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- Branch Operations
- Get started
Get Branch Operations running in four steps.
Prepare a first branch operating cycle around real accounts and provider evidence.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Branch Operations. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Branch Operations in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to configure Branch Operations for your organization. Identify the people who will prepare cases, make independent decisions, administer membership and audit the result.
Prepare the first operating cycle
Choose one organization and its eligible parties. Load the provider-held financial accounts with external identifiers and ownership. Pick a representative transfer and gather its account directions, supporting document and expected provider evidence. Decide how the team will identify instructions, confirmations and balance snapshots.
Review before release
Have a Case Analyst prepare the transfer, a separate Credit Reviewer decide on its revision, and an Auditor trace the result. Rehearse a rejected request, a pending provider outcome and a reconciliation exception. Check that the operation receipt explains the actual effect before using the process for regular work. Continue with the implementation plan and roles.
Set up Branch Operations your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.