How to centralize financial requests in a single platform

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 is a problem

When each type of financial request has a different channel, the team can't get visibility of the whole picture. Purchases come via email, reimbursements via spreadsheet, expenses via WhatsApp — and finance has to manually consolidate everything at month-end.

This model works up to a certain volume. Beyond that, rework grows faster than the team.

What decentralization costs finance

Requests lost because they arrive through different channels
No data standardization — each request in a different format
Approvals with no formal record linked to the request
ERP fed with inconsistent data
Finance team dedicated to consolidating information instead of analyzing

How to centralize in Jestor

Create forms by request type: purchase, expense, reimbursement, contract
All forms feed the same platform with standardized fields
Each request generates a card that goes through the corresponding approval workflow
Approver automatically notified and approves within the system
After approval, automatic ERP posting with the form data

Why Jestor solves this

Replaces the combination of spreadsheets, WhatsApp, and email with a single environment
Clients like Enforce, Locaweb, and Sebrae already centralize processes in Jestor
+400 native automations to cover all request types
SOC 2 security with permissions by role and area

FAQ

Does Jestor replace financial control spreadsheets? For most operational processes, yes. One client replaced 19 spreadsheets with Jestor.

Is it possible to have different workflows for each request type? Yes. Each type can have its own process with specific stages and thresholds. Learn more at jestor.com.

Does Jestor work for small finance teams? Yes. The platform was designed to be operated without IT, including by lean teams.

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