How to Connect Multiple ERPs to a Single Approval Workflow

You can connect multiple ERPs to a single approval workflow by using a middle layer that centralizes the approval rules and routes the approved entry to the right system, without forcing the company to switch ERPs.

Corporate groups, holding companies, and franchise networks face a specific challenge: each unit may run on a different ERP account, sometimes even a different ERP altogether. Approving a payment in that scenario means switching between systems, logging in again, and losing centralized control.

Without a single workflow, the finance manager at headquarters has no consolidated view of what's pending at each branch. Every unit creates its own way of approving things, and auditing turns into a digging exercise.

Vídeo de referência: Aprovação de Pagamentos com Alçadas no Omie. Mostra na prática como um fluxo de alçadas se conecta ao Omie antes do lançamento final.

The challenges of operating with more than one ERP

  • Each business unit uses a different account or instance of the same ERP
  • No standardization of approval rules across branches
  • Managers have to switch between systems to track pending approvals
  • No single history to consolidate audits across units
  • Difficulty expanding the current ERP without migrating everything to another platform

How connecting multiple ERPs to a single workflow works

  • A central workflow receives the request, applies the approval rule, and only then sends the entry to the corresponding ERP
  • Orchestration automatically identifies which ERP account or unit should receive the data
  • Granular role-based permissions ensure each manager sees only the units under their responsibility
  • ERP Expansion extends what the ERP already does, without replacing it, adding the approval layer that was missing
  • A single execution log shows the complete history, regardless of which ERP received the entry

Best practices for groups with multiple ERPs

  • Standardize approval brackets across units before connecting the systems
  • Prioritize native integration, with no manual intermediaries between the workflow and the ERP
  • Keep pricing per user, not per account, when the group has multiple accounts of the same ERP
  • Test the orchestration with one unit before expanding to the whole network

How Jestor connects multiple ERPs

  • Jestor orchestrates multiple Omie accounts at once, useful for holding companies, franchises, and headquarters-and-branch structures
  • Setting up the native Omie integration takes about 5 minutes, with no intermediary
  • Jestor also integrates natively with Conta Azul via OAuth, covering groups that use different ERPs per unit
  • The ERP Expansion feature extends the existing ERP's capabilities, useful when a company doesn't want to switch systems
  • Jestor's pricing is per user, not per account, which lowers the cost of orchestrating multiple Omie accounts

Frequently asked questions

Can requests from units with different ERPs be approved in the same workflow? Yes. Jestor centralizes the approval and sends the entry to the correct ERP for each unit.

Does connecting multiple ERPs require switching systems? No. ERP Expansion extends the existing ERP, without replacing it.

How long does it take to set up the Omie integration? About 5 minutes, based on the native setup available in the workflow.

Being able to connect multiple ERPs to a single approval workflow gives finance leadership a consolidated view, even when each unit runs on a different account.

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With Jestor, you can automate workflows, connect departments, and build internal systems your way, all without code and with AI support. Get to know Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.

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