Workflows
Build, customize, and automate your finance processes—without IT.
Automation Designed for Finance, Built for Your Business
Effortless Automation, Full Control
Workflows is purpose-built for finance—giving you full control over automation without relying on IT.
Customizable No-Code Workflows
Jumpstart automation with pre-built workflow templates. Customize them as needed—no coding required.
Automate Your Way
Tailor workflows to match your exact processes, ensuring automation works for you—not the other way around. Automate collections, invoice assignments, and more.
Seamless Integrations
Workflows doesn’t just sync data—it acts on it. By integrating with AI models, ERPs, CRMs, communication, and productivity tools, it triggers real-time finance actions like task assignments and note updates—without manual intervention.
Coming Soon: The Workflows Gallery
A Community-Powered Automation Network
Soon, we will be launching The Workflows Gallery, your shortcut to smarter automation where finance teams can share, adapt, and evolve strategies together. With the Gallery, you'll be able to adopt best practices from across our customer base, leverage pre-built templates, and customize workflows to fit your unique finance processes. Stay tuned!
Trusted by the Best Finance and Accounting Teams
"Tesorio Workflows is incredibly intuitive—far more user-friendly than other automation tools. It saves us hours of manual effort every week."
Russell
Senior Collections Analyst
"The flexibility of Workflows is a game-changer. We can configure automation exactly how we manage collections—saving us hours per week."
Melissa
Senior Credit & Collections Manager