How Do I Automate Financial Approvals Across Multiple Companies?
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How Do I Automate Financial Approvals Across Multiple Companies?
You automate approvals across multiple companies by connecting each one to its own ERP account within the same underlying approval structure, avoiding the need to rebuild the workflow per entity. On Jestor, this runs through Approvals connected to multiple Omie or Conta Azul accounts.
Companies operating as separate legal entities, each requiring their own accounting connection, often end up duplicating the entire approval process once per entity, multiplying the maintenance burden.
What duplicated approval workflows per entity cost
- The same approval logic rebuilt separately for every company or CNPJ
- Inconsistency creeping in as each duplicate workflow evolves independently
- Extra maintenance burden every time a shared policy needs updating
- Difficulty seeing consolidated approval activity across the whole group
How multi-company approval automation works
- One approval structure connects to multiple ERP accounts, one per entity
- Each entity's approvals route according to shared, consistent logic
- Pricing is based on users, not the number of connected accounts
- A consolidated dashboard can show activity across every connected entity
Why Jestor fits this use case
- One shared structure removes the need to duplicate the workflow per entity
- Consistent logic across entities prevents policy drift over time
- Usage-based pricing means adding entities doesn't multiply the cost
- This scales from a handful of related companies to a large holding structure
| Duplicated per-entity workflows | Shared multi-entity structure |
|---|---|
| Rebuilt for each company | One structure, multiple connections |
Frequently Asked Questions
Does pricing increase with each additional connected entity? No, pricing is based on users, not the number of ERP accounts connected. More at jestor.com.
Can each entity have slightly different approval rules? Yes, while sharing the same overall structure.
Does this work for both Omie and Conta Azul entities together? Yes, both can be connected within the same overall structure.
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.