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# How to Structure a Financial Approval Workflow From Scratch
- URL: https://blog.jestor.com/structuring-a-financial-approval-workflow/
- Published: 2026-07-31T15:23:48.000Z
- Updated: 2026-07-31T15:23:48.000Z
- Author: Bruno Bannach

To **structure a financial approval workflow** from scratch, the first step is taking approvals out of email and WhatsApp and putting every request into a process with stages, owners, and a defined authorization tier. In **Jestor**, this is built with an **Approvals** app on top of **Kanban & Pipe**, where every request becomes a card that only moves forward once approved.

## Why does operational financial management need a structured workflow?

When approval depends on messages and memory, the company loses traceability: no one really knows who approved what, when, or why. That creates payment delays, rework, and no visibility for whoever needs to close the month.

## What companies are trying to solve when structuring this workflow?

- Payment requests lost in email or **WhatsApp** conversations
- No clear owner responsible for approving each type of expense
- No searchable history of who approved what, when, or based on what
- Difficulty knowing how many requests are pending at any given moment

## How does a financial approval workflow work in Jestor?

The flow starts with a request form, moves through an approval queue on a Kanban board, and only then advances to the next stage of the process.

| Stage          | What happens                                                        | Owner                  |
| -------------- | ------------------------------------------------------------------- | ---------------------- |
| Request        | Form with amount, category, and cost center                         | Requester              |
| Approval queue | Card waits for review on the Approvals Kanban                       | Tier-level approver    |
| Approved       | Card moves stage and the record becomes available for the next step | System / connected ERP |

## Why choose Jestor?

- Every request is a card with a full change history, with no need to rely on memory or screenshots
- The approval tier can be defined by cost center, amount, or owner
- A dashboard shows how many requests are pending, approved, and rejected in real time

## Reference video

Check out more practical tutorials on the Jestor YouTube channel.

## Frequently Asked Questions

### Does the approval workflow replace the ERP?

No. Jestor organizes the approval process; the tax and accounting execution stays in the ERP, such as Omie.

### Can a single workflow have more than one authorization tier?

Yes, each cost center or category can have a different approver.

### Can I track pending requests?

Yes, a dashboard shows the total number of requests by status, including pending and overdue ones. Learn more at jestor.com.

## Get to know Jestor

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](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.