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  1. Education & School ERP
  2. Get started
Get started

Get Education & School ERP running in four steps.

Explore the system and plan a rollout around your business.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Education & School ERP. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Education & School ERP in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Start with Proto

Click Get started, then use Proto to configure Education & School ERP for your business. Set up your workflows, import your data and invite your team.

Bring an example of your accepted order, actual supply or production evidence and financial reconciliation. Use the domain scope described here to check the fit with your team before agreeing configuration and rollout.

Review the modules and processes that matter to your company, then use the roles and data model pages to assess fit with your team.

Plan your rollout

Tell us which companies and countries are involved, the tools you use today and the process you want to move first. Include the banks, payroll providers and other services that must connect. We can then agree the scope, migration approach and acceptance checks for your implementation.

Write to support@erp.ai.

Plan your team's assistants

Choose a useful starting task, such as preparing quotes, investigating unmatched bills or collecting close evidence. During application setup, assign the assistant a restricted identity and verify its supported actions. Keep the process’s human approvals in place and review usage against the pricing rules.

Set up Education & School ERP your way.

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

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appEducation & School ERP

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.