Get trusted answers from your data, inside Tesorio or your AI tools.
Ask a finance team where the hours go, and a lot of them land before the decision: building reports, digging through dashboards, checking the numbers, turning raw data into something they can act on. The insight is almost always already in the data. Getting to it is the job.
Now the answer is the easy part.
Today, Phelim Comerford, Sr. Director of Global Billing and Collections at Coupa, types a question and gets what he calls "reliable data and speed at the touch of a button."
With Tesorio AI Chat and MCP, finance teams can ask questions of their live data across order-to-cash and get trusted answers in seconds, inside Tesorio or in the AI tools they already use.
The problem was never a lack of data
Finance and AR teams already sit on everything they need: invoices, payments, disputes, aging, promise-to-pay activity, forecasts, account history. The data isn't the problem. Getting a clear, trusted answer out of it is. That means knowing which report to build, exporting and filtering by hand, then double-checking the numbers before anyone will act on them. By the time the answer is ready, hours are gone, and the next question or task starts the cycle over.
And it repeats across the company. Sales wants context before a renewal. CS wants the picture before a QBR. Leadership wants numbers before the board. Every one of those lands back on finance to dig and verify all over again.
AI Chat: your analyst inside Tesorio
AI Chat answers questions about your live data, right inside Tesorio. Ask the kind of question you'd normally build a report for:
- "Which accounts crossed 60 days this week?"
- "Who promised to pay by Friday and missed?"
- "What has changed on this account since last week?"
You get a trusted answer in seconds: no report to build, no export to reconcile, no second-guessing the numbers. AI Chat reads only the data in your Tesorio environment (AR transactions, payment histories, customer activity, aging, and forecasts), so answers are grounded in information you already trust and can trace back to the source.
For Phelim, that turns a morning of analysis into a few minutes:
"Now, with AI Chat, I can generate detailed reports or executive summaries in minutes. This allows me to bring accurate data directly into executive-level conversations for real-time decision-making."
AI Chat is read-only. It analyzes and answers; it doesn't change your data.
MCP: Tesorio data in your favorite AI tools
Some finance teams have started working inside AI assistants like ChatGPT and Claude. If yours has, Tesorio MCP brings your live order-to-cash context into those tools, so you can ask, analyze, and get the same trusted answers without switching back and forth.
MCP, the Model Context Protocol, is the open standard for connecting AI tools to live systems. In plain terms: one secure connection, and the AI tools your team uses can work with data inside Tesorio alongside other systems in your stack, like ERP, CRM, and BI.
And it doesn’t stop at the answer. Tesorio MCP helps teams keep order-to-cash work moving by carrying trusted context into connected workflows. At Fin (previously Intercom), the billing ops team runs a daily high-value collections workflow through a single conversational prompt: each morning, they pull a filtered list of accounts, cross-check recent activity, and send personalized Slack messages to the right owners.
"Tesorio's MCP integration has changed how I work. What used to be a manual, multi-step process is now something I can initiate in a single prompt and have done in seconds."
— Russell McBain, Lead Billing Operations Specialist, Fin (previously Intercom)
The simplest way to hold the two together: AI Chat does reporting and analysis inside Tesorio. Tesorio MCP does reporting, analysis, and connected workflows from the AI tools your team already uses.
Built for finance-grade trust
Accuracy and control are the first things finance teams ask about with AI, and rightly so. AI Chat answers only from the data inside your Tesorio environment, so every answer traces back to information you already trust. MCP runs on your existing Tesorio permissions, so each person sees only what they're cleared to see, with activity logged and access you can revoke at any time.
What this changes
Speed is the obvious win: fewer exports, less manual analysis. The bigger one is depth, getting far enough into the data to trust what you found. As one finance leader put it, the value isn't building the forecast. It's deep-diving into it: seeing what you're collecting, how, and across which aging buckets, and getting a clear, correct read you can take straight into an executive conversation. No reconciling thousands of line items. No working through collectors to sort fact from fiction.
The other shift is who can keep the work moving. Today, that kind of analysis depends on knowing where the data lives and how to query it. Tesorio AI opens it up, with access governed by the permissions already in place, so AR managers, finance leaders, and CFOs can ask their own questions and get trusted answers, without waiting on a report or a person.
"The hard part of finance isn't always the decision. Too often, it's getting to an answer you can trust, fast enough to act on it. When teams can ask questions of their data and trust what comes back, finance spends less time compiling the numbers and more time interpreting what they mean. That's the future we're building toward: more time for judgment, less time spent digging."
— Carlos Vega, Co-founder and CEO, Tesorio
Finance teams already have the data. Now they can get to the answers quickly.
See it in action
Take the interactive tour, or book time with the team to see what faster, trusted answers could mean for your finance team.
