Tesorio

?? We’re Hiring: Senior Product Manager (Remote, North & South America Only) Tesorio is growing, and we’re looking for a Senior Product Manager to help us build the future of finance automation. We’re redefining how companies manage cash flow with AI-powered automation. Top companies like Bank of America, Coupa, Vanta, Box, and Ripple trust us to get it right, and we’re just getting started. ????????; ???????? ???????? ???? ?????? ?????? ????… You love building elegant solutions to complex problems. You’re obsessed with users, data, and outcomes. You thrive in high-growth, fast-moving environments where decisions aren’t just about features but about business impact. ?? ?????? ?????? ?????? ? 5+ years of product management in high-growth software companies. ? Proven ability to lead projects from concept to launch. ? Big-picture thinker who executes with attention to detail. ? User & data-driven, uncovering opportunities and validating solutions. ? Collaborative & low-ego, building alignment across teams. ? Thrives in fast-moving, agile environments, always iterating. ?? ???????? ??????’???? ???? → Lead cross-functional teams through iterative product cycles, from concept to launch. → Engage with users & analyze data to uncover insights and drive decision-making. → Define and execute product roadmaps in collaboration with the CEO, designers, and engineers. → Shape the future of finance automation by building simple, elegant solutions for complex problems. ?? ?????? ??????????????? → Recognized as a Top 50 Accounting & Finance Tool by G2 (2023 & 2024) → Fully remote team across North & South America—work where you thrive → Backed by leading investors: Y Combinator, First Round Capital, Madrona, Workday Ventures & more For more information and to apply: ?? https://t2m.io/wqrF7Up Please spread the word! Tag the most qualified person you know! #Hiring #ProductManagement #AI #Fintech #RemoteJobs #TesorioAI

Think of it as Zapier, but for Financial Operations ? Your team deserves better than generic automation —?we built Tesorio Workflows for the unique needs of finance teams, offering deep ERP integrations and finance-specific automation capabilities: Customizable No-Code Workflows??? Seamless Integrations??? Pre-Built Templates??? Complete Auditability??? Take a quick tour here to see why we're especially excited about this release (and let us know what you think!): https://lnkd.in/gwUytXAd

Finance teams need automation that works on their terms—not rigid, IT-dependent systems. That’s why we built Tesorio Workflows, a no-code automation engine that eliminates repetitive tasks, integrates seamlessly across platforms, and puts finance teams in control. With Tesorio Workflows, teams can design, customize, and scale automation—without writing a single line of code: ? Finance-Specific Automation – Optimized for collections, payments, forecasting, and more ? Customizable No-Code Workflows – Adapt automation to match existing processes ? Seamless Integrations – Instantly connect to AI models, ERPs, CRMs, and key business tools ? Pre-Built Templates – Deploy ready-to-use automations for common finance tasks Early adopters are already seeing the impact: ?? “The flexibility of Workflows is a game-changer. We can configure automation exactly how we manage collections—saving us hours per week.” — Melissa Zmuda, Senior Credit & Collections Manager at Pendo.io ?? Coming Soon: The Workflows Gallery A community-powered automation network where finance teams across our customer base can share, adapt, and deploy best-in-class automation strategies. ?? See how Workflows is transforming finance automation ?? trytesorio.co/4iKovx3 #FinancialOperations #Workflows

Invoices, your days are numbered ?? The invoice PDFs of today are archaic, static documents built for human eyes; essentially the paper waste of the digital realm ?? Future accounting systems will just talk to each other, automatically logging what customers owe you and what you owe vendors. This represents the next evolution of the internet: while yesterday's software was built for human-first interaction, tomorrow brings agent-to-agent interaction—your financial systems communicating directly with your customers'. ?? <--> ?? With this level of interoperability and data clarity, payment timing will be what it should have always been: a financial optimization between customers’ and vendors’ cost of capital. Nailing your cash flow will be as simple as adjusting the dials for your cash in and out. Are you on team "death to the invoice" too? For more bold predictions, don't miss our full 2025 vision statement by Tesorio Co-Founder and CEO Carlos R. Vega: https://lnkd.in/gswySDYb

Last week, SaaStr CEO Jason M. Lemkin shared a frustrating experience with Salesforce: -His account was shut off without notice -He had to call multiple times to prove payment -Even after proof, they blamed him for their error ( ?? ) This isn’t just a billing issue. It’s a customer experience failure... and too often, a common breakdown that happens when finance teams lack the right tools to manage A/R effectively. Even the biggest brands can fumble here. Here's how we work with teams to prevent these types of critical mishaps: ? Automated Collections Campaigns – With Tesorio Collections, Salesforce could have automatically sent friendly, proactive reminders before shutting down Lemkin’s account. No surprises. No sudden cutoffs. ? Customer Graph: No more bounced emails – Our new Customer Graph, a continuously evolving, network-powered system that leverages aggregate and anonymized data from across hundreds of thousands of businesses, detects invalid AP contacts before payment delays happen to ensures invoices always reach the right person. ? Connected Finance & Customer Teams – With Tesorio, finance, sales, and customer success work from the same, real-time data—so Lemkin’s proof of payment wouldn’t get lost in the shuffle. No more finger-pointing. No more unnecessary escalations. ? Finance as a Relationship Builder, Not a Cost Center – The best brands treat A/R as part of the customer experience, not just a back-office function. If Salesforce used Tesorio’s intelligent A/R automation, they could have: -Proactively flagged the payment issue before cutting off service -Acknowledged the mistake quickly instead of blaming the customer -Offered a goodwill credit to turn frustration into loyalty Lemkin has been a Salesforce customer for 20 years. But one bad experience (caused by an avoidable A/R mistake) turned him into a public detractor. The takeaway: companies lose millions in revenue, goodwill, and brand equity because of bad collections processes. But it doesn’t have to be this way. PS: Salesforce, call us, we're here to help! https://lnkd.in/gifxhb5t

The Big Data Unlock: Finding Primary Source Data in Unstructured Places ?? What happens when critical cash flow data is buried in emails, PDFs, and attachments? It keeps your team tied up wrangling, parsing, and interpreting these "loose" data... which takes time, is rarely perfectly precise, and creates one more hurdle in the sprint from "closed won" to "money in the bank" ??♂??? ?? But what if AI could do the heavy lifting & close the gap? Our CTO Fabio Fleitas breaks down the concept in the video below. Check out more about our latest product release here & let us know what you think! https://lnkd.in/g9hb3XGX #AI #CashFlowManagement #Automation #BigData

Finance leaders need fast and actionable insights, not fragmented data. The biggest bottleneck? Workflows scattered across a gazillion tools. Tesorio now bridges this gap with: ?? Slack Integration – Automatic payment updates in team channels ?? Salesforce Widget – Instant visibility into customer financial health ?? Gmail Chrome Extension – AR teams can manage collections directly in their inbox We love using these integrations internally -- Diana Soto (she/her/ella) Nathan Manchester Carlos R. Vega Curious about how it works? #FinanceAutomation #CFOInsights

Today, we're excited to announce new AI-driven capabilities and integrations designed to eliminate financial silos, structure cash flow data, and accelerate the order-to-cash process. These innovations give finance teams real-time visibility into when revenue will turn into cash—solving a fundamental challenge in cash flow management. ?? Bring Cash Flow Insights to Where Teams Work Finance doesn’t work in isolation—cash flow is a team sport that requires collaboration across Sales, Customer Success, and Finance. That’s why we’ve built: ?? Slack Integration – Share invoice statuses and payment updates with key stakeholders—without emails or meetings. ?? Salesforce Widget – Give Sales & CS teams instant access to customer financial health. ?? Gmail Chrome Extension – Manage collections straight from your inbox. ?? Dive deeper into the integrations: trytesorio.co/3R3xXQ2 ?? Turn Unstructured Data into Cash Flow Clarity Cash flow is fundamentally a data problem—so we’re solving it at the source. Our AI-powered features transform raw data into actionable insights that surface what matters most: ? AI Promise-to-Pay Date Detection – Identifies payment commitments hidden in emails, improving cash flow forecasting and streamlining collections. ? AI Email Summaries – Instantly summarizes customer messages, invoices, and billing updates, reducing manual review time. ? Customer Graph – Prevents payment delays by detecting invalid AP contacts before invoices get lost. ?? Learn more about the features: trytesorio.co/4hAuS4N ?? What’s Next? We’re just getting started. Next week, we’re unveiling a breakthrough feature that makes finance more flexible and programmable than ever before. Stay tuned! #FinancialOperations

What is the "Revenue Reinvestment Cycle" and why does it matter? Every dollar that's tied up in the process of turning an invoice into real cash is a dollar that's not being invested in growth. ?? When your competitors are growing fast and deploying capital at increasingly rapid paces... any "cash lag" is an existential problem. The gap is widening between efficient and inefficient companies: Tomasz Tunguz highlighted Revenue per Employee now exceeds $1M/FTE for top companies; 3-5x what was "amazing" in 2023. ?? Meanwhile, Fortune 500 company lifespan has decreased by 70% over 60 years, according to McKinsey & Company. The message: while cash sits idle for some, others collect and reinvest quickly to get ahead. ?? We want to make these dials easy to turn for our customers, which is why we're rolling out a series of products that deliver on our vision to automate the entire order-to-cash process. Check out our blog post below for the full picture (or listen to this quick clip from CEO Carlos R. Vega on why we're bullish on companies who master their Revenue Reinvestment Cycle). Let's put your cash to work for you... because revenue ain't real 'til you get paid. ?? https://lnkd.in/gYhrsNRK

We're about to make the biggest series of product announcements in Tesorio's history. I wanted to write about our evolving vision, but after drafting 10,000+ words across three versions, it all sounded like futuristic AI babble. While surfing in Panama with my kids, clarity struck: Just keep it real. The truth? I asked our customers what we should build, fix or improve. Over 100 responses and NOT ONE mentioned AI. Their core need is turning revenue 'on paper' into cash collected. This is why we help customers like Pendo, Intercom, Vanta automate the order-to-cash process; from invoice delivery to collections to payments to cash application. ?? Why does this matter? 1. Revenue isn't real until you get paid. That closed deal? Just potential until it hits your bank account. 2. Companies that reinvest faster, accelerate faster. And to invest you need cash. The gap is widening between efficient and inefficient companies. Tomasz Tunguz highlighted Revenue per Employee now exceeds $1M/FTE for top companies—3-5x what was "amazing" in 2023. Meanwhile, Fortune 500 company lifespan has decreased by 70% over 60 years, according to McKinsey & Company. ?? The message: while cash sits idle for some, others collect and reinvest quickly to get ahead. ?? The cash flow problem is simple: To grow, reinvest better by understanding your cash flow. You know when you will pay everyone. The unknown variable is when you'll get paid. But: 1. 50-70% of payment delays are self-inflicted—incorrect invoicing data. 2. Payment timing is discoverable—you're someone else's vendor so they know when they'll pay you, it's just a matter of accessing & structuring that info. ?? Cash flow is more a data problem than a finance problem. THIS is where AI matters. ??? We started by connecting dots with AI in three concrete ways: 1. Structuring data from emails, portals, and documents. 2. Enhancing data across your systems. 3. Analyzing live data to predict and optimize collections. ?? In the not too distant future: Invoice chasing will disappear. What's owed will become simple database calls. Today's PDFs are digital paper waste; static representations of data for human eyes. Tomorrow, accounting systems will communicate directly, automatically logging transactions. This is the internet's evolution: from human-first to agent-to-agent interaction. With this interoperability, payment timing becomes a financial optimization between the cost of capital considerations across companies. ?? Back to the present... Soon, we'll announce products that take meaningful steps toward this vision—practical tools solving real problems, with AI included. The winners aren't just selling faster—they're collecting faster. Your competitive advantage? Making this happen now. Let's go team! Can't wait for everyone to see what you've been working on ??