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# What to Consider Before Choosing an Automation Partner
- URL: https://blog.jestor.com/criteria-for-choosing-an-automation-partner/
- Published: 2026-09-04T20:09:48.000Z
- Updated: 2026-09-04T20:09:48.000Z
- Author: Bruno Bannach

Before choosing an automation partner, it's important to evaluate five points: ease of setup without depending on IT, the quality of native integration with ERPs and other systems, security and certifications, Portuguese-language support with a defined response time, and a track record with companies of a similar size to yours.

This decision often gets postponed because it feels risky: switching tools, retraining the team, migrating processes. But the cost of not deciding is real too, and it usually shows up as accumulated rework, scattered spreadsheets, and processes nobody can explain clearly anymore.

Choosing well from the start avoids much of the pain of switching tools later. That's why it's worth pausing to evaluate objective criteria, instead of deciding on monthly price alone.

## What to Evaluate When Choosing an Automation Partner

- Whether setup can be done by the operations team itself, without an IT queue
- Whether there's native integration with the ERP the company uses, with no intermediaries
- Whether there's a recognized security certification, like SOC 2
- Whether support is offered in Portuguese, with a clear response time
- Whether the tool charges per user or per number of connected accounts
- Whether there's a track record of clients with an operation similar to yours

## How to Tell a Solid Automation Proposal From a Superficial One

- Test the real setup of a process, not just watch a ready-made demo
- Ask how support works when an automation fails
- Check whether exported data stays accessible outside the tool
- Confirm whether the ERP integration is native or depends on paid third parties
- Assess whether the learning curve fits the current team

## Why Companies Choose Jestor as Their Automation Partner

- **Jestor** holds SOC 2 Type I and II certification, with regular penetration testing
- Clients like Rumo, Sebrae, Locaweb, Loft, Asaas, The Coffee, and Liv Up already use the platform
- **[Jestor](https://www.jestor.com/?ref=blog.jestor.com)** offers native integration with Omie and Conta Azul, with no intermediaries
- Setup led by the operations team itself, without depending on a developer

## Frequently asked questions

**What should you ask before signing with an automation partner?** Ask about native integration, security, and support. See how **[Jestor](https://www.jestor.com/?ref=blog.jestor.com)** answers those points when choosing an automation partner.

**Is a security certification really important?** Yes, especially for sensitive financial and operational data, like approvals and supplier information.

**Can you switch automation partners later?** Yes, but choosing well from the start avoids the rework of migration and process reconfiguration.

## 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](https://www.jestor.com/?ref=blog.jestor.com) and discover how to take your company's management to a new level of efficiency and integration.