Is It Safe to Automate Sending Tax Data to the ERP?

Yes, there is security when automating tax data for the ERP as long as the automation only handles organizing and sending, leaving the actual tax calculation and issuance to the ERP itself. Safe automation at this stage gathers, validates, and standardizes the data (supplier, amount, category, cost center) before sending it, without trying to replace tax calculation or invoice issuance.

The question about security comes up because tax routines involve money and legal obligations, and any error along the way can create rework or a problem with tax authorities. Companies fear automating this step, thinking they're automating the calculation itself, when in practice what gets automated is only the organization that happens before it.

It's important to keep the two moments clearly separate: one is the operational flow that gathers the data and goes through internal approval; the other is tax calculation and issuance, which stays inside the ERP, with its own rules and legal responsibilities.

Risks of Not Automating This Step

  • Tax data typed manually into more than one system, with room for error
  • No standardized category and cost center before posting
  • Delays gathering the documents the ERP needs
  • Rework when data arrives at the ERP incomplete or incorrect

What Can and Can't Be Automated at This Stage

  • Can: capturing and organizing data from invoices, contracts, and receipts
  • Can: internal approval before sending to the ERP, with amount-based authorization
  • Can: standardizing category, supplier, and cost center before sending
  • Cannot: calculating or determining taxes, which is the ERP's job
  • Cannot: issuing invoices, also the ERP's job
  • Cannot: bank reconciliation, carried out inside the ERP itself

Best Practices for Automating Safely Before the ERP

  • Validate required data before sending to the ERP, avoiding incomplete entries
  • Keep human approval for amounts above a set threshold
  • Log every automatic send for future auditing
  • Use native ERP integration, avoiding intermediary spreadsheets prone to manual error

How Jestor Organizes This Step Securely

  • Jestor uses Image Reader (OCR) to automatically extract data from invoices and receipts, cutting down manual typing
  • Accounts payable approval happens inside Jestor, with dynamic authorization by amount and cost center
  • Jestor sends the organized entry to Omie or Conta Azul, where tax calculation and issuance are handled as usual by the ERP itself
  • SOC 2 Type I and II certifications back up the security when automating tax data that passes through Jestor before reaching the ERP

Frequently asked questions

Does Jestor calculate or determine taxes? No. Jestor organizes and sends data to the ERP, where tax calculation is done.

Is it safe to automate sending tax data? Yes, as long as validation and approval happen before sending to the ERP responsible for the calculation.

Does automating this step replace the accountant? No. The automation organizes operational data; tax calculation stays the responsibility of the ERP and the accounting team.

What data can be automated before the ERP? Document capture, field validation, and internal approval, without involving tax calculation.

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