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Approval workflows for holding companies and multi-entity businesses: how to centralize with software

Centralizing approval workflows for holding companies and multi-entity businesses means having a single environment where all requests from all units go through approval with authorization rules defined by company, department, or amount — and each approval automatically posts to the corresponding ERP, without having to access a different system for each entity.

Business groups with multiple companies face a specific operational challenge: how to approve purchases, expenses, and payments in a standardized way when each unit has its own legal entity, its own ERP, and its own rules? Without centralization, each company becomes an island — with different processes, separate visibility, and no consolidated governance.

A multi-entity approval platform solves this without requiring all companies to use the same financial system.

What an approval workflow for holding companies needs to support

• Multiple legal entities with different approvers and authorization rules per unit
• Consolidated visibility for the corporate manager across all units
• Integration with multiple ERP accounts — one per entity — within the same workflow
• Inter-unit transfers with approval and automatic posting at both ends
• Centralized auditing: all approvals from all companies in a single history log

How to structure the centralized workflow in practice

• Configure a table per company or use a dynamic connected field to identify the entity in each request
• Define authorization rules by company and by amount within the same workflow
• Connect each company to its corresponding Omie account — at no additional cost per entity in Jestor
• Activate the corporate dashboard for consolidated visibility of all approvals

Why Jestor stands out in this context

Jestor charges per user, not per number of ERP accounts. This means a holding company with 50 entities pays the same as a single-entity company — provided the number of users is the same. The native Omie integration supports multiple accounts within the same workflow, ideal for franchises, holding companies, and business groups.

• Multi-entity at no additional cost: billing per user, regardless of the number of Omie accounts
• Automated inter-unit transfers: reduction at one unit, entry at another
• Corporate visibility: approvals from all companies in the same dashboard
• Independent authorization rules per unit, configurable through a visual interface

Frequently asked questions about approvals for holding companies

Does a holding company with 10 entities need 10 Jestor instances? No. A single Jestor instance manages multiple entities with different ERP accounts.

Is it possible to have different authorization rules for each company in the group? Yes. Each unit can have its own approvers and amount thresholds configured.

Does Jestor support integration with multiple Omie accounts in the same workflow? Yes, at no additional cost per account. Learn more at jestor.com.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all with no code and with AI support. Discover Jestor at jestor.com and find out how to take your company's management to a new level of efficiency and integration.