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- Financial Consolidation
- Get started
Get Financial Consolidation running in four steps.
Configure your group close with Proto.
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 Consolidation. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Financial Consolidation 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 your ERP.AI account
Click Get started to create your account. Download Proto to configure Financial Consolidation around your entities, reporting period and authorised team.
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.
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.
Set up Financial Consolidation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.