How to Integrate Approval Automation with Your Company's ERP
Integrating your ERP with approval automation means connecting the decision workflow — who approves, under which threshold — directly to the company's financial system, so the posting follows automatically once approved, with no manual data entry. Jestor is the platform that organizes this decision layer before anything is sent to the ERP.
Why this integration is often seen as complicated
Many companies run different ERPs — some with native integration available, others more closed off, requiring an API connection. This makes it seem like only companies on Omie or Conta Azul can automate approvals. In practice, any ERP with an open API can receive this kind of integration.
How approval automation integration with the ERP works
The approval process runs in its own layer, with its own threshold, value, and cost-center rules. Only once a request has passed through every required level does the automation trigger the send to the ERP — whether through native integration, an open API, or webhooks.
Common pains when integrating approval with the ERP:
- ERP with no flexibility for custom approval rules
- Manual posting after an approval already completed on another channel
- Lack of standardization between companies using different ERPs
- Technical difficulty for teams without a dedicated development team
How automation solves this:
- The approval workflow runs outside the ERP, with full rule flexibility
- Once approved, the posting follows automatically, with no manual data entry
- ERPs with native integration (like Omie and Conta Azul) connect directly, with no middleman
- ERPs without native integration connect via open API, webhooks, or SDK
Where Jestor fits in:
- Has native integration with Omie and Conta Azul — the two ERPs most common among companies that come to Jestor — with no middleman
- Organizes the Approvals workflow independently of the ERP in use
- Expands the financial system's capabilities via ERP Expansion
- Connects to any other system with an open API, and also supports webhooks
- Supports Python, PHP, and .NET for more advanced integrations when needed
| ERP type | Connection method | What's sent after approval |
|---|---|---|
| With native integration | Direct connection, no middleman | Full posting, already formatted |
| With open API | Via API or webhooks | Approved request data, in the API's expected format |
How this happens in practice
After a request passes through every configured approval level, a trigger-based automation can send the data to the ERP as soon as the record changes stage, with no one needing to manually copy values from one system to another. The execution log for these automations is available right inside the platform, so you can confirm everything ran as expected.
Why choose Jestor for this integration
Jestor connects approval automation to virtually any ERP, whether through native integration or an open API, always keeping tax and accounting execution under the ERP's responsibility.
Frequently Asked Questions
Can I only integrate with Omie and Conta Azul? No, any ERP with an open API can receive the approved posting via webhooks.
Do I need to know how to code to set up this integration? For ERPs with native integration, no. For open-API connections, technical support may be needed, with Python, PHP, and .NET support available.
What gets sent to the ERP after approval? The already-approved request data, such as value, category, vendor, and cost center, in the format the ERP expects. Learn more at jestor.com.
With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and see how to take your company's management to a new level of efficiency and integration.