Questions, answered

Click Get started, then use Proto to configure Accounting + Invoicing for Freelancers for your business. Pilot a client engagement with supporting billable work, an independent reviewer, balanced accounting lines and a verified partial receipt. Reconcile the resulting records before expanding.

Assign another authorized person as Accounting Reviewer. Accounting Preparer can prepare the work and execute eligible reviewed actions. The independent decision stays with the reviewer, including when the freelancer also maintains administrative responsibilities.

Link the submission to its client accounting document and organization. Submit its current revision, obtain independent approval, then execute the eligible invoicing action. Keep the saved effect and operation receipt with the reviewed scope.

For work still awaiting authorization, use the correction action and submit the revised scope for review. For accepted or executed work, preserve the original and use the independently approved compensating correction. Retain the earlier decision and its revision so the change can be explained. An earlier approval cannot authorize the changed amount.

Apply verified cash within both the remaining cash amount and the remaining document amount. Preserve the source event and application evidence. The reviewer can then explain the amount still outstanding and investigate any unmatched cash.

Execution uses a stable operation key and retains the actual effect references. Inspect the existing receipt before retrying an interrupted request. A replay of the same operation must resolve to its existing result.

Compare debit and credit amounts for the same document and confirm the applicable accounting period. After eligible execution, inspect the actual posting effects and operation receipt. Use dated account snapshots to support reconciliation.

Use the reviewed correction process and retain an explicit compensating application. Preserve the original receipt and source identity so Auditor can reconstruct the initial match and its correction.

Set up each connection with an agreed source owner, identity mapping and retry rule. Detailed time evidence supports review; verified payment events support cash application. Rehearse duplicate events and failed requests before enabling routine imports.

Ordinary manual use follows the platform pricing policy. Agent execution, imports and connected machine work consume prepaid credits, while implementation is scoped separately. Review the pricing page against the operating cycle you intend to run.