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Start with one reconciled planning cycle and its decision owners.
Example workspace
Budget planning →
StatusDraftSubmittedInReviewYouCycle.Status is Open or Planning
| Version Number | Cycle | Version Type | Status | Total Revenue |
|---|---|---|---|---|
| BV-87063 | BC-1772 | Submission | Draft | 26,249.49 |
| BV-23457 | BC-2033 | NegotiationCFO | Submitted | 2,304.65 |
| BV-37082 | BC-4171 | BoardApproved | InReview | 9,284.56 |
| BV-11516 | BC-8596 | MidYearReforecast | Draft | 37,282.45 |
| BV-76859 | BC-9168 | BoardApprovedRevision | Submitted | 10,156.32 |
| BV-65230 | BC-4375 | Submission | InReview | 22,944.11 |
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1
Start with Proto
Click Start now, 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.
Start now -
2
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.
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3
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.
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agentDownload agent
Give each planning task the right scope and decision owner.
ReportsReports and analyticsCompare the selected plan, actuals and forecast on a consistent basis.
Data modelData modelRetain planning identity from the first assumption to the published packet.
IntegrationsIntegrationsConnect the planning sources and preserve their ownership.
RolloutImplementationPilot a complete planning cycle before expanding the rollout.
APIAgent and automationPrepare planning work while keeping decisions attributable.
Modules
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Budget planning
Build a plan your teams can explain and your finance leaders can review.
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Drivers and assumptions
Show which assumptions produced each planning number.
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Scenarios
Compare alternatives without changing the approved budget.
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Rolling forecasts
Refresh the outlook while keeping earlier forecasts intact.
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Budget controls
Keep budget changes and spending follow-up accountable.
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Variance and board packs
Explain performance against the plan and share a consistent review.