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# How to Sync Financial Data Between ERP and Operational Platform
- URL: https://blog.jestor.com/sync-financial-data-erp-operational-platform/
- Published: 2026-06-05T16:28:16.000Z
- Updated: 2026-06-05T16:28:16.000Z
- Author: Bruno Bannach

Syncing financial data between ERP and operational platform means that every approved transaction in operations — payment released, sale closed, expense validated — is automatically recorded in the ERP, without anyone needing to type anything.

## Why Manual Synchronization Fails

When synchronization between ERP and operations is manual, three problems occur systematically: delayed postings, typing errors, and lack of traceability. The finance team works with data that doesn't reflect what's actually happening in operations in real time.

Automatic synchronization solves all three problems at once.

## What Needs to Be Synchronized

- Payment approvals → accounts payable in the ERP
- Won sales → accounts receivable in the ERP
- New vendors or customers → automatic registration in the ERP
- Cost centers, categories, and financial accounts → respecting the ERP's structure

## How Jestor Solves This

- Native integration with Omie (App Key + App Secret) and Conta Azul (OAuth), without intermediaries
- Automatic field synchronization: amount, due date, vendor, cost center, category, and financial account
- Automatic registration of vendors and cost centers that don't exist in the ERP
- Automation execution log to track every synchronization performed

## FAQ

**Is synchronization in real time?** Yes. Automations trigger as soon as the approval workflow is completed in [Jestor](https://jestor.com/?ref=blog.jestor.com).

**What happens if a field doesn't exist in the ERP?** For Omie and Conta Azul, Jestor automatically creates missing vendors and cost centers.

**Is it possible to audit which data was synchronized?** Yes. Jestor maintains an automation execution log with a history of every operation performed.

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