Tesorio for Revenue Operations Leaders | Connect the Dots Between Revenue and Cash | Tesorio
For RevOps & Revenue Leaders
Connect the Dots Between Revenue and Cash.
Trusted by CFOs — chosen by the teams that run AR. Bridge the gap between Salesforce and your ERP. Get a single source of truth for revenue-to-cash that makes forecasting accurate and workflows automated.
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4.7/5 on G2 (237 reviews)
95% Forecast Accuracy
11 Platform Integrations
30% DSO Reduction
Trusted by finance teams at
The Challenge
Sound familiar?
You're the human API between Salesforce and your ERP
Every week you export CSVs from Salesforce, reconcile them against ERP data, and manually update both systems. You've become the integration layer — and it's not sustainable.
Closed-won doesn't mean cash collected
Sales celebrates the deal. Finance waits 90 days for payment. Your forecast says revenue is on track, but cash tells a different story. Nobody connects the two until it's a problem.
Every team has a different version of the truth
Sales looks at pipeline in Salesforce. Finance looks at AR in the ERP. You spend half your time explaining why the numbers don't match instead of driving operational improvements.
A Day in the Life
Your day as a Revenue Operations Leader
| Before Tesorio | With Tesorio |
|---|---|
| 8:30 AM Export Salesforce pipeline — paste into ERP tracking sheet | 8:30 AM Unified dashboard — Salesforce pipeline + ERP AR data in one view |
| 10:00 AM Manually cross-reference closed-won deals with invoice status | 9:30 AM Revenue-to-cash forecast auto-generated with ML predictions |
| 11:30 AM Build revenue-to-cash bridge in Excel — 3 tabs, 40 formulas | 10:30 AM Automated workflow triggers invoicing when deals close in CRM |
| 1:30 PM Field Slack questions from sales about customer payment status | 1:00 PM Sales sees payment status in Salesforce — zero Slack questions |
| 3:00 PM Update CRM with AR data — copy from ERP, paste into Salesforce | 2:30 PM Build cross-platform automation for next quarter's playbook |
Solution 1
Salesforce + ERP Integration
Tesorio connects Salesforce with your ERP (NetSuite, Sage Intacct, Workday) to create a unified customer view. Deal data, invoices, payments, and communication history in one place.
11 Platform integrations
Solution 2
Revenue-to-Cash Forecast Bridge
Combine pipeline data from Salesforce with AR payment patterns to create a forecast that reflects when cash will actually arrive — not just when deals close.
95% Forecast accuracy
Solution 3
Cross-Platform Workflow Automation
Trigger automated actions across systems: when a deal closes in Salesforce, kick off invoicing; when a payment is overdue, update the CRM record and alert the account owner.
3x Team efficiency increase
What Customers Say
“We were able to scale our monthly cash collections by over 3X while keeping our headcount within a reasonable budget.”
Drew U.
Business Financial & Systems Analyst, Smartsheet
Customer Results
Real results from real finance teams
10+ Days DSO Reduction — Couchbase
3x Collections Scaled — Smartsheet
$50M Working Capital Unlocked — PE Portfolio
Industry Recognition
Rated #1 by enterprise AR teams, quarter after quarter
G2 Leader—in AR and Credit & Collections
- #1 ranked—Most Implementable, Enterprise AR
- Proven—a G2 Leader in AR for 5+ years
- Rated—4.7/5 across 237 reviews
ROI Calculator
Calculate your savings
See how much working capital you can unlock and how quickly Tesorio pays for itself.
Annual Revenue $100M
Current DSO 60 days
Collections Headcount 5 FTEs
Annual Cost per Employee $85K
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Confidence Level
Conservative Average Best in Class
1 Year Total Savings
$5.1M
Working Capital
$4.9M
Productivity Savings
$170K
Monthly Cost of Delay
$426.1K
Estimated DSO
42 days
Estimates are based on aggregated customer outcomes and industry benchmarks. Actual results vary based on invoice volume, payment terms, and customer mix.
Resources
Learn from the best
Tesorio AR Automation from Tesorio on Vimeo
WATCH DEMO
Tesorio Platform Walkthrough
See how finance teams automate collections, cash application, and forecasting.
FAQ
Tesorio for Revenue Operations Leaders
Common questions from revenue operations leaders
Which CRMs and ERPs does Tesorio integrate with?
How does the revenue-to-cash bridge work?
Can we build custom workflows across systems?
How does this help with revenue forecasting?
What data does Tesorio surface in Salesforce?
Ready to transform your financial operations?
$100B+ invoices collected | 90%+ auto-match rate | 33-day avg DSO reduction
Join the finance teams that trust Tesorio to automate AR, accelerate cash flow, and drive predictable results.
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Trusted by the best finance teams in tech