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Configure your group close with Proto.

Example workspace
Trial Balances Awaiting AcceptanceSubsidiaryTrialBalancesapproval waits for the consolidation manager
Approval conditions

Consolidation Manager: Accept or reject SubsidiaryTrialBalances

Submitted
  • STB-65330 LE-5196 0 2 d
  • STB-50317 LE-4447 0 3 d
  • STB-46310 LE-1481 0 in 2 d
  • STB-61561 LE-3482 0 8 d
  • STB-70688 LE-5954 0 8 d
STB-65330
LegalEntity
LE-5196
Period
CP-1734
AsOfDate
15 Sep
TotalDebits
90
TotalCredits
90

Approval waits for the consolidation manager.

Trial balance collection →
  • 1

    Start with your ERP.AI account

    Click Start now to create your account. Download Proto to configure Financial Consolidation around your entities, reporting period and authorised team.

    Start now
  • 2

    Bring the source evidence

    Prepare the entity directory, ownership history, account mappings, accepted trial balances, approved rate sources and movement workpapers. Confirm the people responsible for acceptance, financial decisions and publication.

  • 3

    Reconcile the first close

    Use the paired app skill with Proto to configure the model, permissions and workflow. Review a complete close, an exception and a restatement, then confirm that executive and auditor access respect the published financial revision.

    $ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
    Download agent
RolesRoles and permissions

Give each close participant the access and decisions their work requires.

 ReportsConsolidation reports

Explain the group result and the source evidence behind it.

 Data modelData model

Follow accepted source balances through the selected calculation and published financial revision.

 IntegrationsIntegrations

Connect subsidiary ledgers, reviewed rate inputs and published financial artifacts.

 RolloutImplementation

Configure one reconciled corporate close before extending the rollout.

 APIUse Proto with Financial Consolidation

Use Proto to configure the close and investigate its evidence within your authority.

Modules

ERP•AI workspace

Start now Financial Consolidation

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

Start now Download agent

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

Ask Proto to help you customize Financial Consolidation.

Customize
Financial Consolidation. Ask: “Adapt Entity and ownership management.” ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra