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ERP.AI Invoicing & Billing System

Invoicing & Billing System

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Modules

Clients and estimatesAgree the work and payment terms before creating an invoice. Invoice preparationPrepare invoices with clear lines, due dates and a preserved document history. Recurring billingManage retainers and repeat invoices from an explicit billing schedule.
Payments and reconciliationConnect customer receipts to invoices and check their actual payment outcome. Billable workBring approved expenses and recorded time into the right customer invoice. Collections and reportingFollow up on outstanding invoices with the right customer context.

Invoicing & Billing System

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Processes

Estimate to invoiceCarry the customer’s accepted scope, prices and tax treatment into a supported invoice. Recurring billing to collectionRun repeat billing on the agreed schedule and follow each invoice through confirmed collection.
Receipt to reconciliationSee what was billed, what has actually been collected and which balances still need follow-up. Billable work to invoiceTurn recorded time and reimbursable expenses into an invoice your customer can trace back to the work.

Invoicing & Billing System

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Industries

Professional servicesConsultancies and independent specialists billing agreed work and reimbursable expenses. Retainer businessesAgencies and service providers invoicing repeat commitments.
Field service businessesSmall service teams capturing billable time and expenses away from the office.

Invoicing & Billing System

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Reference

Roles and permissionsGive each person the records and decisions their work requires. Reports and analyticsRead operational and financial results with their source context. Data modelSee the records and references behind the product.
AI and integrationsConnect the services that own the related business results. ImplementationConfigure the system around your business records and responsibilities. Proto configuration guideUse Proto to configure and maintain the same product described on this website.

Invoicing & Billing System

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Pricing Questions and answers Get started
Build with Proto
All systems
Modules
Clients and estimatesAgree the work and payment terms before creating an invoice.Invoice preparationPrepare invoices with clear lines, due dates and a preserved document history.Recurring billingManage retainers and repeat invoices from an explicit billing schedule.Payments and reconciliationConnect customer receipts to invoices and check their actual payment outcome.Billable workBring approved expenses and recorded time into the right customer invoice.Collections and reportingFollow up on outstanding invoices with the right customer context.
Processes
Estimate to invoiceCarry the customer’s accepted scope, prices and tax treatment into a supported invoice.Recurring billing to collectionRun repeat billing on the agreed schedule and follow each invoice through confirmed collection.Receipt to reconciliationSee what was billed, what has actually been collected and which balances still need follow-up.Billable work to invoiceTurn recorded time and reimbursable expenses into an invoice your customer can trace back to the work.
Industries
Professional servicesConsultancies and independent specialists billing agreed work and reimbursable expenses.Retainer businessesAgencies and service providers invoicing repeat commitments.Field service businessesSmall service teams capturing billable time and expenses away from the office.
Reference
Roles and permissionsGive each person the records and decisions their work requires.Reports and analyticsRead operational and financial results with their source context.Data modelSee the records and references behind the product.AI and integrationsConnect the services that own the related business results.ImplementationConfigure the system around your business records and responsibilities.Proto configuration guideUse Proto to configure and maintain the same product described on this website.
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Pricing

No per-user fees. Pay for automation as you use it, with implementation priced separately.

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Everything included

  • Estimates Awaiting ApprovalSent
    Estimate NumberClientIssue DateExpiry Date

    Clients and estimates

    Agree the work and payment terms before creating an invoice.

    Included
  • Draft InvoicesDraft
    Invoice NumberClientIssue DateDue Date

    Invoice preparation

    Prepare invoices with clear lines, due dates and a preserved document history.

    Included
  • Active Recurring SchedulesActive
    Schedule NumberClientNameFrequency
    Bi Weekly

    Recurring billing

    Manage retainers and repeat invoices from an explicit billing schedule.

    Included
  • Recent PaymentsCleared
    Payment NumberInvoiceClientMethod
    ACH

    Payments and reconciliation

    Connect customer receipts to invoices and check their actual payment outcome.

    Included
  • Billable ExpensesRecorded
    Expense NumberExpense DateVendorClient

    Billable work

    Bring approved expenses and recorded time into the right customer invoice.

    Included
  • Pending RemindersScheduled
    InvoiceReminder TypeScheduled AtChannel
    Overdue Day7

    Collections and reporting

    Follow up on outstanding invoices with the right customer context.

    Included
Roles
  • Owner / Admin
  • Bookkeeper
  • Assistant
  • Viewer
  • Client
Processes
  • Estimate to invoice
  • Recurring billing to collection
  • Receipt to reconciliation
  • Billable work to invoice
Reports
  • Income Summary
  • Aging Summary
  • Payment Methods Breakdown
  • Recurring Revenue Pipeline
  • Sales Tax Collected
  • Year-End 1099 Reconciliation

Rate card

machine work, prepaid

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Selected monthly operations

Estimated usage$60.00

Each selected quantity divided by its rate per dollar, then added. This is metered usage; buying a credit pack is a separate top-up.

This estimate covers these sliders only. Other operations, retained capacity and model charges are additional. Workflow runs include 5 CPU-sec each; extra code-node compute uses its own rate.

What is free

The base account and ordinary manual work in ERP.AI’s official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Agree the included scope and rollout work before starting.

What is metered
  • external API-key requests
  • imports
  • workflows
  • agents
  • scheduled jobs

The smallest credit pack is $5. The other one-time packs are $20 and $100. Purchased credits never expire; there is no recurring subscription or monthly minimum. Estimate usage from your expected imports, integrations and workflow activity.

Each workflow run includes the first 5 CPU-sec. Code-node compute beyond that allowance uses the separate CPU-sec rate. Failed API results do not settle an App Builder operation charge; measured billable usage from a managed execution can still settle after cancellation or an error.

Each billing account includes 100,000 retained business records and 100 MB of managed file retention. Beyond those allowances, records cost $1 per 100,000 record-months and managed files cost $2 per logical GB-month. Retention is settled daily. Archived and Trash records still count. Shared file references count once; independent copies and saved versions count separately.

Ordinary manual work remains available at a zero balance. New metered work pauses until the billing account has enough credits. Model usage and the Proto Agent fee are described below; they are additional to the operation rates in this table. The platform pricing page carries the current full rate card and account rules.

Model usage and Agent fee

ERP-1 Fast costs $0.05 per 1 million cached input tokens, $0.25 per 1 million uncached input tokens and $0.75 per 1 million output tokens. The 8% Proto Agent fee is added to the exact model amount and shown separately on the receipt.

With an OpenRouter key, OpenRouter bills model inference directly. ERP.AI charges 8% of the exact OpenRouter-reported model cost, plus any separately metered ERP.AI resources used by the run. Usage receipts identify the model, credential source, applied rate-card version and itemized charges.

Implementation and rollout

Configuring billing, migrating data and rolling out the agreed processes are scoped separately. Any implementation quote reflects integrations, data volume and support requirements. Start with your ERP.AI account and configure the system using Proto.

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Pricing questions

All questions
Can we change it after go-live?

Use Proto to configure and later change the application on a branch you review before release. Its machine work and model usage are metered.

ERP•AI workspace

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