The system
How do I get started?
Click Start now, then use Proto to configure ERP for Small Business for your business. Set up your workflows, import your data and invite your team.
Can we use foreign currencies?
Home currency is the default. Foreign-currency invoices and receipts require supported rate sources, original and home-currency amounts, settlement conversion and realized-FX mappings. Unsupported combinations must be resolved before posting.
When does a payment become paid?
Only after verified final settlement evidence matches the beneficiary, amount and currency. Pending, failed or uncertain requests remain visible and cannot reduce outstanding balances as if cash had moved.
Processes and approvals
What does this small business ERP include?
Customer invoicing, bills and employee expenses, general ledger and bank reconciliation, a sales pipeline, employee records, leave and reviewed payroll preparation. It is designed around one legal entity with explicit role permissions.
Does it include inventory or manufacturing?
The product catalog supports billing goods and services. This edition does not include warehouse quantities, stock movements, bills of material or work orders. Use the corresponding operational system when those capabilities are needed.
Can the owner prepare and approve the same record?
Independent gates require different authenticated people. When Owner prepares the work or is the expense claimant, another appropriately authorized person must make the decision. The implementation must arrange that assignment rather than bypass the gate.
Can one receipt pay several invoices?
Yes. PaymentAllocations applies confirmed available value across matching invoices for the same customer. Partial payments and unapplied balances remain separate, with atomic checks against over-application.
Who can see payroll detail?
Authorized HR / Payroll and Owner users can inspect permitted detail. Employees see their own published statements. Bookkeeper can use aggregate accounting totals without unrestricted access to salaries or individual statements.
Can we change a closed accounting period?
Closed periods reject new or backdated postings. A permitted correction requires an authorized reopen reason and new revision, followed by reconciliation and renewed close. Earlier journals and close evidence remain retained.
Pricing and implementation
Is payroll calculated automatically for every country?
No. Payroll uses a verified provider or customer-approved configuration for the actual country, frequency and effective employee inputs. Coverage, rounding and deductions must be tested during implementation; selecting a country does not prove compliant payroll or filing.