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- Energy Trading Platform
- Get started
Get Energy Trading Platform running in four steps.
Bring a real instruction and its provider evidence into a focused pilot.
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 Energy Trading Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Energy Trading 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 to create your ERP.AI account. Name the organization and identify the App Administrator, Operations Analyst and Independent Finance Reviewer for the pilot.
Prepare the first operating cycle
Choose an active counterparty, trading account and instruction. Gather the expected amount, account scope, provider reference and a dated confirmation or statement. Include one exception so the team can practice how it stays open for investigation.
Review before release
Walk the case from preparation through independent decision, provider response, account matching and position outcome. Check access with each role. Ask the reviewer to explain the current status from the linked records. Resolve any discrepancy in the source before widening the operating scope.
Set up Energy Trading Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.