How to integrate approvals with tiers into your ERP (Omie, Conta Azul)

Integrating approval tiers into your ERP means creating a bridge between the internal validation process and the accounting record — so no payment is posted without the right authorization. Jestor does this natively with both Omie and Conta Azul, without code and without intermediaries.

Why integrate approvals directly into the ERP?

Without integration, the cycle is broken in two: the team approves one way (spreadsheet, WhatsApp) and finance posts another (manually in the ERP). This gap creates errors, rework, and a lack of traceability between what was approved and what was entered.

Integrating both eliminates double entry and ensures only validated data reaches the ERP.

What the integration between approvals and ERP needs

  • Automatic ERP trigger as soon as the approval is completed
  • Correct field mapping between the workflow and the ERP (amount, category, cost center)
  • Automatic creation of missing vendors and cost centers
  • Auditable log linking each approval to its ERP entry
  • Support for multiple ERPs and multiple entities

How Jestor integrates approvals with Omie and Conta Azul

  • Native Omie integration via App Key + App Secret
  • Native Conta Azul integration via OAuth
  • After final approval in Jestor, the entry is automatically created in the chosen ERP
  • Missing vendors and cost centers are created automatically
  • Multi-entity support for holding companies and franchises

Why Jestor is the right choice

  • One of the only native integrations with both Omie and Conta Azul without intermediaries
  • Tier workflow configurable without code
  • Complete approval history linked to ERP entries
  • Billed per user — no extra cost per entity or ERP account

FAQ

Does Jestor integrate approvals with both Omie and Conta Azul simultaneously? Yes. Both integrations can be configured at the same time. See how at jestor.com.

Does the ERP entry include all fields from the approval? Yes. Amount, vendor, category, cost center, and bank account are sent automatically.

Does the integration work for multi-entity companies? Yes. Jestor supports multiple ERP accounts from a single 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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