All applications583

Find your application

583 applications

Open full catalog

Browse applications by category or open the full catalog.

Remittance Platform
Start now
More

Features

Industries

Reference

More

Remittance Platform · Available now

Trace each instruction from quote to verified outcome.

Remittance Platform organizes banking instructions by organization, owner and eligible counterparty. Treasury operations prepare the amount, value date and debit and credit account scope, then keep the instruction revision and supporting records together.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewIn Flight Instructions
Remittance Platform · Bank instructions

In Flight Instructions

Bank instructions in one list

New bank instruction
Bank instructions in view
6
Total amount USD
3,710
Authorized
2
Submitted
2
Authorized2
Supplier payment to Cedar Quay TextilesElmbridge College
480
16 Oct
Equipment deposit to Slate River WorksWillow Crest Imports
800
28 Oct
Add
Submitted2
Payroll funding for Westhaven ServicesCedar Quay Textiles
290
24 Oct
Family support transfer to ManilaWesthaven Services
660
29 Oct
Add
Pending2
Tuition transfer to Elmbridge CollegeCedar Quay Textiles
620
13 Oct
Lease payment to North Pier PropertiesNorth Pier Properties
860
15 Oct
Add
Supplier payment to Cedar Quay TextilesBank instructions · BI-89332
Authorized
Amount USD480
Requested at16 Oct
Value date19 Oct
OwnerNico Bell
CounterpartyElmbridge College
Review instructionBI-89332 · Supplier payment to Cedar Quay Textiles

Treasury Approver decides on the current instruction revision.

Waiting for Treasury Approver
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
13
Roles with set permissions
6
Reports and dashboards
8
Features

Follow remittance work by decision and outcome

Every feature works on the same records. Pick one to see the screen your team works in.

Counterparties and accounts

Keep eligible counterparties and their provider accounts tied to the right organization.

  • Identify the record
  • Keep ownership clear
  • Follow the account
  • Financial counterparties
  • Financial accounts
  • Organizations
  • Team members
Explore counterparties and accounts
OverviewActive Counterparties
Remittance Platform · Counterparties and accounts

Active Counterparties

Financial counterparties

New
NameCodeActiveContact nameOrganization
Cedar Quay TextilesCP-CEDARQUAYSafiya HassanSlatebridge Transfer Co.
Westhaven ServicesCP-WESTHAVENMateo AlvarezSlatebridge Transfer Co.
Elmbridge CollegeCP-ELMBRIDGEAnya DesaiElmstone Payment Operations
Slate River WorksCP-SLATERIVERJin ParkWest Quay Money Services
North Pier PropertiesCP-NORTHPIEROliver MensahHarbor Glen Payments
6 of 6 records
Cedar Quay TextilesFinancial counterparties · FC-34777
CodeCP-CEDARQUAY
Active✓
Contact nameSafiya Hassan
OrganizationSlatebridge Transfer Co.
Example screen with sample data
Process

From instruction to verified settlement

Instruction to verified settlement ships ready to use. 2 steps need a named approval before the work moves on: Review instruction (Treasury Approver) and Authorize quote (Treasury Approver).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare instruction

    Choose the organization, counterparty and account scope for a revisioned instruction.

    Supplier payment to Cedar Quay TextilesBI-89332 · Treasury Operator
    Prepare instructionBy Treasury Operator

  2. Review instruction

    An independent approver checks the instruction amount, accounts and support.

    Supplier payment to Cedar Quay TextilesBI-89332 · Treasury Operator
    Review instructionBy Treasury Operator
    ApprovalTreasury Approver decides on the current instruction revision.

  3. Authorize quote

    The approver decides on the submitted quote revision and its parent instruction.

    Supplier payment to Cedar Quay TextilesBI-89332 · Treasury Approver
    Authorize quoteBy Treasury Approver
    ApprovalTreasury Approver decides on the submitted quote revision.

  4. Submit instruction

    Send an authorized instruction and retain its provider identity and receipt.

    Supplier payment to Cedar Quay TextilesBI-89332 · Treasury Operator
    Submit instructionBy Treasury Operator

  5. Reconcile evidence

    Match the provider event identity and exact amount with the instruction.

    Supplier payment to Cedar Quay TextilesBI-89332 · Reconciliation Analyst
    Reconcile evidenceBy Reconciliation Analyst

  6. Verify completion

    Close an operation only after the stored effect can be traced.

    Supplier payment to Cedar Quay TextilesBI-89332 · Reconciliation Analyst
    Verify completionBy Reconciliation Analyst

Start with Prepare an instruction

Inside a record

Connect bank evidence to the operating record

Open any bank instruction to see its bank evidence, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Amount USD, Requested at, Value date and Owner.

  2. 2
    Bank evidence

    Each line is linked to this bank instruction.

  3. 3
    Who works on it

    Treasury Operator, Treasury Approver and Reconciliation Analyst, each with their own permissions.

  4. 4
    Process stages

    Prepare instruction, with the role that acts.

  5. 5
    Approvals

    Review instruction and Authorize quote, with who decides.

In Flight InstructionsSupplier payment to Cedar Quay Textiles
Remittance Platform · Bank instructions

Supplier payment to Cedar Quay Textiles

Elmbridge College · Authorized

Log activity
1
Record details
Amount USD480
Requested at16 Oct
Value date19 Oct
OwnerNico Bell
2
Bank evidence

Supplier payment to Cedar Quay Textiles

Provider event IDOccurred atAmount USD
EVT-TRF-2026-8041116 Oct660
EVT-TRF-2026-8041214 Oct820
EVT-TRF-2026-8041322 Oct420
Bank evidence
6
Total amount USD
3,840
3

Who works on it

  • Treasury OperatorManage bank instructions, transfer quotes, instruction…
  • Treasury ApproverApprove transfer quotes, bank instructions
  • Reconciliation AnalystManage reconciliation items
4

Process stages

  • Prepare instructionTreasury Operator
5

Approvals

  • Review instructionTreasury Approver
    Approved
  • Authorize quoteTreasury Approver
    Waiting
Example screen with sample data
Approvals

Give each revision an independent decision

Treasury Approver reviews the submitted revision prepared by Treasury Operator.

OverviewApprovals
Remittance Platform · Overview

Approvals

Signed in as Treasury Approver

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • TQ-25447Philippines
    Lease payment to North Pier PropertiesRequested by Treasury Operator
    Submitted3dActions
  • TQ-33201Mexico
    Project retainer to Juniper DesignRequested by Treasury Operator
    Submitted3dActions
  • TQ-34912United Kingdom
    Supplier payment to Cedar Quay TextilesRequested by Treasury Operator
    Submitted2dActions
  • TQ-34803Canada
    Refund to Harbor Vale TradingRequested by Treasury Operator
    Submitted4dActions

Who approves what

DecisionApprover
Review instructionAn independent approver checks the instruction amount, accounts and support.Treasury Approver
Authorize quoteThe approver decides on the submitted quote revision and its parent instruction.Treasury Approver
Approve transfer quotes, bank instructionsTreasury Approver
3 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Remittance Platform to the work that is theirs. Pick a role to see what it starts with.

Treasury Operator

Prepares instructions and quotes for an organization and follows provider outcome.

This is the first screen this role sees.

OverviewIn Flight Instructions

In Flight Instructions

Bank instructions · Treasury Operator

Authorized2
Supplier payment to Cedar Quay TextilesElmbridge College
480
16 Oct
Equipment deposit to Slate River WorksWillow Crest Imports
800
28 Oct
Add
Submitted2
Payroll funding for Westhaven ServicesCedar Quay Textiles
290
24 Oct
Family support transfer to ManilaWesthaven Services
660
29 Oct
Add
Pending2
Tuition transfer to Elmbridge CollegeCedar Quay Textiles
620
13 Oct
Lease payment to North Pier PropertiesNorth Pier Properties
860
15 Oct
Add
Example screen with sample data

Roles and permissions

Reports

See exposure and unresolved exceptions

Follow instruction exposure, decisions, provider evidence and exceptions.

Overview
Remittance Platform · Overview

Remittance Platform dashboard

This quarter

Transfer quotes in view
6
Total send USD
3,520
Submitted
6

Bank instructions by status

How far records got this quarter

StageReachedStep
Draft37
Review822%
Authorized338%
Submitted133%

Amount USD by status

Sample totals per stage

1.0k0
1.0kDraft
1.0kReview
1.0kAuthorized
-3000Submitted
-1000Pending
Example screen with sample data
  1. 01Instruction Pipeline

    Which amounts remain in review or in flight by organization and owner?

  2. 02Quote Decision Outcomes

    Which submitted quotes were approved or rejected?

  3. 03Counterparty Exposure

    Where are instruction amounts concentrated by party?

  4. 04Provider Evidence Review

    Which provider events have a verification flag?

  5. 05Reconciliation Exceptions

    Which account and event identities remain unresolved?

  6. 06Operation Receipt Outcomes

    Which guarded actions need investigation?

  7. 07Account Balance History

    How did the provider's available and ledger balances change?

  8. 08Review Decision Trail

    Which revision did each reviewer decide and why?

All reports and dashboards

Who it's for

Built around your remittance operating team

See how Remittance Platform fits your kind of team.

Cross-border payment operations

Use instruction, quote and provider evidence records for cross-border payment operations.

Corporate treasury teams

Use instruction, quote and provider evidence records for corporate treasury teams.

Financial service operations

Use instruction, quote and provider evidence records for financial service operations.

Controls

Trace every action to its source revision

Each stage of instruction to verified settlement names the role that acts and the status it records, so a change is never anonymous.

OverviewInstruction to verified settlement
Remittance Platform · Process

Instruction to verified settlement

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
6
Review instructionApproval
Treasury Operator, Treasury Approver
StatusDraft → Review
RecordsReview decisions
Authorize instructionApproval
Treasury Approver
StatusReview → Authorized
RecordsOperation receipts
Prepare quote
Treasury Operator
StatusDraft → Submitted
RecordsTransfer quotes
Instruction to verified settlement
  1. Start
    Review instructionDraft → Review
    Review decisions
  2. Approval
    Authorize instructionReview → Authorized
    Operation receipts
  3. Step
    Prepare quoteDraft → Submitted
    Transfer quotes
  4. Approval
    Authorize quoteSubmitted → Approved
    Review decisions
  5. Step
    Submit instructionAuthorized → Submitted
    Operation receipts
Example screen with sample data

See each stage in detail

AI agent

Ask Proto for the case behind a decision

Ask Proto to prepare cases and explain the records behind a decision.

It can

  • Treasury Operator: Gather an instruction, its account scope and attachments before sending it for review.
  • Treasury Approver: Show the submitted quote, parent instruction and source revision for a decision.
  • Reconciliation Analyst: Compare a provider event identity and amount with the intended instruction and account.
  • Treasury Manager: Summarize failed receipts and unresolved reconciliation items by owner.

Stays with a person

  • Proto cannot replace an independent reviewer or a provider acknowledgment.
  • The authorized person decides against the current revision.
  • The analyst verifies the stored provider event and operation effect before calling it complete.
  • Metering follows the usage and implementation terms on pricing.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Remittance Platform
  • Banking provider
  • Provider statements
  • Rate source
  • Identity source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 15 tables
15tables
  • Counterparties and accounts4
  • Transfer quotes6
  • Bank instructions6
  • Review and evidence5
  • Settlement and reconciliation6
  • Rates and balances5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Define scope

    Name operating organizations, Treasury Operator, Treasury Approver and Reconciliation Analyst; agree which provider supplies each identity.

  2. Load reference records

    Verify counterparties, accounts, active flags, currencies and effective rates.

  3. Configure decisions

    Test revision changes, independent review, quote decisions and attachment visibility.

  4. Rehearse provider outcomes

    Submit a controlled instruction and inspect evidence, receipts and reconciliation items.

  5. Review exceptions

    Check a repeated event, amount mismatch and correction before widening use.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Remittance Platform.

All questions
How do I get started?

Click Get started, then use Proto to configure Remittance Platform for your business. Start with one organization, an eligible counterparty, a provider account and an instruction that an independent approver can review.

Who prepares an instruction?

Treasury Operator prepares the organization, counterparty, amount and account scope. Treasury Approver makes the independent decision on the current revision.

Where do quote terms live?

Transfer Quotes link send and recipient amounts and destination to a parent instruction. The approver reviews the submitted revision.

How are provider outcomes tracked?

Bank Evidence keeps provider event identity, amount and evidence type beside the instruction. The team checks that event before marking an outcome verified.

What happens when an event does not match?

Unresolved Reconciliation Items shows unmatched or exception events with their account and intended instruction. Reconciliation Analyst investigates the identity and exact amount.

Can an instruction be corrected?

The team keeps the original revision, decisions and evidence. A changed amount or executed scope goes through a fresh decision or compensating review route.

How are attachments shared?

Record Attachments have Internal and Shared visibility. Agree who can upload and see each category during setup.

Where can I see open work?

In Flight Instructions, Pending Review Instructions, Open Transfer Quotes and Failed Operations focus each part of the operating queue.

What information is needed for setup?

Bring organization and counterparty identifiers, provider account identities, role assignments and sample provider events. See implementation.

Set up Remittance Platform your way.

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

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appRemittance Platform

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.