Enhance Your Collections Efficiency with Tesorio’s Latest AI Features

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Managing numerous invoices, customer communications, and payments can overwhelm your inbox and disrupt workflows. Tesorio’s new AI features—AI Email Assistant, AI Email Summarization, and Recommended Actions—are here to help you stay organized, improve predictability, and boost efficiency.

Meet Your AI Email Assistant

We’re excited to unveil our AI Email Assistant, designed to streamline your collections process and free up time for more strategic initiatives.

You’ll love how you can:

  1. Quickly Catch Up on Emails: Easily understand the gist of each conversation, the last communication, any existing problems, and urgent issues.

  2. Efficiently Prioritize: Focus on emails that require immediate attention, ensuring that high-priority tasks are addressed promptly.

  3. Stay Organized: Keep your collections efforts structured, allowing you to manage your workload more effectively.

  4. Enhance Communication: Facilitate better interactions with your customers, leading to improved satisfaction and faster payments.

AI Email Summarization: Get Straight to the Point with AI

Staying on top of customer communications can be challenging. The email thread summary synthesizes all exchanges in a linked email thread to give you the gist of where things stand and provides a clear overview of next steps. AI Email Summarization is available for the Invoice, Bill, and Customer records.

Tesorio AI synthesizes email threads to help you quickly understand an invoice state.

Recommended Actions: Promise-to-Pay: Enhance Payment Predictability

Recommended Actions reviews customer emails to extract payment promise dates and updates your records with one click. To quickly access AI-powered recommendations, use the Data Overview widget on the Dashboard to highlight and track payment promises.

Tesorio AI reads and extracts promise dates from customer emails.

Add our new dashboard widget for high visibility of incoming payment promises.

Visit Tesorio.ai to stay up to date on our latest AI innovations and see how our advanced AI technology can streamline your finance operations, enhance AR efficiency, and improve cash flow management.