Multi-stage financial approval: how to model it

Multi-stage financial approval is a workflow where the request must go through more than one approver before being executed — such as manager, controller, and board, sequentially or in parallel. In Jestor, this model is built visually with chained stages, thresholds by amount, and automatic notifications at each step.

Why companies need multiple stages

Not every expense can be approved by a single person. Expenses above a certain amount, contracts with strategic vendors, or purchases that impact more than one department require validation from multiple perspectives.

The problem is that without a structured workflow, this "multiple validation" turns into a chain of emails that nobody knows where it stopped.

What makes multi-stage approval difficult without a system

No visibility into which stage the request is at
The second-stage approver doesn't know it's their turn
If someone rejects, the process restarts with no clarity about what was changed
No history of each stage's decisions
Dependence on one person to manually coordinate the workflow

How to model the multi-stage workflow in Jestor

Create a stage for each approval level: Manager > Controller > Board
Configure conditions to determine which requests go through which stages
At each stage, configure automatic notification for the corresponding approver
Use the comment field so each approver records their justification
After final approval, automation posts in the ERP and notifies the requester

Why Jestor solves this

Visual pipeline with customizable stages by process type
Automatic conditions that define which stages each request goes through
Decision history recorded at each card stage
ERP integration to close the loop after the final approval

FAQ

Is it possible to reject at one stage and return to the requester? Yes. The rejection and return logic is configurable in the Jestor workflow.

Can the workflow skip stages for lower amounts? Yes. Value-based conditions can automatically eliminate unnecessary stages. See at jestor.com.

Can I have parallel approval from two departments at the same time? Yes. Jestor supports simultaneous approvals configured by stage.

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