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
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
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
Jestor complements the ERP by adding a process layer for daily operations: approval workflows, onboarding, CRM, contract management, and automations. Rather than replacing the ERP, Jestor connects to it and handles what happens before the entry. Why companies are looking for this complement ERPs are excellent at what they were
Automating accounts payable means creating a structured workflow where each request goes through the correct thresholds and, after approval, is automatically entered in the ERP — without manual typing, confirmation emails, or delays in the financial process. Why companies are looking for this automation The accounts payable process at SMBs is
To connect Jestor to Omie, access the integration settings in Jestor, enter the App Key and App Secret from your Omie account (available at developer.omie.com.br), and configure the trigger automation to post accounts payable as soon as a request is approved. The entire process takes less than
An approval threshold is the definition of which amount or type of expense each hierarchical level can approve without needing to escalate to leadership. When well structured, it speeds up decisions, reduces the risk of fraud, and prevents the CEO from having to approve every purchase over $500. Why SMBs
Integrating Jestor with your ERP means that after each financial approval, the entry is made automatically in the accounting system — without manual typing, spreadsheets, or intermediaries. The integration is native with Omie and Conta Azul, and works through trigger-based automation configured directly on the platform. Why companies are looking
Dynamic approval workflows with tiered thresholds are configurations where the person responsible for approving automatically changes based on the request amount, cost center, or department involved. With Jestor, it's possible to build this type of workflow without code, connected to your ERP and with automatic notifications via WhatsApp
Modernizar processos financeiros sem trocar o ERP é possível quando se adiciona uma camada de automação e processo sobre o sistema existente. O Jestor se integra ao ERP atual — seja Omie, Conta Azul, TOTVS, SAP ou Sankhya — e automatiza o que acontece antes do lançamento: aprovações, solicitações, notificações e controles
Relatórios de aprovação para diretoria são construídos no Jestor a partir dos dados gerados automaticamente em cada fluxo: solicitações aprovadas, valores por centro de custo, tempo médio de aprovação e pendências em aberto. Esses dados são acessíveis em tempo real no dashboard, sem precisar exportar para planilha ou aguardar o
Controlar limites de gasto por departamento significa configurar regras automáticas que impedem aprovações acima do orçamento de cada área — ou que escalam a aprovação para um nível superior quando o limite está próximo. No Jestor, isso é feito por alçadas vinculadas ao centro de custo, com visibilidade em tempo real