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  1. Mobile Banking App Backend
  2. Get started
Get started

Get Mobile Banking App Backend running in four steps.

Prepare a first treasury cycle from instruction to reconciled provider movement.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Mobile Banking App Backend. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Mobile Banking App Backend in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and set up the people who will prepare, approve and inspect instructions. Establish the first organization’s membership before giving anyone financial decision authority.

Prepare the first operating cycle

Add an eligible counterparty and its provider-held accounts. Create a representative instruction with balanced debit and credit scope, an owner and supporting document. Have an independent approver decide on its current revision. Connect the provider event path and retain the provider identity and confirmation evidence.

Review before release

Reconcile one provider movement against the confirmed instruction. Include an amount or date mismatch so the team can practice its exception route. Check receipt inspection, audit access and the ownership of delayed provider responses before expanding the scope.

Set up Mobile Banking App Backend your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started