Approval Automation: What Changes in the Finance Manager's Routine
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
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