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- Financial Planning & Analysis
- Get started
Get Financial Planning & Analysis running in four steps.
Prepare a small planning cycle and check the decisions before expanding.
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 Planning & Analysis. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Financial Planning & Analysis 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
Create your account
Click Get started, then use Proto to configure Financial Planning & Analysis for your business. Assign the team members who prepare plans, approve them and own accounting periods.
Prepare the first operating cycle
Choose one organization and period. Add cost center lines to a budget plan, select a forecast driver and version, and link accounting documents to the period. Agree the source of actual spend and receipt data. Read implementation for the sequence.
Review before release
Open the budget variance by cost center, approve one in review plan and advance a Draft period through its recorded transitions. Check the decision and operation receipts, then test an invalid repeat action. Review access with the named people before broadening the scope.
Set up Financial Planning & Analysis your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.