Skip to main content Enter
ERP.AI Financial Close Management

Financial Close Management

Start now
Pricing Frequently asked questions Get started
Build with Proto

Modules

Close planningGive every close a clear calendar, scope and owner. Task managementKeep close work, evidence and handoffs in one place. ReconciliationsConnect every account balance to evidence and independent review.
Journal and variance reviewReview accounting entries and explain the movements that matter. Control testingKeep control tests, findings and follow-up connected to the close. Sign-off and auditKeep final decisions separate from confirmed ledger locks.

Financial Close Management

Start now
Pricing Frequently asked questions Get started
Build with Proto

Processes

Launch and run the closeTurn the close calendar into assigned, independently reviewed work. Prepare and certify reconciliationsTake a sourced balance comparison through independent certification. Review journals and varianceResolve entry reviews and explain required balance movements.
Test controls and resolve findingsCollect test evidence and document the actual disposition of findings. Sign off, lock and reopenApprove a stable close basis and verify the ledger outcome.

Financial Close Management

Start now
Pricing Frequently asked questions Get started
Build with Proto

Industries

Multi-entity financeCoordinate separate entity closes with a shared review process. Growing accounting teamsReplace scattered close follow-up with assigned work and retained evidence.
Controlled finance operationsConnect period review with the evidence behind your control program.

Financial Close Management

Start now
Pricing Frequently asked questions Get started
Build with Proto

Reference

Roles and permissionsSeparate preparation, review, final sign-off and audit access. Reports and analyticsFollow close readiness and inspect the evidence behind the result. Data modelKeep period scope, evidence revisions and confirmed outcomes connected.
IntegrationsConnect the close to its accounting sources and verified ledger outcomes. ImplementationPilot one close with verified data, decisions and connector outcomes. Agent assistancePrepare close work with an agent while keeping decisions attributable.

Financial Close Management

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
Close planningGive every close a clear calendar, scope and owner.Task managementKeep close work, evidence and handoffs in one place.ReconciliationsConnect every account balance to evidence and independent review.Journal and variance reviewReview accounting entries and explain the movements that matter.Control testingKeep control tests, findings and follow-up connected to the close.Sign-off and auditKeep final decisions separate from confirmed ledger locks.
Processes
Launch and run the closeTurn the close calendar into assigned, independently reviewed work.Prepare and certify reconciliationsTake a sourced balance comparison through independent certification.Review journals and varianceResolve entry reviews and explain required balance movements.Test controls and resolve findingsCollect test evidence and document the actual disposition of findings.Sign off, lock and reopenApprove a stable close basis and verify the ledger outcome.
Industries
Multi-entity financeCoordinate separate entity closes with a shared review process.Growing accounting teamsReplace scattered close follow-up with assigned work and retained evidence.Controlled finance operationsConnect period review with the evidence behind your control program.
Reference
Roles and permissionsSeparate preparation, review, final sign-off and audit access.Reports and analyticsFollow close readiness and inspect the evidence behind the result.Data modelKeep period scope, evidence revisions and confirmed outcomes connected.IntegrationsConnect the close to its accounting sources and verified ledger outcomes.ImplementationPilot one close with verified data, decisions and connector outcomes.Agent assistancePrepare close work with an agent while keeping decisions attributable.
Sign in
Sign in Start now
Financial Close Management Start
Pricing1 of 3
  • Pricing1 of 3
  • Frequently asked questions2 of 3
  • Get started3 of 3

Pricing

No per-user fees. Pay for automation as you use it, with implementation priced separately.

Start now Download agent

Everything included

  • Period Close Calendar
    Period CodeClose CalendarEntityPeriod Start

    Close planning

    Give every close a clear calendar, scope and owner.

    Included
  • My Closing TasksNotStarted
    Task CodeClose PeriodNameCategory
    AR

    Task management

    Keep close work, evidence and handoffs in one place.

    Included
  • My Reconciliations (To Prepare)NotStarted
    Recon NumberClose PeriodAccountAccount Type
    AR

    Reconciliations

    Connect every account balance to evidence and independent review.

    Included
  • JE Reviews Pending MePendingReview
    Review NumberClose PeriodJEReferenceJEDate

    Journal and variance review

    Review accounting entries and explain the movements that matter.

    Included
  • Control Tests DueScheduled
    Test NumberControlTest Period StartTest Period End

    Control testing

    Keep control tests, findings and follow-up connected to the close.

    Included
  • Pending Sign-offsPending
    Signoff NumberClose PeriodRequired RoleAssigned At
    Close Manager Reviewer

    Sign-off and audit

    Keep final decisions separate from confirmed ledger locks.

    Included
Roles
  • Controller / CFO
  • Close Manager
  • Senior Accountant
  • Accountant
  • SOX Lead
  • Internal Auditor
  • External Auditor
Processes
  • Launch and run the close
  • Prepare and certify reconciliations
  • Review journals and variance
  • Test controls and resolve findings
  • Sign off, lock and reopen
Reports
  • Close Cycle Time
  • Task Completion Burndown
  • Reconciliation Coverage & Aging
  • JE Review Audit Log
  • Flux Analysis Pack
  • SOX Control Effectiveness
  • Period Audit Pack
  • Open Issues by Severity

Rate card

machine work, prepaid

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Selected monthly operations

Estimated usage$60.00

Each selected quantity divided by its rate per dollar, then added. This is metered usage; buying a credit pack is a separate top-up.

This estimate covers these sliders only. Other operations, retained capacity and model charges are additional. Workflow runs include 5 CPU-sec each; extra code-node compute uses its own rate.

What is free

The base account and ordinary manual work in ERP.AI’s official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Agree the included scope and rollout work before starting.

What is metered
  • external API-key requests
  • imports
  • workflows
  • agents
  • scheduled jobs

The smallest credit pack is $5. The other one-time packs are $20 and $100. Purchased credits never expire; there is no recurring subscription or monthly minimum. Estimate usage from the finance team’s expected imports, integrations and workflow activity.

Each workflow run includes the first 5 CPU-sec. Code-node compute beyond that allowance uses the separate CPU-sec rate. Failed API results do not settle an App Builder operation charge; measured billable usage from a managed execution can still settle after cancellation or an error.

Each billing account includes 100,000 retained business records and 100 MB of managed file retention. Beyond those allowances, records cost $1 per 100,000 record-months and managed files cost $2 per logical GB-month. Retention is settled daily. Archived and Trash records still count. Shared file references count once; independent copies and saved versions count separately.

Ordinary manual work remains available at a zero balance. New metered work pauses until the billing account has enough credits. Model usage and the Proto Agent fee are described below; they are additional to the operation rates in this table. The platform pricing page carries the current full rate card and account rules.

Implementation and rollout

Fitting the system to the accounting team, migrating close evidence and going live by entity and period is priced separately. Your quote reflects: entities, integrations, data volume and support level. Talk to our team about your implementation plan.

Start now Download agent

Pricing questions

All questions
Does this replace our general ledger?

No. The system coordinates close work and evidence above your ledger. Accounting continues to own accounts, posting, reversals and actual period locks. The implementation must verify its supported connections and source mappings.

Related question
Can we change it after go-live?

Use Proto to configure and later change the application on a branch you review before release. Its machine work and model usage are metered.

ERP-1 Fast costs $0.05 per 1 million cached input tokens, $0.25 per 1 million uncached input tokens and $0.75 per 1 million output tokens. The 8% Proto Agent fee is added to the exact model amount and shown separately on the receipt.

With an OpenRouter key, OpenRouter bills model inference directly. ERP.AI charges 8% of the exact OpenRouter-reported model cost, plus any separately metered ERP.AI resources used by the run. Usage receipts identify the model, credential source, applied rate-card version and itemized charges.

ERP•AI workspace

Start now Financial Close Management

Create your ERP.AI account and get started with Proto.

Start now Download agent
Next · start 2 of 3Frequently asked questions

Customize Financial Close Management. With Proto, your desktop AI agent.

Ask Proto to help you customize Financial Close Management.

Customize
Financial Close Management.
Ask: “Adapt Close planning.”
ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra
macOSWindowsLinux

Bring your first idea to Proto.

Keep this page open while you install Proto. Connect your account and model, then paste this into a new chat.

AI usage is paid separately. You can edit the prompt before copying.

ERP.AI

Business apps and the Proto desktop agent.

  • Business Apps
  • Proto
  • Workflows
  • Headless SaaS
  • Enterprise
  • Pricing
  • Contact
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
© 2026 ERP•AI. All rights reserved.
System status

Your Privacy, Your Choice

We use essential cookies to run the site and optional cookies for features, analytics, and relevant content. See Cookie policy

Manage Your Cookie Preferences

We use cookies to enhance your experience, analyze site traffic, and serve relevant content. By clicking "Accept All," you agree to our use of cookies. You can customize your preferences at any time.

Learn more about how we use cookies

These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.

These cookies enable additional features that enhance your experience, such as live chat, video playback, personalized content recommendations, and remembering user preferences.

These cookies help us understand how visitors interact with our site by collecting anonymous usage data. This allows us to measure performance, detect issues, and continuously improve the user experience.

These cookies allow us and advertising partners, including X, to deliver ads tailored to your interests. They track browsing habits across sites to provide relevant advertising and measure ad effectiveness.