Tesorio Brings Cash Flow Insights Right Where You Work with New Integrations

Tesorio Wherever You Work

Earlier this week, our Co-founder and CEO Carlos Vega shared his vision for how Tesorio will help customers turn revenue into cash even faster, enabling you to reinvest in growth. Here’s how we’re turning that vision into reality—starting with new integrations that bring AR insights directly to where teams work, because finance doesn't happen in isolation.

Tesorio’s Newest Integrations—Right Where You Need Them

Cash flow is a company-wide effort, requiring seamless collaboration between finance, sales, and customer success. Yet, too often, critical AR data is locked away in finance systems, slowing decision-making and causing unnecessary friction. Tesorio’s latest integrations eliminate these silos by embedding real-time AR insights directly into the tools teams already use:

Gmail Chrome Extension: Manage AR Without Leaving Your Inbox

Emails drive financial workflows and collections—so why should you have to leave your inbox to take action? With Tesorio’s Gmail Extension, your inbox is now your cash flow command center. 

  • Instant customer insights—See invoice history, payment status, and next steps at a glance
  • Faster updates—Assign team members, link invoices, and add notes without switching tabs
  • No more wasted time—Attach invoices, statements, and documents directly from Gmail 

👉 Turn Your Inbox Into a Cash Flow Command Center — Install the Gmail Extension

Slack Integration: Keep Teams in Sync with Real-Time AR Updates

Finance, sales, and customer success teams need instant access to AR data—but constantly switching between systems disrupts their workflow and slows decisions. With Tesorio’s Slack Integration, teams stay aligned with real-time invoice updates and payment statuses, all within Slack.

  • Automated notifications—Keep key stakeholders informed without manual follow-ups
  • Frictionless collaboration—Share real-time invoice and customer data instantly, even with non-Tesorio users
  • Quick access to AR data—Use Slack commands to retrieve Tesorio customer and invoice records instantly
  • Seamless team collaboration—Discuss AR updates and take action without leaving Slack

 

Salesforce Widget: Financial Insights Without Leaving Salesforce

Sales and customer success teams shouldn’t be in the dark about a customer’s financial health. Tesorio’s Salesforce Widget brings real-time AR insights directly into your CRM, helping teams make informed decisions without extra steps.

  • Instant Visibility—See invoice history, payment trends, and outstanding balances without leaving Salesforce.
  • Proactive Risk Management—Identify payment risks early to prevent surprises, protect revenue, and avoid commission clawbacks.
  • Data-Driven Customer Conversations—Navigate renewals and upsells with confidence, backed by real-time financial insights.

No more blind spots—just seamless access to the financial data that keeps renewals moving and customers happy.

👉 Bring AR Insights Into Your CRM — Explore the Salesforce Widget

Breaking Down Silos: AR Insights for Everyone

With these new integrations, Tesorio is breaking down silos and making AR insights available where teams already work. No more chasing updates. No more waiting on finance to pull reports. Just instant access to the data that drives smarter decisions and keeps cash flowing.

“Tesorio is redefining how finance teams manage cash flow by embedding intelligence and automation directly into daily workflows,” said Carlos Vega, Co-founder and CEO of Tesorio. “By integrating AI-driven insights into the platforms businesses rely on, we’re not just making collections a team sport—we’re unlocking new levels of efficiency, visibility, and growth for our customers.”

When every team has real-time financial context at their fingertips, sales can protect revenue, customer success can strengthen relationships, and finance can focus on strategy—not manual updates.

Tesorio makes cash flow a connected effort—so you can turn revenue into cash faster.

Ready to break down silos and accelerate cash flow? Book a demo today.