Tesorio + Slack Integration | Notifications | Tesorio
Tesorio + Slack
Real-time AR alerts and collection updates delivered to Slack.
Trusted by finance teams at
How It Works
Three steps to get started
1
Connect
Install the Tesorio Slack app in your workspace and configure which channels receive which notification types.
2
Configure
Set up notification rules: which events trigger alerts (large payments, escalations, AI agent actions), who gets notified, and in which channels.
3
Stay Informed
Your team gets real-time updates in Slack without switching contexts. Respond to alerts, acknowledge actions, and stay on top of AR from where you already work.
Capabilities
What syncs between Tesorio and Slack
Payment Received Alerts
Get notified instantly when large payments arrive, when key accounts pay, or when overdue invoices are settled. Celebrate wins in real time.
Escalation Notifications
When AI agents detect escalation signals — broken promises, deteriorating payment patterns, dispute filings — the right team member is alerted in Slack immediately.
Daily Digest Reports
Configurable daily or weekly digests summarize collection activity, cash received, DSO changes, and AI agent performance — delivered to your chosen Slack channel.
Interactive Actions
Respond to Slack notifications with actions: approve an AI-drafted email, acknowledge a payment, or escalate an account — without leaving Slack.
Common Scenarios
How teams use Tesorio with Slack
Payment received alerts
Get instant Slack notifications when payments are received, with invoice details and remaining balance context.
Escalation routing
When an account crosses a risk threshold, Slack DMs the assigned collector with full context and suggested next actions.
Daily collection digest
Receive a morning summary of open tasks, overdue accounts, and AI agent activity in your team's Slack channel.
Approve AI actions from Slack
Review and approve AI-drafted emails, write-off recommendations, or escalation decisions without leaving Slack.
“Tesorio has transformed our collections process. We reduced DSO by 30% and our team is 3x more productive. The AI agents handle the repetitive follow-ups so our collectors can focus on strategic accounts.”
Finance Leader
VP of Finance, Pluralsight
Works With
Tesorio products powered by Slack
Setup
Up and running in weeks, not months
Pre-built connectors and guided setup mean your Slack integration is production-ready faster than you'd expect. No consultants, no custom code, no long implementation projects.
Better Together
Works great with
*NetSuite*
\ERP
\Deep, bidirectional sync with Oracle NetSuite for real-time AR visibility.](/content/integrations/netsuite/index.html)
*Gmail & Outlook*
\Email
\AI-powered email processing for collections via Gmail and Outlook.](/content/integrations/nylas/index.html)
*Salesforce*
\CRM
\Bridge the gap between sales and collections with native Salesforce sync.](/content/integrations/salesforce/index.html)
FAQ
Slack Integration
Common questions about connecting Slack with Tesorio.
Can I control which notifications go to which channels?
Does the Slack integration support DMs?
Can I take actions from Slack notifications?
Ready to connect Slack?
$100B+ invoices collected|90%+ auto-match rate|33-day avg DSO reduction
See how Tesorio integrates with Slack to automate your AR operations.