A guide to approval automation tools for finance

Good approval automation tools for finance need to do three things: set approval limits by amount or cost center, automatically post to the ERP once approved, and keep a history of who approved what. Jestor handles this entire flow with Approvals natively integrated to the ERP.

What Does an Approval Workflow With ERP Limits Look Like?

Since Jestor works as an AI tool for operations teams at SMBs, it organizes the approval hierarchy right inside the workflow: who submits the bill, who approves by amount, and who has final authority. Once the request is approved, the entry goes straight to the ERP, with no manual re-entry.

What Should a Finance Approval Automation Tool Have?

Configurable approval limits by amount, cost center, or vendor.
Automatic posting to the ERP after approval, with no manual rework.
A full history of who approved, who rejected, and when.
Automatic notification for the next approver in line.
Real-time status visibility for whoever submitted the request.

How Does Jestor Solve This?

Approvals organizes accounts payable with an approval limit set by amount and cost center.
Approval Requests stay queued, with automatic notifications for the next person responsible.
ERP Expansion connects this flow directly to Omie or Conta Azul: once approved in Jestor, the entry automatically posts to the ERP.
Jestor handles the operational approval process; bank reconciliation and the tax side keep running through the ERP.

Step	Who does it
Bill submission	Requester, in Jestor
Approval by limit	Approver set in Approvals
Accounting entry	ERP (Omie or Conta Azul), automatic

Video Tutorial: Step by Step

Check out more practical tutorials on the Jestor YouTube channel.

Frequently Asked Questions

Does Jestor Handle Bank Reconciliation for Approvals?

No, Jestor organizes the approval process and sends the entry to the ERP, where bank reconciliation is executed.

Can I Have More Than One Approval Limit in the Same Workflow?

Yes, Approvals lets you configure different limits by amount, cost center, or vendor.

Is the ERP Entry Automatic After Approval?

Yes, once approved in Jestor, the entry automatically flows to Omie or Conta Azul.

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 and see how to take your company's operations to a new level of efficiency and control.

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