Your Inbox, Now a Cash Flow Command Center: Introducing Tesorio's Gmail Extension
Finance professionals know the drill all too well: Your day starts with a flood of emails about invoices, payments, and customer inquiries. The endless tab-switching tango—jumping between systems, hunting down invoice data, updating records, tracking payments. Every tab switch kills your momentum. Every system lookup wastes precious time. And somewhere between all that clicking, strategic thinking takes a backseat.
That's why we're bringing Tesorio right into your Gmail inbox. Now, you can open Gmail and Tesorio first thing in the morning. It's smarter, faster collections management, exactly where you need it.
Enter Tesorio's Gmail Extension: Your AR Powerhouse
We've transformed your inbox into a cash flow command center. No more system hopping. No more lost momentum. Just seamless, powerful AR management right where you already work.
Instant Intelligence at Your Fingertips
Open an email from a customer and boom—their invoice history, payment status, and pending actions appear right below the subject line. One glance tells you everything you need to know. One-click takes you exactly where you need to go.
Real-Time Updates Without Breaking Stride
Got an invoice to link? A team member to assign? A customer record to update? Do it all without leaving your email. It's like having an AR assistant that never sleeps, right in your inbox.
Built for Finance Teams Who Get Things Done
Every feature of the extension is tailored to reduce friction, improve accuracy, and accelerate workflows. Here's what it offers:
- Link AR Data with Ease
When you receive an email from a customer, the extension automatically links it to the right customer, invoice, and assignee in Tesorio. If it doesn't link automatically, a few clicks allow you to manually connect the dots—keeping your records accurate and up to date. - One-Click Navigation to Customer Records
Get quick access to the information you need. See linked customer and invoice data right below the email subject line, and click to open relevant records in Tesorio. No more wasted time searching for information. - Assign Team Members Instantly
Need to add or update assignees for an invoice? Do it right in Gmail. Just click the assignee icon, select the team members you need, and get back to work without missing a beat. - Attach Invoices and Documents in Seconds
No more jumping between tools. You can attach invoices, statement templates, or customer-specific files directly from Gmail. Just click the Tesorio icon in the toolbar and choose what you need.
Why This Changes the Game
Finance teams are under pressure to do more: close faster, manage risk better, and improve visibility. Our Gmail Extension integrates seamlessly and transforms your inbox from a communication tool into a cash flow acceleration engine. The result?
- More time for strategic thinking, less time switching systems
- Faster updates, fewer errors
- Better visibility, smarter decisions
- Seamless workflows that keep you in your groove
Ready to Transform Your Inbox?
The Tesorio Gmail Extension is available now in the Chrome Extension Store. Three steps to transformation:
- Install the extension
- Connect your account
- Simplify your AR workflows—right from your inbox
Your Success Drives Us Forward
We're constantly evolving based on your feedback because your success drives our innovation. Have ideas for making the extension even better? Enter your feedback here – we're all ears.
Take Command of Your AR Workflows
Our users already know the power of Tesorio—as Pallavi shared on G2: "It is the first thing we open in our laptop after Gmail. In short, managing receivables would be really difficult without Tesorio." Now, we're making it even easier by bringing Tesorio into Gmail. Install Tesorio’s Gmail Extension today and start managing receivables right from your inbox.
Not a Tesorio customer yet? Book a demo to see how Tesorio can transform your AR processes and elevate your financial operations.