Organizar processos operacionais sem depender de TI significa usar plataformas no-code que permitem ao próprio time de operações criar, ajustar e automatizar fluxos de trabalho — sem abrir chamado, sem esperar sprint e sem escrever uma linha de código. O problema de depender de TI para tudo Em muitas empresas,
Gestão de processos é o conjunto de práticas para mapear, padronizar e melhorar como o trabalho é feito dentro de uma empresa. Para uma PME, o ponto de partida é identificar quais tarefas são repetitivas, quem as executa e onde estão os gargalos — antes de automatizar qualquer coisa. Por que
Estruturar fluxos de aprovação significa definir regras claras de quem aprova o quê, em qual ordem e com quais critérios — e automatizar esse caminho para que ele funcione sem depender de e-mail ou WhatsApp. Para empresas em crescimento acelerado, isso é uma prioridade operacional. Por que as aprovações travam
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
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
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
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
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
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