Which CRMs and ERPs does Tesorio integrate with?

Tesorio integrates with Salesforce (CRM), and supports NetSuite, Sage Intacct, QuickBooks Online, Zuora, and Workday as ERP/billing systems. Additional integrations include Stripe, Plaid, and Slack.

How does the revenue-to-cash bridge work?

Tesorio combines Salesforce pipeline data with historical payment patterns from your ERP. ML models predict not just deal close probability, but actual cash collection timing based on customer behavior and invoice terms.

Can we build custom workflows across systems?

Yes. Tesorio's workflow builder lets you create cross-platform automations with drag-and-drop. Triggers can come from any connected system, and actions can update CRM records, send notifications, create tasks, or adjust collection strategies.

How does this help with revenue forecasting?

Traditional revenue forecasts predict when deals close. Tesorio adds the cash dimension: when will the money actually arrive? This gives RevOps a complete picture from pipeline to bank deposit.

What data does Tesorio surface in Salesforce?

Tesorio can push AR data back into Salesforce: payment status, aging, collection activity, payment history, and customer health scores. Sales reps see the full picture without leaving their CRM.

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 See How It Works →

4.7/5 on G2 (231 reviews)

95%Forecast Accuracy

11Platform Integrations

30%DSO Reduction

Trusted by finance teams at

Case study

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

8:30 AM

Export Salesforce pipeline — paste into ERP tracking sheet

10:00 AM

Manually cross-reference closed-won deals with invoice status

11:30 AM

Build revenue-to-cash bridge in Excel — 3 tabs, 40 formulas

1:30 PM

Field Slack questions from sales about customer payment status

3:00 PM

Update CRM with AR data — copy from ERP, paste into Salesforce

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.

11Platform 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.

3xTeam 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

3xCollections Scaled — Smartsheet

$50MWorking Capital Unlocked — PE Portfolio

Industry Recognition

Rated #1 by enterprise AR teams, quarter after quarter

G2 Leader—Continuous leader

·Average rating—4.7/5 (231 reviews)

·Top ranking—#1 Enterprise Implementation — 4 consecutive quarters

ROI Calculator

Calculate your savings

See how much working capital you can unlock and how quickly Tesorio pays for itself.

Annual Revenue$100M

Current DSO60 days

Collections Headcount5 FTEs

Annual Cost per Employee$85K

Try Interactive Demo Speak With a Human

Confidence Level

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.

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