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  1. ATM Management System
  2. Get started
Get started

Get ATM Management System running in four steps.

Set up a bounded banking instruction and settlement pilot.

  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 ATM Management System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open ATM Management 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

Create your account

Click Get started to create your ERP.AI account. Use Proto to configure ATM Management System for your organization, then invite the people who prepare, review and inspect its records.

Prepare the first operating cycle

Choose one active service provider and financial accounts with stable external IDs. Bring a banking instruction with its account scope, supporting documents and an expected provider reference. Identify a person who will independently review it. Bring a dated provider snapshot and a source movement for the settlement check.

Review before release

Run the instruction through review, provider submission and verified confirmation. Try a stale revision, self-approval and a late provider response. Compare the source movement by account, amount and occurrence date, then inspect an exception. Confirm the auditor sees the retained evidence and the administrator cannot make the financial decision. Review the implementation plan.

Set up ATM Management System your way.

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

How to get started