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
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
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
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