How to connect the company's ERP with automated approval processes

To connect the company's ERP with automated approval processes, you use an operational layer that structures the approval and sends the entry to the ERP — Jestor does this with native integration to Omie and Conta Azul, without intermediaries.

Why ERP and approval usually live apart

The ERP handles the tax and accounting side, but it's rigid for day-to-day operational processes. So approval ends up happening outside it, in email or a spreadsheet.

The problem is the disconnect: you approve in one place and post in another, with rework and risk of error. The information is typed twice.

The fix is a layer that organizes the approval and talks directly to the ERP.

What this connection needs to solve

Structured approval with tiers by value and cost center
Automatic sending of the entry to the ERP after approval
The end of double entry between operations and finance
An auditable history of every decision
Orchestration across multiple accounts or tax IDs

How to build this integration without code

Structure the approval as a flow in Jestor
Define the tiers that trigger each level
Connect to Omie with App Key and App Secret, or to Conta Azul via login
Configure the fields sent: value, due date, category, cost center
Let the approved entry flow automatically to the ERP

Why Jestor solves this

Native integration with Omie and Conta Azul, without intermediaries
Jestor structures the approval; the ERP executes the tax and accounting side
Orchestration across multiple accounts, with no extra cost per tax ID
Setup in about five minutes

Frequently asked questions

Does Jestor do bank reconciliation? No. It sends the approved entry, and the ERP executes reconciliation and the accounting side.

Does it need middleware or another intermediary? No. In Jestor, the integration with Omie and Conta Azul is native.

Does it work with multiple tax IDs? Yes. You can orchestrate multiple accounts with no extra cost per tax ID.

Connecting approval and ERP ends double entry and brings traceability to finance. 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.

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