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ERP.AI Financial Analytics

Financial Analytics

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Financial Analytics

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Financial Analytics

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Financial Analytics

Dashboards, reports and budgets, in one system.

P&L analysis, cash flow, budget vs actual

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Planned scope
Budget vs actual
Variance analysis
KPI targets
Drill-down
Scheduled reports
Cash forecast
Data refresh
Row-level security
Alerts
Exports

A workspace preview is not available yet.

Explore capabilities

What’s inside.

P&L analysis, cash flow, budget vs actual

Dashboards

Tiles, filters and drill-down

Reports

Scheduled and ad hoc

Budgets

Plans and versions

Forecasts

Drivers and scenarios

Cost centres

Allocation and ownership

Board pack

Monthly narrative and KPIs

Workflow handoff

Data to decision

Dashboards, reports and budgets, in one system.

Start now ↗
  1. 01
    Collect
  2. 02
    Model
  3. 03
    Review
  4. 04
    Publish
  5. 05
    Act
ERP•AI workspace

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Use Proto to configure this system for your business. Review fields, rules and approvals before releasing changes.

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Capabilities describe the planned system scope.

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Marketing Analytics

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Customer Analytics

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ManufacturingPlanned

Manufacturing Analytics

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Web Analytics Dashboard

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Social Media Analytics

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Operational Analytics

Dashboards, reports and budgets, in one system.

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Healthcare & hospitalsPlanned

Healthcare Analytics

Dashboards, reports and budgets, in one system.

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Retail & e-commercePlanned

Retail Analytics

Dashboards, reports and budgets, in one system.

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IoT Data Analytics

Dashboards, reports and budgets, in one system.

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ESG / Sustainability Dashboard

Dashboards, reports and budgets, in one system.

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Education & trainingPlanned

Special Education IEP Tracker

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Accreditation Management

Dashboards, reports and budgets, in one system.

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Community Health Worker App

Dashboards, reports and budgets, in one system.

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EdTech Content Platform

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Dashboards, reports and budgets, in one system.

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Health Screening Camp Mgmt

Dashboards, reports and budgets, in one system.

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AnalyticsPlanned

Impact Measurement Platform

Dashboards, reports and budgets, in one system.

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AnalyticsPlanned

Infection Control System

Dashboards, reports and budgets, in one system.

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AnalyticsPlanned

Lab Information System (LIMS)

Dashboards, reports and budgets, in one system.

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AnalyticsPlanned

Land Acquisition Tracker

Dashboards, reports and budgets, in one system.

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AnalyticsPlanned

Parent-Teacher Communication

Dashboards, reports and budgets, in one system.

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Not quite it?

Describe the system you need. Proto drafts it in a private workspace.

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For financial services

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Financial servicesPlanned

Wealth Advisory CRM

Accounts, contacts and pipeline, in one system.

  • Deal stages
  • Lead scoring
  • Territory rules
  • Renewals
  • Quote approvals
  • Quota attainment
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Financial servicesPlanned

Financial Consolidation

Bring every entity into a close you can explain.

  • Entity and ownership management
  • Group account mapping
  • Trial balance collection
  • Currency translation
  • Intercompany matching
  • Elimination journals
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Financial servicesPlanned

Financial Close Management

Bring every close task, review and sign-off together.

  • Close checklists
  • Task dependencies
  • Account reconciliation
  • Evidence capture
  • Journal review
  • Variance explanations
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Financial servicesPlanned

Financial Planning & Analysis

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
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  • Fixed assets
  • Trial balance
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Financial servicesPlanned

PSA for Financial Advisory

Engagements, resources and timesheets, in one system.

  • Retainers
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Financial servicesPlanned

GRC for Banking and Financial Services

Risks, policies and controls, in one system.

  • Risk register
  • Controls testing
  • Segregation of duties
  • Attestations
  • Regulatory calendar
  • Evidence trail
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Financial servicesPlanned

CRM for Financial Services

Accounts, contacts and pipeline, in one system.

  • Deal stages
  • Lead scoring
  • Territory rules
  • Renewals
  • Quote approvals
  • Quota attainment
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Financial servicesPlanned

Banking CRM

Accounts, contacts and pipeline, in one system.

  • Deal stages
  • Lead scoring
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  • Renewals
  • Quote approvals
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Financial servicesPlanned

HRMS for Financial Services

Core HR, payroll and leave and attendance, in one system.

  • Employee records
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Financial servicesPlanned

Financial Risk Management

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
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Financial servicesPlanned

Core Banking System

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
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  • Fixed assets
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Financial servicesPlanned

Mobile Banking App Backend

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
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Financial servicesPlanned

Open Banking API Platform

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
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Not quite it?

Describe the system you need. Proto drafts it in a private workspace.

Describe it

Customize Financial Analytics. With Proto, your desktop AI agent.

Ask Proto to help you customize Financial Analytics.

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Financial Analytics.
Ask: “Adapt Dashboards.”
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