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- Invoice Factoring Platform
- Get started
Get Invoice Factoring Platform running in four steps.
Prepare your organization, provider and review team for a first operating cycle.
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 Invoice Factoring Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Invoice Factoring Platform 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 to create your ERP.AI account, then use Proto to configure Invoice Factoring Platform for your team. Name the operating organization and the people who prepare, review and audit banking work. Assign a separate Accounting Reviewer for the first authorization case.
Prepare the first operating cycle
Choose one eligible provider partner and one provider-held account. Check its external identifier, currency and owner. Bring a representative banking instruction, supporting document, provider response, cash event and dated account snapshot. Agree who will investigate a pending provider outcome or unmatched event. Use implementation to rehearse the handoffs.
Review before release
Run a changed-revision approval case, a self-approval denial and a cross-organization access check. Follow the authorized instruction to verified provider evidence, then compare a matching and a mismatching cash event. Confirm the operation receipt points to effects that exist. Keep the Auditor’s read-only path available for the final review.
Set up Invoice Factoring Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.