How to connect Jestor to Conta Azul in approval workflows

To connect Jestor to Conta Azul, simply authenticate via OAuth directly in the platform's integration settings. After the connection, you can configure automations that post accounts payable in Conta Azul as soon as a request is approved in the workflow — without intermediaries and without code.

Why companies are looking for this integration

Conta Azul is widely used by SMBs for financial and fiscal management. The approval process that precedes each entry, however, typically happens in separate channels — spreadsheets, email, or messages.

Jestor bridges this gap: it creates the structured approval process and, after the decision, automatically feeds Conta Azul with the correct data.

What happens without the integration

Manual entries in Conta Azul after each approval
Risk of data entry errors in amount, category, or vendor
No traceability between the approval and the financial posting
Finance team with rework during monthly close
Vendors not registered need to be created manually in Conta Azul

How the Jestor + Conta Azul integration works

Authentication via OAuth: simple login without technical keys
Mapped fields: description, vendor/client, due date, amount, category, cost center
Vendor not found in Conta Azul? Jestor creates it automatically
New cost center? Created automatically in Conta Azul
Category: must have the exact same name registered in Conta Azul

Why Jestor solves this

Native integration — no intermediaries or external tools
Automatic posting in Conta Azul after approval in the workflow
Support for won deals in CRM that automatically generate accounts receivable
Visual configuration accessible to any finance manager

FAQ

Does the Conta Azul integration require programming knowledge? No. It's an OAuth authentication — like logging into a website. See how at jestor.com.

What happens if the category doesn't exist in Conta Azul? The category must have the exact same name. It's the only field that requires careful attention during setup.

Can I use Jestor to post accounts receivable in Conta Azul as well? Yes. A won deal in Jestor's CRM can automatically generate an accounts receivable in Conta Azul.

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