Workflows, Templates, and Custom Workflows
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Ready to start automating? Tesorio Workflows is here to help your finance team work smarter, not harder.