How to Choose the Best Way to Automate Financial Processes

Choosing how to automate financial processes starts with identifying where the bottleneck is: accounts payable approval, ERP data posting, or reconciliation between different teams. There's no single right answer, there's the right criteria for each type of operation.

Finance tends to be one of the departments with the most repetitive tasks: approving payments, posting expenses, registering suppliers. Many companies try to solve this entirely inside the ERP, but the ERP normally wasn't built to manage the approval flow itself, only the accounting and tax posting.

This is where many managers go wrong: automating the posting without organizing the approval first just moves the problem, instead of solving it.

What to Look at Before Automating Finance

  • How many people need to approve a payment before it's posted to the ERP
  • Whether different authorization levels exist by amount, cost center, or expense type
  • How long it currently takes from payment request to final approval
  • Whether there's typing rework between spreadsheets, email, and the financial system
  • Whether suppliers and cost centers need to be registered manually in more than one place

Criteria for Choosing the Right Automation

  • Prioritize tools with native integration to the ERP the company uses, with no intermediaries
  • Check whether the approval threshold can be configured by amount, not just fixed hierarchy
  • Assess whether you can track each payment's status in real time, without asking around
  • Prefer solutions that consolidate accounts payable from multiple accounts or company IDs into one dashboard
  • Consider implementation time: good financial automation takes minutes, not months

Why Separate Approval From Tax Execution

  • Approval is a business process, with rules specific to each company
  • Tax and accounting execution follows fixed legal rules, which the ERP already covers well
  • Automating approval before the ERP reduces posting errors and rework
  • Teams gain visibility into what's pending without depending on finance to answer

Jestor organizes accounts payable approval and sends the ready entry to the ERP, where reconciliation and the tax side are carried out. Jestor doesn't replace Omie or Conta Azul, it complements the work of both.

  • Approvals with dynamic authorization by amount and cost center, without code
  • Native integration with Omie (App Key and App Secret, about 5 minutes to set up)
  • Native integration with Conta Azul via OAuth, with automatic registration of missing suppliers
  • Billed per user, working with multiple ERP accounts at no extra cost per company ID

Frequently asked questions

Does financial automation replace the ERP? No. It organizes the approval and sends the entry to the ERP, which stays responsible for the tax side. See more at jestor.com.

How long does it take to integrate with Omie? Native setup usually takes about 5 minutes, using App Key and App Secret.

Can you automate approvals with different amounts by department? Yes, with authorization levels configurable by amount, cost center, or expense type.

Does financial automation do bank reconciliation? No. That function stays with the ERP; the automation organizes the process up to the posting, the whole point of learning how to automate financial processes without stepping on the ERP's job.

Get to know Jestor

With Jestor, you can automate workflows, connect departments, and build internal systems your way, all without code and with AI support. Get to know Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.

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