Connect All your Finance Data
Seamless Integrations
Tesorio seamlessly integrates with leading ERPs, CRMs, billing systems, data lakes, AP portals, and more. Our Connected Finance Operations platform enables Finance teams to automate tactical finance processes for better visibility, efficiency, predictability, and control over cash flow.
Powerful Integrations
Benefits of connected finance
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Connect finance, sales, and customer success for improved customer experiences and cash flow. -
Easily access a unified, consistent view of all data that impacts cash flow. -
Quickly and easily create reports connecting all of your data sources.
Easily Connect with Any Data Source
No matter your financial data sources, company scale, or invoice volume, Tesorio adapts to your needs. It securely connects with your ERP ensuring your data is safe, secure, and accessible.
Extend Your ERP Investment
ERPs are essential for finance teams to collect and store data, often representing significant investments. However, they aren't designed for cash flow performance. Tesorio enhances your ERP's value by aggregating cash data, providing a single, actionable view of your business's cash flow.
Unlock the Power of Your CRM
Tesorio extends the value of Salesforce by connecting financial data to sales and customer success teams. This integration allows teams to access insights into customers' financial health. With Tesorio as your financial CRM, sync this information so your collectors know exactly where to take action.
Streamline Collections with Easy Payments
Sending an invoice is one thing; getting timely payment is another. Make it easy for your customers to pay by including embedded payment links and a branded payment portal through our integration with Stripe.
Sign In Quickly and Securely Using SSO
We take security seriously. With Single Sign-on (SSO), your team members use one account across all systems — meaning better security, a more convenient user experience, and the extra security benefits SSO providers have built-in. Tesorio supports any SAML 2.0 provider including Okta, OneLogin, and Azure.
