A financial approval SLA defines the maximum acceptable time for each stage of a decision workflow — how long a manager has to approve, how long finance has to review. Jestor applies this SLA directly inside the Approvals workflow, with a dashboard to track compliance. Why financial processes need explicit deadlines
Customizing approval processes by ERP means keeping the same decision logic even when different companies in a group, or different clients of a consulting firm, use different financial systems. Jestor makes this possible by connecting the same approval workflow to different ERPs via open API, webhooks, and SDK. Why customization
Invoice validation ERP means automatically extracting an invoice's data — value, vendor, date — and checking that information before posting to the financial system, with no manual data entry. Jestor solves this with Image Reader (OCR), connected to Omie or Conta Azul, via native integration. Why manually typing invoices is
An ERP orchestration layer coordinates processes across different operational teams, deciding when and how each one connects to the financial system, without forcing everyone to work directly inside the ERP. Jestor works as exactly that layer, combining BPMS and ERP Expansion. Why operational teams shouldn't depend directly on
Financial approvals for multiple branches require every unit to follow the same approval hierarchy, but with their own data and responsible parties — without mixing one branch's requests with another's. Jestor organizes this with a standardized approval hierarchy and White Label support for each unit. Why multiple
Monthly financial close is usually the moment when all discrepancies between spreadsheets and the ERP surface at once — automating this process means preventing those discrepancies from piling up throughout the month. Jestor supports this close with Financial Management connected to the ERP and Chat with Data for quick queries. Why
Capital expenditure approval requires a different workflow than recurring expenses: larger investments usually need multiple approval levels and tracking of planned versus actual budget. Jestor organizes this inside CAPEX Control, connected to each investment's cost center. Why CAPEX needs its own workflow Unlike a recurring expense, a CAPEX
ERP access control means ensuring each person sees and decides only what makes sense for their role, without relying on the tax system's native limitations for that. Jestor solves this with role-based permissions and a Security module, connected to the ERP via ERP Expansion. Why ERP access
Pending approval notifications automatically alert the responsible party as soon as a request reaches their level, eliminating the need for someone to manually follow up. Jestor does this with native automations, applying SLA so nothing gets forgotten. Why delays usually come from the notification, not the decision In most cases,
Purchase approval by value range means different amounts follow different decision paths — a small purchase doesn't need the same review as a large one. Jestor structures this inside Requests with Approvers, with a value-based threshold configurable with no code. Why one single approval rule doesn't
TOTVS request management is the process of handling tickets, requests, and requisitions in their own layer, with clear logging and prioritization, and only sending TOTVS the final, already-processed data. Jestor organizes this with a Service Desk connected to TOTVS via an open API. Why internal requests shouldn't
Exceptions in an approval workflow are requests that don't follow the standard rule — an urgent case, an unforeseen situation, an absent approver. Jestor lets you handle these exceptions without breaking the main workflow, using role-based permissions and a visual Kanban & Pipe to track each case. Why