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Plan the expense workspace around your policy and payment owners.
Example workspace
Expense capture →
YouStatusDraftHeldRejected
| Report Number | Report Title | Report Date | Total Amount | Violation Count |
|---|---|---|---|---|
| ER-55874 | Draft er-862 | 23 Sep | 35,007.68 | 40 |
| ER-85238 | Held er-818 | 09 Sep | 6,045.03 | 24 |
| ER-67722 | Rejected er-948 | 06 Sep | 22,364.51 | 40 |
| ER-55379 | Draft er-233 | 21 Sep | 20,652.06 | 37 |
| ER-50233 | Held er-299 | 27 Sep | 17,294.00 | 25 |
| ER-10944 | Rejected er-608 | 24 Sep | 35,083.61 | 14 |
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1
Start with Proto
Click Start now, then use Proto to configure Expense Reporting System for your business. Set up your workflows, import your data and invite your team.
Agree the employee, manager and Finance ownership, eligible payment methods, required evidence and high-value route. Reconcile open employee claims and card statement balances before migrating work.
Start now -
2
Configure the workflow
Test a mixed-method report, a date-effective mileage claim, a returned revision, a conditional Controller decision and a duplicate payment callback. Keep the actual accounting owner and payment confirmations visible.
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3
Build with Proto
Download Proto and use the canonical system specification and paired app skill to create the configured application. Review the branch and acceptance evidence before releasing it to the team.
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agentDownload agent
Give each employee and reviewer the scope their expense work requires.
ReportsReports and analyticsUnderstand approved spending, policy findings and payment follow-up.
Data modelData modelKeep expense evidence, approvals and payment identities connected.
IntegrationsIntegrationsConnect the actual sources and retain their confirmed outcomes.
RolloutImplementationStart with a small policy and employee population you can reconcile.
APIAgent and automationPrepare expense work with an agent while retaining assigned decisions.
Modules
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Expense capture
Turn receipts and expense details into a report ready for review.
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Expense policies
Make expense rules clear before a report reaches approval.
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Mileage and travel
Keep travel claims connected to their dates, routes and approved rates.
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Approval workflow
Give each expense decision a clear owner and a lasting record.
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Reimbursements
Track eligible claims from approval to confirmed payment.
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Corporate cards
Match company-card spending and close each statement with evidence.