Tesorio

Finance Operations AI Agent Studio

Finance & Accounting

Compliance CertificationsGDPRCCPASOC2PCI DSS

Server LocationUnited States

About Tesorio

A cash flow management platform is used to manage accounts payable and forecast liquidity. It ties invoices, payments and supplier data to show upcoming cash needs and helps schedule and approve payments. People use it to monitor cash position, compare scenarios and manage working capital across the organization.

What Cakewalk Does With Tesorio

Govern who on your team and which agents can access Tesorio. AI agents can act inside Tesorio with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Tesorio through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Tesorio TasksAgent Connection	A person asks their agent to do something in Tesorio, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in Tesorio is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.