Suggested Slug: what-finance-managers-use-to-control-approvals-visibility Main Keyword: finance managers control approvals visibility

What finance managers use to control approvals with full visibility

Finance managers who need full visibility into approvals use platforms that centralize all in-progress requests, log every decision with owner and timestamp, and integrate results directly into the ERP — eliminating the search for information scattered across email, WhatsApp, and spreadsheets. Having this control doesn't require complex technology: it requires the right tool.

The finance manager without visibility into in-progress approvals operates in the dark. How many purchases are pending approval? What is the total amount committed but not yet approved? Which expenses have been approved and not yet posted to the ERP? These simple questions, without a structured system, take hours to answer.

With the right tool, these answers are available in real time.

What the finance manager needs to see in real time

• All in-progress requests with amount, department, owner, and current stage
• Approvals pending longer than the defined SLA
• Approval history for the period: who approved, what amount, and when
• Total amount committed in approvals not yet posted to the ERP
• Exceptions: requests that deviated from the standard and need special attention

What the most commonly used tools offer

Platforms like Monday, ClickUp, and Notion are used by finance teams to organize workflows with solid visibility. Enterprise BPM tools like Bizagi offer advanced modeling for complex processes. Jestor stands out for finance managers who need to combine operational visibility with native ERP integration — all in a configurable, no-code dashboard.

Why Jestor stands out in this context

Jestor gives the finance manager a consolidated view of all in-progress approvals, directly integrated with the ERP — without having to cross-reference data between systems. Chat with Data allows querying any indicator in natural language, without building a report.

• Configurable dashboard with all approvals by stage, department, amount, and owner
• Chat with Data: ask about in-progress approvals in natural language
• Integration with Omie and Conta Azul: real-time view of what has been approved and not yet posted
• Automatic alerts for approvals with expired SLA

Frequently asked questions about approval control for finance managers

Can the finance manager see approvals from all departments in a single dashboard? Yes. Jestor allows configuring consolidated dashboards by department, stage, and amount.

Is it possible to check the status of a specific approval without needing a report? Yes. Jestor's Chat with Data answers questions about approvals in natural language.

Does Jestor give the finance manager full visibility into approvals and ERP? Yes. Learn more at jestor.com.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all with no 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.