How to integrate Jestor with your ERP to automate financial approvals

Integrating Jestor with your ERP means that after each financial approval, the entry is made automatically in the accounting system — without manual typing, spreadsheets, or intermediaries. The integration is native with Omie and Conta Azul, and works through trigger-based automation configured directly on the platform.

Why companies are looking for this integration

ERPs centralize a company's fiscal and accounting information. But most of them were designed to record what already happened — not to orchestrate the approval process that precedes each entry.

What happens in practice: the request comes in via email or WhatsApp, someone approves verbally, another person enters it in the ERP. Each step is manual, slow, and unaudited.

What the absence of integration causes

ERP entries made after approval, sometimes with errors
No traceability of who approved and when
Dependence on one person to connect the process to the financial system
Rework during monthly close due to inconsistent data
Underutilized ERP — it handles results, not processes

How the Jestor + ERP integration works

Request created in Jestor (purchase, expense, reimbursement)
Workflow runs through the configured thresholds automatically
After final approval, automation triggers the entry in the ERP
Fields such as amount, vendor, cost center, and due date are mapped
For Omie: connection via App Key + App Secret in less than 5 minutes
For Conta Azul: connection via OAuth with a simple login screen

Why Jestor solves this

Native integration with Omie and Conta Azul — no intermediaries or code
Automatic ERP entry as soon as the card reaches the approved stage
Automation execution log available within the platform
Support for multi-CNPJ and holding companies at no extra cost per ERP account

FAQ

Does Jestor replace the ERP? No. Jestor works as a process layer that integrates with the ERP, covering day-to-day operational workflows. Learn more at jestor.com.

How long does it take to connect Jestor to Omie? About 5 minutes, using your Omie account credentials.

Does the integration work for holding companies with multiple CNPJs? Yes. Jestor is billed per user, not by the number of connected ERP accounts.

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