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.

[Speak With a Human](/content/request-demo/index.html) [See How It Works→](/content/for/revenue-operations#solutions/index.html)

4.7/5 on G2 (237 reviews)

95% Forecast Accuracy  
11 Platform Integrations  
30% DSO Reduction

Trusted by finance teams at

[Case study](/content/customers/veeva/index.html)

[Case study](/content/customers/gitlab/index.html)

[Case study](/content/customers/couchbase/index.html)

[Case study](/content/customers/discovery-education/index.html)

[Case study](/content/customers/securityscorecard/index.html)

[Case study](/content/customers/wp-engine/index.html)

[Case study](/content/customers/smartsheet/index.html)

[Case study](/content/customers/seismic/index.html)

[Case study](/content/customers/singular/index.html)

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

[Try Interactive Demo](/content/demo/index.html) [Speak With a Human](/content/request-demo/index.html)

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

[All Resources](/content/blog/index.html)

Tesorio AR Automation from Tesorio on Vimeo

WATCH DEMO

Tesorio Platform Walkthrough

See how finance teams automate collections, cash application, and forecasting.

[All Resources](/content/blog/index.html)

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.

[Speak With a Human](/content/request-demo/index.html) [See Tesorio in Action→](/content/compare/index.html)

Trusted by the best finance teams in tech