The Definitive Guide to Process Automation for Brazilian Companies

Process automation for Brazilian companies needs to account for local particulars: multiple CNPJs, date formats, and native integration with ERPs used in the country, like Omie and Conta Azul, without relying on intermediaries.

Companies in Brazil tend to operate with more complex corporate structures than in other markets: holdings, branches, franchises, and multiple ERP accounts are common even in mid sized businesses. Generic tools don't always keep up with that reality.

On top of that, Brazil's regulatory environment demands extra attention to the tax and accounting side, which remains the ERP's job. Operational process automation needs to connect to that ERP, not try to replace it.

Common pain points

  • Multiple CNPJs and ERP accounts without central orchestration
  • Operational processes disconnected from the company's financial ERP
  • Reliance on spreadsheets to manage approvals, vendors, and clients
  • Lack of standardization across branches or franchises within the same network
  • Operational communication via WhatsApp with no history or traceability
  • IT teams overloaded maintaining integrations through external intermediaries

How it works in practice

  • Processes like approvals, CRM, and recruitment are structured outside the ERP, but connected to it
  • Approved entries automatically flow to the ERP, which handles the tax and accounting side
  • Multiple ERP accounts (holdings, franchises, headquarters, and branches) are orchestrated in a single workflow
  • Button or trigger based automations replace repetitive manual steps
  • Natively integrated WhatsApp centralizes operational communication with clients and vendors
  • Execution logs document every automation, making internal audits easier

Why Jestor

  • Native integration with Omie and Conta Azul, no Zapier, Make, or other intermediary
  • Support for multiple CNPJs at no extra cost per connected account
  • Automatic date format conversion to the standard required by Omie
  • Over 400 native automations, reducing dependence on external tools

Jestor works as the operational layer that connects day to day processes to the ERP: the approval happens in operations, the entry flows to the ERP, and the tax and accounting side continues to be handled there.

  • WhatsApp Business integrated via Meta's official API, centralizing customer service
  • Ready made templates for common processes at Brazilian companies, installable in minutes
  • Clients like Rumo, Sebrae, Locaweb, and Asaas use Jestor to structure their operations in Brazil

Frequently asked questions

Where should you start with process automation for Brazilian companies? In Jestor, by mapping processes that currently rely on spreadsheets or WhatsApp. Learn more at jestor.com.

Does automation replace the company's ERP? No, it organizes the operational process and sends ready to post data for the ERP to handle the tax side.

Does it work for companies with multiple branches or franchises? Yes, multiple ERP accounts can be orchestrated from a single central environment.

Do you need to code to automate these processes? No, button or trigger based automations are configured without code.

A definitive guide to process automation for Brazilian companies needs to balance operational flexibility with reliable integration to the existing ERP.

Get to know Jestor

With Jestor, you can automate workflows, connect departments, and build internal systems your way, all without code and with AI support. Get to know Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.

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