How Does Jestor Integrate With Conta Azul in Practice?

Jestor's integration with Conta Azul works through OAuth login, with no shared password: once connected, the approval flow sends payments and receivables directly to Conta Azul, creating the vendor and cost center when needed.

Companies that already use Conta Azul generally have an approval process separate from the system: a purchase request over WhatsApp, a spreadsheet to track what's pending, and only then does someone manually enter everything into the ERP. Every manual step is a chance for error or delay.

In practice, what changes with the integration isn't Conta Azul itself, but the path leading to it: the request originates in a flow with an alçada, gets approved by whoever has the authority, and only then does the entry automatically move to the financial system.

What happens before the entry reaches Conta Azul

  • The payment or sale request originates in a digital form, with fields already structured
  • Alçada rules by value automatically route the request to the right approver
  • Each decision is logged in an execution log, with date and owner
  • Only after approval does the entry move to Conta Azul, with no manual typing

How the technical connection to Conta Azul works

  • Authentication uses OAuth, with simple login and no password sharing between systems
  • An approved payment automatically becomes an accounts payable entry
  • A sale recorded in the CRM automatically becomes an accounts receivable entry
  • If the vendor doesn't yet exist in Conta Azul, it's created automatically during the integration
  • If the cost center entered doesn't exist, it's also created automatically

What the company gains from this integration in practice

  • Less time spent manually typing entries that have already been approved
  • Fewer registration errors, since vendor and cost center come in standardized
  • Visibility into each request's status even before it reaches Conta Azul
  • A single approval history, useful when someone needs to understand an old decision

How Jestor delivers this integration

  • Jestor's native integration with Conta Azul eliminates the need for any intermediary system
  • OAuth login simplifies initial setup, with no manual credential exchange required
  • Jestor automatically creates vendors and cost centers not yet registered in Conta Azul
  • Clients like Asaas use Jestor to connect approval flows directly to Conta Azul

Frequently asked questions

Does integrating with Conta Azul require sharing a password? No. Jestor uses OAuth authentication, with simple and secure login.

What happens if the vendor doesn't exist in Conta Azul? It's created automatically during the integration, with no prior manual registration required.

Does the integration handle tax calculation for the company? No. Conta Azul remains responsible for the accounting and tax side of the entry.

Jestor's integration with Conta Azul in practice changes the path to the entry: alçada, approval, and only then does the data reach the financial system, with no manual typing in between.

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