How to build an investment approval pipeline

An investment approval pipeline is a structured workflow where each proposal goes through stages of analysis, validation, and authorization before being executed — with centralized documentation, approvers defined by value range, and a complete history of each decision. In Jestor, this pipeline is configured without code and can include ERP integrations for the final budget posting.

Why investments need a formal pipeline

Approving an investment via email or informal meeting is sufficient when the company is still small. With growth, this informality generates risks: undocumented decisions, unrecorded budget commitments, and difficulty tracing what was approved and by whom.

A formal pipeline ensures that each investment is evaluated with the right information and approved by the right people.

What the absence of a pipeline generates

Investment proposals without structured analysis
Budget commitments outside the formal approval cycle
No traceability between the proposal, the approval, and the accounting entry
Difficulty comparing competing proposals with standardized criteria
Revisions and adjustments made via email with no centralized history

How to build the pipeline in Jestor

Create an investment proposal process with standardized fields
Define stages: Proposal > Technical Analysis > Financial Approval > Board Approval > Approved
Configure thresholds by value range (up to $50K: manager; above: board)
Link supporting documents directly to the proposal card
After final approval, automation records the budget commitment in the ERP

Why Jestor solves this

Visual pipeline to track each proposal by stage and status
Docs linked to the card to centralize presentation, spreadsheet, and contract
Sequential approvals with automatic notifications for each level
ERP integration to close the budget loop after approval

FAQ

Is it possible to compare investment proposals side by side in Jestor? Yes. The table view allows comparing fields from multiple cards simultaneously.

Does Jestor record who approved each stage of the investment? Yes. Each approval is recorded with date, responsible party, and justification in the card history. Learn more at jestor.com.

Can I link a budget to the approved investment in Jestor? Yes. Numeric fields and automations allow tracking budget commitments.

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