# Stop digging through your data. Get trusted answers in seconds.

Ask questions about your data across order-to-cash and get trusted answers in seconds, whether you're inside Tesorio with AI Chat or working from Claude, ChatGPT, and Cursor with Tesorio MCP.

## 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)

## How it works

### Two ways to work with your data

**AI Chat**  
**Tesorio MCP**  
 
### Your analyst inside Tesorio

Ask questions about your live data and get trusted answers in seconds, with no report building, no exports, and no manual double-checking before you can act.

[dashboard.tesorio.com/ai-chat](http://dashboard.tesorio.com/ai-chat)

### AR Aging Snapshot

| Aging bucket  | # Inv | Open balance | % AR |
|---------------|-------|--------------|------|
| Current       | 243   | $5.21M       | 70%  |
| 31–60 days    | 65    | $620K        | 8%   |
| 61–90 days    | 56    | $430K        | 6%   |
| 90+ days      | 47    | $1.21M       | 16%  |
| **Total**     | **411** | **$7.47M** |      |

**$2.26M (30% of open AR) is overdue. The 90+ day bucket needs escalation first.**

## Reporting and analysis shouldn’t eat up your day.

AR and finance teams need trusted insights to keep work moving. But getting to them usually means digging through dashboards, exports, and spreadsheets, then double-checking before you can act.

### Today

**Hours of manual work to get the full picture**

- Dig through dashboards, exports, and spreadsheets
- Piece together context from multiple places
- Manually confirm the numbers before you can act

### With AI Chat + MCP

**Trusted insights in seconds**

- →Grounded in live Tesorio data
- →No manual report build, export, or double-check
- →Faster decisions, with context you can trust

## Proof

### Teams are turning questions into action

**MCP server**

Overdue accounts routed to the right AE. Finds high-value overdue accounts, identifies the account owner, sends the Slack nudge, and updates Tesorio.

> “What used to be a manual, multi-step process is now something I can initiate in a single prompt and have done in seconds.”

## FAQ

### AI Chat + MCP

Common questions about Tesorio's AI Chat + MCP.

- **What is AI Chat?**
- **What is MCP?**
- **Which AI tools can I connect?**
- **Is my data secure?**
- **Can we control what AI Chat and MCP can access?**

## Get answers faster. Keep work moving.

See how Tesorio AI helps your team get trusted answers, run analyses, and complete connected workflows.