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Plan the billing, collection and cash-application workspace your team needs.

Example workspace
My Open Invoices to SendInvoices
Draft
Invoice NumberCustomerIssue DateDue DateTotal
INV-89497CUS-20004 Sep13 Sep37,737.48
INV-10169CUS-00908 Sep14 Sep44,792.78
INV-21102CUS-22912 Sep16 Sep42,275.91
INV-78068CUS-04207 Sep13 Sep29,786.81
INV-16013CUS-05216 Sep21 Sep15,607.33
INV-44163CUS-02213 Sep19 Sep17,745.51
Invoices and credits →
  • 1

    Start with Proto

    Click Start now, then use Proto to configure Accounts Receivable System for your business. Set up your workflows, import your data and invite your team.

    Agree which invoices AR issues, which remain externally owned, and which system sends collection communications. Reconcile opening balances, unapplied cash, credits and pending adjustments before migrating work.

    Start now
  • 2

    Configure the workflow

    Select the billing terms, decision owners, bank and ledger handoffs, then test invoices, partial receipts, disputes, write-offs and returned cash. Keep the actual integration outcomes visible.

  • 3

    Build with Proto

    Download Proto and use the canonical system specification and app skill to create the configured application. Review the branch and acceptance evidence before releasing it to the team.

    $ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
    Download agent
RolesRoles and permissions

Give each person the customer and decision scope their work needs.

 ReportsReports and analytics

Understand customer aging, collection activity and cash application.

 Data modelData model

Trace invoices, receipts and adjustments back to their governing source.

 IntegrationsIntegrations

Connect billing, bank evidence and ledger outcomes with clear ownership.

 RolloutImplementation

Start with a reconciled customer population and expand after a controlled pilot.

 APIAgent and automation

Prepare receivables work with an agent while retaining the assigned decisions.

Modules

ERP•AI workspace

Start now Accounts Receivable System

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

Start now Download agent

Customize Accounts Receivable System. With Proto, your desktop AI agent.

Ask Proto to help you customize Accounts Receivable System.

Customize
Accounts Receivable System. Ask: “Adapt Customer billing.” ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra