# Tesorio + Slack

Real-time AR alerts and collection updates delivered to Slack.

Trusted by finance teams at

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

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

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

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

[Collections](/content/product/collections/index.html)

[Cash Application](/content/product/cash-application/index.html)

[Workflows](/content/product/workflows/index.html)

[AI Agents](/content/product/ai-agents/index.html)

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.