Onguard Collections vs Tesorio
Onguard Collections
onguard.com
Tesorio
tesorio.comSide by side
| Figure | Onguard Collections | Tesorio |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 1 | 1 |
| Spec score · Collections Software | 7.5 (#11) | 6.8 (#16) |
| Collections | Overdue invoices can be transferred to collection agencies and status changes are exchanged through integration. | Its Collections Agent drafts personalized follow-up emails, extracts payment promises, and manages dunning workflows. |
| Integrations | The solution integrates with major ERP systems and supports web-service data integration and APIs for dossier management. | Named integrations include NetSuite, Sage Intacct, QuickBooks, Workday, Zuora, Salesforce, Stripe, Plaid, Gmail, Outlook, Slack, Coupa, and Ariba. |
| Security | Hosting includes GDPR compliance, HTTPS encrypted connections, ISO/IEC 27001 certification, ISAE 3402/SOC 1/2/3 and PCI DSS Level 1. | Tesorio's security portal lists SOC 1, SOC 2, GDPR, CCPA, and PCI DSS compliance information and provides access to security documents. |
| Support | Onguard provides customer-success managers, consultancy and a support team for implementation, go-live and later questions or extensions. | Tesorio says a dedicated customer success manager guides setup, workflow configuration, team training, and ongoing support. |
| Target users | Onguard describes its solutions for finance professionals and organizations seeking faster payment, lower risk and improved cash flow. | Tesorio describes its users as enterprise finance teams, including CFOs, controllers, and accounts receivable teams. |
| Workflow automation | It supports customer segmentation, flexible automatic dunning workflows, dispute management and payment arrangements. | Tesorio says users can automate order-to-cash processes with prebuilt workflow templates or no-code customization. |
Plans
In their own words
Onguard Collections
Onguard Collections uses CaseControl to handle unpaid invoices after amicable dunning has not collected them. It is intended for collection agencies, bailiffs, collection lawyers, and in-house special asset departments. The web-based, responsive application supports high case volumes and bulk processing, with automatic digital files; third parties can access assigned cases online while users initiate and monitor actions. It supports legal and non-legal time registration, SMS messaging, payment-provider links, dashboards, agendas, cash-flow forecasting, and performance indicators. The CreditManager API can transfer overdue invoices and special management requests to collection agencies, then exchange case-status and file updates. The broader CreditManager solution includes risk scoring from internal and external data, automatic dunning workflows, dispute management, payment arrangements, and a Debtor Portal for invoice copies, payment links, and self-service payments. Onguard describes CaseControl as available in multiple languages and currencies, with unlimited users and data and a tailored interface. Pricing is on request; the listed CreditManager plan is billed as “Request a demo.”
Tesorio
Tesorio is an AI-powered financial operations platform for accounts receivable and the order-to-cash lifecycle. Its Collections Agent drafts personalized follow-up emails, extracts payment promises, and manages dunning workflows. The Cash Application Agent matches payments to open invoices and flags partial payments or exceptions. A Supplier Portals Agent can submit invoices to Coupa and Ariba, track payment status, and download remittances. AR Forecast predicts future cash inflows and identifies risks or gaps against targets. Teams can automate order-to-cash processes with prebuilt templates or no-code customization. Integrations include NetSuite, Sage Intacct, QuickBooks, Workday, Zuora, Salesforce, Stripe, Plaid, Gmail, Outlook, Slack, Coupa, and Ariba. Tesorio says APIs and webhooks sync data in real time and can write selected entries and workflow actions back to an ERP. Security information lists SOC 1, SOC 2, GDPR, CCPA, and PCI DSS. Pricing is paid and available on request.