1. Open Banking API Platform
  2. Get started
Get started

Get Open Banking API Platform running in four steps.

Prepare your team and provider records for a first banking operating cycle.

  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 Open Banking API Platform. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Open Banking API Platform 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, then use Proto to configure Open Banking API Platform for your organization. Identify the App Administrator who will maintain organization membership and the people who will prepare, independently review and audit banking work.

Prepare the first operating cycle

Choose one organization and provider relationship. Bring its counterparty record, active account identifiers and a representative banking instruction. Agree how the instruction amount maps to debit and credit account lines, which person owns the request, and which reviewer has independent authority. Decide how the provider instruction reference, event identifiers and dated account movements will be obtained.

Review before release

Run a sample instruction from draft through review and authorization. Keep it pending until a checked provider event supports confirmation. Rehearse an access consent with separate decision and grant moments. Compare a provider movement that matches exactly with one that has a different date, then inspect the receipt and evidence trail. Use implementation for the full setup sequence.

Set up Open Banking API Platform your way.

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

How to get started