Get started
Create your account and configure the system with Proto.
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Start now
Create your ERP.AI account using Start now. Download agent to install Proto and choose Invoicing & Billing System as the system you want to configure.
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Prepare your business
Bring your existing identifiers, representative documents, responsible people and any required connection details. Use Proto to configure the relevant modules and verify the first business process, including an exception and a correction.
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Invite your team
Assign the declared roles, check scoped access and confirm the records and reports produced by the workflow. Keep approved configuration changes and their source revision together as you extend the system.
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agentDownload agent
Give each person the records and decisions their work requires.
ReportsReports and analyticsRead operational and financial results with their source context.
Data modelData modelSee the records and references behind the product.
IntegrationsAI and integrationsConnect the services that own the related business results.
RolloutImplementationConfigure the system around your business records and responsibilities.
APIProto configuration guideUse Proto to configure and maintain the same product described on this website.
Modules
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Clients and estimates
Agree the work and payment terms before creating an invoice.
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Invoice preparation
Prepare invoices with clear lines, due dates and a preserved document history.
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Recurring billing
Manage retainers and repeat invoices from an explicit billing schedule.
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Payments and reconciliation
Connect customer receipts to invoices and check their actual payment outcome.
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Billable work
Bring approved expenses and recorded time into the right customer invoice.
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Collections and reporting
Follow up on outstanding invoices with the right customer context.