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ERP.AI ERP for Small Business

ERP for Small Business

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Modules

InvoicingCreate customer invoices and follow the balance through to payment. Bills and expensesKeep supplier bills and employee reimbursements moving with clear decisions. BookkeepingKeep journals, bank evidence and period results connected.
Sales pipelineGive every lead an owner and every opportunity a next step. People and leaveKeep employee records and leave decisions clear for a small team. PayrollPrepare pay with the right review and follow every payment outcome.

ERP for Small Business

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Build with Proto

Processes

Turn a sales opportunity into an invoiceFollow the commercial handoff through independent invoice approval. Collect and apply customer cashMatch confirmed receipts to the customer invoices they settle. Approve and pay bills and expensesReview the obligation and authorize the exact payout before settlement.
Run and confirm payrollReview the calculation and track settlement for every employee. Request and approve leaveUse explicit entitlement and independent decisions for leave. Reconcile and close the booksClose an accounting period from reconciled evidence.

ERP for Small Business

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Pricing Questions and answers Get started
Build with Proto

Industries

Professional servicesConnect client billing, supplier costs and a small team. Small agenciesFollow new business through billing and keep team administration organized.
Local service businessesKeep everyday billing, spending and staff records under control.

ERP for Small Business

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Pricing Questions and answers Get started
Build with Proto

Reference

Roles and permissionsGive people the access their work requires. Reports and analyticsRead the business from reconciled records. Data modelUnderstand the records and their accounting boundaries.
IntegrationsConnect source records with clear ownership and retry behavior. ImplementationStart from reconciled records and prove the everyday work. Agent assistanceUse an agent for preparation and follow-up within your permissions.

ERP for Small Business

Start now
Pricing Questions and answers Get started
Build with Proto
All systems
Modules
InvoicingCreate customer invoices and follow the balance through to payment.Bills and expensesKeep supplier bills and employee reimbursements moving with clear decisions.BookkeepingKeep journals, bank evidence and period results connected.Sales pipelineGive every lead an owner and every opportunity a next step.People and leaveKeep employee records and leave decisions clear for a small team.PayrollPrepare pay with the right review and follow every payment outcome.
Processes
Turn a sales opportunity into an invoiceFollow the commercial handoff through independent invoice approval.Collect and apply customer cashMatch confirmed receipts to the customer invoices they settle.Approve and pay bills and expensesReview the obligation and authorize the exact payout before settlement.Run and confirm payrollReview the calculation and track settlement for every employee.Request and approve leaveUse explicit entitlement and independent decisions for leave.Reconcile and close the booksClose an accounting period from reconciled evidence.
Industries
Professional servicesConnect client billing, supplier costs and a small team.Small agenciesFollow new business through billing and keep team administration organized.Local service businessesKeep everyday billing, spending and staff records under control.
Reference
Roles and permissionsGive people the access their work requires.Reports and analyticsRead the business from reconciled records.Data modelUnderstand the records and their accounting boundaries.IntegrationsConnect source records with clear ownership and retry behavior.ImplementationStart from reconciled records and prove the everyday work.Agent assistanceUse an agent for preparation and follow-up within your permissions.
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Get started

Set up the right system for your small business.

Example workspace
Invoices Awaiting ApprovalInvoices
PendingApprovalYou
Invoice NumberCustomerInvoice DateTotal AmountRevision
INV-37307CUS-03316 Sep36,294.91940
INV-83250CUS-10306 Sep30,455.58960
INV-86420CUS-16815 Sep26,104.47690
INV-85031CUS-14609 Sep27,007.25530
INV-72342CUS-13012 Sep46,776.00140
INV-42264CUS-07806 Sep25,060.13210
Invoicing →
  • 1

    Start with Proto

    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.

    Choose the single entity, home currency and first invoice, bill, payroll and leave flows. Identify who prepares work and who independently decides. Record adjacent tools for inventory, dispatch or project delivery where required.

    Start now
  • 2

    Prepare the source records

    Reconcile opening accounts, unpaid documents and bank evidence. Deduplicate customers and suppliers. Confirm effective employee records, payroll coverage and explicit leave entitlement. Preserve source identifiers during import.

  • 3

    Build and review with Proto

    Download agent to use Proto with the system app skill. Review the proposed records, permissions, actions and integrations. Run normal and rejected cases, reconcile the results and release the application only after the intended behavior is demonstrated.

    $ curl -s https://www.erp.ai/skill.md | paste into your agent
    Download agent
RolesRoles and permissions

Give people the access their work requires.

ReportsReports and analytics

Read the business from reconciled records.

Data modelData model

Understand the records and their accounting boundaries.

IntegrationsIntegrations

Connect source records with clear ownership and retry behavior.

RolloutImplementation

Start from reconciled records and prove the everyday work.

APIAgent assistance

Use an agent for preparation and follow-up within your permissions.

Modules

  • Invoicing
    Invoice NumberCustomerInvoice DateDue Date

    Invoicing

    Create customer invoices and follow the balance through to payment.

  • Bills and expenses
    Bill NumberVendorVendor Invoice NumberBill Date

    Bills and expenses

    Keep supplier bills and employee reimbursements moving with clear decisions.

  • Bank Matching QueueUnmatched
    Statement Line NumberBank AccountStatement DateAmount

    Bookkeeping

    Keep journals, bank evidence and period results connected.

  • My PipelineProspecting
    Opportunity NumberNameCustomerStage
    Proposal

    Sales pipeline

    Give every lead an owner and every opportunity a next step.

  • Leave Awaiting ReviewSubmitted
    Request NumberEmployeeLeave TypeStart Date
    Sick

    People and leave

    Keep employee records and leave decisions clear for a small team.

  • Payroll Calendar
    Run NumberPrepared ByPeriod StartPeriod End

    Payroll

    Prepare pay with the right review and follow every payment outcome.

ERP•AI workspace

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Create your ERP.AI account and get started with Proto.

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Customize ERP for Small Business. With Proto, your desktop AI agent.

Ask Proto to help you customize ERP for Small Business.

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ERP for Small Business.
Ask: “Adapt Invoicing.”
ProtoYour desktop AI agent
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