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- NGOs ERP
- Get started
Get NGOs ERP running in four steps.
Create an account and rehearse the first program funding cycle.
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 NGOs ERP. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open NGOs ERP 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 use Proto to configure ERP for NG os for your business. Identify the people who will maintain organization context, run programs, record field activity, prepare funding cases, review them and reconcile funding. Start with one program and a real project that those people can inspect together.
Prepare the first operating cycle
Gather the organization name and currency, program focus, project budget and dates, donor contact, supported households and current activities. Enter a draft funding case with its project, donor, amount and restriction. Submit it, have Funding Reviewer decide it, then check the decision history and operation receipt. Record a pledge or receipt fund event with its actual date and reference.
Review before release
Run Project Funding Reconciliation and inspect the project activity history, fund events and resulting receipt. Check access to beneficiary records and funding decisions with the people who own them. Resolve wrong project or donor links before adding more programs. The implementation guide describes the full setup sequence.
Set up NGOs ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.