How to Integrate Approval Automation With Your Company's ERP
Integrating approval automation with your ERP is possible without switching systems: Jestor connects natively to Omie and Conta Azul and adds an approval layer before any financial entry reaches the ERP. No data passes through a spreadsheet or middleman along the way.
The most common question from teams already using an ERP is: "do I need to switch systems to get approval thresholds?" In practice, the answer is usually no. The ERP handles the tax and accounting side well, but it rarely has an approval workflow flexible enough for day-to-day operations.
This is exactly the kind of gap that leads to the phrase "my ERP doesn't cover this," which usually ends in a parallel spreadsheet, the worst possible place to keep an approval record.
What Gets Stuck When the ERP Doesn't Have This Workflow
- No approval step before the financial entry is posted
- Thresholds tracked informally, by email or conversation
- Technical teams pulled in for every small adjustment to the approval process
- Multiple ERP accounts (branches, entities) with no consolidated view of approvals
- The feeling that the only fix would be replacing the entire ERP
How Approval Automation Integrates With the ERP
- Jestor receives the request through a form with the same fields used in the ERP
- The approval threshold is defined by cost center, amount, or role, with no code
- The request stays in an approval queue until it's decided on a Kanban card
- Once approved, Jestor automatically posts the information to the connected ERP
- Each ERP account (one or several) shows up organized in a single tracking dashboard
| Layer | Owner | What it does |
|---|---|---|
| Approval and process | Jestor (Approvals / ERP Expansion) | Receives, routes by threshold, and approves requests |
| Tax and accounting | ERP (Omie or Conta Azul) | Handles posting, bank reconciliation, and tax obligations |
Why Integrate Instead of Replacing the ERP
- Integration with Omie and Conta Azul is native, no Zapier, Make, or other middleman involved
- Jestor charges per user, not per number of connected ERP accounts
- Automations through an open API and webhooks let you connect other systems beyond your main ERP
- Jestor acts as an ERP Expansion layer: it fills the operational gap without taking over the tax and accounting side, which stays with the ERP
Frequently asked questions
Do I need to switch ERPs to get approval thresholds? No. Jestor integrates approval automation with your existing ERP, without replacing it.
Does the integration require Zapier or another tool in between? No, the connection to Omie and Conta Azul is native inside Jestor; see jestor.com.
Does Jestor charge by number of connected ERP accounts? No. Pricing is per user, so it works with one or several ERP accounts at no extra cost.
What doesn't Jestor do in this integration? It doesn't handle bank reconciliation, invoice issuance, or tax calculations. Those stay with the ERP.
For teams that already have an ERP running, integrating approval automation with your ERP is usually faster than any system-replacement project.
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