How Jestor complements your ERP in day-to-day operational processes

Jestor complements the ERP by adding a process layer for daily operations: approval workflows, onboarding, CRM, contract management, and automations. Rather than replacing the ERP, Jestor connects to it and handles what happens before the entry.

Why companies are looking for this complement

ERPs are excellent at what they were built for: accounting, fiscal management, P&L, balance sheet, bank integration. Day-to-day operational processes — such as approvals, onboarding, and CRM — typically require an additional layer of tools.

The practical result: the company uses the ERP to record what happened, but still manages the process in spreadsheets, email, and WhatsApp. Two parallel realities that never communicate well.

What typically falls outside the ERP

Approval workflow with thresholds by value and cost center
CRM with opportunity tracking and follow-up automations
Vendor and customer onboarding with steps and documents
Contract management with expiration and renewal alerts
Cross-departmental processes with real-time visibility

How Jestor fills this gap

Creates custom processes that connect to the ERP through automation
After approval in Jestor, the entry goes directly to the ERP
Workflows configured without code, by any operations manager
ERP data can feed Jestor and vice versa

Why Jestor solves this

Positioned as an ERP extension, not a replacement
Native integration with Omie and Conta Azul, without intermediaries
Used by companies like Enforce, Locaweb, Loft, and Sebrae
Average operational efficiency gain of 35% among adopting clients

FAQ

Does Jestor replace the ERP? No. It works as a process layer that connects to the ERP and covers day-to-day operational workflows.

Can I connect Jestor to my current ERP? Yes, via native integration (Omie, Conta Azul) or open API. See at jestor.com.

Do I need to abandon spreadsheets immediately? No. Jestor can replace spreadsheets gradually, process by process.

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