New automation engine transforms financial operations, enabling teams to design, customize, and scale processes—without writing a single line of code.

Today we are excited to announce the launch of Tesorio Workflows, a no-code automation engine built for finance teams. Designed to eliminate repetitive tasks and barriers across platforms, Workflows enables finance teams to automate on their terms—without IT support.

Finance teams have long been forced to choose between rigid automation that doesn’t adapt and overly complex tools that require technical expertise. Workflows changes that by offering intuitive, no-code automation that puts finance teams in control—so they can adapt processes to their needs without the headache of IT dependencies.

Now, finance teams can go beyond basic integrations and automate finance-specific processes—like automatically assigning invoices based on custom rules, triggering workflows based on status changes, or seamlessly moving tasks across multiple platforms. Whether using pre-built workflows for quick automation, creating custom workflows for complex processes, or leveraging AI-powered automation, finance teams can finally eliminate manual work without relying on IT.

Bringing Programmability to Finance—Without Code

"Finance teams shouldn’t have to spend their time on manual, disconnected tasks to turn revenue into cash," said Carlos Vega, Co-founder and CEO of Tesorio. "Our Workflows product makes finance effortlessly programmable, giving teams the power and reach to build automated processes that collect cash faster."

Finance teams shouldn’t have to choose between speed and control—with Workflows, they get both.

Designed for Finance, Built for Your Processes

Unlike generic automation tools, Tesorio Workflows is purpose-built for finance teams, offering deep ERP integrations and finance-specific automation capabilities:

• Finance-Specific Automation – Optimized for collections, payments, forecasting, and more

• Customizable No-Code Workflows – Build and modify automation to match your existing processes

• Seamless Integrations – Instantly connect with AI models, ERPs, CRMs, communication, and productivity tools.

• Pre-Built Templates – Deploy ready-to-use workflows for common finance tasks

• Complete Auditability – Gain full visibility into every automated action

Take the tour!

Proven Results: Faster Collections, Fewer Bottlenecks

Early adopters of Tesorio Workflows have already seen significant efficiency gains and time savings:

“Tesorio Workflows is intuitive and easy to manage without technical expertise—far more user-friendly than other workflow tools I’ve used. It’s thoughtfully designed to simplify automation, saving time on processes that used to require manual effort.”
— Russell McBain, Senior Collections Analyst at Intercom

 "The flexibility of Tesorio’s Workflows has been a game-changer. We can configure automation to match exactly how we manage collections, whether it's adding notes at the invoice level or ensuring accounts are categorized and assigned tags correctly - all without manual intervention, saving us hours per week."  
— Melissa Zmuda, Senior Credit & Collections Manager at Pendo

Coming Soon: The Workflows Gallery 

A Community-Powered Automation Network

Tesorio is launching the Workflows Gallery, a collaborative ecosystem where finance teams can share, adapt, and evolve automation strategies together. Built on the principles of transparency, flexibility, and collective intelligence, the Gallery will empower teams to deploy proven automation, customize workflows, and contribute to a growing network of best practices.

"Finance teams shouldn’t have to reinvent the wheel when it comes to automation," said Fabio Fleitas, CTO & Co-founder of Tesorio. "The Workflows Gallery makes it easy to discover and adopt best practices from across our customer base—helping teams work more efficiently, share knowledge, and scale automation effortlessly."

The Workflows Gallery is where automation meets collaboration—turning finance teams into a network of innovators, shaping the future of financial operations together. Stay tuned!

The Future of Connected Financial Operations

Tesorio Workflows isn’t just about automation—it’s about turning finance into a connected, intelligent ecosystem. By eliminating silos and increasing efficiency, finance teams can finally take full control of their financial operations.

Take control of your financial operations—get started with Workflows. Contact us today.