Tesorio

Tesorio is the agentic order-to-cash platform for enterprise finance teams. Our agents handle the busywork from closed-won to collected cash. This connector brings that work into Claude, so your team can ask questions, review what the agents did, and take action without switching tools.

What you can do:

• Invoices: look up any invoice or invoice group, with status, balance, and aging, and track submissions to supplier portals like Coupa and Ariba.
• Dunning: see which campaigns are running, who they reach, and how they perform.
• Collections: read customer email threads and notes, see open tasks and owners, and add notes or update fields as you work.
• Payments: review incoming payments, credit memos, and unapplied cash.
• Cash application: check the payment matches the Cash Application Agent has drafted.
• Cash flow: see how each customer typically pays and where cash is at risk.

Try asking:

• "Which customers are 30+ days past due, and what did we last hear from them?"
• "How did this month's dunning campaigns perform?"
• "Which payments couldn't the Cash Application Agent match?"
• "How does Acme usually pay, and is their balance at risk this quarter?"

Built for finance teams:

• Every answer comes from the same live data Tesorio keeps in sync with your ERP.
• Sign in with your Tesorio account over OAuth. Claude only sees the data your Tesorio permissions allow.
• Access can be revoked at any time. Tesorio is SOC 1 and SOC 2 compliant.

Requires a Tesorio account.