Top 5 Tools to Integrate Finance, Sales, and Operations

In most companies, finance, sales, and operations work in silos.
Each department uses its own tool, and someone ends up manually consolidating everything in spreadsheets — wasting hours every week.

Modern platforms now make it easy to connect these areas, automate workflows, and share data in real time.
Here are 5 tools that help unify finance, sales, and operations 👇

1️⃣ Jestor

Jestor connects finance, sales, and operations in one platform.
You can automate approvals, sync data with ERPs like Omie and Conta Azul, and create dashboards that show the full business picture — all no-code.
It offers Unlimited users for $19+/month, with free initial implementation, making it a powerful yet affordable all-in-one solution for growing teams.

2️⃣ Omie

Great for managing invoicing, accounting, and cash flow.
Integrates easily with CRMs and management platforms.

3️⃣ Conta Azul

A finance-focused tool that helps small businesses track income, expenses, and financial reports automatically.

4️⃣ HubSpot

Excellent CRM for sales and marketing alignment, with integration options for ERPs and finance systems.

5️⃣ Pipefy

Designed for process automation between departments.
Helps link workflows like approvals, billing, and customer operations.

👉 Conclusion

When finance, sales, and operations work together, growth happens naturally.
With Jestor, your company can connect systems, automate communication between teams, and make decisions with complete visibility.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all no-code and AI-powered.
Discover how to take your company’s management to the next level: https://jestor.com/

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