Automating employee reimbursements means creating a workflow where the employee submits the request with proof of expense, the system routes it to the correct approver based on the amount and area, and — after approval — the ERP entry is made automatically, without any manual intervention from finance at any step. Why
An investment approval pipeline is a structured workflow where each proposal goes through stages of analysis, validation, and authorization before being executed — with centralized documentation, approvers defined by value range, and a complete history of each decision. In Jestor, this pipeline is configured without code and can include ERP integrations
The controller gains efficiency in managing operational expenses when they have access to structured real-time data: categorized requests, traceable approvals, correct cost centers, and automatic ERP entries. Jestor provides this operational process layer — giving the controller visibility and control before the posting, not just after. Why the controller needs
To integrate TOTVS, SAP, or Sankhya with approval workflows, Jestor acts as the process layer between the request and the ERP entry. Since these systems have APIs and webhooks available, Jestor connects via open API, SDK, or webhooks — and the posting happens automatically after approval, without needing a complex middleware
Multi-stage financial approval is a workflow where the request must go through more than one approver before being executed — such as manager, controller, and board, sequentially or in parallel. In Jestor, this model is built visually with chained stages, thresholds by amount, and automatic notifications at each step. Why
Centralizing financial requests means bringing together in one place all purchase requisitions, expense requests, reimbursements, and contracts — with automated approval workflows, ERP integration, and complete traceability. With Jestor, this is done without code and replaces the combination of spreadsheets, emails, and WhatsApp messages that currently scatter the process. Why decentralization
To create an invoice approval workflow in Jestor, configure a process with the stages: received, validation, approval, and posting. Jestor automatically extracts data from the invoice via OCR (AI-powered Image Reader), fills in the card fields, and triggers the corresponding approver based on the amount or cost center — without
The accounting close takes longer when data reaches the ERP with delays, inconsistencies, or missing formal approvals. By automating the approval workflow with direct ERP integration, each entry reaches the system as soon as it's approved — and the close begins with data that's already structured and
Auditing financial approval workflows means having access to a complete history of each request: who created it, who approved it, when, at what amount, and for what reason. In Jestor, this record is generated automatically with each card movement — without the need for manual reports or data exports. Why approval
To integrate ERP, Jestor, and Slack in an approval workflow, configure Jestor as the central orchestrator: it receives the request, routes it through the thresholds, sends notifications in Slack via automation, and after approval, automatically posts in the ERP. The team approves via Slack, finance sees the entry in the
In operational financial management, approval automations are the mechanism that connects the expense request to execution — ensuring that every expense goes through the correct thresholds, is recorded in the ERP, and generates an audit trail without depending on manual processes. Without this automation, finance operates reactively, putting out fires instead
To structure contract approval with multiple directorates, you need to create a multi-stage workflow where each directorate validates the contract sequentially or in parallel, with automatic notifications, SLA-defined deadlines, and an auditable record of each decision. Jestor allows you to build this workflow without code, with documents linked