Case Study: Smartsheet exceeds its cash goal and automates AR at scale with Tesorio

Smartsheet exceeded cash goals by $14M with Tesorio

Smartsheet, a work management platform, faced a challenge in scaling its accounts receivable operations for over 150,000 customers with a limited team. Their manual spreadsheet tracking was impossible at scale, and their ERP's dunning system was too binary, risking customer relationships. They turned to Tesorio for an automated solution.

Tesorio implemented its automated dunning and collections platform, providing dynamic customer-centric campaigns and deep Salesforce integration. This solution allowed Smartsheet to eliminate manual spreadsheets, exceed its cash goal by $14 million, and manage 11,000 open invoices monthly without adding staff, all while ensuring a better customer experience.

Smartsheet