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- Financial Advisory PSA
- Get started
Get Financial Advisory PSA running in four steps.
Begin with one client engagement and a complete fee cycle.
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 Financial Advisory PSA. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Financial Advisory PSA 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 ERP.AI account. Download Proto and describe your advisory practice, the people responsible and the first engagement you want to configure.
Prepare the first operating cycle
Choose an active client engagement with an account owner, engagement manager, advisor, contract value, budget hours, dates and a contractual deliverable. Bring the advisor rates, a sample service line and a fee billing with due date. Agree who reviews delivery and who confirms collection.
Review before release
Submit one billable service line with hours and an engagement, then one that fails a required check. Confirm the approval decision, unchanged failed status and operation receipts. Approve a deliverable, run the invoice operation and check its result. Link a fee billing, mark it received only after collection confirmation and inspect the payment receipt. Reconcile the Engagement Margin Desk with the underlying engagement and delivery records. Read the implementation plan and pricing.
Set up Financial Advisory PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.