How to Connect Sales, Finance and Delivery Data

To connect sales finance and delivery, the same client and the same deal have to be referenced by all three rather than re-entered by each. The handoffs between them are where most operational leakage happens.

Where the handoffs leak

Each function has a system that works, and none of them share.

A closed deal re-entered as a project
Invoicing details retyped from the proposal
Delivery unaware of what was actually promised
Finance chasing information sales already had

What each handoff needs

Handoff	What must carry across
Sales to finance	Client, value, terms, and the signed document
Sales to delivery	Scope, contracted hours, and deadlines
Delivery to finance	Expenses incurred and milestones completed
Finance to sales	Payment status and outstanding balances

How to set it up in Jestor

Make the client a single record in Jestor, referenced by every other table.
Connect deals, projects, and payables to that record rather than duplicating the details.
Trigger project creation from the deal's status change, so delivery starts automatically.
Post approved expenses into the ERP through the native integration.
Surface payment status on the client card so sales can see it without asking finance.

Why Jestor is the best complement to Omie across functions

The ERP holds the accounting and fiscal record; Jestor covers the operational layer around it — and the connection is native, with no middleware, which is why a handoff does not require a second entry.

Because everything references the same client record, the question each function keeps asking the others is answerable from their own screen.

Frequently Asked Questions

Can a closed deal create a project automatically?

Yes, triggered by the status change. See jestor.com.

Can sales see payment status?

Yes, through connected records on the client card.

Does this replace the ERP?

No, it complements it — the ERP keeps accounting and tax.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

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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