Breaking Silos and Boosting Financial Visibility with Tesorio's New Slack Integration

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Tesorio’s new Slack Integration empowers teams to enhance cross-departmental collaboration by providing real-time visibility into Invoice and Customer data. Whether it's quickly pulling data into Slack without logging into Tesorio or sharing critical updates directly within the app, this feature ensures you stay connected and informed where discussion happens—in Slack—enabling clear communication and effective financial management across your organization.

Bridging Communication Gaps with Slack Integration

Fragmented communication between finance, sales, customer success, and other stakeholders can lead to delays and disrupt cash flow. Tesorio’s Slack Integration streamlines collaboration by:

Expand Access: Share Tesorio Insights with Non-Users for Improved Collaboration

  • Real-Time Updates: Share critical account information from Tesorio into Slack, ensuring that even stakeholders who don’t have direct access to Tesorio are informed and aligned instantly.

  • Streamlined Data Access: Access customer and invoice information directly within Slack, saving time and reducing the need to switch between platforms.

  • Automated Notifications: Keep AEs, CS and other stakeholders updated on account statuses automatically, minimizing the need for manual follow-ups.

Centralized Communication

Maintain a clear record of all interactions with unified conversations that seamlessly flow between Tesorio and Slack, making it easy to reference past communications and ensure alignment across teams.

Enhancing Connected Finance Operations

Tesorio’s Slack Integration is just one of the ways we’re simplifying your cash flow operations, making it easier to stay proactive and informed.

Interested in learning more? Speak to a cash flow expert today.