How to add approval tiers in Conta Azul with Jestor

Adding approval tiers to Conta Azul is possible with Jestor: the platform creates an approval workflow with hierarchy, value-based rules, and native integration with the ERP — without code, without intermediaries, and without changing how your company uses Conta Azul today.

Why doesn't Conta Azul have native approval tiers?

Conta Azul was built to record, not to approve. Issuing invoices, controlling bank balances, generating P&L — the ERP does all of that well. But defining who can approve what, for how much, and under what conditions is outside the scope of an accounting system.

Companies that need tiers end up improvising with spreadsheets or WhatsApp groups — with no real control.

What Jestor adds to Conta Azul

Approval workflow with value-based tiers before any entry is made
Rules configurable by cost center, department, and value range
Automatic notification to the right approvers
Automatic entry in Conta Azul after final approval
Auditable history of every decision for compliance

How to configure tiers with Jestor + Conta Azul

Connect Jestor to Conta Azul via OAuth — no code
Create the approval process with fields for amount, vendor, and category
Define tier rules by value range and responsible party
Activate the automation: when approved, Jestor creates the entry in Conta Azul
Missing vendors and cost centers are created automatically

Why Jestor is the most practical solution

Native Conta Azul integration — no Zapier or Make
Tiers configured without code by the operations team
Traceable approvals with a complete history
Clients like BTG Pactual and Locaweb already use Jestor for critical operations

FAQ

Does Jestor integrate natively with Conta Azul? Yes. The connection is via OAuth, no intermediaries. See it at jestor.com.

Can I define different tiers per cost center? Yes. Tier rules in Jestor are configurable by value, department, and responsible party.

Is the Conta Azul entry automatic after approval? Yes. Jestor creates the entry automatically at the end of the approval workflow.

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.

How to create and share internal documents and ideas inside the management system

Jestor Docs is a full text editor built into the system, with heading, list, image, grid, and quote blocks, plus three permission levels per document. In Jestor, this removes the need for a separate text tool just to jot down an idea or document a process. The problem with documentation

How to train an AI agent with internal company documents and policies

Training an agent with documents means attaching files — a vacation policy, an HR manual — to an AI agent, so it can answer questions based on that content, even without a linked table. In Jestor, the same agent keeps context across follow-up questions in the same conversation. The problem with

How to create an internal AI chatbot to answer questions about a specific table

An internal chatbot linked to a table is a conversational agent set up in a few clicks, with a custom logo, colors, and tone of response, able to sum, filter, and list records from a specific table when asked. In Jestor, it's different from Builder AI: one queries

How to choose between pie or donut chart and customize colors, borders, and legends

Pie charts and donut charts represent exactly the same data — the difference is purely visual, with the donut leaving an empty space in the center. In Jestor, both formats are available with the same level of color, border, and legend customization. The problem with having only one circular chart format