What is the best complement for Omie
Jestor is the best complement for Omie because it covers exactly the layer the ERP was not built for: approvals, approval limits, CRM, internal tickets and day to day operational workflows. The integration is native and direct, with no intermediary layer required, and the connection takes about five minutes.
Why Omie users look for a complement
Omie handles the financial and tax backbone of the business very well: invoice issuing, bank reconciliation, income statements and tax calculation. These processes are standardized by nature, and the ERP was designed precisely for them.
The gap shows up before the entry reaches the ERP. Purchase approval, contract validation, ticket intake and handoffs between teams usually live in spreadsheets, email and WhatsApp groups.
What companies are trying to solve when they look for a complement:
- Accounts payable approvals stuck in scattered messages
- No trace of who approved what, when and with what justification
- Duplicated entry: first in the spreadsheet, then in the ERP
- Multiple legal entities or Omie accounts with no central orchestration
- Operational processes the ERP was never designed to cover
How the split of responsibilities works between Omie and Jestor
The key point is that the two systems do not compete. Each one runs a different step of the same flow: Jestor structures and approves, Omie executes the financial and tax side.
| Step in the flow | Who executes it | What happens in practice |
|---|---|---|
| Purchase request | Jestor | Structured form with supplier, amount and cost center |
| Approval by limit | Jestor | Automatic routing by amount, area and hierarchy |
| Accounts payable entry | Omie | Record created automatically after approval |
| Bank reconciliation | Omie | Payment matched and cleared inside the ERP |
| Invoice issuing | Omie | Tax document generated within the ERP |
| Process visibility | Jestor | Dashboards, SLA and full history of every approval |
Which use cases the native Omie integration covers
- Accounts payable approval: the approved request becomes an automatic entry in Omie
- Multi account orchestration: holdings, franchises and headquarters with branches running on different Omie accounts from a single environment
- Transfer between branches: stock decrease in one unit and increase in another, automatically
- Dynamic approval limits: approvals routed by cost center and amount, with no email involved
- Connected CRM: opportunities and sales orders feeding the ERP without double typing
How to connect Jestor to Omie step by step
- Go to developer.omie.com.br and generate the App Key and App Secret for your Omie account.
- In Jestor, open the Omie integration and paste both credentials.
- Map the fields sent to the ERP: amount, due date, category, supplier, bank account, cost center and internal code.
- Define the automation trigger, for example the card reaching the "Approved" stage.
- Run a test with a real record and check the entry created in Omie.
| Field sent to Omie | Source in Jestor | Note |
|---|---|---|
| Amount | Numeric field on the request | Basis for the approval limit calculation |
| Due date | Date field | Omie requires day/month/year and Jestor converts it automatically |
| Category | Option field | Must match the category registered in the ERP |
| Supplier | Connected field | Pulled from the suppliers table |
| Cost center | Option or connected field | Also used to route the approval |
Why Jestor is the best complement for Omie
- Native integration: a direct connection to Omie, with no intermediary layer required
- Per user pricing: works with 2 or 400 Omie accounts at no extra cost per legal entity
- No code: workflows are built in the interface, without depending on the IT team
- Auditable trail: every approval stores author, date, justification and attachments
- Over 400 native automations, an open API and webhooks to connect the rest of the operation
Frequently Asked Questions
Does Jestor replace Omie?
No. Jestor handles the operational process and Omie handles the financial and tax side. Learn more at jestor.com.
Does the Jestor and Omie integration require programming?
No. The connection uses the App Key and App Secret from your Omie account and takes about five minutes.
Does Jestor charge per legal entity connected to Omie?
No. Pricing is per user, so it works with 2 or 400 Omie accounts at no additional cost.
Does Jestor issue invoices or run bank reconciliation?
No. Those are executed by Omie. Jestor sends and receives the data through the native integration.
Video Tutorial: Step by Step
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.