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  3. ERP•AI guide
  4. What is ERP•AI?

What is ERP•AI?

ERP•AI is a platform for building and running business software such as CRMs, inventory systems, HR tools, procurement portals, and full ERPs. You don’t have to write code. You can start from a ready-made app, build your own step by step, or describe what you need to Proto, the built-in AI agent, and let it build the app for you.

ERP•AI guide 3 min read Article 1 of 7 in Getting started

On this page

  1. What you can do with ERP•AI
  2. How ERP•AI is structured
  3. Three ways to get an app
  4. Pricing in one sentence

Getting started

  1. What is ERP•AI?
  2. Sign up and sign in
  3. Quick start: build your first app in 10 minutes
  4. Key concepts and glossary
  5. Finding your way around ERP•AI
  6. Organizations (workspaces) and switching between them
  7. Use ERP•AI on your phone or tablet
Home: Browse Apps, the catalog of ready-made apps
Home: Browse Apps, the catalog of ready-made apps

What you can do with ERP•AI

You want to…Use this
Store and organize business data (customers, orders, employees, assets…)Tables, records, and fields
Show only the data a team needsViews (saved filters) and layouts (Table, Board, Calendar, Gallery, Timeline, Ledger)
Calculate values automaticallyFormula, Rollup, Auto Fill, and AI Column fields
Give people a guided screen instead of a raw tableCustom pages (dashboards, consoles, portals, forms)
Automate approvals, notifications, syncing, and scheduled jobsWorkflows (triggers + nodes, with a wide range of triggers and integrations)
Produce invoices, quotes, contracts, lettersDocuments and templates
Control who sees and changes whatOrganization roles, app roles/permissions, and audit logs
Start in minutesPublished apps (a large catalog of ready-made apps across many business categories)
Let an AI build or change your appProto, the AI agent (a desktop app for macOS, Windows, and Linux)
Connect other software or AI agentsREST API, API keys, MCP, and External Apps
Share your app with other businessesPublisher (list your app on the ERP•AI marketplace)

How ERP•AI is structured

Organization (your company workspace)
 ├── Members, roles, departments, billing, API keys, audit logs
 └── Apps
      ├── Tables  → Fields (columns) → Records (rows)
      ├── Views and layouts
      ├── Custom pages
      ├── Workflows
      ├── Documents and templates
      └── App settings, app roles, Command Centre
  • Organization: your company’s workspace. It holds your apps, your people, and your credit balance. You can belong to more than one organization.
  • App: one complete business application, such as “CRM” or “Procurement”.
  • Table: a list of one kind of business object, such as Customers or Orders.
  • Record: one row in a table, such as one customer.
  • Field (column): one piece of information on every record, such as Email or Order Date.

See the glossary for every term.

Three ways to get an app

  1. Install a published app. Pick an app from Browse Apps on the Home page (for example Procurement, B2B CRM, or Core HR) and click Activate app. ERP•AI sets up its tables, forms, roles, documents, workflows, and dashboards for you. See Browse and install published apps.
  2. Build it yourself. Create an empty app and add tables, fields, views, and workflows. See Quick start.
  3. Ask Proto. Describe your business process and Proto maps, builds, and reviews the app with you. See Proto AI agent.

Pricing in one sentence

ERP•AI has no base fee or subscription, and every new account starts with $100 of credit, valid for 1 month, so you can start using the platform right away. Viewing, searching, and manual record work in the app are free. Purchased credits never expire, and credits are used only for metered activity such as API calls, imports, workflow runs, AI, and storage beyond the included amount; you can top up whenever you need more. See Pricing, credits, and what things cost.

Next Sign up and sign in

Related articles

Sign up and sign in To use ERP•AI you need a free account. It takes a couple of minutes: fill in a short form, confirm your email, and you’re in.Quick start: build your first app in 10 minutes In this guide you’ll build a small sales-tracking app with two linked tables, Customers and Orders.Key concepts and glossary Plain-language definitions of the terms used across ERP•AI and this Help Center.Finding your way around ERP•AI ERP•AI has two main areas: the organization workspace, where you manage apps, people, and billing, and inside an app, where you work with tables, pages, and workflows.

Get help from the team.

In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

Contact the team Open ERP•AI
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