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ERP.AI Accounting for Small Business

Accounting for Small Business

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Modules

General ledgerKeep a traceable ledger behind daily transactions and financial statements. Customer invoices and receiptsFollow customer invoices from issue through receipt allocation. Supplier bills and paymentsReview supplier bills and payment instructions before releasing money.
Bank reconciliationExplain the difference between bank activity and posted books. Expenses and period controlsKeep employee expenses and close decisions attached to their supporting records. Statements and tax reportingRead financial statements with a path back to their source entries.

Accounting for Small Business

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Processes

Transaction to financial statementsConnect customer invoices and confirmed receipts to balanced books and clear financial statements. Bill to paymentReview supplier bills, authorize payment and reconcile the resulting cash movement with your books.
Statement to reconciliationMatch bank activity to posted books and resolve differences before closing the period. Journal to closeReview expenses and journals, resolve outstanding differences and close the accounting period.

Accounting for Small Business

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Industries

Owner-managed businessesBusinesses that need reliable books without running a group consolidation programme. Professional service firmsService businesses managing customer invoices, supplier costs and employee expenses.
Trading and distribution businessesBusinesses reconciling customer receipts, supplier payments and bank accounts.

Accounting for Small Business

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Reference

Roles and permissionsGive each person the records and decisions their work requires. Reports and analyticsRead operational and financial results with their source context. Data modelSee the records and references behind the product.
AI and integrationsConnect the services that own the related business results. ImplementationConfigure the system around your business records and responsibilities. Proto configuration guideUse Proto to configure and maintain the same product described on this website.

Accounting for Small Business

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Pricing Questions and answers Get started
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All systems
Modules
General ledgerKeep a traceable ledger behind daily transactions and financial statements.Customer invoices and receiptsFollow customer invoices from issue through receipt allocation.Supplier bills and paymentsReview supplier bills and payment instructions before releasing money.Bank reconciliationExplain the difference between bank activity and posted books.Expenses and period controlsKeep employee expenses and close decisions attached to their supporting records.Statements and tax reportingRead financial statements with a path back to their source entries.
Processes
Transaction to financial statementsConnect customer invoices and confirmed receipts to balanced books and clear financial statements.Bill to paymentReview supplier bills, authorize payment and reconcile the resulting cash movement with your books.Statement to reconciliationMatch bank activity to posted books and resolve differences before closing the period.Journal to closeReview expenses and journals, resolve outstanding differences and close the accounting period.
Industries
Owner-managed businessesBusinesses that need reliable books without running a group consolidation programme.Professional service firmsService businesses managing customer invoices, supplier costs and employee expenses.Trading and distribution businessesBusinesses reconciling customer receipts, supplier payments and bank accounts.
Reference
Roles and permissionsGive each person the records and decisions their work requires.Reports and analyticsRead operational and financial results with their source context.Data modelSee the records and references behind the product.AI and integrationsConnect the services that own the related business results.ImplementationConfigure the system around your business records and responsibilities.Proto configuration guideUse Proto to configure and maintain the same product described on this website.
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Pricing

No per-user fees. Pay for automation as you use it, with implementation priced separately.

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Everything included

  • Unposted Journal EntriesDraft
    Journal Entry NumberDateDescriptionEntry Type
    Adjusting

    General ledger

    Keep a traceable ledger behind daily transactions and financial statements.

    Included
  • Open InvoicesSent
    Invoice NumberCustomerInvoice DateDue Date

    Customer invoices and receipts

    Follow customer invoices from issue through receipt allocation.

    Included
  • Bills Awaiting ApprovalPendingApproval
    Bill NumberVendorBill DateDue Date

    Supplier bills and payments

    Review supplier bills and payment instructions before releasing money.

    Included
  • Unreconciled Bank TransactionsUnmatched
    Bank AccountTransaction DateDescriptionCounterparty

    Bank reconciliation

    Explain the difference between bank activity and posted books.

    Included
  • My Expense ClaimsDraft
    Claim NumberEmployeeClaim DatePurpose

    Expenses and period controls

    Keep employee expenses and close decisions attached to their supporting records.

    Included
  • Recent Journal EntriesPosted
    Journal Entry NumberDateDescriptionSource
    AR

    Statements and tax reporting

    Read financial statements with a path back to their source entries.

    Included
Roles
  • Controller / CFO
  • AP Clerk
  • AR Clerk
  • Viewer
Processes
  • Transaction to financial statements
  • Bill to payment
  • Statement to reconciliation
  • Journal to close
Reports
  • Trial Balance
  • Balance Sheet
  • Income Statement (P&L)
  • Cash Flow Statement
  • AR Aging
  • AP Aging
  • General Ledger Detail

Rate card

machine work, prepaid

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Selected monthly operations

Estimated usage$60.00

Each selected quantity divided by its rate per dollar, then added. This is metered usage; buying a credit pack is a separate top-up.

This estimate covers these sliders only. Other operations, retained capacity and model charges are additional. Workflow runs include 5 CPU-sec each; extra code-node compute uses its own rate.

What is free

The base account and ordinary manual work in ERP.AI’s official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Agree the included scope and rollout work before starting.

What is metered
  • external API-key requests
  • imports
  • workflows
  • agents
  • scheduled jobs

The smallest credit pack is $5. The other one-time packs are $20 and $100. Purchased credits never expire; there is no recurring subscription or monthly minimum. Estimate usage from your expected imports, integrations and workflow activity.

Each workflow run includes the first 5 CPU-sec. Code-node compute beyond that allowance uses the separate CPU-sec rate. Failed API results do not settle an App Builder operation charge; measured billable usage from a managed execution can still settle after cancellation or an error.

Each billing account includes 100,000 retained business records and 100 MB of managed file retention. Beyond those allowances, records cost $1 per 100,000 record-months and managed files cost $2 per logical GB-month. Retention is settled daily. Archived and Trash records still count. Shared file references count once; independent copies and saved versions count separately.

Ordinary manual work remains available at a zero balance. New metered work pauses until the billing account has enough credits. Model usage and the Proto Agent fee are described below; they are additional to the operation rates in this table. The platform pricing page carries the current full rate card and account rules.

Model usage and Agent fee

ERP-1 Fast costs $0.05 per 1 million cached input tokens, $0.25 per 1 million uncached input tokens and $0.75 per 1 million output tokens. The 8% Proto Agent fee is added to the exact model amount and shown separately on the receipt.

With an OpenRouter key, OpenRouter bills model inference directly. ERP.AI charges 8% of the exact OpenRouter-reported model cost, plus any separately metered ERP.AI resources used by the run. Usage receipts identify the model, credential source, applied rate-card version and itemized charges.

Implementation and rollout

Configuring accounting, migrating data and rolling out the agreed processes are scoped separately. Any implementation quote reflects integrations, data volume and support requirements. Start with your ERP.AI account and configure the system using Proto.

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Pricing questions

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Can we change it after go-live?

Use Proto to configure and later change the application on a branch you review before release. Its machine work and model usage are metered.

ERP•AI workspace

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Create your ERP.AI account and get started with Proto.

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Customize Accounting for Small Business. With Proto, your desktop AI agent.

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Accounting for Small Business.
Ask: “Adapt General ledger.”
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