Get Accounting + Invoicing for Freelancers running in four steps.

Click Get started to create your ERP.AI account, then use Proto to configure Accounting + Invoicing for Freelancers. Describe the business, who prepares client work and who makes the independent review decision. Choose a client engagement whose supporting evidence is available.

Bring the client details and intended accounting amount. Add representative billable work, the supporting documents and a verified receipt that covers part of the amount. Prepare the ledger account references and a dated balance snapshot for reconciliation.

Agree the reviewer, attachment visibility and any time-capture, invoice-delivery or payment connection. Map opening records using the data model. Follow the implementation plan to keep the pilot bounded.

Take the work from submission through an independent decision, eligible invoicing and balanced posting. Verify the resulting effects before applying confirmed cash. Rehearse a changed revision, self-approval attempt and repeated operation. Confirm that an excessive cash application is rejected and that a correction preserves the original evidence.

Ask the preparer and reviewer to explain the same client amount from the saved records. Release the reviewed configuration after the pilot reconciles, retaining unresolved exceptions for follow-up. Review pricing before enabling recurring machine activity.