How a tool can support the controller in managing operational expenses

The controller gains efficiency in managing operational expenses when they have access to structured real-time data: categorized requests, traceable approvals, correct cost centers, and automatic ERP entries. Jestor provides this operational process layer — giving the controller visibility and control before the posting, not just after.

Why the controller needs more than the ERP

The ERP shows what already happened. The controller needs to track what's happening: which expenses are in the approval pipeline, which cost centers are close to their limit, which requests are stalled without an approver.

Without this real-time operational visibility, financial control is always reactive.

What the controller is missing today

Visibility into expenses in the approval pipeline before ERP posting
Formally defined thresholds by cost center and expense type
Approval data accessible without having to consult emails or spreadsheets
Expense reports by category, area, and period generated automatically
Alerts when a cost center is close to reaching its budget

How Jestor supports the controller

Dashboard with all ongoing requests by status and cost center
Threshold rules by amount, area, and expense type configured in the platform
Each approval generates an auditable record with responsible party, date, and justification
Approval reports exportable for analysis and presentation to the board
ERP integration so data arrives structured in the accounting system

Why Jestor solves this

Platform configurable for each controller's specific process
Real-time data without depending on ERP exports
Automatic audit trail for each approved expense
SOC 2 security with granular permissions by role and field

FAQ

Can the controller see all pending approvals in a single dashboard? Yes. Jestor has customizable dashboards by user profile.

Is it possible to configure budget limit alerts by cost center? Yes. Automations can be configured based on accumulated values per field. Learn more at jestor.com.

Does Jestor generate expense reports by period and area? Yes. Data is queryable and exportable directly from the platform.

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

How to modernize financial processes without replacing your current ERP

Modernizing financial processes without replacing the ERP is possible when you add an automation and process layer on top of the existing system. Jestor integrates with the current ERP — whether Omie, Conta Azul, TOTVS, SAP, or Sankhya — and automates what happens before the posting: approvals, requests, notifications, and threshold controls.

How to build approval reports for the board with real-time data

Board-level approval reports are built in Jestor from data automatically generated in each workflow: approved requests, amounts by cost center, average approval time, and open pending items. This data is accessible in real time in the dashboard, without needing to export to a spreadsheet or wait for month-end close. Why

How to control spending limits by department with thresholds

Controlling spending limits by department means configuring automatic rules that prevent approvals above each area's budget — or that escalate the approval to a higher level when the limit is close. In Jestor, this is done through thresholds linked to cost centers, with real-time visibility into what has been

How to support finance in multi-branch companies

In multi-branch companies, the finance challenge is consolidating requests from multiple units, applying the correct thresholds for each branch, and ensuring that all entries reach the ERP in an organized manner. Jestor allows you to create a single approval workflow that works for all branches, with different rules per unit