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  1. EMI Calculator & Tracker
  2. Get started
Get started

Get EMI Calculator & Tracker running in four steps.

Prepare the first borrower request and provider evidence cycle.

  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 EMI Calculator & Tracker. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open EMI Calculator & Tracker 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

Create your account

Click Get started, then use Proto to configure EMI Calculator & Tracker for your business. Identify one organization, the people who prepare and decide applications, and the provider records you will use for a pilot.

Prepare the first operating cycle

Choose a borrower request with a known principal and supporting document. Name the Credit Officer and a different Independent Credit Approver. Bring a provider account identity, one dated position and a source-identified repayment movement if available. Agree which person checks unmatched events.

Review before release

Have each role open the same application and explain what they can do. Check a decision on the current revision, a provider movement match and an exception case. Review roles, integrations and the implementation plan before expanding the pilot.

Set up EMI Calculator & Tracker your way.

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

How to get started