Get started

Bring your entities and currencies together with an implementation plan built around your finance team.

Example workspace
Journal Entries Awaiting ApprovalJournalEntriesapproval waits for the controller
Approval conditions

Controller: Approve JournalEntries, RevaluationRuns, BankReconciliations, Bills and credit memos above clerk limits, PayRuns and urgent PaymentsMade above AP Clerk limit, disputed IntercompanyTransactions, DepreciationRuns, AllocationRuns, AssetMovements, RateOverrides, ApprovalDelegations and waived CloseTasks

PendingApproval
  • JE-21112 ENT-4622 150 4 d
  • JE-58944 ENT-8633 450 14 d
  • JE-49861 ENT-6361 380 9 d
  • JE-89721 ENT-9342 30 13 d
  • JE-88494 ENT-8666 440 2 d
JE-21112
Entity
ENT-4622
Date
13 Sep
Description
Issue to WIP
EntryType
Standard
Source
Manual

Approval waits for the controller.

General ledger →
  • 1

    Start with Proto

    Click Start now, then use Proto to configure Multi-currency Accounting for your business. Set up your workflows, import your data and invite your team.

    Explore the workflows and product previews, then choose the entities and processes to configure first. Start with a representative close so your team can review the rates, reconciliations and approvals before moving live balances.

    Start now
  • 2

    Talk to our team

    Tell us which entities and currencies you manage, which systems hold your books today, and which bank and rate feeds you need. Include the target cutover date and the finance owners who will review the migration. We can use that information to define the scope and a phased rollout.

    Write to [email protected]
  • 3

    Add AI support

    During setup, give your agent its own identity and access to the entities it supports. Test the tasks it can prepare and the approvals that stay with your finance team before enabling it in live workflows.

    $ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
    Download agent
RolesRoles and permissions

Give each person the access they need, with clear limits and independent financial approvals.

 ReportsReports and dashboards

The statements and schedules a multi-currency finance team runs on, each with what it answers and who reads it, all drawn from the same postings as the ledger.

 Data modelData model

Explore the records and relationships behind your ledger, from source documents to group reporting.

 IntegrationsIntegrations

Connect your ledger to the banks, billing tools and reporting systems your finance team already uses.

 RolloutImplementation

Move your books with a controlled migration, a rehearsed close and a launch plan for each entity.

 APIAI agents

Help your finance team prepare work and investigate exceptions, with access scoped to each entity.

Modules

ERP•AI workspace

Start now Multi-currency Accounting

Create your ERP.AI account and get started with Proto.

Start now Download agent

Customize Multi-currency Accounting. With Proto, your desktop AI agent.

Ask Proto to help you customize Multi-currency Accounting.

Customize
Multi-currency Accounting. Ask: “Adapt General ledger.” ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra