Vendor onboarding approval involves more steps than a one-off purchase: quoting, comparing proposals, and only then making the final decision. Jestor organizes this process inside Purchase Orders, connected to the Approvals workflow. Why onboarding a vendor isn't the same as approving a one-off purchase A one-
A real-time financial dashboard ERP shows indicators like balance, cash flow, and due dates updated in real time, with no need to manually export reports from the financial system. Jestor builds these dashboards connected to the ERP, with the help of Chat with Data. Why exported ERP reports tend
Automating expense reimbursement starts with a simple form, where the employee attaches receipts, and continues through a value-based approval workflow, all the way to payment. Jestor organizes this by connecting Forms to the HR & Recruiting module and the Approvals workflow. Why manual reimbursement takes up so much of
Scalable dynamic thresholds are approval rules that adjust as the company grows, with no need to rebuild the process from scratch at every new stage. Jestor keeps these rules adjustable, with App Versioning to track every change. Why a threshold that worked before stops working A threshold rule created for
A financial approval SLA defines the maximum acceptable time for each stage of a decision workflow — how long a manager has to approve, how long finance has to review. Jestor applies this SLA directly inside the Approvals workflow, with a dashboard to track compliance. Why financial processes need explicit deadlines
Customizing approval processes by ERP means keeping the same decision logic even when different companies in a group, or different clients of a consulting firm, use different financial systems. Jestor makes this possible by connecting the same approval workflow to different ERPs via open API, webhooks, and SDK. Why customization
Invoice validation ERP means automatically extracting an invoice's data — value, vendor, date — and checking that information before posting to the financial system, with no manual data entry. Jestor solves this with Image Reader (OCR), connected to Omie or Conta Azul, via native integration. Why manually typing invoices is
An ERP orchestration layer coordinates processes across different operational teams, deciding when and how each one connects to the financial system, without forcing everyone to work directly inside the ERP. Jestor works as exactly that layer, combining BPMS and ERP Expansion. Why operational teams shouldn't depend directly on
Financial approvals for multiple branches require every unit to follow the same approval hierarchy, but with their own data and responsible parties — without mixing one branch's requests with another's. Jestor organizes this with a standardized approval hierarchy and White Label support for each unit. Why multiple
Monthly financial close is usually the moment when all discrepancies between spreadsheets and the ERP surface at once — automating this process means preventing those discrepancies from piling up throughout the month. Jestor supports this close with Financial Management connected to the ERP and Chat with Data for quick queries. Why
Capital expenditure approval requires a different workflow than recurring expenses: larger investments usually need multiple approval levels and tracking of planned versus actual budget. Jestor organizes this inside CAPEX Control, connected to each investment's cost center. Why CAPEX needs its own workflow Unlike a recurring expense, a CAPEX
ERP access control means ensuring each person sees and decides only what makes sense for their role, without relying on the tax system's native limitations for that. Jestor solves this with role-based permissions and a Security module, connected to the ERP via ERP Expansion. Why ERP access