The legal entity, currencies, chart of accounts, approved tax/payroll coverage, opening balances, unpaid documents, customer ownership, effective employees, leave entitlement and authorized decision makers.
Implementation
Start from reconciled records and prove the everyday work.
Implementation phases
- Agree the business scopeOwner
- Map the people and rulesOwner
- Reconcile the opening dataBookkeeper
- Run the daily pilotBookkeeper
- Test failures and closeOwner
- Release and monitorOwner
Phase 1 · Owner
Agree the business scope
Owner confirms the single legal entity, home currency, supported foreign-currency flows and adjacent systems.
Phase 2 · Owner
Map the people and rules
Owner assigns preparation and independent approval, payroll privacy, calendars, thresholds and posting accounts.
Phase 3 · Bookkeeper
Reconcile the opening data
Bookkeeper imports deduplicated contacts, accounts and unpaid documents at an agreed cutoff. HR staff establishes effective staff inputs and leave entitlement.
Phase 4 · Bookkeeper
Run the daily pilot
Bookkeeper coordinates invoice issue and partial cash, vendor and expense payments, lead conversion, leave and payroll.
Phase 5 · Owner
Test failures and close
Owner reviews replayed events, rejected self-approval, inspect failed payouts and reconcile a complete accounting period before independent close.
Phase 6 · Owner
Release and monitor
Record supported connectors, unresolved manual work and the owner of each failed-event queue. Recheck permissions and reconciliation after changes.
Use Proto to propose changes on a reviewable branch. Preserve posted accounting and approved histories. Version configuration and renew decisions where a changed basis affects an outstanding transaction. Repeat the relevant acceptance cases before releasing the new behavior.
1
Say what you need"Add a second approval above 10,000." Plain language.
2
Review the branchThe change lands on a branch with the diff and a test run.
3
ReleaseMerged into your workspace. Every user gets it.