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- Crypto Exchange Platform
- Get started
Get Crypto Exchange Platform running in four steps.
Set up a small, reviewable trading operations pilot.
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 Crypto Exchange Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Crypto Exchange Platform 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 set up Crypto Exchange Platform for your organization. Identify the people preparing instructions, making independent decisions and inspecting the evidence.
Prepare the first operating cycle
Choose an eligible counterparty and provider-held account. Bring a representative instruction, its debit and credit scope, a provider statement or confirmation, and a dated execution and position snapshot. Agree who checks a provider response and who investigates a mismatch.
Review before release
Run the instruction through preparation, review, provider response and reconciliation. Check a rejected decision, a repeated operation key and a movement with a differing amount or date. Keep the accepted revision and evidence with the case before widening access.
Set up Crypto Exchange Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.