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- Financial Close Management
- Get started
Get Financial Close Management running in four steps.
Start with one scoped close and its real review requirements.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Financial Close Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Financial Close Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Start with Proto
Click Get started, then use Proto to configure Financial Close Management for your business. Set up your workflows, import your data and invite your team.
Identify the entity, ledger, period, close calendar and source balance population. Bring the existing checklist and name the people responsible for preparation, review and final decisions. Agree which evidence the first pilot must retain.
Configure the system with Proto
Use the canonical Financial Close Management specification and paired app skill. Set assignments, effective templates, thresholds and connector mappings. Validate the source population and test a normal close alongside rejected actions, missing evidence and failed or uncertain ledger callbacks.
Review and launch
Review the configured application and its runtime evidence before release. Confirm the actual ledger lock, preserved audit pack, authorized reopen route and scoped auditor access. Then extend the reviewed setup to the next period or entity, retaining the earlier evidence and implementation decisions.
Set up Financial Close Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.