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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.

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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.

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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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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

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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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ERP for Small Business Modules
People and leave5 of 6
  • Invoicing1 of 6
  • Bills and expenses2 of 6
  • Bookkeeping3 of 6
  • Sales pipeline4 of 6
  • People and leave5 of 6
  • Payroll6 of 6

People and leave

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

Leave Awaiting ReviewLeaveRequests
InvoicingBills and expensesBookkeepingSales pipelinePeople and leavePayroll
SubmittedYou
Request NumberEmployeeLeave TypeStart DateEnd DateDays
LR-75878JPAnnual16 Sep24 Sep11
LR-44789GZSick25 Sep29 Sep4
LR-20162LSPersonal14 Sep20 Sep7
LR-66119BZUnpaid07 Sep13 Sep24
LR-36465FLAnnual05 Sep10 Sep24
LR-36021DZSick06 Sep09 Sep8
Records in this module
  • Employees
  • LeaveRequests
  • LeaveBalances

Maintain a usable employee record

Employees brings identity, job title, manager, dates and onboarding status together. HR / Payroll maintains the record while Admin binds it to the authenticated user. Changing a displayed employee number must not change who can access payroll or leave. Compensation and effective payroll configuration stay protected even when a colleague can find the person in Employee Directory. Leavers retain historical records and published documents under the agreed access policy; an inactive employee does not silently disappear from earlier payroll evidence.

Employee DirectoryEmployees
Active
Employee IDFull NameJob TitleManagerHire Date
EI-590Full 735Owner emp-135PT05 Sep
EI-274Full 962Bookkeeper emp-997AA16 Sep
EI-462Full 830SalesRep emp-396PK21 Sep
EI-476Full 752HR emp-515MF06 Sep
EI-214Full 708Employee emp-786ML25 Sep
EI-673Full 685Admin emp-320NF14 Sep
People and leave →

Show the entitlement behind the balance

My Leave Balances reads an explicit employee, leave type and entitlement period. The balance retains approved entitlement, signed adjustments, taken days and future reservations. Submitted requests are visible as pending work. They do not supply their own entitlement and are not automatically treated as approved leave. HR / Payroll records the reason and actor behind any adjustment. The calculation follows the approved work calendar, including weekends, holidays and the supported partial-day policy for this business.

My Leave BalancesLeaveBalances
You
Balance NumberLeave TypeEntitlementReservedTaken
LB-76169Annual56060960
LB-97345Sick390600350
LB-36149Personal40074040
LB-75887Unpaid390530130
LB-98816Annual510110490
LB-77770Sick90470740
People and leave →

Make the decision and reservation together

Leave Awaiting Review shows assigned submitted requests. The reviewer must be a different authenticated person from the employee requesting leave. Approval checks the current entitlement and atomically reserves the required days so simultaneous requests cannot spend the same balance. When leave becomes Taken, its reservation moves to consumption once. A permitted cancellation releases the reservation once. Changes to the dates or calendar basis require another decision. A request beyond entitlement needs a documented adjustment or another supported leave type before approval.

Rollout checks

Test requests across a weekend, a holiday and the entitlement-period boundary. Exercise two approvals competing for the same remaining days. Try self-approval and a direct link to another employee’s balance. Verify that cancelling future leave releases the reservation without rewriting previously taken leave or exposing compensation fields.

Before rollout, agree who prepares work, who can approve it and which source owns the final outcome. Map authenticated people to Employees and test those permissions through record links, exports and API calls. A hidden button alone cannot protect a business record. Retain the source revision, decision actor and effective configuration so a later change can be understood without reconstructing old settings.

Run the module with a small reconciled population before importing the full history. Record opening totals and identifiers, resolve duplicates, and compare results to the current business records. Where a connector supplies an outcome, test a retry, a rejected request and a delayed response. Preserve the evidence that explains each result. Agree the remaining manual work with the owner before releasing the application to the team.

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.

Reports

All reports

Employee Directory

Find active employees, managers and onboarding status without exposing compensation.

Employee DirectoryEmployees
Active
Employee IDFull NameJob TitleManagerHire Date
EI-590Full 735Owner emp-135PT05 Sep
EI-274Full 962Bookkeeper emp-997AA16 Sep
EI-462Full 830SalesRep emp-396PK21 Sep
EI-476Full 752HR emp-515MF06 Sep
EI-214Full 708Employee emp-786ML25 Sep
EI-673Full 685Admin emp-320NF14 Sep

Roles and permissions

Owner

Own business decisions and company settings within the single-entity workspace. Independent approval requires a different authenticated person from the preparer or claimant.

Permissions and records
  • View business reports and permitted employee compensation
  • Approve assigned Invoices, above-threshold Bills, PaymentsMade, manual JournalEntries, PayrollRuns and AccountingPeriods
  • Approve LeaveRequests and ExpenseClaims as independent substitute
  • Manage approved CompanySettings and role grants
  • LeaveRequests
Payroll CalendarPayrollRuns
not Cancelled
28 Sep XK PR-34305, 19 Sep to 25 Sep, Draft HK PR-49115, 21 Sep to 26 Sep, Calculated XZ PR-66963, 16 Sep to 21 Sep, PendingApproval DS PR-48083, 18 Sep to 25 Sep, Approved PG PR-13189, 17 Sep to 19 Sep, PartiallyPaid HL PR-90556, 26 Sep to 28 Sep, Paid PR-34305PR-49115PR-66963PR-48083PR-13189PR-90556 today · 17 Sep
  • XK: PR-34305, 19 Sep to 25 Sep, Draft
  • HK: PR-49115, 21 Sep to 26 Sep, Calculated
  • XZ: PR-66963, 16 Sep to 21 Sep, PendingApproval
  • DS: PR-48083, 18 Sep to 25 Sep, Approved
  • PG: PR-13189, 17 Sep to 19 Sep, PartiallyPaid
  • HL: PR-90556, 26 Sep to 28 Sep, Paid
HR / Payroll

Maintain employee records and prepare payroll. Independently decide assigned leave and expenses within the approved policy.

Permissions and records
  • Manage Employees, draft PayrollRuns, PayStatements and PayStatementLines
  • Manage LeaveBalances with retained adjustment history
  • Approve assigned LeaveRequests and ExpenseClaims except own claims
  • View PayrollPayments outcomes
  • Employees
  • LeaveBalances
  • LeaveRequests
Payroll CalendarPayrollRuns
not Cancelled
28 Sep XK PR-34305, 19 Sep to 25 Sep, Draft HK PR-49115, 21 Sep to 26 Sep, Calculated XZ PR-66963, 16 Sep to 21 Sep, PendingApproval DS PR-48083, 18 Sep to 25 Sep, Approved PG PR-13189, 17 Sep to 19 Sep, PartiallyPaid HL PR-90556, 26 Sep to 28 Sep, Paid PR-34305PR-49115PR-66963PR-48083PR-13189PR-90556 today · 17 Sep
  • XK: PR-34305, 19 Sep to 25 Sep, Draft
  • HK: PR-49115, 21 Sep to 26 Sep, Calculated
  • XZ: PR-66963, 16 Sep to 21 Sep, PendingApproval
  • DS: PR-48083, 18 Sep to 25 Sep, Approved
  • PG: PR-13189, 17 Sep to 19 Sep, PartiallyPaid
  • HL: PR-90556, 26 Sep to 28 Sep, Paid
Employee

Use own published payslips, leave requests and expense claims. Private documents remain scoped to the authenticated employee.

Permissions and records
  • View own Employees record with protected configuration fields hidden
  • View own published PayStatements and PayStatementLines
  • View own LeaveBalances
  • Create and edit own submitted LeaveRequests and ExpenseClaims before decision
  • Employees
  • LeaveBalances
  • LeaveRequests
My PayslipsPayStatements
YouPublishedAt != null
Statement NumberPeriod EndNet PayPayment MethodStatus
PS-1564810 Sep34,310.59BankDraft
PS-4297211 Sep13,977.40CheckApproved
PS-9388110 Sep45,840.71CashPaymentPending
PS-3041126 Sep14,738.11BankPaid
PS-9388829 Sep35,225.02CheckFailed
PS-9846118 Sep45,459.82CashCancelled

Related processes

Payroll Calendar
Run NumberPrepared ByPeriod StartPeriod End

Run and confirm payroll

Review the calculation and track settlement for every employee.

5 stages · 1 approval

My Leave Balances
Balance NumberLeave TypeEntitlementReserved
Sick

Request and approve leave

Use explicit entitlement and independent decisions for leave.

4 stages · 1 approval

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