How Jestor centralizes back-office operations in one place
To centralize back-office operations means no longer spreading finance, HR, purchasing, and projects across different spreadsheets and tools. Jestor solves this with an SMB Management System that brings these processes together in a single environment, with connected Tables and a unified dashboard.
Why Does Back-Office Work End Up Scattered Across Tools?
Each department usually adopts whatever tool solves its problem at that moment: finance in a spreadsheet, HR in another, purchasing in a WhatsApp group. The result is rework and no visibility into the operation as a whole.
What Does a Centralized Back-Office Need?
- Finance, CRM, recruiting, purchasing, and projects accessible in a single environment.
- Data connected across departments, without duplicating information in every spreadsheet.
- A dashboard showing open payables, receivables, and metrics in real time.
- Change history accessible, without depending on asking whoever made the entry.
How Does Jestor Centralize These Processes?
- The SMB Management System brings finance, CRM, recruiting, purchasing, projects, and requests together in a single template, editable by the team.
- Tables store data relationally, so information entered once is available to every connected department.
- The dashboard shows open payables and receivables, with charts by phase, without checking a separate spreadsheet.
| Department | What gets centralized |
|---|---|
| Finance | Open payables and receivables |
| CRM and purchasing | Deals and orders connected to financial data |
| HR and projects | Recruiting and deliverables on the same data base |
Video Tutorial: Step by Step
Check out more practical tutorials on the Jestor YouTube channel.
Frequently Asked Questions
Does Jestor Replace the ERP's Finance Module?
No, Jestor organizes the operational side of the back-office; tax and accounting execution stays with the ERP.
Do I Need to Migrate Everything to Jestor at Once?
No, you can start with one department (like finance or purchasing) and connect the others gradually.
Is the Back-Office Dashboard Customizable?
Yes, you can turn on build mode and add new indicators as the company needs them.
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.