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.
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
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
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
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
Automating employee reimbursements means creating a workflow where the employee submits the request with proof of expense, the system routes it to the correct approver based on the amount and area, and — after approval — the ERP entry is made automatically, without any manual intervention from finance at any step. Why
An investment approval pipeline is a structured workflow where each proposal goes through stages of analysis, validation, and authorization before being executed — with centralized documentation, approvers defined by value range, and a complete history of each decision. In Jestor, this pipeline is configured without code and can include ERP integrations
The controller gains efficiency in managing operational expenses when they have access to structured real-time data: categorized requests, traceable approvals, correct cost centers, and automatic ERP entries. Jestor provides this operational process layer — giving the controller visibility and control before the posting, not just after. Why the controller needs more
To integrate TOTVS, SAP, or Sankhya with approval workflows, Jestor acts as the process layer between the request and the ERP entry. Since these systems have APIs and webhooks available, Jestor connects via open API, SDK, or webhooks — and the posting happens automatically after approval, without needing a complex middleware
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
Centralizing financial requests means bringing together in one place all purchase requisitions, expense requests, reimbursements, and contracts — with automated approval workflows, ERP integration, and complete traceability. With Jestor, this is done without code and replaces the combination of spreadsheets, emails, and WhatsApp messages that currently scatter the process. Why decentralization
To create an invoice approval workflow in Jestor, configure a process with the stages: received, validation, approval, and posting. Jestor automatically extracts data from the invoice via OCR (AI-powered Image Reader), fills in the card fields, and triggers the corresponding approver based on the amount or cost center — without manual
The accounting close takes longer when data reaches the ERP with delays, inconsistencies, or missing formal approvals. By automating the approval workflow with direct ERP integration, each entry reaches the system as soon as it's approved — and the close begins with data that's already structured and
Auditing financial approval workflows means having access to a complete history of each request: who created it, who approved it, when, at what amount, and for what reason. In Jestor, this record is generated automatically with each card movement — without the need for manual reports or data exports. Why approval
To integrate ERP, Jestor, and Slack in an approval workflow, configure Jestor as the central orchestrator: it receives the request, routes it through the thresholds, sends notifications in Slack via automation, and after approval, automatically posts in the ERP. The team approves via Slack, finance sees the entry in the
In operational financial management, approval automations are the mechanism that connects the expense request to execution — ensuring that every expense goes through the correct thresholds, is recorded in the ERP, and generates an audit trail without depending on manual processes. Without this automation, finance operates reactively, putting out fires instead
To structure contract approval with multiple directorates, you need to create a multi-stage workflow where each directorate validates the contract sequentially or in parallel, with automatic notifications, SLA-defined deadlines, and an auditable record of each decision. Jestor allows you to build this workflow without code, with documents linked directly to
Dynamic thresholds are configured in Jestor through automatic conditions at each workflow stage: if the amount is above X and the cost center is Y, the card is redirected to approver Z. All of this is defined visually, without code, and can combine multiple criteria simultaneously. Why companies are looking
To send approval notifications via WhatsApp and email in Jestor, configure trigger automations linked to the workflow stages. When a request reaches the "Awaiting Approval" stage, Jestor automatically sends the notification to the responsible approver — via WhatsApp natively through Meta's official API or via email, without
To connect Jestor to Conta Azul, simply authenticate via OAuth directly in the platform's integration settings. After the connection, you can configure automations that post accounts payable in Conta Azul as soon as a request is approved in the workflow — without intermediaries and without code. Why companies are
The finance department reduces approval time when it replaces the manual process — done via email, WhatsApp, and spreadsheets — with an automated workflow featuring defined thresholds, instant notifications, and direct ERP integration. With Jestor, finance teams report operational efficiency gains of approximately 35%. Why finance still loses time on approvals Even
Automating purchase requests means creating a workflow that goes from opening the order, through threshold-based approvals, and ends with automatic posting in the ERP — without email, spreadsheets, or dependence on a single person to centralize the process. Why companies are looking for this automation The purchasing process at SMBs is
The most common mistakes in approval thresholds at SMBs are: not defining clear value-based criteria, concentrating the process in a single person, approving without formal records, not integrating the workflow with the ERP, and not monitoring delayed approvals. Each of these mistakes generates rework, financial risk, and loss of governance.
An expense approval workflow with variable thresholds is one where the approver changes based on the amount, department, or type of expense — all defined by automatic rules, without manual intervention. In Jestor, this workflow is built visually, without code, and can be integrated directly with the ERP. Why companies are