Tesorio, the leader in Connected Financial Operations, today announced Tesorio Workflows, a no-code automation engine built for finance teams. Designed to eliminate repetitive tasks and barriers across platforms, Workflows enables finance teams to automate on their own terms—seamlessly integrating with AI models, ERPs, CRMs, communication, and productivity tools.

Think of it as Zapier, but for Financial Operations
For too long, finance teams have been stuck with automation that’s either too rigid or too complex to customize without IT support. Workflows changes that by offering intuitive, no-code automation that puts finance teams in control—so they can adapt processes to their needs without the headache.

With Tesorio Workflows, teams can go beyond basic integrations and automate finance-specific processes—like automatically assigning invoices based on custom rules, triggering workflows based on status changes or creating workflows that hand tasks back and forth across multiple platforms. Whether using prebuilt workflows for quick automation, building custom workflows for complex processes, or leveraging AI-powered automation, finance teams can finally eliminate manual work without relying on IT.

"Finance teams shouldn’t have to spend their time on manual, disconnected tasks to turn revenue into cash," said Carlos Vega, Co-founder and CEO of Tesorio. "Our Workflows product makes finance effortlessly programmable, giving teams the power and reach to build automated processes that collect cash faster."

Automation Designed for Finance, Built for Your Business

Unlike generic workflow tools, Tesorio Workflows is built specifically for finance teams, offering:

• Finance-Specific Automation – Optimized for collections, payments, forecasting, and more
• Customizable No-Code Workflows – Adapt automation to match existing processes
• Seamless Integrations – Instantly connect with NetSuite, Salesforce, Slack, and more
• Pre-Built Templates – Deploy ready-to-use automations for common finance tasks
• Complete Auditability – Gain full visibility into every automated action
• Proven Results: Faster Collections, Fewer Bottlenecks

Early adopters of Tesorio Workflows have already seen significant efficiency gains:

"Tesorio Workflows is incredibly intuitive—far more user-friendly than other automation tools. It saves us hours of manual effort every week."
— Russell McBain, Senior Collections Analyst, Intercom

"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 Manager, Credit & Collections, Pendo

Coming Soon: The Workflows Gallery – A Community-Powered Automation Network

In the coming months, Tesorio will launch the Workflows Gallery, a community-driven ecosystem where finance teams can share, adapt, and evolve automation strategies together.

"Finance teams shouldn’t have to reinvent the wheel when it comes to automation. The Workflows Gallery makes it easy to discover and adopt best practices from across our customer base—helping teams work more efficiently, share knowledge, and scale automation effortlessly," said Fabio Fleitas, CTO & Co-founder of Tesorio.

The Future of Connected Financial Operations

Tesorio Workflows isn’t just about automation—it’s about turning finance into a connected, intelligent ecosystem. By eliminating silos and increasing efficiency, finance teams can finally take full control of their cash flow.

Tesorio Workflows is available now. Learn more or request a demo at https://www.tesorio.com/features/workflows.