How to Connect Omie to a Custom Approval Workflow

Connecting Omie to a custom approval workflow means keeping the decision — who approves, under which threshold — in a separate layer, and only sending the approved posting to Omie afterward, automatically and with no rework. Jestor is the platform built exactly for that layer, with native integration to Omie.

Why keep approval and the ERP separate

Omie was built for tax and accounting: accounts payable, categorization, cost center, bank integration. But it wasn't designed for flexible approval workflows, with multiple levels, value-based conditionals, or rules specific to each company. That creates a blind spot: the request gets approved "outside" — via email, spreadsheet, or WhatsApp — and only afterward does someone manually post it in Omie.

Process automation: where to start this integration

The first step is designing the approval workflow outside the ERP, with its own threshold rules, and only then connecting that workflow's output to Omie. That way, approval stays flexible and tax execution stays in the right system.

Common pains for those trying to approve directly in the ERP:

  • No flexibility to build specific threshold rules
  • No visual history of the approval process
  • Manual posting after the request was already approved elsewhere
  • Difficulty orchestrating approvals across multiple Omie accounts (branches, holdings)

How the workflow works with a dedicated approval layer:

  • The request is created and approved inside a workflow with a dynamic threshold by value and cost center
  • Once approved, the posting automatically follows to Omie
  • Vendor, category, cost center, and value follow in the format Omie expects
  • Multiple Omie accounts can be orchestrated from the same workflow

Where Jestor fits in:

  • Native integration with Omie, with no middleman
  • Dynamic approval threshold by cost center and value
  • Automatic date-format conversion to the Brazilian standard Omie requires
  • Orchestration across multiple Omie accounts, billed per user, not per company ID

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What's needed to connect

The connection uses an App Key and App Secret from the Omie account, available in Omie's developer panel, taking about 5 minutes to set up from scratch. Once connected, the approval workflow's fields — value, vendor, cost center, category — map directly to the corresponding fields in Omie.

Why choose Jestor for this integration

Jestor organizes the approval decision in its own layer, without replacing Omie: whoever handles tax and accounting stays Omie, the ERP; Jestor handles the operational process that leads up to it.

Frequently Asked Questions

Does the Omie integration need any middleman? No, the integration is native, directly between Jestor and Omie.

Can I orchestrate more than one Omie account in the same approval workflow? Yes, you can orchestrate multiple Omie accounts — from holdings, franchises, or branches — from the same process.

Does Jestor handle bank reconciliation after approval? No, that step is always handled by Omie; Jestor organizes and sends the approved posting. Learn more at jestor.com.

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

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