Do I need technical skills to build workflows?

No. The workflow builder is drag-and-drop with pre-built templates for common financial operations. You can create conditional logic, set up approvals, trigger notifications, and connect to any integrated system without writing code.

Can workflows trigger actions in our ERP?

Yes. Workflows can create, update, and read records in your ERP (NetSuite, Sage Intacct, QuickBooks, etc.), as well as trigger actions in Salesforce, send Slack notifications, and initiate email sequences.

How do approval workflows work?

You can define multi-level approval chains with conditional routing. For example, invoices under $10K auto-approve, $10K-$50K route to a manager, and $50K+ require VP sign-off. Approvers receive notifications and can approve from email or Slack.

Can we track workflow performance?

Yes. Every workflow includes built-in analytics showing execution counts, success rates, processing times, and bottleneck identification. You can see exactly where workflows slow down and optimize accordingly.

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.

Speak With a Human Try Interactive Demo →

4.7/5 on G2 (231 reviews)

70%Automation Rate

3xThroughput

24/7AI Coverage

Trusted by finance teams at

Case study

Product Demo

See Workflows in action

dashboard.tesorio.com/workflows

Campaign Steps· Enterprise Collections

Edit Steps

Step 1Age-Based

When: 5 days after the invoice due date

Then: Send an email on the Invoice

Template: Standard Collection Notice

View & edit messageTrigger StepPreview today's invoices

Step 2Age-Based

When: 15 days after the invoice due date

Then: Add assignees on the Invoice

Assignees: John Smith, Jane Doe

Trigger StepPreview today's invoices

Step 3Age-Based

When: 30 days after the invoice due date

Then: Send an email on the Invoice

Template: Escalation Notice

View & edit messageTrigger StepPreview today's invoices

Step 4Schedule-Based

When: Every 2 weeks on Monday

Then: Create a task on the Customer

Task: Follow up on outstanding balance

Trigger Step

1,247

Emails Sent

68%

Open Rate

24%

Reply Rate

Queued

4 steps · 2 types

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

Invoice overdue

Condition

Amount > $10K

→

Action

Send email

✓

Action

Create task

Cross-System Orchestration

Trigger workflows that span your ERP, CRM, email, Slack, and payment systems. When a deal closes in Salesforce, kick off invoicing in NetSuite. When a payment is overdue, update the CRM record and alert the account owner.

Salesforce

Deal closes

NetSuite

Invoice created

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

—

If Amount > $10K

—

If Risk = High

—

Else

—

Pre-Built Templates

Start with proven workflow templates for common financial operations — dunning sequences, approval chains, escalation paths, and notification rules. Customize templates to match your specific processes.

Dunning Sequence

Popular

4-step cadence

Used by 89%Use Template

Approval Chain

Popular

Multi-level review

Used by 76%Use Template

Payment Reminder

7/14/30 day schedule

Used by 64%Use Template

Escalation Path

Risk-based routing

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

Workflow

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.

Nylas

Results

Real outcomes from real customers

80%Automation Rate

15+Workflow Templates

11Connected Systems

33 daysAvg 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

AI Collections

Collections Agent

Turns overdue invoices into cash — without adding headcount. AI drafts personalized follow-ups, extracts payment promises, and manages your dunning pipeline autonomously.

Learn more

ML Forecasting

AR Forecasting

95% forecast accuracy your finance team can trust. Invoice-level predictions, not spreadsheet averages.

Learn more

AI Agent Studio

Deploy specialized AI agents that classify emails, generate responses, extract payment promises, detect escalations, and manage supplier portals — all learning from your data.

Learn more

Resources