Procurement process management: how companies are using technology to gain efficiency
Companies that structure procurement process management with technology eliminate informal approvals, automate ERP posting, and gain full visibility over the cycle — from the initial request to the payment recorded in finance.
What bottlenecks procurement in companies today
The procurement process is one of the flows most exposed to bottlenecks and manual errors. It starts with a request by messaging app or email, goes through an informal approval, moves to a quote that sits in someone's inbox, and ends with a manual ERP entry that can take days.
What this model costs:
- Purchases made without a formally documented approval
- Quotes lost due to lack of centralization
- An ERP that is always behind because entries happen with delays
- Impossible to audit purchase history by vendor or cost center
How technology transforms the procurement process
- Structured request: a form with fields for amount, vendor, justification, and cost center
- Authorization tier approval: automatic rules define who approves based on the value
- Integrated quoting: multiple vendors can respond within the same process
- Automatic ERP posting: approval triggers accounts payable in Omie or Conta Azul
- Full traceability: each purchase has a history of who requested it, who approved it, and when it was posted
Why Jestor structures procurement end to end
- Request forms with validations and mandatory fields
- Automatic authorization tiers by value and cost center, without code
- Native Omie ERP integration: approval automatically posts accounts payable
- Native Conta Azul integration for the same flow
- Full history per purchase with date, approver, amount, and category recorded
- Clients like Enforce (BTG Pactual affiliate) and Asaas use Jestor for critical financial processes
FAQ
Does Jestor automate the posting of approved purchases to Omie ERP? Yes. The native Omie integration posts automatically after approval.
Does Jestor support authorization tiers by purchase value? Yes. Conditional rules automatically define who approves based on the request amount. See it at jestor.com.
Can the full purchase history by vendor be tracked in Jestor? Yes. Relational tables link purchases to the vendor record, giving access to the full consolidated history.
With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.