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ERP.AI Budgeting & Forecasting

Budgeting & Forecasting

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Modules

Budget planningBuild a plan your teams can explain and your finance leaders can review. Drivers and assumptionsShow which assumptions produced each planning number. ScenariosCompare alternatives without changing the approved budget.
Rolling forecastsRefresh the outlook while keeping earlier forecasts intact. Budget controlsKeep budget changes and spending follow-up accountable. Variance and board packsExplain performance against the plan and share a consistent review.

Budgeting & Forecasting

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Processes

Build and approve the budgetTake a scoped proposal through the required financial decisions. Refresh the rolling forecastPublish an accepted outlook with a reproducible monthly basis. Compare planning scenariosTest alternative assumptions and retain the comparison evidence.
Approve budget transfersReallocate budget with balanced changes and clear decision ownership. Review variance and board packsTurn reconciled results into an approved financial review packet.

Budgeting & Forecasting

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Industries

Professional servicesConnect staffing and utilization assumptions to the financial plan. Manufacturing financePlan operating costs and commitments with an explicit financial basis.
Multi-department organizationsGive department owners a shared planning process with clear boundaries.

Budgeting & Forecasting

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Reference

Roles and permissionsGive each planning task the right scope and decision owner. Reports and analyticsCompare the selected plan, actuals and forecast on a consistent basis. Data modelRetain planning identity from the first assumption to the published packet.
IntegrationsConnect the planning sources and preserve their ownership. ImplementationPilot a complete planning cycle before expanding the rollout. Agent and automationPrepare planning work while keeping decisions attributable.

Budgeting & Forecasting

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Pricing Frequently asked questions Get started
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All systems
Modules
Budget planningBuild a plan your teams can explain and your finance leaders can review.Drivers and assumptionsShow which assumptions produced each planning number.ScenariosCompare alternatives without changing the approved budget.Rolling forecastsRefresh the outlook while keeping earlier forecasts intact.Budget controlsKeep budget changes and spending follow-up accountable.Variance and board packsExplain performance against the plan and share a consistent review.
Processes
Build and approve the budgetTake a scoped proposal through the required financial decisions.Refresh the rolling forecastPublish an accepted outlook with a reproducible monthly basis.Compare planning scenariosTest alternative assumptions and retain the comparison evidence.Approve budget transfersReallocate budget with balanced changes and clear decision ownership.Review variance and board packsTurn reconciled results into an approved financial review packet.
Industries
Professional servicesConnect staffing and utilization assumptions to the financial plan.Manufacturing financePlan operating costs and commitments with an explicit financial basis.Multi-department organizationsGive department owners a shared planning process with clear boundaries.
Reference
Roles and permissionsGive each planning task the right scope and decision owner.Reports and analyticsCompare the selected plan, actuals and forecast on a consistent basis.Data modelRetain planning identity from the first assumption to the published packet.IntegrationsConnect the planning sources and preserve their ownership.ImplementationPilot a complete planning cycle before expanding the rollout.Agent and automationPrepare planning work while keeping decisions attributable.
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Pricing

No per-user fees. Pay for automation as you use it, with implementation priced separately.

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Everything included

  • My Budget SubmissionDraft
    Version NumberCycleVersion TypeStatus
    Negotiation CFO

    Budget planning

    Build a plan your teams can explain and your finance leaders can review.

    Included
  • Assumptions History
    Log NumberChange TypeDriverFrom Value
    Driver Updated

    Drivers and assumptions

    Show which assumptions produced each planning number.

    Included
  • Active ScenariosComputed
    Scenario CodeNameVersionScenario Type
    Upside

    Scenarios

    Compare alternatives without changing the approved budget.

    Included
  • Rolling Forecast — Current WindowOpen
    Forecast CodeNameCycleAs Of Period

    Rolling forecasts

    Refresh the outlook while keeping earlier forecasts intact.

    Included
  • Open Commitments by Entity
    Commitment NumberVendorAccountEntity

    Budget controls

    Keep budget changes and spending follow-up accountable.

    Included
  • Variance Review
    PeriodEntityAccountBudget Amount

    Variance and board packs

    Explain performance against the plan and share a consistent review.

    Included
Roles
  • CFO
  • FP&A Director
  • FP&A Analyst
  • Cost-Center Head
  • Manager
  • Executive Reader
  • Auditor
Processes
  • Build and approve the budget
  • Refresh the rolling forecast
  • Compare planning scenarios
  • Approve budget transfers
  • Review variance and board packs
Reports
  • Budget vs Actual vs Forecast
  • EBITDA Bridge
  • Headcount & Personnel Cost
  • Scenario Comparison
  • Rolling Forecast Trajectory
  • Commitments & Available to Spend
  • Budget Transfer Audit
  • Assumptions Audit Trail

Rate card

machine work, prepaid

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Selected monthly operations

Estimated usage$60.00

Each selected quantity divided by its rate per dollar, then added. This is metered usage; buying a credit pack is a separate top-up.

This estimate covers these sliders only. Other operations, retained capacity and model charges are additional. Workflow runs include 5 CPU-sec each; extra code-node compute uses its own rate.

What is free

The base account and ordinary manual work in ERP.AI’s official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Agree the included scope and rollout work before starting.

What is metered
  • external API-key requests
  • imports
  • workflows
  • agents
  • scheduled jobs

The smallest credit pack is $5. The other one-time packs are $20 and $100. Purchased credits never expire; there is no recurring subscription or monthly minimum. Estimate usage from the planning team’s expected actuals imports, calculations and workflow activity.

Each workflow run includes the first 5 CPU-sec. Code-node compute beyond that allowance uses the separate CPU-sec rate. Failed API results do not settle an App Builder operation charge; measured billable usage from a managed execution can still settle after cancellation or an error.

Each billing account includes 100,000 retained business records and 100 MB of managed file retention. Beyond those allowances, records cost $1 per 100,000 record-months and managed files cost $2 per logical GB-month. Retention is settled daily. Archived and Trash records still count. Shared file references count once; independent copies and saved versions count separately.

Ordinary manual work remains available at a zero balance. New metered work pauses until the billing account has enough credits. Model usage and the Proto Agent fee are described below; they are additional to the operation rates in this table. The platform pricing page carries the current full rate card and account rules.

Model usage and Agent fee

ERP-1 Fast costs $0.05 per 1 million cached input tokens, $0.25 per 1 million uncached input tokens and $0.75 per 1 million output tokens. The 8% Proto Agent fee is added to the exact model amount and shown separately on the receipt.

With an OpenRouter key, OpenRouter bills model inference directly. ERP.AI charges 8% of the exact OpenRouter-reported model cost, plus any separately metered ERP.AI resources used by the run. Usage receipts identify the model, credential source, applied rate-card version and itemized charges.

Implementation and rollout

Fitting the system to the planning team, reconciling baseline snapshots and going live by budget cycle is priced separately. Your quote reflects: entities, integrations, data volume and support level. Click Start now, then use Proto to configure your workflows and prepare the rollout.

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Pricing questions

All questions
Can departments see each other’s proposals?

Cost-Center Heads work within their permitted entity scope. Finance has the authorized consolidated view. Scope also applies to exported data, files, formulas and derived totals.

Related question
Is there a per-user fee?

There is no per-user fee for the base account and ordinary manual work in the official interface. Machine work, retention above the included allowance, model usage and implementation follow the published pricing terms.

Related question
Can we change it after go-live?

Use Proto to configure and later change the application on a branch you review before release. Its machine work and model usage are metered.

ERP•AI workspace

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