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- Digital Wallet Platform
- Get started
Get Digital Wallet Platform running in four steps.
Set up a provider-facing operating cycle with the right records and decision owners.
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 Digital Wallet Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Digital Wallet 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 choose the people who will prepare instructions, make independent decisions, maintain organization records and inspect evidence. Use Proto to configure Digital Wallet Platform around your provider operating scope.
Prepare the first operating cycle
Choose one organization, counterparty and financial account. Add an assigned analyst and separate finance reviewer. Prepare a balanced instruction, submit it for a recorded decision and connect its provider identifier and confirmation evidence. Bring in a dated account snapshot and provider movement for reconciliation.
Review before release
Check self-approval denial, stale revisions, duplicate operation keys and a movement with the wrong amount or date. Make sure the instruction, decision, provider event and receipt can be traced together. See the implementation phases and roles.
Set up Digital Wallet Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.