Workflows — No-code automation for every finance process — connecting your entire finance stack | Tesorio
Workflow Automation
Workflows
Build custom automation workflows with a visual drag-and-drop builder. Connect triggers, conditions, and actions across all your finance tools — from collection escalations to approval routing to cross-system notifications. No code required.
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4.7/5 on G2 (237 reviews)
70% Automation Rate
3x Throughput
24/7 AI Coverage
Trusted by finance teams at
Product Demo
See Workflows in action
dashboard.tesorio.com/workflows
Workflow Builder- PTP to ERP Sync
Active Edit
⚡Promise to Pay Detected trigger
Tesorio
Tesorio AI extracts PTP from customer email
?Invoice Amount > $25K condition
Filter
Route high-value promises for review
→Update Customer Record action
NetSuite
Set expected payment date in NetSuite
→Log Note on Account action
Salesforce
Add PTP details to Salesforce activity
✓Notify Account Owner action
Slack
Send Slack message to assigned rep
7 Workflows Active
142 Executions Today
5 Systems Connected
99% Success Rate
5 steps - 3 systems connected
Features
How Workflows works
- Visual Workflow Builder
Create complex automation workflows with drag-and-drop simplicity. Connect triggers from any integrated system, add conditional logic, and define actions — all without writing a single line of code.
Workflow Builder
⚡
Trigger
PTP detected
?
Condition
Amount > $50K
→
Action
Update NetSuite
✓
Action
Notify in Slack
- Cross-System Orchestration
Trigger workflows from Tesorio AI events - promise-to-pay detection, escalation alerts, email classification - or from any connected system. When the AI detects a payment promise, automatically update your ERP and notify the account owner in Slack.
Tesorio PTP detected NetSuite Record updated Slack Team notified
- Conditional Logic & Branching
Build workflows with if/then branching, time delays, approval gates, and parallel execution paths. Route different invoice amounts through different approval chains, or escalate based on customer risk score.
Conditional Logic ✓ If Amount > $50K → VP Approval ✗ If Amount > $10K → Manager Review ✓ If Risk = High → Priority Queue ✓ Else → Auto-Approve
- Pre-Built Templates
Start with ready-made templates for common operations - invoice auto-assignment, customer tagging automation, PO validation rules, and post-action note logging. Customize any template to match your specific processes.
Invoice Auto-Assignment
Popular
Route by amount & region
Used by 89% Use Template
Customer Tagging
Popular
Auto-tag on status change
Used by 76% Use Template
PO Validation
Flag missing PO numbers
Used by 64% Use Template
Note Logging
Log after campaign emails
Used by 52% Use Template
Use Cases
Built for real scenarios
Revenue Operations
Automating deal-to-invoice handoff between Salesforce and NetSuite
Zero manual handoffs, invoices created in minutes
AR Manager
Building escalation paths for overdue invoices
Automatic escalation chains based on amount and aging
Finance Director
Standardizing approval workflows across global teams
15+ manual processes automated in the first month
What changes in your workflow
Before
- Manual handoffs between systems and teams
- Approval requests via email with no tracking
- Inconsistent processes across regions
- No visibility into bottlenecks or delays
After Tesorio
- Automated cross-system orchestration
- Structured approval chains with audit trail
- Standardized global processes with local flexibility
- Real-time workflow analytics and bottleneck detection
Integrations
Works with the tools you already use
Workflows connects natively with your existing tech stack.
By the Numbers
Built for production, proven at scale
80% Automation Rate
7+ Workflow Templates
11 Connected Systems
33 days Avg DSO Reduction
What Customers Say
“Tesorio's ability to give us real-time visibility into our cash position completely changed how we manage the business. We went from reacting to cash surprises to proactively managing our working capital.”
Greg Henry
CFO, Couchbase
Better Together
Works best with
Resources
Learn from the best
Tesorio AR Automation from Tesorio on Vimeo
Playing in picture-in-picture
FAQ
Workflows
Common questions about Tesorio's Workflows.
Do I need technical skills to build workflows?
Can workflows trigger actions in our ERP?
How do approval workflows work?
Can we track workflow performance?
Ready to transform your workflows?
$100B+ invoices collected | 90%+ auto-match rate | 33-day avg DSO reduction
See how Tesorio's Workflows delivers results your team can measure in weeks.
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