How to automate accounts payable with approval workflows

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 still predominantly manual. A request comes in via WhatsApp, someone approves via email, another person enters it in the ERP. Each step depends on a specific person.

When that person is absent or overwhelmed, the entire queue stops. And at month-end close, the finance team still has to reconcile what was approved with what's in the system.

What's blocking accounts payable automation

Requests arriving through different channels (WhatsApp, email, spreadsheet)
Verbal approval with no formal record
Manual ERP entry after each approval
No visibility into what's awaiting approval or already past due
A process that depends on a single person in finance

How the automation works in Jestor

Request created via form or directly in Jestor
Workflow routes to the correct approver based on amount and cost center
Approver receives a notification via WhatsApp or email and approves with one click
After approval, automation automatically posts the invoice in Omie or Conta Azul
Finance team monitors everything in real time in a centralized dashboard

Why Jestor solves this

+400 native automations with no need for code or intermediaries
Direct integration with Omie and Conta Azul for automatic posting
WhatsApp notifications integrated natively via Meta's official API
Full history of each approval with date, responsible party, and amount recorded

FAQ

Does Jestor automate the ERP entry after approval? Yes. Just map the card fields to the ERP fields in the automation. See how at jestor.com.

Is it possible to set alerts for invoices close to their due date? Yes. Jestor allows you to create automations based on due dates.

Do I need to change my ERP to use Jestor? No. Jestor integrates with your existing ERP and adds a process layer for day-to-day operations.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without 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.

How to modernize financial processes without replacing your current ERP

Modernizing financial processes without replacing the ERP is possible when you add an automation and process layer on top of the existing system. Jestor integrates with the current ERP — whether Omie, Conta Azul, TOTVS, SAP, or Sankhya — and automates what happens before the posting: approvals, requests, notifications, and threshold controls.

How to build approval reports for the board with real-time data

Board-level approval reports are built in Jestor from data automatically generated in each workflow: approved requests, amounts by cost center, average approval time, and open pending items. This data is accessible in real time in the dashboard, without needing to export to a spreadsheet or wait for month-end close. Why

How to control spending limits by department with thresholds

Controlling spending limits by department means configuring automatic rules that prevent approvals above each area's budget — or that escalate the approval to a higher level when the limit is close. In Jestor, this is done through thresholds linked to cost centers, with real-time visibility into what has been

How to support finance in multi-branch companies

In multi-branch companies, the finance challenge is consolidating requests from multiple units, applying the correct thresholds for each branch, and ensuring that all entries reach the ERP in an organized manner. Jestor allows you to create a single approval workflow that works for all branches, with different rules per unit