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- Remittance Platform
- Get started
Get Remittance Platform running in four steps.
Prepare a controlled remittance operating cycle with your team.
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 Remittance Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Remittance Platform 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 and use Proto to configure Remittance Platform for your business. Name the operating organization and the people who prepare, approve and reconcile instructions.
Prepare the first operating cycle
Choose an eligible counterparty and provider account. Prepare one instruction with debit and credit scope, then relate a transfer quote and supporting attachment. Have Treasury Approver inspect the current revision before submission.
Review before release
Rehearse a provider acknowledgment, a repeated event and an amount mismatch. Reconciliation Analyst should be able to trace the event identity to its instruction and account. Review roles, integrations and pricing with the implementation team.
Set up Remittance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.