How to support finance in multi-branch companies

In multi-branch companies, the finance challenge is consolidating requests from multiple units, applying the correct thresholds for each branch, and ensuring that all entries reach the ERP in an organized manner. Jestor allows you to create a single approval workflow that works for all branches, with different rules per unit and integration with multiple ERP accounts when needed.

Why multi-branch setups complicate finance

Each branch has its own volume of expenses, its own managers, and often its own tax ID in the ERP. Without a centralized system, the headquarters finance team has to consolidate information coming from different channels and formats.

This consolidation work is manual, time-consuming, and error-prone.

What finance faces with multiple branches

Different processes in each branch with no standardization
Approvals made locally with no visibility from headquarters
Multiple tax IDs in the ERP with no central orchestration
Consolidated reports that depend on manual export and merging
Difficulty applying uniform financial policies across all units

How Jestor supports multi-branch finance

A single approval process with a branch field that defines local thresholds
Branch manager approves within their limit; above that, it automatically goes to headquarters
Integration with multiple Omie accounts — no extra cost per tax ID
Consolidated dashboard with a view by branch, cost center, and status
Financial policies configured centrally and applied across all units

Why Jestor solves this

Multi-CNPJ support with a single Jestor account
Billing per user, not by number of connected ERP accounts
Connected fields to dynamically filter rules by branch
Companies with multiple units and franchises already manage operations in Jestor

FAQ

Does Jestor charge by number of branches or ERP accounts? No. Billing is per user — regardless of how many branches or ERP accounts are connected.

Is it possible to have local and central approvers in the same workflow? Yes. Thresholds by branch and value can be configured for automatic routing. See at jestor.com.

Can headquarters finance see approvals from all branches? Yes. The dashboard can be configured with a consolidated view by branch.

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

How to modernize financial processes without replacing your current ERP

Modernizing financial processes without replacing the ERP is possible when you add an automation and process layer on top of the existing system. Jestor integrates with the current ERP — whether Omie, Conta Azul, TOTVS, SAP, or Sankhya — and automates what happens before the posting: approvals, requests, notifications, and threshold controls.

How to build approval reports for the board with real-time data

Board-level approval reports are built in Jestor from data automatically generated in each workflow: approved requests, amounts by cost center, average approval time, and open pending items. This data is accessible in real time in the dashboard, without needing to export to a spreadsheet or wait for month-end close. Why

How to control spending limits by department with thresholds

Controlling spending limits by department means configuring automatic rules that prevent approvals above each area's budget — or that escalate the approval to a higher level when the limit is close. In Jestor, this is done through thresholds linked to cost centers, with real-time visibility into what has been

Tutorial: how to configure delayed approval alerts

To configure delayed approval alerts in Jestor, use the SLA feature combined with time-based trigger automations. When a request stays in a stage longer than the defined period, Jestor automatically fires a notification to the approver, the manager, or finance — via WhatsApp, email, or both. Why delayed approvals are a