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ERP.AI Accounts Receivable System

Accounts Receivable System

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Modules

Customer billingKeep customer terms and recurring billing ready for the next invoice. Invoices and creditsSend clear invoices and keep every adjustment connected to its source. Cash applicationMatch incoming cash to the right invoices and explain every remainder.
CollectionsGive overdue balances a clear next action and accountable owner. Credit controlsMake credit decisions visible before they change a customer balance. Receivables reportingExplain aging, collections and cash application with a consistent balance basis.

Accounts Receivable System

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Processes

Prepare and send invoicesKeep draft preparation, delivery and ledger confirmation distinct. Receive and apply cashTurn confirmed receipt evidence into attributable invoice allocations.
Resolve disputes and collectKeep follow-up, dispute resolution and financial adjustments connected. Review write-offsKeep the write-off request, Controller decision and posted result separate.

Accounts Receivable System

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Industries

Goods and distributionConnect customer billing to the goods and delivery evidence you already use. Services and retainersKeep agreed terms, recurring drafts and customer adjustments connected.
Project billing collectionsFollow up on project invoices while preserving the original billing owner.

Accounts Receivable System

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Reference

Roles and permissionsGive each person the customer and decision scope their work needs. Reports and analyticsUnderstand customer aging, collection activity and cash application. Data modelTrace invoices, receipts and adjustments back to their governing source.
IntegrationsConnect billing, bank evidence and ledger outcomes with clear ownership. ImplementationStart with a reconciled customer population and expand after a controlled pilot. Agent and automationPrepare receivables work with an agent while retaining the assigned decisions.

Accounts Receivable System

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Pricing Questions Get started
Build with Proto
All systems
Modules
Customer billingKeep customer terms and recurring billing ready for the next invoice.Invoices and creditsSend clear invoices and keep every adjustment connected to its source.Cash applicationMatch incoming cash to the right invoices and explain every remainder.CollectionsGive overdue balances a clear next action and accountable owner.Credit controlsMake credit decisions visible before they change a customer balance.Receivables reportingExplain aging, collections and cash application with a consistent balance basis.
Processes
Prepare and send invoicesKeep draft preparation, delivery and ledger confirmation distinct.Receive and apply cashTurn confirmed receipt evidence into attributable invoice allocations.Resolve disputes and collectKeep follow-up, dispute resolution and financial adjustments connected.Review write-offsKeep the write-off request, Controller decision and posted result separate.
Industries
Goods and distributionConnect customer billing to the goods and delivery evidence you already use.Services and retainersKeep agreed terms, recurring drafts and customer adjustments connected.Project billing collectionsFollow up on project invoices while preserving the original billing owner.
Reference
Roles and permissionsGive each person the customer and decision scope their work needs.Reports and analyticsUnderstand customer aging, collection activity and cash application.Data modelTrace invoices, receipts and adjustments back to their governing source.IntegrationsConnect billing, bank evidence and ledger outcomes with clear ownership.ImplementationStart with a reconciled customer population and expand after a controlled pilot.Agent and automationPrepare receivables work with an agent while retaining the assigned decisions.
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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

  • Recurring Schedules Due This WeekActive
    Schedule NumberCustomerFrequencyStart Date
    Monthly

    Customer billing

    Keep customer terms and recurring billing ready for the next invoice.

    Included
  • My Open Invoices to SendDraft
    Invoice NumberCustomerIssue DateDue Date

    Invoices and credits

    Send clear invoices and keep every adjustment connected to its source.

    Included
  • Auto-Match ProposalsProposedMatch
    Transaction DateAmountTypeMemo
    Credit Wire

    Cash application

    Match incoming cash to the right invoices and explain every remainder.

    Included
  • Active Dunning QueueSent
    Invoice NumberCustomerDue DateOpen Balance

    Collections

    Give overdue balances a clear next action and accountable owner.

    Included
  • Pending Write-OffsPendingApproval
    Write Off NumberInvoiceCustomerAmount

    Credit controls

    Make credit decisions visible before they change a customer balance.

    Included
  • Latest AR Aging Snapshot
    CustomerAs Of DateCurrent AmountBucket1 To30

    Receivables reporting

    Explain aging, collections and cash application with a consistent balance basis.

    Included
Roles
  • Controller / CFO
  • AR Manager
  • AR Clerk
  • Sales Rep
  • Customer
  • Viewer
Processes
  • Prepare and send invoices
  • Receive and apply cash
  • Resolve disputes and collect
  • Review write-offs
Reports
  • AR Aging Summary
  • DSO Trend
  • Dunning Effectiveness
  • Cash Application Rate
  • Customer Risk Profile
  • Bad Debt and Write-Off Register
  • Recurring Revenue Run-Rate
  • Collections Case Funnel

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 the finance team’s 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.

Implementation and rollout

Fitting the system to the AR team, migrating customer balances and going live by billing population is priced separately. Your quote reflects: entities, integrations, data volume and support level. Talk to our team about your implementation plan.

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Pricing questions

All questions
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-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.

ERP•AI workspace

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Accounts Receivable System.
Ask: “Adapt Customer billing.”
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