How the finance department reduces approval time with automations

The finance department reduces approval time when it replaces the manual process — done via email, WhatsApp, and spreadsheets — with an automated workflow featuring defined thresholds, instant notifications, and direct ERP integration. With Jestor, finance teams report operational efficiency gains of approximately 35%.

Why finance still loses time on approvals

Even companies with modern ERPs maintain informal approval processes. The request comes in via email, approval happens via message, and the system entry is made hours or days later.

This gap between the decision and the record generates cash flow inconsistencies, complicates monthly close, and turns auditing into extra work.

What slows down approvals in finance

Approvers who are only notified when someone remembers to inform them
Invisible approval queues — no centralized dashboard
A process that depends on the availability of one specific person
ERP entries made after approval, by another person
No SLA control over how long each approval takes

How automations speed up the process

Automatic notification to the approver as soon as the request is created
Automatic re-notification if the approval deadline is exceeded
One-click approval directly from the WhatsApp or email notification
Automatic ERP entry after approval, without manual intervention
Dashboard with all requests by status, responsible party, and deadline

Why Jestor solves this

+400 native automations to notify, redirect, and record
SLA tracked by stage with configurable alerts
Integration with Omie and Conta Azul for automatic posting
Real-time dashboard for the finance team to monitor the status of each request

FAQ

Does Jestor send automatic reminders to delayed approvers? Yes. It's possible to configure automations by SLA deadline at each workflow stage. Learn more at jestor.com.

How does finance track what's pending? Through a centralized dashboard with filters by status, responsible party, and date.

Is it possible to integrate the workflow with the ERP automatically? Yes. The entry happens automatically after final approval.

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

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