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- Neobank Backend
- Get started
Get Neobank Backend running in four steps.
Set up a treasury case and rehearse the provider and reconciliation handoffs.
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 Neobank Backend. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Neobank Backend 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 account. Add the first organization and named team members. Assign preparation, independent review, administration and audit access according to the work each person performs.
Prepare the first operating cycle
Enter an eligible financial counterparty and its provider-held account. Draft a banking instruction with a requested amount, owner and debit or credit account scope. Attach the support the reviewer needs. Have a different person review the frozen revision. Record the provider identifier and verified outcome evidence after submission.
Review before release
Reconcile a provider movement against a confirmed instruction on the same account, amount and occurrence date. Rehearse a mismatch as an exception. Trace the decision, evidence and operation receipt from the parent instruction. Agree who supplies provider data and who investigates a receipt needing review. Follow the implementation guide for the full rehearsal.
Set up Neobank Backend your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.