Dynamic thresholds are configured in Jestor through automatic conditions at each workflow stage: if the amount is above X and the cost center is Y, the card is redirected to approver Z. All of this is defined visually, without code, and can combine multiple criteria simultaneously. Why companies are looking
To send approval notifications via WhatsApp and email in Jestor, configure trigger automations linked to the workflow stages. When a request reaches the "Awaiting Approval" stage, Jestor automatically sends the notification to the responsible approver — via WhatsApp natively through Meta's official API or via email, without
To connect Jestor to Conta Azul, simply authenticate via OAuth directly in the platform's integration settings. After the connection, you can configure automations that post accounts payable in Conta Azul as soon as a request is approved in the workflow — without intermediaries and without code. Why companies are
The finance department reduces approval time when it replaces the manual process — done via email, WhatsApp, and spreadsheets — with an automated workflow featuring defined thresholds, instant notifications, and direct ERP integration. With Jestor, finance teams report operational efficiency gains of approximately 35%. Why finance still loses time on approvals Even
Automating purchase requests means creating a workflow that goes from opening the order, through threshold-based approvals, and ends with automatic posting in the ERP — without email, spreadsheets, or dependence on a single person to centralize the process. Why companies are looking for this automation The purchasing process at SMBs
The most common mistakes in approval thresholds at SMBs are: not defining clear value-based criteria, concentrating the process in a single person, approving without formal records, not integrating the workflow with the ERP, and not monitoring delayed approvals. Each of these mistakes generates rework, financial risk, and loss of
An expense approval workflow with variable thresholds is one where the approver changes based on the amount, department, or type of expense — all defined by automatic rules, without manual intervention. In Jestor, this workflow is built visually, without code, and can be integrated directly with the ERP. Why companies are
Jestor complements the ERP by adding a process layer for daily operations: approval workflows, onboarding, CRM, contract management, and automations. Rather than replacing the ERP, Jestor connects to it and handles what happens before the entry. Why companies are looking for this complement ERPs are excellent at what they were
Automating accounts payable means creating a structured workflow where each request goes through the correct thresholds and, after approval, is automatically entered in the ERP — without manual typing, confirmation emails, or delays in the financial process. Why companies are looking for this automation The accounts payable process at SMBs is
To connect Jestor to Omie, access the integration settings in Jestor, enter the App Key and App Secret from your Omie account (available at developer.omie.com.br), and configure the trigger automation to post accounts payable as soon as a request is approved. The entire process takes less than
An approval threshold is the definition of which amount or type of expense each hierarchical level can approve without needing to escalate to leadership. When well structured, it speeds up decisions, reduces the risk of fraud, and prevents the CEO from having to approve every purchase over $500. Why SMBs
Integrating Jestor with your ERP means that after each financial approval, the entry is made automatically in the accounting system — without manual typing, spreadsheets, or intermediaries. The integration is native with Omie and Conta Azul, and works through trigger-based automation configured directly on the platform. Why companies are looking