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Set up the right system for your small business.
Example workspace
Invoicing →
PendingApprovalYou
| Invoice Number | Customer | Invoice Date | Total Amount | Revision |
|---|---|---|---|---|
| INV-37307 | CUS-033 | 16 Sep | 36,294.91 | 940 |
| INV-83250 | CUS-103 | 06 Sep | 30,455.58 | 960 |
| INV-86420 | CUS-168 | 15 Sep | 26,104.47 | 690 |
| INV-85031 | CUS-146 | 09 Sep | 27,007.25 | 530 |
| INV-72342 | CUS-130 | 12 Sep | 46,776.00 | 140 |
| INV-42264 | CUS-078 | 06 Sep | 25,060.13 | 210 |
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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.
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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.
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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 agentDownload agent
Give people the access their work requires.
ReportsReports and analyticsRead the business from reconciled records.
Data modelData modelUnderstand the records and their accounting boundaries.
IntegrationsIntegrationsConnect source records with clear ownership and retry behavior.
RolloutImplementationStart from reconciled records and prove the everyday work.
APIAgent assistanceUse an agent for preparation and follow-up within your permissions.
Modules
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Invoicing
Create customer invoices and follow the balance through to payment.
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Bills and expenses
Keep supplier bills and employee reimbursements moving with clear decisions.
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Bookkeeping
Keep journals, bank evidence and period results connected.
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Sales pipeline
Give every lead an owner and every opportunity a next step.
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People and leave
Keep employee records and leave decisions clear for a small team.
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Payroll
Prepare pay with the right review and follow every payment outcome.