Jestor + Conta Azul: approval automation and financial tiers

The combination of Jestor and Conta Azul lets you automate financial approvals with tiers, connect the validation process to ERP entries, and eliminate manual data entry — all without code, via native integration between the two platforms.

Why does Jestor + Conta Azul work so well?

Conta Azul is robust at what it was built for: fiscal, accounting, and banking management. But it doesn't have an approval workflow, configurable hierarchy, or operational automations.

Jestor was built precisely to cover that layer. Together, they form a complete cycle: traceable approval in Jestor + automatic entry in Conta Azul.

What you can automate with Jestor + Conta Azul

Payment approvals with value-based tiers before any entry
Automatic accounts payable creation in Conta Azul after final approval
Deal closed in Jestor CRM → accounts receivable created in Conta Azul
Vendors and cost centers created automatically when missing
Auditable history of every approval linked to the ERP entry

How the integration works in practice

OAuth connection: just log in to Conta Azul from Jestor
Jestor reads and writes these fields: description, vendor, due date, amount, category, cost center, bank account
Automations configurable by trigger or button, without code
Execution log available for auditing each integration run

Why choose Jestor for this integration

Native Conta Azul integration — no intermediaries
Real approval hierarchies before data reaches the ERP
Setup in minutes by anyone on the operations team
SOC 2 Type I and II certified for data security

FAQ

Does the Jestor + Conta Azul integration need Zapier? No. It's native via OAuth. See details at jestor.com.

Does Jestor register vendors automatically in Conta Azul? Yes. If the vendor doesn't exist, Jestor registers it automatically.

Does the integration also work for accounts receivable? Yes. Deals closed in Jestor's CRM automatically generate accounts receivable in Conta Azul.

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.

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