Data Entry & Validation · Available now

Review each imported revision before it reaches its target.

Data Entry & Validation organizes imported submissions as batches tied to an organization, owner and validation schema. Operators can record the source identity, revision and row counts, then inspect row-level outcomes and failed fields.

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No per-user fees
Manual work is free
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OverviewIncoming Batches

Data Entry & Validation · Import batches

Incoming Batches

Import batches in one list

New import batch

Import batches in view

Uploaded

Parsed

Uploaded3

October supplier invoicesWillow Finch Retail

13 Oct

Q4 product catalog refreshWillow Finch Retail

17 Oct

October payroll adjustmentsPine Lantern Wholesale

20 Oct

Add

Parsed3

September customer updatesMeadow Stone Services

22 Oct

Weekly shipment receiptsNorth Vale Foods

14 Oct

Vendor address correctionsMeadow Stone Services

28 Oct

Add

October supplier invoicesImport batches · IB-35785

Uploaded

Imported date13 Oct

OrganizationWillow Finch Retail

OwnerRavi Desai

DefinitionProduct catalog rules v5

Approve revisionIB-35785 · October supplier invoices

The Independent Reviewer approves, returns or rejects the source revision.

Waiting for Independent Reviewer

ApproveReturn

Example screen with sample data

Tables, ready to use: 14
Saved views: 12
Roles with set permissions: 6
Reports and dashboards: 8

Features

Follow each batch from intake to decision

Every feature works on the same records. Pick one to see the screen your team works in.

Batch intake

Place each submission under a named owner and a frozen definition.

Batch identity
Source version
Supporting material

Import batches
Organizations
People
Validation schemas
Evidence documents

Explore batch intake

OverviewValidation Queue

Data Entry & Validation · Batch intake

Validation Queue

Validation waits for the import operator

New

Number	Name	Imported date	Status	Definition	Row count
IB-83870	October supplier invoices	15 Oct	Parsed	Payroll adjustment rules v2	4
IB-22601	September customer updates	02 Nov	Parsed	Supplier invoice rules v3	33
IB-64140	Q4 product catalog refresh	20 Oct	Parsed	Vendor address rules v3	13
IB-27755	Weekly shipment receipts	22 Oct	Parsed	Product catalog rules v5	17
IB-17546	October payroll adjustments	28 Oct	Parsed	Supplier invoice rules v3	31

6 of 6 records

October supplier invoicesImport batches · IB-83870

Parsed

Imported date15 Oct

DefinitionPayroll adjustment rules v2

Row count4

Error count18

Example screen with sample data

Rules and mappings

Keep field mappings and rule definitions tied to the right organization.

Definition
Field mapping
Version

Validation schemas
Source mappings
Organizations
Import batches

Explore rules and mappings

OverviewValidated Batches

Data Entry & Validation · Rules and mappings

Validated Batches

Import batches

New

Number	Name	Imported date	Revision	Status	Accepted row count
IB-39171	October supplier invoices	14 Oct	400	Validated	11
IB-20789	September customer updates	21 Oct	670	Validated	34
IB-29618	Q4 product catalog refresh	24 Oct	750	Validated	21
IB-69746	Weekly shipment receipts	16 Oct	410	Validated	19
IB-85849	October payroll adjustments	30 Oct	310	Validated	35

6 of 6 records

October supplier invoicesImport batches · IB-39171

Validated

Imported date14 Oct

Revision400

Accepted row count11

Error count6

Example screen with sample data

Validation review

Inspect row outcomes and resolve exceptions before sign-off.

Row outcome
Failure detail
Batch totals

Validation results
Import batches
Validation schemas
State history

Explore validation review

OverviewRejected Rows

Data Entry & Validation · Validation review

Rejected Rows

Validation results

New

Source record id	Parent	Sequence	Outcome	Failed field	Severity
invoice-row-018	October returns ledger	20	Rejected	Invoice date	Critical
contact-row-032	Regional price list update	60	Rejected	Email address	Major
catalog-row-211	October returns ledger	60	Rejected	Product SKU	Minor
receipt-row-047	October payroll adjustments	70	Rejected	Received quantity	Critical
payroll-row-016	Regional price list update	50	Rejected	Cost center	Major

6 of 6 records

invoice-row-018Validation results · VR-92853

Rejected

ParentOctober returns ledger

Sequence20

Failed fieldInvoice date

SeverityCritical

Failure reasonInvoice date is missing

Example screen with sample data

Independent decisions

Record a reviewer decision against the exact source revision.

Review subject
Decision
Reason and evidence

Review decisions
Import batches
Validation results
Evidence documents
People

Explore independent decisions

OverviewReview Inbox

Data Entry & Validation · Independent decisions

Review Inbox

Action waits for the independent reviewer

New

Source	Source revision	Decision	Reviewer	Reason	Evidence reference
Regional price list update	430	Pending	Mateo Silva	Source totals match control file	invoice_recheck_2026-10-15.pdf
October payroll adjustments	230	Pending	Nia Okafor	Duplicate rows need correction	contact_review_2026-10-15.csv
Regional price list update	110	Pending	Hana Kim	Rule version needs approval	catalog_duplicates_2026-10-14.csv
Vendor address corrections	370	Pending	Leo Martinez	Reviewer confirmed mapping	shipment_recount_2026-10-13.pdf
Regional price list update	690	Pending	Mateo Silva	Evidence is missing for exception	payroll_mapping_2026-10-12.pdf

6 of 6 records

Source totals match control fileReview decisions · RD-76156

Pending

SourceRegional price list update

Source revision430

ReviewerMateo Silva

Evidence referenceinvoice_recheck_2026-10-15.pdf

Example screen with sample data

Commit trace

Track accepted rows through execution and receipt evidence.

Run
Steps
Attempts

Operation runs
Operation steps
Execution attempts
Import batches
Review decisions

Explore commit trace

OverviewCommit Ready

Data Entry & Validation · Commit trace

Commit Ready

Committed waits for the execution operator

New

Number	Name	Imported date	Revision	Status	Accepted row count
IB-63323	October supplier invoices	31 Oct	860	Reviewed	24
IB-72516	September customer updates	31 Oct	710	Reviewed	11
IB-72969	Q4 product catalog refresh	16 Oct	430	Reviewed	11
IB-96408	Weekly shipment receipts	24 Oct	500	Reviewed	15
IB-11394	October payroll adjustments	15 Oct	870	Reviewed	1

6 of 6 records

October supplier invoicesImport batches · IB-63323

Reviewed

Imported date31 Oct

Revision860

Accepted row count24

Target record referenceINV-2026-0412

Example screen with sample data

Correction evidence

Keep correction tasks and earlier execution records visible.

Earlier execution
Successor work
Verification

Follow-up actions
Evidence documents
State history
Import batches
Operation runs
Review decisions

Explore correction evidence

OverviewFailed Runs

Data Entry & Validation · Correction evidence

Failed Runs

Operation runs

New

Source	Operation key	Source revision	Started at	Status	Failure reason
Weekly shipment receipts	import-invoices-oct15	410	20 Oct	Failed	Invoice date is missing
Weekly shipment receipts	validate-contacts-sep	790	28 Oct	Failed	Customer email format is invalid
October payroll adjustments	commit-catalog-q4	460	18 Oct	Failed	Product SKU appears twice
October returns ledger	recheck-shipments-w41	520	22 Oct	Failed	Receipt quantity exceeds order
October payroll adjustments	map-payroll-oct	830	04 Nov	Failed	Cost center is inactive

6 of 6 records

import-invoices-oct15Operation runs · OR-68823

Failed

SourceWeekly shipment receipts

Source revision410

Started at20 Oct

Failure reasonInvoice date is missing

Example screen with sample data

Process

Move accepted rows with a clear handoff

Imported batch to reviewed commit ships ready to use. One step needs a named approval before the work moves on: Approve revision (Independent Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

Stage batch

Identify the sender, owner and definition for the source revision.

October supplier invoicesIB-35785 · Import Operator
Stage batchBy Import Operator
Apply rules

Check incoming rows against the chosen definition and mappings.

October supplier invoicesIB-35785 · Import Operator
Apply rulesBy Import Operator
Inspect exceptions

Review rejected rows by source identifier and failed field.

October supplier invoicesIB-35785 · Validation Steward
Inspect exceptionsBy Validation Steward
Approve revision

The Independent Reviewer decides the exact revision.

October supplier invoicesIB-35785 · Independent Reviewer
Approve revisionBy Independent Reviewer
ApprovalThe Independent Reviewer approves, returns or rejects the source revision.
Commit accepted rows

Carry the approved partition to the receiving target with an execution trace.

October supplier invoicesIB-35785 · Execution Operator
Commit accepted rowsBy Execution Operator
Verify outcome

Compare the receipt, target reference and any correction evidence.

October supplier invoicesIB-35785 · Independent Reviewer
Verify outcomeBy Independent Reviewer

Start with Stage batch

Inside a record

Connect the source and receiving target

Open any import batch to see its execution attempts, the roles that work on it, its process stages and its approvals on one page.

1
Record details
Imported date, Organization, Owner and Definition.
2
Execution attempts
Each line is linked to this import batch.
3
Who works on it
Admin, Import Operator and Validation Steward, each with their own permissions.
4
Process stages
Every status change, in order.
5
Approvals
Approve revision, with who decides.

Incoming BatchesOctober supplier invoices

Data Entry & Validation · Import batches

October supplier invoices

Willow Finch Retail · Uploaded

Log activity

Record details

Imported date13 Oct

OrganizationWillow Finch Retail

OwnerRavi Desai

DefinitionProduct catalog rules v5

Execution attempts

October supplier invoices

Source	Operation key	Attempt number
Weekly shipment receipts	import-invoices-oct15	810
Regional price list update	validate-contacts-sep	260
Q4 product catalog refresh	commit-catalog-q4	810

Execution attempts: 6
Total attempt number: 3,910

Who works on it

AdminManage Organizations, People, validation schemas, source…
Import OperatorManage import batches, validation results, evidence documents
Validation StewardManage validation schemas, source mappings

Approvals

Approve revisionIndependent Reviewer
Approved

Example screen with sample data

Approvals

Review the exact source revision

The Import Operator prepares a revision; the Independent Reviewer makes its decision.

OverviewApprovals

Data Entry & Validation · Overview

Approvals

Signed in as Independent Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine

0 selectedApproveReturn

IB-83870October supplier invoices
Payroll adjustment rules v2Requested by Admin
Parsed1dActions
IB-22601September customer updates
Supplier invoice rules v3Requested by Admin
Parsed3dActions
IB-64140Q4 product catalog refresh
Vendor address rules v3Requested by Admin
Parsed4dActions
IB-27755Weekly shipment receipts
Product catalog rules v5Requested by Admin
Parsed4dActions

Who approves what

	Decision	Approver
	Approve revisionThe Independent Reviewer decides the exact revision.	Independent Reviewer
	Approve review decisions	Independent Reviewer

2 approval rules · set per role in Proto

Example screen with sample data

Who can approve what

Roles

A workspace for each role

Everyone opens Data Entry & Validation to the work that is theirs. Pick a role to see what it starts with.

Admin

Configures organizations, people, validation definitions and access for the import process.

Manage Organizations, People, validation schemas, source mappings, Users
View import batches, validation results, operation runs, operation steps, review decisions

Roles and permissions

Reports

See where imports need attention

Review import quality, decisions and execution outcomes.

Overview

Data Entry & Validation · Overview

Data Entry & Validation dashboard

This quarter

Follow-up actions in view

Open

In progress

Due date within 14 days

Import batches by status

How far records got this quarter

Stage	Reached	Step
Uploaded	28
Parsed	16	57%
Validated	8	50%
Reviewed	5	63%

Number of import batches by status

Sample counts per stage

200

20Uploaded

20Parsed

20Validated

20Reviewed

20Committed

Example screen with sample data

All reports and dashboards

Who it's for

Fit recurring external data submissions

See how Data Entry & Validation fits your kind of team.

Multi-entity operations

Several organizations send similar records, each with its own owner and validation definition.

Partner data intake

External partners send rows that need field mapping and exception review.

Controlled import teams

An operations group must show who approved a batch and what reached its target.

Controls

Keep decisions and receipts together

Each stage of imported batch to reviewed commit names the role that acts and the status it records, so a change is never anonymous.

OverviewImported batch to reviewed commit

Data Entry & Validation · Process

Imported batch to reviewed commit

Each stage, the role that acts and the status it records

Process stages

Approval steps

Roles involved

Tables touched

Apply rules

Import Operator

StatusUploaded → Parsed

Confirm result

Import Operator

StatusParsed → Validated

Approve revisionApproval

Independent Reviewer

StatusValidated → Reviewed

Imported batch to reviewed commit

Start
Apply rulesUploaded → Parsed
Import Operator
Step
Confirm resultParsed → Validated
Import Operator
Approval
Approve revisionValidated → Reviewed
Independent Reviewer
Step
Commit accepted rowsReviewed → Committed
Execution Operator

Example screen with sample data

See each stage in detail

AI agent

Ask for the evidence behind an outcome

Give your team a clear way to inspect an import and its decision trail.

It can

Import Operator: Show batches assigned to a selected owner and rejected results for a selected source revision.
Validation Steward: Compare failed fields and rules across recent batch results.
Independent Reviewer: Gather the decision record, source revision and supporting evidence for review.
Execution Operator: Inspect an uncertain attempt, its run steps and any receipt reference.

Stays with a person

A person must decide whether a revision is approved, returned or rejected.
The execution operator must reconcile an uncertain provider result against the target before another commit.
Keep the decision and verification evidence with the relevant records.

Set up an agent

agent · data entry & validation

Show the rejected results for this batch revision and the rule on each row.

Show the reviewer decision and execution receipt for the approved revision.

A person must decide whether a revision is approved, returned or rejected.

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

Data Entry & Validation
Source feed
Receiving target
Receipt source

Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables

14tables

Batch intake5
Rules and mappings4
Validation review4
Independent decisions5
Commit trace5
Correction evidence6

Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

Define the source
Register the organization, people, batch owner and incoming row identifiers.
Agree on rules
Set the validation definition, effective dates, source mappings and target field meanings.
Rehearse review
Process a sample batch with accepted and rejected rows, then record a returned and an approved decision against exact revisions.
Check execution
Compare operation steps and attempt references with the receiving target and its receipt.
Practice correction
Assign a follow up, preserve the prior run and review a successor revision.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

No per-user or per-seat fees
Viewing, editing, approving and exporting records in the app is free
Pay only for machine work: API calls, imports, workflows and AI agents
Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
Usage	Per $1
Record reads (list, filter, get)	20,000
Search or aggregate queries	4,000
Record writes	4,000
Imported or synced records	200,000
Workflow runs	2,000
AI agent runs	2,000
Scheduled jobs or webhooks	20,000
File uploads (MB)	2,000
CSV or PDF exports	100

FAQ

Questions, answered

Scope, rollout and pricing for Data Entry & Validation.

All questions

How do I get started?

Click Get started, then use Proto to configure Data Entry & Validation for your business. Begin with one organization, one validation definition and a sample batch that includes a rejected row.

What identifies an import?

A batch has a number, owner, organization and definition. Its source hash and revision help the team distinguish a corrected submission from an earlier version.

How are errors reviewed?

Open rejected row results and check the source record identifier, failed field, rule, severity and failure reason before correcting the source.

Who approves a batch?

The Independent Reviewer records a decision for the exact source revision, including a reason when the batch is returned or rejected.

What happens after approval?

The Execution Operator handles the accepted partition and retains run, step, attempt and receipt evidence against the target reference.

How do we avoid a duplicate commit?

Check an unknown attempt against its operation key, provider reference and receipt before another attempt is made.

Can we correct a completed import?

Use a successor revision and a follow up that keeps the earlier decision, run and receipt visible for verification.

Where do source documents go?

Attach them to evidence documents for the related batch and record who verified them.

What can we report on?

Review batch volume, validation outcomes, reviewer decisions, execution states, follow up work and transition history from the corresponding records.

Set up Data Entry & Validation your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

Find your application

Review each imported revision before it reaches its target.

Incoming Batches

Follow each batch from intake to decision

Batch intake

Validation Queue

Rules and mappings

Validated Batches

Validation review

Rejected Rows

Independent decisions

Review Inbox

Commit trace

Commit Ready

Correction evidence

Failed Runs

Move accepted rows with a clear handoff

Stage batch

Apply rules

Inspect exceptions

Approve revision

Commit accepted rows

Verify outcome

Connect the source and receiving target

October supplier invoices

October supplier invoices

Who works on it

Approvals

Review the exact source revision

Approvals

Waiting for you

Who approves what

A workspace for each role

Admin

Import Operator

Incoming Batches

Validation Steward

Incoming Batches

Independent Reviewer

Batch Board

Execution Operator

Batch Board

Correction Owner

Open Follow Ups

See where imports need attention

Data Entry & Validation dashboard

Import batches by status

Number of import batches by status

Fit recurring external data submissions

Multi-entity operations

Partner data intake

Controlled import teams

Keep decisions and receipts together

Imported batch to reviewed commit

Ask for the evidence behind an outcome

It can

Stays with a person

Connects to the tools you use

Your data, in tables you can change

Roll out one team at a time

Define the source

Agree on rules

Rehearse review

Check execution

Practice correction

Machine work rate card Included per $1 of credit

Questions, answered

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