How to audit financial approval workflows

Auditing financial approval workflows means having access to a complete history of each request: who created it, who approved it, when, at what amount, and for what reason. In Jestor, this record is generated automatically with each card movement — without the need for manual reports or data exports.

Why approval auditing matters

Companies subject to internal, external, or fiscal audits need to prove that expenses were authorized in accordance with current financial policies.

When this history lives in emails, WhatsApp messages, and spreadsheets, auditing becomes a slow and imprecise process. A single poorly documented process can raise serious questions.

What makes auditing difficult today

Approvals made via message with no formal record in the system
History dispersed across multiple communication channels
ERP entries with no link to the approval that originated them
No change log — it's impossible to know who changed what
Audit reports assembled manually at close

How Jestor structures the audit trail

Each card movement automatically generates a record with date, time, and responsible party
Fields filled in, modified, or deleted remain in the card history
Automation execution log available in the platform
Granular permissions define who can view, edit, or approve each piece of data
Approval reports exportable for external auditors

Why Jestor solves this

Audit trail generated automatically without extra configuration
SOC 2 Type I and II certifications for data security assurance
Permissions by role, field, and action for granular access control
Permanent history of each approval linked to the financial record

FAQ

Does Jestor keep a history of all changes to cards? Yes. Each action is recorded with date, time, and responsible user.

Is it possible to export the approval history for auditors? Yes. Data can be exported or accessed via API. See at jestor.com.

Does Jestor have security certification? Yes. The platform is SOC 2 Type I and II certified.

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