How to Connect Omie to an Automated Approval Flow

Connecting Omie to an automated approval flow requires a native integration that receives the approval decision and creates the entry directly in the ERP, without relying on intermediate spreadsheets or manual data entry. This is possible using the App Key and App Secret from the Omie account, available in the developer portal.

Many companies that use Omie for the tax and accounting side still approve accounts payable by email or WhatsApp, and only afterward does someone manually enter it into the system. That gap between approval and entry is where typos and delays tend to creep in.

The challenge grows when more than one Omie account is involved, as with holding companies, franchises, or operations with a parent company and branches. Without central orchestration, each tax ID becomes a separate process to track.

Common difficulties integrating approvals with Omie

  • Manual entries repeated after the approval already happened in another channel
  • Lack of standardization between Brazilian date formats and the formats used in spreadsheets
  • Multiple Omie accounts with no consolidated view of pending approvals
  • No automatic link between the approved cost center and the cost center used in the entry
  • Risk of posting amounts that diverge from what was actually approved

How native integration with Omie works

  • The connection uses App Key and App Secret, no Zapier, Make, or other intermediary required
  • Approving accounts payable automatically generates the entry in Omie
  • Brazilian date formats are automatically converted between systems
  • Multiple Omie accounts can be orchestrated at once, including transfers between branches
  • Fields like amount, due date, category, vendor, bank account, and cost center are supported
  • Setup takes about 5 minutes from scratch

Jestor highlights in the Omie integration

  • Jestor connects to Omie natively, with no extra cost per number of accounts
  • Jestor's pricing is based on users, not tax IDs, so it works the same for 2 or 400 Omie accounts
  • Jestor organizes the approval threshold before any entry moves on to Omie
  • All tax and accounting work continues to run inside Omie itself

Frequently asked questions

How do you connect Omie to an approval flow without code? Using the App Key and App Secret in Jestor's native integration with Omie, in just a few minutes.

Does Jestor replace Omie? No. Jestor organizes the approval; Omie remains responsible for the tax entry.

Can more than one Omie account be connected at the same time? Yes, it's possible to orchestrate holding companies, franchises, or a parent company and its branches within a single flow.

Connecting Omie to an automated approval flow shortens the gap between decision and entry, without requiring the team to abandon the ERP they already use.

Get to know Jestor

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.

Reference video: Aprovação de Pagamentos com Alçadas no Omie. Shows in practice how a threshold-based approval automatically generates an entry in Omie.

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