How to Structure a Financial Approval Workflow From Scratch

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 and see how to take your company's operations to a new level of efficiency and control.

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