Pilot a complete planning cycle before expanding the rollout.
Confirm the planning calendar, USD scope, account mapping, entity owners, baseline and transfer policy.
Validate identities, account references, prior-period actuals and remaining commitments against their owners.
Load drivers and formula revisions, create scoped drafts and test the assigned review route.
Submit per-cell monthly outlooks, review and accept them, then publish an intact snapshot with allocated adjustments.
Explain material variance, generate the exact board packet and verify the required financial decision and external board evidence.
Per Period per Entity per Account: BudgetAmount, ActualAmount, ForecastAmount, Variance, VariancePct, ForecastVariance, with the Cost-Center Head and FluxStatus surfaced inline. Drillable from LegalEntity → Division → Department → CostCenter → Account, with the FluxComments rendered at the leaf. The FP&A Analyst's daily landing report and the close-week defense pack.
| Period | Entity | Account | Budget Amount | Actual Amount |
|---|---|---|---|---|
| 05 Sep | BE-5390 | COA-58552 | 43,943.46 | 23,808.61 |
| 16 Sep | BE-1672 | COA-30302 | 22,905.90 | 21,609.61 |
| 27 Sep | BE-5835 | COA-91802 | 44,448.51 | 34,344.07 |
| 26 Sep | BE-3572 | COA-42375 | 41,287.00 | 28,015.29 |
| 13 Sep | BE-2303 | COA-47613 | 5,454.00 | 39,993.87 |
| 20 Sep | BE-8408 | COA-54581 | 46,594.77 | 28,702.36 |
Review the Proto branch and runtime acceptance evidence before giving the configured application to the team.
Test returned revisions, self-approval rejection, a dependency cycle, zero-budget variance, duplicate import and transfer retries, negative forecast adjustments and executive access to draft files. Reconcile the final balances and retained snapshots; a website preview cannot satisfy these runtime checks.
Create your ERP.AI account and get started with Proto.
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