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Get started
Get Accounting Document and Account Reconciliation running in four steps.
Pilot one document review and account reconciliation with real source evidence.
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 Accounting Document and Account Reconciliation. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Accounting Document and Account Reconciliation 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 to create your ERP.AI account. Download Proto and describe the organization, finance team and first account you want to configure.
Prepare the first operating cycle
Start with an active supplier or other business partner, one accounting document, its debit and credit lines, a supporting file and an independent reviewer. Bring a dated provider snapshot and source-identified movement for the same account. Decide which provider response establishes a confirmed outcome.
- Organization and team membership with preparer, reviewer and auditor access.
- Account codes, external account identifiers and currencies.
- Document numbering, attachment naming and review decision rules.
- Provider event identifiers, occurrence dates and opening balance evidence.
Review before release
Test a valid reviewed instruction and a provider event whose amount or date differs. Check that the difference remains open, a self-review is denied and a repeated operation key does not produce a second effect. Review the resulting document, decision, provider evidence, movement and operation receipt together before extending the scope.
Set up Accounting Document and Account Reconciliation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.