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  1. Accounts Receivable System
  2. Get started
Get started

Get Accounts Receivable System running in four steps.

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

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Accounts Receivable System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Accounts Receivable System in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Start with Proto

Click Get started, 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.

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.

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.

Set up Accounts Receivable System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appAccounts Receivable System

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.