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- Budgeting & Forecasting
- Get started
Get Budgeting & Forecasting running in four steps.
Start with one reconciled planning cycle and its decision owners.
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 Budgeting & Forecasting. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Budgeting & Forecasting 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
Start with Proto
Click Get started, then use Proto to configure Budgeting & Forecasting for your business. Set up your workflows, import your data and invite your team.
Agree the fiscal calendar, USD scope, account mapping, department owners and baseline source. Confirm the financial approval route, transfer threshold and how external board evidence will be recorded.
Configure the workflow
Test two scoped submissions, a returned revision, a driver calculation failure and a reconciled actuals import. Publish an accepted monthly forecast and review a material variance before generating a board packet.
Build with Proto
Download Proto and use the canonical specification and paired app skill to build the configured application. Review the branch and runtime acceptance evidence before releasing it to the planning team.
Set up Budgeting & Forecasting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.