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# Approval Automation: What Changes in the Finance Manager's Routine
- URL: https://blog.jestor.com/approval-automation-finance-manager-routine/
- Published: 2026-07-31T15:23:55.000Z
- Updated: 2026-07-31T15:23:55.000Z
- Author: Bruno Bannach

With **approval automation**, a finance manager's routine stops being about chasing status by message and becomes about checking a **dashboard** of pending, approved, and overdue requests. In **Jestor**, the **Approvals** app organizes that flow, and **Chat with Data** allows querying the operation in natural language.

## What was the routine like before automation?

Before structuring the flow, much of a finance manager's time goes into chasing approvals over email or **WhatsApp** and trying to reconstruct, from memory, how many requests are still open.

## What changes in the manager's day-to-day?

- Less time spent manually chasing approval status
- A consolidated view of how many requests are pending, approved, and overdue
- Less reliance on a parallel spreadsheet to track the flow
- Shorter time between a request and its posting to the ERP

## How does the dashboard change the tracking routine?

The dashboard brings together the approval flow's indicators in a single panel, with no need to check each card individually.

| Routine before                          | Routine with automation                        | Tool                |
| --------------------------------------- | ---------------------------------------------- | ------------------- |
| Chasing status by message               | Checking a panel with up-to-date status        | Approvals dashboard |
| Manually adding up amounts              | Seeing the approved amount by cost center      | Jestor indicators   |
| Asking the team for data point by point | Asking about the operation in natural language | Chat with Data      |

## Why choose Jestor?

- The dashboard shows pending, approved, and rejected requests in near real time
- Chat with Data allows querying the operation without waiting for a manual report
- Every request's history stays available for audit at any time

## Frequently Asked Questions

### Is the dashboard automatic or does it need to be built manually?

Approvals indicators already come ready and can be customized as needed.

### Does Chat with Data replace an ERP report?

No, it queries Jestor's operational data; the tax and accounting side stays in the ERP.

### Can I see the overdue amount that hasn't been paid?

Yes, the panel tracks the due date of approved requests. Learn more at jestor.com.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.