Tutorial: how to connect Jestor to Omie for automatic financial workflows

To connect Jestor to Omie, access the integration settings in Jestor, enter the App Key and App Secret from your Omie account (available at developer.omie.com.br), and configure the trigger automation to post accounts payable as soon as a request is approved. The entire process takes less than 5 minutes.

Why companies are looking for this connection

Omie is one of the most widely used ERPs by Brazilian SMBs. It handles fiscal, accounting, and financial operations. The approval process that precedes each entry, however, typically happens outside the system — in spreadsheets, emails, or messages.

The practical result: the team approves an expense one way, enters it in Omie another way. Two disconnected processes, with risk of error, delay, and lack of traceability.

What the Jestor + Omie integration solves

Elimination of manual entries in Omie after approval
Automatic fields: amount, due date, vendor, cost center, bank account
Support for multiple Omie accounts (branches, holding companies, franchises) in a single workflow
Automatic date format conversion (Omie uses day/month/year — Jestor converts automatically)
Execution log for each automation available in the dashboard

Step-by-step to connect

Go to developer.omie.com.br and copy the App Key and App Secret from your account
In Jestor, go to Integrations > Omie and enter the credentials
Create an approval workflow with the following stages: Requested > Under Review > Approved
Configure a trigger automation at the "Approved" stage
Map the card fields to the Omie fields (amount, vendor, cost center)
Test with a real request and validate the entry in Omie

Why Jestor solves this

Native integration with Omie — no intermediaries or external tools
Billing per user, not per number of connected Omie accounts
Works for holding companies with dozens of CNPJs at no extra cost
Automations configured visually, without code

FAQ

Do I need a developer to connect Jestor to Omie? No. The setup is visual and takes less than 5 minutes. Visit jestor.com for more details.

Does Jestor support multiple Omie accounts? Yes. Ideal for holding companies, franchises, and businesses with multiple branches.

What happens if the vendor doesn't exist in Omie? Jestor can be configured to create the vendor automatically before the entry.

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.

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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