Tesorio Integrations Overview

Tesorio’s Connected Finance Operations platform enables Finance teams to automate tactical finance processes for better visibility, efficiency, predictability, and control over cash flow. By seamlessly integrating with your most-used tools and technologies, you gain increased collaboration, ease of use, and immediate visibility into your collections and cash flow. This comprehensive approach allows for automation of labor-intensive finance tasks, allowing you to focus on strategic initiatives that drive your business forward.

The connection to your ERP syncs in your contacts and open invoices enabling you to streamline and automate your collections process. Tesorio supports the following ERP integrations through API:

NetSuite

Sage Intacct

QuickBooks Online

Workday

Zuora

Additionally, Tesorio can support virtually any ERP through a flat file integration.

The CRM connection with Salesforce enables your finance team to access vital customer data directly within Tesorio. Tesorio imports account information, account notes, related contacts, and account custom fields. We can also push notes from Tesorio back into Salesforce improving efficiency and fostering better customer relationships.

The integrations with Outlook and Gmail enable you to send dunning emails directly from Tesorio. This allows collectors to view and reply to correspondence in one centralized location, enhancing visibility and collaboration across the team.

The Stripe integration with Tesorio allows the system to easily apply a payment to the correct invoice when your customers pay through the Payment Portal, saving you valuable reconciliation time.

Integrating directly with your bank allows you to see your deposits and utilize Tesorio's Cash Application module. It is also required for cash flow management.

When you opt to use AP Portal monitoring, Tesorio will be able to automatically update payment statuses when your customers use certain AP portals.

Integrating with your Slack workspace allows you to query Tesorio and collaborate with your team in Tesorio via Slack.

Single sign-on is supported for Google, Okta, OneLogin, Jump Cloud, and Azure. This allows you to easily log in using your SSO provider. If you have another SSO provider not listed, please contact support.