How Does Automation Work Across a Mix of ERP Accounts?

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How Does Automation Work Across a Mix of ERP Accounts?

Automation across a mix of ERP accounts applies one consistent approval framework, with routing determined by which entity or ERP the request belongs to. On Jestor, both Omie and Conta Azul connect natively, side by side, within the same structure.

Companies that grow by acquisition, or operate different business units, often end up with more than one ERP in use, without a deliberate plan for how approvals should work consistently across them.

What running multiple ERPs complicates

  • Different approval processes for requests depending on which ERP the entity uses
  • No consolidated view of pending approvals spanning different ERPs
  • Inconsistent alcada rules between entities on different ERPs
  • Manual determination of which ERP a given request should ultimately enter

How multi-ERP automation works

  • Omie and Conta Azul connect natively, side by side, within the same structure
  • One overall alcada framework can apply, with routing determined by which entity or ERP the request belongs to
  • Approved requests enter the correct ERP account automatically
  • A consolidated dashboard shows pending approvals regardless of which ERP they will enter

Why Jestor fits this use case

  • Both major Brazilian ERPs integrate natively, side by side, in the same structure
  • A consistent approval framework applies regardless of the ERP involved
  • No manual determination needed for where a request should enter
  • Consolidated visibility works across a mixed ERP environment

ERPIntegration type
OmieNative, via App Key and Secret

Frequently Asked Questions

Can approvals for entities on Omie and Conta Azul use the same alcada logic? Yes, one overall framework can apply, with routing per entity. More at jestor.com.

Does this require choosing one ERP over the other? No, both can coexist within the same overall structure.

Can I see all pending approvals across both ERPs in one view? Yes, through a consolidated dashboard.

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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