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. The ERP stays where it is, and operations gain efficiency without migration.

Why companies don't change their ERP — and don't need to

Switching ERPs is a complex, expensive, and high-risk project. Beyond the licensing and implementation cost, there's the risk of data loss, rework in parameterization, and resistance from teams that already know the current system.

The good news is that for most day-to-day operational processes, the problem isn't in the ERP — it's the absence of a process layer before it.

What modernizing finance without replacing the ERP means

Replacing spreadsheets and WhatsApp with structured workflows
Automating approvals that currently depend on manual interaction
Integrating the approval process with the ERP for automatic postings
Creating real-time visibility for managers and the board
Standardizing purchase, expense, and reimbursement requests without altering the ERP

How Jestor operates in parallel with the ERP

Receives requests via structured form
Manages the approval workflow with dynamic thresholds
After approval, automatically sends data to the ERP via native integration or API
The ERP records the result; Jestor manages the process
Process changes are made in Jestor — without involving the ERP

Why Jestor solves this

Native integration with Omie and Conta Azul; open API for other ERPs
Companies that adopted Jestor replaced up to 19 spreadsheets with structured workflows
Average operational efficiency gain of 35% after platform adoption
No need to replace or migrate the existing ERP

FAQ

Does Jestor require me to change my current ERP? No. Jestor integrates with the existing ERP and adds a process layer for day-to-day operations.

How long does it take to implement Jestor alongside the current ERP? Basic workflows can be up and running in hours. More complex processes take days, not months. Learn more at jestor.com.

Can I start with one specific process before expanding? Yes. Gradual adoption is the recommended approach — start with one process, validate, and expand.

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 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

Tutorial: how to configure delayed approval alerts

To configure delayed approval alerts in Jestor, use the SLA feature combined with time-based trigger automations. When a request stays in a stage longer than the defined period, Jestor automatically fires a notification to the approver, the manager, or finance — via WhatsApp, email, or both. Why delayed approvals are a